What is Process Window?
We stick to the view that a technology roadmap is not a prophecy; it is a plan, and often an optimistic one.
Process Window covers semiconductors without the usual incense. Too much of the industry is explained either by evangelists or by people who have mistaken a keynote for analysis. A technology roadmap is not a prophecy; it is a plan, and often an optimistic one. Chips are governed by physics, yield, tooling, capital, and time, and this publication is an attempt to describe that world plainly: what is real, what is exaggerated, and what may yet turn out to be impossible.
We provide fab, company and product level semiconductor capacity models for people who need the numbers, not the consensus. Logic node capacity, DRAM and HBM supply, lithography equipment tracking — independently built and regularly updated.
What subscribers receive
Analysis and models covering logic capacity by fab and node, DRAM wafer and bit supply, HBM demand by XPU and manufacturer, and EUV/DUV shipment data with per-node exposure estimates.
Built for
Investors, analysts, and strategists who need detail at the fab level.
