Top Tweets for #etch
👽 ART SHOW! WITH CAPTAIN SKINNER Season 1 is now fully streaming on YouTube: https://t.co/gS97kIwGNi
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The alien overlords demand it.
#etch #artshowwithcaptainskinner #skinner #horrorart #indiefilm
📺 LIVE on YouTube: https://t.co/d11gH1VZ1e
#etch #etchfilm #etchcast #captainskinner #artshowwithcaptainskinner
🍑 The full season of ART SHOW! WITH CAPTAIN SKINNER is now streaming on YouTube: https://t.co/XBOtruCd1r
#etch #captainskinner #artshowwithcaptainskinner #art #indiefilm
👉 The season finale of ART SHOW! WITH CAPTAIN SKINNER is now on YouTube: https://t.co/yB5j3lqmXt
#etch #skinner #artshowwithcaptainskinner #indiefilm #art
👉 Episodes 1–9 are now streaming on YouTube: https://t.co/bXDK9NRuOv
Finale Friday at 12:00 PM ET. Are you ready?
#etch #skinner #artshowwithcaptainskinner #indiefilm #spacecowboy
👉 New episode of ART SHOW! WITH CAPTAIN SKINNER is now on YouTube: https://t.co/UkxVMscsrb
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The alien overlords demand it.
#etch #skinner #artshowwithcaptainskinner #indiefilm #art
👉 Episode 7 — early access now on our Substack: https://t.co/if4b2eIVA5
Premieres Friday on YouTube.
#etch #skinner #artshowwithcaptainskinner #indiefilm #art
This World Health Day ask not just "how healthy are we?" . Ask: who is still being left out?
#etch #worldhealthday
Official highlight medley of the EP [ETCH].
Listen to the full EP on all platforms.
Linktree: https://t.co/DvAOa5TQ3r
🎧 Tracklist
00:00 JULY
00:27 SURFER
00:52 OH!
01:37 Somewhere
02:26 Where Are You
03:13 Paraglide
#PARAMETER #ETCH
#Etch
#Deposition
Etch is simply removing what you don’t want, deposition is adding what you do, and every chip is essentially built by repeating that “add → remove” loop over and over again. So what Lam really sells isn’t a box—it’s the capability to reliably turn increasingly complex designs into real structures, and that capability lives squarely in etch and deposition.
The reason this part of the stack makes money—but is easy to miss—is that the industry has quietly shifted from 2D scaling to 3D stacking. Once you go vertical, every additional layer forces you to run another full cycle of deposition and etch. That doesn’t grow linearly; it compounds. You end up with etch steps up 300%+ versus older nodes, deposition steps roughly doubling, and, more importantly, the dollar value per wafer stepping up by 30%+. So even if wafer volumes are flat, Lam can still grow because what it’s monetizing is complexity per wafer, not units. That’s the part the market tends to underappreciate.
Where this gets more interesting is in the competitive context versus Applied Materials. AMAT is broader—it spans deposition, CMP, implant, and more of the traditional process flow—so it benefits from overall WFE growth and has more exposure to “baseline” spend across nodes. Lam, by contrast, is more concentrated in etch and tightly coupled deposition steps, which are exactly the bottlenecks that scale disproportionately in a 3D world.
In other words, AMAT is better positioned to capture the breadth of spend, but Lam is more leveraged to the depth of complexity. As the industry shifts further into high aspect ratio structures, multi-material stacks, and 3D architectures like NAND, HBM, and GAA logic, the incremental dollar increasingly flows to the steps Lam dominates. So while both participate in WFE growth, Lam is structurally more exposed to the part of the curve that is actually steepening.
👁️ Episode 4 of ART SHOW! WITH CAPTAIN SKINNER is now on YouTube: https://t.co/qNZ5wsBK0x
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The alien overlords demand it.
#etch #etchfilm #skinner #artshowwithcaptainskinner #indiefilm
Official MV Out Now🌊
‘SURFER’
Title track of the
1ST EP 『ETCH』
link in bio.
#PARAMETER #ETCH #SURFER
👉 Episode 4 of ART SHOW WITH CAPTAIN @SKINNER is live now with early access on our Substack: https://t.co/if4b2eIVA5
The episode premieres Friday on YouTube.
#etch #etchfilm #skinner #artshowwithcaptainskinner #blakeanderson
👉 Episode 4 of ART SHOW WITH CAPTAIN SKINNER is live now with early access on our Substack: https://t.co/if4b2eJtpD
The episode premieres Friday on YouTube.
#etch #etchfilm #captainskinner #artshowwithcaptainskinner
👁️ Episode 3 of ART SHOW WITH CAPTAIN SKINNER is now on YouTube: https://t.co/hBeSDuQ0Ji
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The alien overlords demand it.
👉 Early access to new episodes every Monday on our Substack.
#etch #skinner #artshowwithcaptainskinner #indiefilm #art
👽 Episode 3 of ART SHOW WITH CAPTAIN SKINNER is now on YouTube: https://t.co/uOjakVQJ5o
Like, comment, and subscribe.
The alien overlords demand it.
👉 Early access Mondays on our Substack. Link in bio.
#etch #captainskinner #artshowwithcaptainskinner
Ride the wave🌊
‘SURFER’
Title track from the upcoming
1ST EP 『ETCH』
Teaser Out Now.
Official MV Release at 2026.03.19 18:00 (KST)
#PARAMETER #SURFER #ETCH #DrivingRock #RockBand
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