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KLA: Benefiting From The Need For High Yields In Sub-5nm Chip Production
KLACKLA(KLAC) Seeking Alpha·2024-05-15 19:51

As an example, Taiwan Semiconductor (TSM) reported a yield rate of 55% at 3nm for its 3NB process (and 63% for its 3NE process), meaning that nearly half of the wafers produced at its 3nm process will be categorized as a bad cassette batch of 25 wafers, representing a loss of $239,000 per cassette. DNY59 One of the key issues about KLA (NASDAQ:KLAC) is that it is not like any of the other major equipment companies, and therefore any competitive analysis with them is pointless. Specifically, KLAC designs and ...