Semicon West & OCP recap: $300B+ wafer-equipment TAM, Tesla TeraFab orders, TSMC N5-to-N3 conversions
BenBajarin · x · 2026-10-20
- The Circuit podcast (Ben Bajarin & Jay Goldberg) recaps the Semicon West + OCP double-event week.
- Key points: semicap/wafer equipment gearing toward a $300B+ TAM; larger reticle sizes and Tesla's TeraFab tool orders; Applied Materials' EPIC center opening; TSMC earnings mention of physical data center site inspections; N5-to-N3 fab conversions and trailing-edge tool shortages; hybrid bonding for HBM stacks; OCP floor takes on optical backplanes and liquid cooling.
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