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Is fab tool business model broken?

1/18/2011 05:19 PM EST
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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.

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 ?

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.

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.

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