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1 articles
01
2026-08-29
·
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.