Applied Materials slides show broad WFE share: 23% deposition, eBeam leader with ~2x nearest rival
BenBajarin · x · 2026-10-13
Ben Bajarin shares Applied Materials investor slides: AMAT holds strong and growing share across key WFE segments — deposition 23%, etch 19%, materials modification 15%, metrology 15%, lithography 29%. Deposition sits at 2.5x its nearest competitor, conductor etch leads in advanced foundry-logic and DRAM, eBeam is the highest-resolution imaging at 2x nearest rival, with interesting eBeam-in-optical developments brewing.
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