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Nexstrom: The Economics of 2D Semiconductor Equipment

From WSe₂ crystal growth and North Star's CVD architecture to 300 mm competition, switching costs, funding runway and venture economics.

YuYen Hung
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Research report

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Further reading & sources

Explore the evidence behind the research, with further references in the report.

  1. nexstrom.com/
  2. www.imec-int.com/en/press/asml-tsmc-and-imec-bring-industry-ready-2d-material-transistors-closer-breakthrough-300mm
  3. techcrunch.com/2026/09/22/singapores-nexstrom-wants-to-bring-2d-semiconductors-to-chip-fabs/

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