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Applied, Tokyo Electron Agree to $29 Billion Merger

9/24/2013 08:55 AM EDT
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rick merritt
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Re: WOW!
rick merritt   9/24/2013 1:43:10 PM
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A bold move to lead the consolidation, but I agree, will it be approved? And who is left in a viable third, fourth, fifth place?

krisi
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CEO
ultimate consolidation?
krisi   9/24/2013 5:12:38 PM
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It looks that as teh foundry market will consolidate in hands of few players the same will happen in equipment market...are we going to see 3-4 vendors at the end of the day?

junko.yoshida
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Re: Another consequence of Moore's Law de-factor demise
junko.yoshida   9/24/2013 5:15:05 PM
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Ahhh, I get it. Thanks for educating me.

resistion
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Re: Another consequence of Moore's Law de-factor demise
resistion   9/24/2013 7:23:43 PM
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M00nshine, you mean AMAT instead of ASML?

geekmaster
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Incorporate in Netherlands?
geekmaster   9/24/2013 9:04:19 PM
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Why do they plan to incorporate in the Netherlands (basically next to ASML)?

daleste
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CEO
Re: Another consequence of Moore's Law de-factor demise
daleste   9/24/2013 9:23:59 PM
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I expect this will be approved even though it will make a dominate player for the industry.  While at the same time, they block a couple airlines that would still have very close competitors.  That's called the Injustice department.

EUV Guy
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Merger considerations
EUV Guy   9/24/2013 9:42:40 PM
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Wow, big move!  For those wondering: AMAT has PVD, plating, CMP, implant, inspection/measurement, mask tools, solar and display business which TEL does not have.  TEL has diffusion furnaces, wet processing batch and single wafer tools, some assembly/packaging equipment that AMAT does not have.  There is overlap in CVD film deposition, dry etch (conductor and dielectric) and tracks.  Everyone quickly forgets Sokudo is a DNS-AMAT JV.  The merger is quite complementary, since most areas of overlap have one dominating over the other (conducter etch is mostly AMAT/LAM, dielectric etch is mostly TEL/LAM, tracks are mostly TEL).  From a customer perspective I would be quite concerned about the decreased competition. Any anti-trust experts out there who can weigh in on how the regulators would approach this?

rick merritt
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Re: Merger considerations
rick merritt   9/24/2013 9:52:42 PM
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Good analysis EYV Guy, and a great question: Who has any insights into regulatory thinking here?

AnySilicon
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Freelancer
who said consolidation?
AnySilicon   9/25/2013 3:09:39 AM
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Consolidation will only accelerate. We see it in IP market, EDA market and even in Silicon foundries. If GloFo for example megre with UMC, this will put TSMC in a different position, and change the market totally!

Ogemaniac
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Manager
Re: Incorporate in Netherlands?
Ogemaniac   9/25/2013 3:43:14 AM
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