a*******i 发帖数: 11664 | | w********o 发帖数: 10088 | 2 amat怪兽变身了?又有钱了?
【在 a*******i 的大作中提到】![](/moin_static193/solenoid/img/up.png) : .
| H*****l 发帖数: 702 | 3 after first failure try in ion implantation several years ago, they want to
do it again...
but my boss who directly reported to MRS at Intel before told me that MRS is kind of losing sense when AMAT currently is in such a deep shit as a business....
【在 a*******i 的大作中提到】![](/moin_static193/solenoid/img/up.png) : .
| H*****l 发帖数: 702 | 4 AMAT基本上现在最有钱途的business都是靠买来的
Solar和FPD的AKT
Electroplating
Baccini
HCT
JMP 是的AMAT把JMP买了就在去年
当然AMAT的老本行DSM和MDP还是做的很不错的,特别是后端的low k insulator, via
fill, metal....
至于前面的wet,epi,high k solution都decent,但是市场上面share不如后端
inspection死了,LED/MOCVD也快死了吧...
哦最近AMAT终于把一台low k PECVD 塞进了intel D1...现在是DSM的头等大事...
【在 w********o 的大作中提到】![](/moin_static193/solenoid/img/up.png) : amat怪兽变身了?又有钱了?
| j**y 发帖数: 7014 | 5 你丫简直是8挂之王!
【在 H*****l 的大作中提到】![](/moin_static193/solenoid/img/up.png) : AMAT基本上现在最有钱途的business都是靠买来的 : Solar和FPD的AKT : Electroplating : Baccini : HCT : JMP 是的AMAT把JMP买了就在去年 : 当然AMAT的老本行DSM和MDP还是做的很不错的,特别是后端的low k insulator, via : fill, metal.... : 至于前面的wet,epi,high k solution都decent,但是市场上面share不如后端 : inspection死了,LED/MOCVD也快死了吧...
| a*******i 发帖数: 11664 | 6 4.9 billion
Shot, I was thinking to buy Varian stock last week!
【在 w********o 的大作中提到】![](/moin_static193/solenoid/img/up.png) : amat怪兽变身了?又有钱了?
| w********o 发帖数: 10088 | 7 一般第一季度的财报都很漂亮
【在 a*******i 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 4.9 billion : Shot, I was thinking to buy Varian stock last week!
| w*******d 发帖数: 3714 | |
|