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Wednesday, 01/21/2026 5:42:34 PM

Wednesday, January 21, 2026 5:42:34 PM

Post# of 231870
KCC said, I saw something interesting on LinkedIn this morning. Applied Materials is the 2nd largest supplier to TSMC, only behind ASML for the EUV lithography machines. Applied Materials supplies process equipment for deposition, etching, and inspection.

I only bring this up because Robert Blum’s previous work before LWLG was being in charge of Applied Materials’ Photonics Product Line Management.

I’m not sure who LWLG’s second foundry is, but TSMC could be possible. Especially so considering its subsidiary that brings to market photonics technologies, VisEra, has a picture of an organic modulator on its website as “under development”.

https://www.viseratech.com/technology/technology-detail/Silicon-Photonics/

https://www.reddit.com/r/LWLG/comments/1qiyq2g/daily_trading_action_and_general_discussion/

Hey, not only Robert Blum from AMAT (and INTC too!!) but also Sundar was 28 years with AMAT here

At Applied Materials, Dr. Ramamurthy served as Group Vice President and General Manager of Epitaxy, ICAPS, and advanced packaging within the Semiconductor Products Group. He oversaw key domains like wafer-level packaging, specialty semiconductors, and epitaxial processes for transistors and interconnects, actively bringing multiple materials-based technologies into high-volume manufacturing.

His role required extensive alliances with leading semiconductor foundries and packaging partners, supporting their technology roadmaps—especially in heterogeneous integration, a key enabler for chiplets and advanced packaging architectures.

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