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#etching

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01 ·Supply Chain·★ MEMBER·9 min read Inside the Equipment Makers — What ASML, AMAT, TEL and Lam Actually Build Chip manufacturing is four actions repeated hundreds of times — deposit, print, etch, clean — and each action has its own machine and its own specialist vendor. After mapping steps to suppliers, two pieces of arithmetic explain why the tool business collapses into a handful of firms, and why ASML's EUV monopoly is really a bundle of irreplaceable component makers.