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Is fab tool business model broken?

1/18/2011 05:19 PM EST
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CSRivera
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re: Is fab tool business model broken?
CSRivera   1/18/2011 6:39:10 PM
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If the equipment vendor base is to consolidate, and their R&D dollars to be more efficiently allocated, would it be too much to ask (or demand) tools better suited to our highly integrated fabs? Far too often we obtain tools which must be tailored in to our integrated fabs. Too often, certain "wheels/subsystems" have been reinvented, when the previous subsystems were only in need of evolution. Basic subsystems such as pattern recognition, user interfaces, databases, diagnostics, etc. need not be reinvented. What we need are "plug-and-play" tools. Yes, this will require some standardization amongst the vendors and manufacturers, but this is essential if we are to accelerate our technologies.

goafrit
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re: Is fab tool business model broken?
goafrit   1/18/2011 9:16:31 PM
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Yes. It is broken. Why invest $20b to be upstaged by new technology within 18 months. It is a tough business and I will suggest fabs be built by industry consortia than individual companies.

KB3001
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re: Is fab tool business model broken?
KB3001   1/22/2011 12:25:21 AM
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Quite right. It's happening in a way already, but harsh economics will accelerate the trend.

yalanand
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re: Is fab tool business model broken?
yalanand   1/18/2011 9:18:30 PM
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What is the reason behing ASML success ? 80% of Lithography market share is quite whopping figure. What was the reason NIKON faired so badly ?

resistion
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re: Is fab tool business model broken?
resistion   1/19/2011 2:19:06 PM
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If they had one bad generation of tools just at the time it was most needed, that is enough to set them back, as the next time, customers would have some doubts. I suspect this happened with their last dry ArF tool. So they couldn't recover enough business in the immersion stage.

Hephaestus
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re: Is fab tool business model broken?
Hephaestus   1/18/2011 10:31:01 PM
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The fab tool business has become a winner-takes-all endeavor, and that is the way the industry has shaped it. Consortia will not change this.

scummings55
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re: Is fab tool business model broken?
scummings55   1/19/2011 11:09:23 PM
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Given the challenges, uncertainty and expense still to come for EUV, I do not understand why other next-gen technologies are not mentioned in such a discussion. What is the status of nanoimprint lithography and maskless writing? Simple economics says $125M/tool is not a plausible solution.

mark.lapedus
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re: Is fab tool business model broken?
mark.lapedus   1/20/2011 1:51:03 AM
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Nano-imprint and maskless are behind EUV. We have covered these topics extensively. Nano-imprint is not ready for prime time in semis. Not sure it will ever work for semis. Maskless or ML2 is still science fiction.

Bruzzer
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re: Is fab tool business model broken?
Bruzzer   1/20/2011 3:56:12 AM
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Intel is responsible for fabrication equipment industry consolidation to maintain their own process, fabrication, microprocessor and intra platform computing monopolies. In an environment where Intel has destroyed competitors and concentrated their own dealing cartel by racing process destructively. That is at a pace in excess of product organic market efficiencies for nearly two decades. Honest, Intel has never supported the expansion of subordinate economic potentials other than their own. When Moore’s law is an axiom misrepresented to conceal Rock’s enterprise monopoly objective. Where Intel plans in advance the concentration of compliment’s into their Dark hole. In an environment where Intel leads too productize subsequent process regimes, only to move so rapidly to the next, that the prior is prevented organic commercialization. Promoting the very inefficiencies that limit economic profit due fabrication equipment and material design manufacturer’s for reinvestment into a sustainable development practice. Really, today, why doesn’t an Intel microscope kit for young adults come equipped with a barrel etcher and 20 2 inch wafers to fabricate a radio, media player and memory stick? That answer is fabrication process regime never freed from Intel monopoly restraints. And now, at 450 millimeter, under Intel control invites the catalyst for a destructive accelerant. By an executive team that cannot demonstrate management antitrust compliance to free industry from the many form of Intel industrial slave society. Where everyone knows Intel’s objective is to bar others from crossing a very narrow bridge into the new world of molecular electronics. Mike Bruzzone, Camp Marketing Consultancy.

atifh1
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re: Is fab tool business model broken?
atifh1   1/20/2011 5:08:29 AM
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intel bashing in gibberish?

sdb
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re: Is fab tool business model broken?
sdb   1/22/2011 12:05:30 AM
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Bruzzer - it is a tale told by an idiot, full of sound and fury, signifying nothing." Macbeth (Act V, Scene V).

scummings55
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re: Is fab tool business model broken?
scummings55   1/20/2011 4:20:35 PM
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Earlier this month DNP announced the purchase of a semiconductor 6025 mask replication tool from Molecular Imprints that uses nanoimprint lithography, making good on the article you wrote in July 2009 (http://www.eetimes.com/electronics-news/4083666/DNP-MII-devise-nano-imprint-mask-technology). They say NIL is progressing to pilot production for semi. Why not follow up and get the latest news from these folks?

mark.lapedus
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re: Is fab tool business model broken?
mark.lapedus   1/20/2011 4:43:11 PM
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Hi. I talked to DNP this week. They say the MII is an R&D system. I will follow up. thanks

mark.lapedus
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re: Is fab tool business model broken?
mark.lapedus   1/24/2011 7:59:11 PM
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Any more comments Bruzzer? I am interested

any1
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re: Is fab tool business model broken?
any1   1/27/2011 10:24:06 PM
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One of the major reasons that nanoimprint and maskless lithography are behind EUV is that early in the development of next generation lithography tools Intel and a few other large companies made sure that most of the resources were funneled to EUV. Nanoimprint and maskless technologies were ignored and starved. Over the last several years there has been so much money and effort thrown at EUV tool and process development that it has become "too big to fail".

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