The Fragmented Global Value Chain

The fragmented supply chain is really scary today. Let's start with the silicon wafer. You know, worldwide, they're just hands full about four or five suppliers for, you know, 300 millimeters silicon wafer today. Same story in chemicals, right? Again, just a handful company three, four, five. And then you come to the equipment. That is another thing that I'm told: Get your own material and this equipment in the lab. These do a lot of etching and deposition when it comes to lithography. When it comes to scariest tool called EOV there's only one company Exactly The state of our industry we are really hard pressed and it's