Background of the popularity of generative AI and its positive impact on semiconductor inspection equipment

Broadcast at 16:10 on 6/30 (Sun)
The popularity of generative artificial intelligence (AI) has had a positive impact on semiconductor inspection equipment companies. Broadband memory (HBM) with multiple layers of DRAM is used for generative AI, but since it is more complicated than conventional DRAM, the test load is high, and the importance of inspection devices is increasing. The market is expected to expand in the future, and each company aims to capture huge demand and sets targets.