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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Elroy who wrote (87127)7/15/2021 4:20:46 PM
From: booney1  Respond to of 95622
 
two other things...the profitability and ASP varies by node. Apple's iphone 13 will use 5nm process.
I'm sure this is the "costliest" node. So revenue varies by node mix. (and yield!)

I would think that they are also adding capacity as fast as they can in their existing fabs. Most fabs can add equipment here and there to incrementally add capacity.



To: Elroy who wrote (87127)7/15/2021 11:06:06 PM
From: robert b furman  Respond to of 95622
 
Hi Elroy,

It probably gets put on new product and or product mix, along with new start up costs.

Marketing does wonders you know. LOL

Bob


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