EV Group and IMS Nanofabrication’s Roles in DRAM and NAND Production

Overview Advanced logic, DRAM, NAND, and CMOS image sensor fabrication depends on a web of globally distributed bottlenecks. Beyond well-known nodes like TSMC and ASML, critical segments—spanning chemicals, equipment, fabrication, packaging, IP, and design—are geographically concentrated. Two Austria-based firms, IMS Nanofabrication and EV Group (EVG), illustrate this concentration. By industry estimates, Austria holds ~82% share in wafer bonding tools and...