Focus remains on meeting strong customer demand, ensuring on-time delivery, and expanding teams globally to support new fabs and installations.
Emphasis on balancing short-term operational execution with long-term product and R&D roadmaps.
Intense customer engagement to forecast needs and align supply chain and hiring plans accordingly.
No immediate concerns about industry overbuilding; primary focus is on capturing upside opportunities.
Operational model is prepared for potential downturns, but current outlook is highly positive.
Industry demand is at unprecedented levels, with 8-10 new tier 1 clean rooms expected by end of next year.
U.S. market remains a key focus, with significant investments in engineering and lab capabilities, including a recent $3 billion commitment.
Engagement with unconventional customers like SpaceX is underway, presenting new growth opportunities.
China’s WFE spending is slightly up, but growth outside China is much stronger; local Chinese equipment firms serve restricted segments.
AI is leveraged internally to boost engineering productivity, with 2/3 of field engineers using AI-driven troubleshooting tools.
Product innovation is focused on etch and deposition, with new platforms like Akara and Vantex addressing key industry inflections.
Architectural shifts such as 3D structures (Gate-All-Around, backside power, advanced packaging) are expanding the addressable market.
DRAM and leading-edge foundry logic are expected to lead WFE growth, with NAND transitioning from upgrades to new capacity.
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