🌿 lithos(@lithos_graphein):🚨 TOK raises guidance by double digits on AI-driven demand for high-purity chemicals (adv. photoresist). Watch the materials vendors. They see the fabs’ wafer-start forecasts first—it’s a long supply chain: Wafer starts forecast. → Materials vendors. → Batch planning → Raw material sub-suppliers

🌿 lithos

@lithos_graphein

Three decades in semiconductor lithography. I run the Chip War Dashboard site; it's a live feed of the freshest semi news & market data.

参加 November 2022

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🌿 lithos@lithos_graphein

2026.07.30 14:55

🚨 TOK raises guidance by double digits on AI-driven demand for high-purity chemicals (adv. photoresist). Watch the materials vendors. They see the fabs’ wafer-start forecasts first—it’s a long supply chain: Wafer starts forecast. → Materials vendors. → Batch planning → Raw material sub-suppliers