There are problems not even grasped by most laymen and lithographers alike, such as what happens when EUV is absorbed. Materials suffer damage due to the release of electrons. In fact, it's the spread of electrons (>20 nm) which defines the EUV resolution, not the EUV system itself.
Looks like Micron made a good deal! I don't disagree with the statement "...expected to provide some stability to the memory chip market, because fewer suppliers will be controlling production." but fewer memory chip supplier controlling production will also increase the risk of things going obsolete without much choices left, especially in the memory chip sector isn't?
Krisi: Smaller deals can indicate that the acquiring company is trying to close the gaps in its own products, or expand incrementally in new areas. I think that shows a certain maturity in the industry. And a billion is still a lot of money in an industry that has been fragmented a bit in recent years.
What amazes me in those deals is how small they are. Only the first two are over $2B. I still rememeber the times when as fabless IC networking company we would aquire 5-6 small companies, each a billion or more
Indeed it will, but if you had to back one of the two or three small to medium companies making a good go at this area and put major money behind them, Ubiquisys is as good a pick as any and just in time for the purchase orders about to hit the streets.