Mr. Semiconductor · Supply-Chain ResearchEtch & Deposition Industry Outlook
Etch & Deposition · Updated: Sep 15, 2026 08:30
Segment overview
Shapes 3D transistors and memory structures through etch, CVD, PVD and ALD.
Key investment drivers
- GAA and backside-power complexity
- Etch intensity in high-layer NAND
- More deposition steps in advanced packaging
Representative public companies
- Lam Research (LRCX)
- Applied Materials (AMAT)
- ASM International (ASM.AS)
Industry activity
61 / 100
Improving industry activity
Market expectations
52 / 100
Cycle-neutral market expectation
Recent change
7-day +1 · 1-day 0
Latest verified research signals
Over the past three days, the etch/deposition node produced no verifiable fundamental change: no new orders, capacity, pricing, capex or customer procurement disclosures were reported. The only identifiable negative datapoint is Applied Mat
Supply-chain position
Upstream: —
Downstream: Advanced Logic Wafer Fabrication → Memory Wafer Fabrication
Mr. Semi publishes this research from public market and supply-chain data, with AI-assisted classification and summarization. For research purposes only; not investment advice.