etching

As circuits shrink, the required depth and precision rise and the number of steps grows, which is why etch-equipment revenue works as a proxy for the move to finer nodes.

Predictions & track record (2)

• Awaiting grading China just started chip production on homegrown DUV tools. Is ASML's grip loosening?Final confirmation (end-2027, actual DUV shipments around 20 units) is far off, so this checks an interim signal. By end-Oct 2026, check for the latest reporting on this maker's shipment count and orders. The final unit-count verdict is re-checked at end-2027.
• Awaiting grading Substrates, Memory and Specialty Gas All Tighten at Once in the AI Chip Supply ChainCheck whether substrate, DDR5 and WF6 prices keep climbing together next quarter, and whether actual AI server shipment delays get reported.

3 related posts

• Watch China just started chip production on homegrown DUV tools. Is ASML's grip loosening? Jukan (@jukan05) · 2026-07-27
• Watch Substrates, Memory and Specialty Gas All Tighten at Once in the AI Chip Supply Chain Serenity (@aleabitoreddit) · 2026-07-26
• Watch China's DRAM Prices Match Samsung's, But Only for Mainstream DDR5 Jukan (@jukan05) · 2026-07-25