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Atomic layer deposition (ALD) precursors Are Becoming the Smallest Infrastructure Bottleneck Behind AI Chips, 3D Memory and Sub-2nm Manufacturing
Inside a semiconductor fab, the loudest numbers are usually attached to lithography scanners, cleanrooms and wafer capacity. A single advanced fab can cross US$15 billion in total investment. A 300mm cleanroom can run tens of thousands of wafer starts per month. A lithography scanner can cost hundreds of millions of dollars. Yet one of the most important growth stories is stored in smaller...
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