Apr. 27 at 9:37 PM
THE 7 LAYERS OF PHOTONICS
2. Tools (fabrication layer)
$ASML,
$AMAT,
$LRCX
The Photonics revolution is ultimately a race for manufacturing precision!
$ASML’s High-NA EUV is paving the way for 2026’s next-gen photonic ICs, while
$LRCX’s stellar Q3 beat proves that AI-driven etch demand remains relentless.
With
$AMAT’s EPIC collaboration pushing the boundaries of photonics-memory integration, these equipment titans hold the real pricing power. With WFE spend projected at
$140B, who is your ultimate pick for the "foundry backbone"? Is it
$ASML’s lithography monopoly or
$LRCX’s scaling edge? Let’s discuss!
