Jukan
@jukan05
Tech otakus save the world | Not Investment Advice | DYODD
加入 September 2024
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AMAT’s strength is that even if each individual tool may lag competitors in performance, AMAT has an extremely broad equipment portfolio, allowing it to propose bundled solutions across multiple tools. That gives them a structural advantage over companies that focus on refining individual tools one by one. After all, a fab does not run on a single piece of equipment.
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