Artificial Intelligence

The Stack

Raw Materials

The Stack
  1. APP
  2. PLAT
  3. SUP
  4. CHIP
  5. SEMI
  6. RAW

Tokyo Electron

8035

Near-monopoly on the coater-developer tools that apply photoresist before lithography.

37 mapped companies rest on this, directly or through others.

Depends on

Nothing in the mapped stack.

Carries

  • SK hynix
  • TSMC