In semicap, top-5 have long had swim lanes. But increasingly, AMAT and Lam encroaching each other's turf as Lam doubles down on DRAM and foundry/logic, traditional areas of strength for AMAT. While NAND high aspect ratio etch is an area of strength for Lam, AMAT is strong in DRAM conductor etch, an area Lam is attacking with Akara tool to prepare for 4F2 and 3D DRAM.
Source: Sravan Kundojjala
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