How will the subsequent part of the chip wars have an effect on corporations like: AMD, ASML, NVDA, INTC, Samsung, TSMC?



There's a brand new part forward within the semiconductor sector that may have main implications for the market dynamics within the semiconductor sector: the transition to subsequent technology strategies concerned in >5nm nodes. Lets focus on the implications and our methods!

What corporations do you suppose will profit from the adoption of next-gen strategies within the decade to come back, and why? I'll present my theories within the feedback.

Background data:

Lithography: https://semiengineering.com/multi-patterning-euv-vs-high-na-euv/

Excessive-NA challenges: https://semiengineering.com/gearing-up-for-high-na-euv/

Packaging: https://semianalysis.com/advanced-packaging-part-2-review-of-options-use-from-intel-tsmc-samsung-amd-ase-sony-micron-skhynix-ymtc-tesla-and-nvidia/

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