Robert Castellano on Muck Rack

Robert Castellano

Pennsylvania
As seen in: Dr. Robert Castellano's Semiconductor Deep Dive Newsletter, Seeking Alpha, MSN, Aol, Yahoo Finance, 24/7 Wall Street, NewsBreak, DataQuest India
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Articles

The Best-of-Breed Divide in Semiconductor Equipment Is Becoming Clearer

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By Robert Castellano
| Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
What’s in this article The Semiconductor Equipment Market Is No Longer Moving in Unison Applied Materials Lost Leadership Despite Industry Growth Table 1: Semiconductor Equipment Revenues for Applied Materials and ASML (2015–2025) Chart 1: Applied Materials Share of Global WFE Market (2013–2025) Lam Research Benefited From NAND Scaling — Then Lost Momentum Ch…
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Dr. Robert Castellano's Semiconductor Deep Dive Newsletter

|
By Robert Castellano
| Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
What’s in This Article Prologue Figure 1. 2025 I-Line Lithography Market Shares Canon Remains The Leader In Mature Lithography Figure 2. 2025 KrF Lithography Market Shares ASML Establishes Leadership In KrF Lithography Figure 3. 2025 193nm Dry ArF Lithography Market Shares Nikon’s Retreat From Advanced Lithography Figure 4. 2025 193nm Immersion Lithography Market Shares Immersion Lithography Created The Foundation For EUV Figure 5.
Open in Who Shared View Duplicates (2) Issue with article?

Dr. Robert Castellano's Semiconductor Deep Dive Newsletter

|
By Robert Castellano
| Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
What’s in This Article The Real Story Behind Friday’s Selloff Figure 1: One-Day Performance of Leading AI Stocks What Actually Changed Figure 2: Six-Month Performance of Leading AI Stocks Why the AI Infrastructure Thesis Remains Intact The Difference Between Great Businesses and Great Stocks Investor Takeaway Investors searching for a simple explanation for Friday’s technology selloff received no shortage of answers. Some blamed Broadcom’s earnings report.
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