- Samsung’s $90 billion semiconductor capex spend over the next three years will benefit wafer front-end equipment suppliers.
- KLA will be the biggest semiconductor equipment winner compared to Applied Materials, ASML, and Lam Research.
- Nearly all the reticles today at 5-nanometer are inspected by KLA's inspection systems.
- KLA's next-generation e-beam based mask inspection platform has begun customer qualification for applications at 3-nanometer and below.
- The yield and cost improvements from KLA’s process control equipment are favorable metrics for Samsung.
For further details see:
KLA Corporation: Benefiting From Samsung's $90 Billion Chip Investment