🌿 lithos(@lithos_graphein):PLP will be very disruptive to WFE and the industry in general. The substrate configuration is a big deal in semi, since it drives much of the economics. Here we're moving from round to square, which is a monumental change. On top of that, there's a wide array of panel sizes still trying to find their footing as the standard. We're already seeing big challenges on the litho side, with processing needs we just haven't encountered before.

🌿 lithos

@lithos_graphein

Three decades in semiconductor lithography. I run the Litho 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

2026.10.29 22:44

PLP will be very disruptive to WFE and the industry in general. The substrate configuration is a big deal in semi, since it drives much of the economics. Here we're moving from round to square, which is a monumental change. On top of that, there's a wide array of panel sizes still trying to find their footing as the standard. We're already seeing big challenges on the litho side, with processing needs we just haven't encountered before.