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Sales, profits falling at ASML, but outlook steady

7/18/2012 10:40 AM EDT
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resistion
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re: Sales, profits falling at ASML, but outlook steady
resistion   7/18/2012 12:23:37 PM
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Any near-term interest in EUV must be 300 mm by Samsung. Samsung could be trying to hog the litho supply chain again, but this time the EUV joke would be on them.

Peter Clarke
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re: Sales, profits falling at ASML, but outlook steady
Peter Clarke   7/18/2012 1:21:52 PM
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Well all the first wave of NXE:3300 EUV lithography machines are for 300-mm diameter wafers but will be used for process development so I would expect them to go to the few chip companies that have an interest in carrying on with Moore's Law. It is also the case that throughput is not so important in process R&D giving ASML a bit longer to try and get a source that will provide high-volume throughput and be suitable to put in a manufacturing line.

resistion
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re: Sales, profits falling at ASML, but outlook steady
resistion   7/18/2012 2:10:29 PM
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In that case, it would still be cheaper to do ebeam direct write.

CommonSense1
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re: Sales, profits falling at ASML, but outlook steady
CommonSense1   7/18/2012 4:51:20 PM
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If that were the case, the ebeam direct write that Etec introduced 30 years ago (AEBLE) would be the stellar solution.

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