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Markets and Business

John West

Recent Posts

Critical Subsystems – From Just in Time to Just in Case

COVID-19 has forced all the players in the semiconductor manufacturing supply chain to reassess how much inventory they need to hold.

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Critical Subsystems Suppliers’ R&D Spend Holding Up

Despite a tough year for critical subsystem suppliers, their overall expenditure on research and development has remained at near record levels – evidence that critical subsystems are indeed critical to the semiconductor manufacturing equipment...

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Critical Subsystems in the Sub Fab

The value of critical subsystems sold for use in the sub fab is outgrowing the overall market for critical subsystems. Driven by the increased complexity of leading edge fabs and the growing vacuum intensity of semiconductor manufacturing, both...

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