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ASML: We won't get fooled again

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mcgrathdylan
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re: ASML: We won't get fooled again
mcgrathdylan   7/12/2012 8:22:29 AM
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BTW, that was meant to be "level the playing field" above.

resistion
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re: ASML: We won't get fooled again
resistion   7/12/2012 9:07:35 AM
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Did ASML set a precedent for other companies? Will TEL, Applied, Nikon, Lam, KLA-Tencor, ask the same?

mcgrathdylan
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re: ASML: We won't get fooled again
mcgrathdylan   7/12/2012 6:34:37 PM
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In my opinion, I am sure that all of the companies you mention would like to ask for money up front. I am not sure that they can. ASML holds all of the cards in litho. I am not sure any other company would be negotiating from such a position of strength.

sprite0022
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re: ASML: We won't get fooled again
sprite0022   7/13/2012 2:53:53 AM
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nikon's DSLR bussiness is booming, no need to bother with litho tools. this is waste of money anyway.

the_floating_ gate
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re: ASML: We won't get fooled again
the_floating_ gate   7/13/2012 6:11:48 AM
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We won't get fooled again either...LOL http://www.eetimes.com/electronics-news/4217553/Report--TSMC-may-beat-Intel-to-3-D-chips

the_floating_ gate
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re: ASML: We won't get fooled again
the_floating_ gate   7/13/2012 6:24:34 AM
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The report by the Taiwan External Trade Development Council (TAITRA) quoted an anonymous source saying that TSMC's projected delivery of 3-D chips matches that of Intel, the world's biggest chip maker. Intel announced with great fanfare in May that it would begin high-volume production of 3-D chips using tri-gate transistors by the end of the year. Did you ever correct this story ? You never did - and now you're commenting on ASML? FYI Solid State has an excellent site: http://www.electroiq.com/semiconductors.html

mcgrathdylan
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re: ASML: We won't get fooled again
mcgrathdylan   7/13/2012 4:25:28 PM
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@floatinggate- In fact I did publish a response taking responsibility for my error in the case of reporting on that TAITRA report. You can find it here. http://www.eetimes.com/electronics-blogs/semi-conscious/4217696/Setting-the-record-straight-on-the-Intel-TSMC-3-D--race-

M.O.E.
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re: ASML: We won't get fooled again
M.O.E.   7/13/2012 11:53:24 PM
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How can you make such wild statements with no facts? Actually not just no facts, but actual nonsense. No comapny can make billions in profit from selling a third of its output under cost unless subsidized by a government or "rich daddy"...Intel has neither:)

resistion
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re: ASML: We won't get fooled again
resistion   7/14/2012 1:13:54 AM
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How quickly we/they simply ignored Toshiba, Micron, Hynix, UMC, Global Foundries,...

resistion
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re: ASML: We won't get fooled again
resistion   7/14/2012 1:14:38 PM
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Complementary litho is too expensive, maybe only intel could afford it. Pitch splitting combined with a second NGL exposure - slower, more expensive and more risky than either by itself. LELE is more reasonable in near term. It's also hard to wrap gate+oxide around a Si channel within 20 nm.

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