Notes: ASM and the Rising Complexity of Chips & Why ALD Matters More Than Ever
Summary
* Semiconductor scaling is shifting from lithography alone to materials precision and 3D architectures, structurally increasing ALD intensity where ASM is strongest.
* The transition to GAA, backside power delivery, and 2nm-class nodes creates a multi-year growth cycle driven by process complexity rather than wafer volume.
* AI-driven demand is expanding ALD exposure beyond logic into HBM, advanced packaging, and increasingly logic-like memory architectures.
* Near-term results depe
