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Found 7 results in 4ms
Feb 25, 2026
Applied Materials: Customer Concentration, Pricing Power & AI Cycle Drivers
Former Vice President at Applied Materials
Partner Interview
Applied Materials•US•Mega CapLam ResearchDoosanKLATokyo ElectronSwitching CostsProcess PowerMission Critical Products & ServicesInformation TechnologyIndustrialsFeb 25, 2026
Lam Research: Memory vs Logic Growth Drivers and Cycle Duration
Former Senior Technical Director at Lam Research
Partner Interview
Lam Research•US•Mega CapASMLApplied MaterialsKLATeradyneOnto InnovationAmphenolSwitching CostsProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesInformation TechnologyFeb 18, 2026
Onto vs KLA: Process Control Intensity in Advanced Packaging
Former Vice President at Onto
Partner Interview
Onto Innovation•US•Large CapASMLLam ResearchApplied MaterialsKLATeradyneAmphenolSwitching CostsProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesInformation TechnologyFeb 16, 2026
ASM International: ALD Market Share Loss & Intrepid EPI Tool Challenges
Former Director of ASM International NV
Partner Interview
ASM International•NL•Large CapLam ResearchApplied MaterialsASMLSwitching CostsProcess PowerOEMs w/ Installed BaseInformation TechnologyFeb 9, 2026
KLA Corporation: Process Control Intensity, Fab Ramp Dynamics & Competitive Positioning
Former General Manager at KLA
Partner Interview
KLA•US•Large CapLam ResearchApplied MaterialsCamtekASM InternationalSwitching CostsProcess PowerMission Critical Products & ServicesInformation TechnologyJan 20, 2026
ASM International & Atomic Layer Deposition Competition
Former Director at ASM International
Partner Interview
ASM International•NL•Large CapSK hynixApplied MaterialsLam ResearchTokyo ElectronSamsung ElectronicsASMLKLASwitching CostsProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesInformation TechnologyConsumer DiscretionaryJan 13, 2026
NVIDIA: Beyond the Wafer Constraints, Packaging, HBM & Testing
Former Senior Executive at Qualcomm
Partner Interview
NVIDIA•US•Mega CapQualcommTSMCIntelASMLAdvantestTeradyneASESK hynixSamsung ElectronicsBE Semiconductor IndustriesLam ResearchKLAGoogleAmazonSwitching CostsProcess PowerNetwork EffectsScale EconomiesMission Critical Products & ServicesOEMs w/ Installed BasePhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryCommunication ServicesYou've reached the end