deposition

Chips and substrates are built by stacking many very thin films. Deposition is the step that puts each film down, and the tools that do it have the longest lead time from order to delivery, which makes them the starting point of any line build. That is why the date a deposition order is placed effectively sets the date a plant can run.

Predictions & track record (1)

• Awaiting grading One month after the joint venture was set up, the start date moved back a yearScore by whether Samsung Electro-Mechanics places its glass substrate deposition equipment order by December 31, 2026.

2 related posts

• Bear One month after the joint venture was set up, the start date moved back a year Jukan (@jukan05) · 2026-08-12
• Bear YMTC didn't overtake Micron in NAND share. It tied it, and that might be the bigger story Jukan (@jukan05) · 2026-07-23