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Analyst: ASML holds all the cards in litho

4/2/2012 03:53 AM EDT
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resistion
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re: Analyst: ASML holds all the cards in litho
resistion   4/2/2012 4:27:13 AM
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Yeah it's doubtful that ASML will let its EUV kill off its cash cow immersion line.

double-o-nothing
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re: Analyst: ASML holds all the cards in litho
double-o-nothing   4/2/2012 4:52:07 AM
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How quickly will ASML, Nikon or Canon move to the next wavelength or lithography?

any1
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re: Analyst: ASML holds all the cards in litho
any1   4/2/2012 1:14:56 PM
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ASML has market share, but they are also spending quite a bit on EUV tool development. Since it is in the best interest of the semi industry to have at least two lithography vendors, in the past Intel has made sure ASML and Nikon both got enough orders to stay healthy. Since the leading edge production tools are 193 nm immersion, that can still take place as Nikon is still competitive there.

goafrit
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re: Analyst: ASML holds all the cards in litho
goafrit   4/2/2012 10:49:22 PM
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This is true today but that does not say what will happen tomorrow. Watch out MIT and their new litho project. Who knows?

Jimmymac0
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re: Analyst: ASML holds all the cards in litho
Jimmymac0   4/3/2012 4:47:05 AM
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No doubt. ASML has the lead. The govt support for Nikon and Canon are over... esp with the tsunami. Never believe you are invincible though. Remember GCA?

PV-Geek
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re: Analyst: ASML holds all the cards in litho
PV-Geek   4/3/2012 8:23:03 PM
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ASML has definately taken advantage of the immersion market and the delay of the next generation tools is helping feed that lead as foundries buy more immersion tools to implement double patterning. Their future dominance will depend on which technology finally wins out and who brings the best solution first. It's all still very unclear suggesting that continued proliferation of immersion for double, triple and even quaduple (DP with double dipole) patterning will continue in the near future.

eejack
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re: Analyst: ASML holds all the cards in litho
eejack   6/19/2013 4:41:04 PM
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Does anyone have projections for the sales of EUVL systems, say for 2015 to 2024, assuming that the 2015 date is met by ASML?

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