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Lam Research Sees DRAM Architecture Evolving From 4F² Design to 3D
What happened
Lam Research CFO forecasts DRAM's evolution from 4F² to 3D architectures, similar to 3D NAND, to overcome scaling limits. The transition is expected to increase the semiconductor equipment SAM by 1.7-1.8x, requiring new processes like high-aspect-ratio etching. Neutral: Long-term equipment demand catalyst, but no immediate supply or price impact on DRAM components.
Impact and signal
Low impactImpact score: 10/100
Affected components and suppliers
equipment-demandtechnology-trend
Source and time
Source: The Elec · 3/13/2026 · View original source
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