The AI Infrastructure Stack
Sub-category 14.4

Deposition (CVD / ALD / PVD / Epi)

Putting thin films of material onto the wafer. Largest semicap category by dollars after litho.

Players

Players: Applied Materials AMAT, Lam Research LRCX, Tokyo Electron 8035.T, ASM International ASM.AS, Kokusai Electric 6525.T, Veeco Instruments VECO, Aixtron (compound semi) AIXA.DE

Analysis coming soon — this page is scaffolding for deeper research into deposition (cvd / ald / pvd / epi).