NuAxiSemiconductor trade intelligence
IBM and Lam's new partnership paves the way toward sub-1nm logic using High-NA EUV — Albany lab to pioneer dry resist process integration
What happened
IBM and Lam Research announced a five-year collaboration to develop sub-1nm logic using High-NA EUV and Lam's Aether dry resist technology at Albany NanoTech. This partnership aims to solve stochastic noise issues in wet chemistry resists by using vapor-phase deposition. The deal is bullish for Lam Research's equipment and materials business as it secures long-term R&D contracts for next-generation lithography.
Impact and signal
Low impactImpact score: 10/100
Affected components and suppliers
IBMLam Research
partnershipeuvdry-resistsub-1nm
Source and time
Source: Tom's Hardware · 3/12/2026 · View original source
Open the NuAxi live feed →
Real-time pricing, supply signals and AI analysis for semiconductor traders