More flak from Nomura. Nikon's preproduction tool strategy is much better for customers. The EUV2 is based at Nikon, so no installation delays or costs, unlike the notorious ASML NXE 3100 million-dollar clamp. It could allow a faster development for the volume tool in 2012. Whereas ASML needs to wait for feedbacks after the installations of pre-production tools in 2011.
After doing some digging, I found two things rather odd: 1) that IMEC so quickly bought a second tool (without upgrading to a more powerful source for the first alpha demo tool with same resolution) and 2) that GlobalFoundries has NOT even set up its EUV program yet (they're hiring), let alone purchase one of ASML's EUV tools. I would think that means something deficient about the first IMEC tool and that GF's EUV program is more indicative of whose risk!