#Tokyo Electron

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A large wall flowchart showing five labelled process steps in sequence, each paired with a small physical sample, a final sample caught being placed to complete the chain

Who Actually Makes the Machines That Make the Chips

This cohort has profiled ASML, Applied Materials, Lam Research, KLA, and Tokyo Electron individually. Here they are side by side — the complete map of who builds the equipment behind every chip in this cohort.

By Brecht Corbeel · August 10, 2026 · 4 min read

A coat/develop track module in a bright cleanroom with a wafer caught mid-transfer between a bake plate and a develop station, held by a robotic arm, neither station yet reached

AI Hardware & Semiconductors

Tokyo Electron Owns the Step Between Every Other Step

Coat, bake, develop, clean — the unglamorous thermal and chemical processing that has to happen between lithography, etch, and deposition, every single time. Tokyo Electron built its business on that connective tissue.

By Brecht Corbeel · August 10, 2026 · 4 min read

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