Semiconductor Equipment Shipments Face Delays
tengyanAI · x · 2026-07-10
帖中给出半导体设备订单的出货时间判断：前期订单的出货将从 2026 年第三季度开始，真正放量预计在 2027 年第一季度。文中还提到 Veeco 的 IVD 300 已进入 DRAM 客户评估，用于在几何尺寸缩小背景下做薄膜金属电阻率相关测试。
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