At an analyst meeting AMEC said DRAM customer orders grew faster than overall
company orders in the first nine months, lifting DRAM's share materially. NAND
and DRAM customers together account for roughly 60% of orders. New etch and film
products are ramping at DRAM customers, bringing NAND and DRAM order shares
closer to parity. AMEC said it has comprehensive coverage of advanced logic
nodes below 10nm and product validation is proceeding smoothly.
