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VLSI: ASML was No. 1 in tool sales in 2011

3/13/2012 10:53 PM EDT
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resistion
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re: VLSI: ASML was No. 1 in tool sales in 2011
resistion   3/14/2012 3:27:51 AM
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For this reason alone, EUV won't happen. The companies know this.

3D Guy
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re: VLSI: ASML was No. 1 in tool sales in 2011
3D Guy   3/14/2012 12:10:07 AM
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One big reason for ASML's large sales growth is because litho is fast becoming a sole supplier business. ASML has more than 75% market share in immersion litho, and therefore possesses tremendous pricing power. When EUV tools are sold, expect the gap between ASML and Applied Materials to widen considerably. Since Nikon and Canon have negligible EUV presence, ASML can charge whatever they want. Expect EUV tool prices above $100M for this reason. Fabs could cost well above $10B. We could see the next big wave of consolidation in our industry then. I wonder how Applied Materials' Mike Splinter and Randhir Thakur plan to tackle this important strategic shift??? Litho tool prices will eventually impact companies' inclination to scale, and thereby impact sales at Applied Materials and elsewhere.

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