The Tool makers of advanced semiconductor processing equipment look form inflection points for new advanced processing technology such as ALD. "The inflection points include the move towards multi-patterning. That’s an enormous driver of growth,” “It’s also the move to finFET from planar. It’s planar to 3D NAND, as well as the move to 3D packaging.” - Doug Bettinger, executive vice president and chief financial officer at Lam Research
Doug must be happy to hear that besides Samsung and Toshiba, Micron will move into pilot production of a 32-layer 3D NAND device in the second half of this year according to Electronics Weekly The entry device will be a 32-layer device (pictured below) and it is believed that 3D NAND does not become cost-competitive with the most advanced planar NAND until it reaches 48 layers and Micron intends to introduce a 2nd generation 3D NAND which is, presumably, a 48-layer device, end of next year.
Micron 3DNAND 32 layer stack device
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