sundeep on Nostr: In this 2min video I am highlighting two reasons why #Semiconductor Wafer Fab ...

In this 2min video I am highlighting two reasons why #Semiconductor Wafer Fab Equipment (WFE) intensity has inflected higher.

In addition to Leading Edge Logic and Memory, ICAPS has also been a key driver of higher WFE intensity.

ICAPS is a category introduced by Applied Materials around 2019 to include IoT, Communications, Automotive, Power & Sensor applications.