semiconductors

“More or less we've reached the limits of You know, scaling things down, and now we are trying to improve further by new materials, so that's the fundamental materials problem.”

“China, China has by far the most advanced supply chain in semiconductors if you just look at China itself, right?”

“I think you could in, in the near future with some of the systems that have been recommended today, you would see like a two to five X generally, especially when you think about integration in these materials, you need barrier layers and there's all these inte…”

“So if you look at areas that are obviously very interesting right now, because everybody needs improvement there, the big ones to everybody are semi and energy, and those are precisely right in our wheelhouse.”