Applied Materials’ Metrology/Inspection Share Plummets 30% in 2023 Hurt by China Sanctions, Says the Information Network
Summary
New Tripoli, PA, May 11, 2024 --( PR.com )-- AMATs revenue change in the metrology/inspection segment of the overall WFE equipment market, was -30%. "“Based on The Information Networks report titled "Metrology, Inspection, and Process Control in VLSI Manufacturing," Patterned Wafer Inspection emerged as the largest sector within the overall market, totaling $4 billion. On the other hand, E-beam stands out for its high sensitivity, boasting a spot size of 1.5nm compared to opticals 100nm. Essentially, E-beam offers superior sensitivity but at slower speeds, while optical provides lower sensitivity but at faster speeds,” added Dr. Castellano.AMATs 2023/2022 revenue growth from sales to China was 66%, significantly higher than competitors Lam Research, KLA, Tokyo Electron, and Screen. Because of U.S. sanctions and the fact that China has been producing trailing-edge chips (16nm and larger), metrology/inspection equipment sales dropped 30% YoY.According to the report, optical Inspection led by KLA, exhibited YoY revenue growth in 2023 was -5% versus -21% for E-beam which is the focus of Applied Materials.