Summary : Tom Caulfield: Executive VP of Sales, Marketing, and Customer Service, Novellus: Memory and Logic Divergence & its Impact on IC Equipment
Annexure : This interview with Tom Caulfield - Executive Vice President of Sales, Marketing, and Customer Service at Novellus - starts with a discussion of what's driving the semiconductor market and what he sees as the primary growth drivers of his customers and his company. Then he delves into the diverging paths of logic and memory manufacturing, as logic moves to more flexible fabs and memory shifts to megafabs, which result in the divergence in IC equipment requirements.