This article describes some of the game changing technologies $Lam Research(LRCX.US) is involved in developing, such as replacing Tungsten with Molybdeum ('moly"), and an ALD deposition tool with 'the biggest ALD technology breakthrough in two decades'.
These are just a couple examples of the generational changes happening in the industry from a manufacturing perspective, and the top equipment suppliers like $Lam Research(LRCX.US) $Applied Materials(AMAT.US) $TE Connectivity(TEL.US) and $ASMI are the arms-dealers in this new world.Source: Chips & Wafers
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