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3D-NAND: the ever-increasing manufacturing complexity

 

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“Four companies – ASML, Applied Materials, Tokyo Electron and Lam Research – hold more than 70% of the overall equipment market.” asserts Simone Bertolazzi, Market & Technology Analyst, Memory at Yole Développement (Yole). He adds: “ASML is the undiscussed leader in the field of photolithography, whereas Applied Material, TEL and Lam Research compete for supremacy in different areas, such as deposition (CVD, ALD, PVD, etc.), etching, and more. These three players will benefit most from expansion of the 3D-NAND business, but it will be also very sensitive to tail- and headwinds in the memory industry”.

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In this context, Yole and System Plus Consulting, both part of Yole Group of Companies, investigate disruptive memory technologies and related equipment and materials markets in depth. Their aim is to point out the latest innovations and underline the business opportunities. Both partners announce three NAND dedicated analyses:

 

As analyzed by Yole’s team in the Equipment and Materials for 3D NAND Manufacturing 2020 report, despite some seasonality and cyclicality, which are typical of the stand-alone memory business, the NAND market is expected to grow from US$44 billion in 2019 to US$81 billion in 2025 with a CAGR19-25 for this period of 11%. This will be driven by robust long-term bit demand fueled by rising data-centric applications in the fields of AI and the IoT , intelligent factories, virtual/augmented reality, and autonomous vehicles.
In addition, Simone Bertolazzi from Yole had the opportunity to discuss with Mark Puttock, advanced technology engagements, in the CTO office at Entegris, about the company’s material solutions for 3D NAND, strategy, and market status and applications. Discover the details of their discussion
here.

ILLUS_3D_NAND_MarketForecast_YOLEGROUP_Nov2020

All year long, Yole Développement (Yole) and System Plus Consulting publish numerous reports and monitors. In addition, experts realize various key presentations and organize key conferences.

DRAM & NAND Memory markets show building strength In this context, do not miss the DRAM & NAND Memory markets show building strength – Could we be entering the next supercycle? Live Market Briefing Video. Watch it on i-Micronews.
Make sure to be aware of the latest news coming from the industry and get an overview of our activities, including interviews with leading companies and more on
i-Micronews. Stay tuned!

 

Make sure to be aware of the latest news coming from the industry and get an overview of our activities, including interviews with leading companies and more on i-Micronews. Stay tuned!

 

Acronyms :
Extracted from:
• Equipment and Materials for 3D NAND Manufacturing 2020 report, Yole Développement, 2020
• NAND Quarterly Market Monitor, Yole Développement, Q1 2021
• YMTC’s 3D-NAND Flash Memory report, System Plus Consulting, 2020
CAGR: Compound Annual Growth Rate
AI: Artificial Intelligence
IoT: Internet of Things
HDD: Hard Disk Drive
SSD: Solid-State Drives
ASP: Average Selling Price
I/O: Input/Output

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