“Every extra NAND layer means more tool passes, and Lam Research owns the top market share in etch and deposition, the two processes that multiply fastest as NAND stacks race past 1000 layers.”
“Both Kioxia and Samsung unveiled multi-array hybrid bonded NAND architectures at VLSI 2026 as a path to 1000+ layers for maximum density.”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.