4 sources healthy · latest episode 9 Nov 2026
descriptive claim

After a process flow such as 18A is established, the manufacturer may be locked into specific tools and cannot freely substitute other tools.

Unresolved speaker · What will computer chips look like in 2045? · 22 Oct 2026

In their words

The transcript segments this claim was taken from

“Even though there are multiple providers of other tools, uh, you know, once you lock into a process flow-”
“... let's say 18A, right? 18A is a mature process now, so we need a specific tool. We can't just go out, go and get a different tool for the same-”
“... for the same. So, so therefore, we are locked into that one tool, one supplier, a-and, um, and so we rely on that.”
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