WFE Intensity

WFE Intensity Step-up: 3D NAND Case Study

We’ve received great feedback on our “Battle of Exponentials” framework, which examines the market impacts we’ve observed since around 2015 as data generation continued to expand at an exponential rate while classic Moore’s Law scaling slowed. In this blog post we focus on the step-up in NAND equipment capital intensity that occurred during the transition from 2D to 3D NAND architectures.