SAN JOSE, Calif. - Intel Corp. is expected to spend some $1.5 billion for lithography gear alone in 2011, according to an analyst.
Japan's Nikon Corp. was Intel's sole leading-edge lithography vendor for the 32-nm node. As expected, Nikon and rival ASML Holding NV will share the lithography business for the 22-nm node, according to Barclays Capital.
''We expect Intel will spend flattish capex of $5.2 billion in 2011,'' said C.J. Muse, an analyst with the firm, in a report. ''Our checks on the litho front point to Intel ordering 27 immersion tools and 15 KrF tools in 2011. Assuming new coater-developer tools are attached and assumptions around ASML/Nikon share splits and ASPs, we derive a total litho budget from Intel of $1.5 billion.''
In comparison, Intel is expected to procure 26 193-nm immersion tools in 2010, according to the firm. Some 18 of those are from Nikon and the remaining 8 tools come from ASML. Intel's total litho budget is about $988 million, according to the firm.
In 2011, Intel is expected to buy 27 193-nm immersion tools, including 15 from ASML and 12 from Nikon, according to the firm.