The AI Infrastructure Stack
Sub-category 14.5

Etch

Selectively removing material to define structures. Critical for 3D NAND and gate-all-around transistors.

Players

Players: Lam Research LRCX, Applied Materials AMAT, Tokyo Electron 8035.T, Hitachi High-Tech 8036.T, SPTS / KLA KLAC, AMEC (China) 688012.SS

Analysis coming soon — this page is scaffolding for deeper research into etch.