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resistion
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re: ASML sees slowdown in orders
resistion   7/19/2011 4:10:47 PM
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Well given that these EUV tools are now producing wafers at least 10x slower than immersion tools, I think it will take 10x as long to deploy. Immersion took about 3 years (2003-2006) to go from first prints to production. So I think 30 years (from 2006 at best say) will be about the right time for the same level of maturity, at the current pace. Even if we grant half the required speed in 2012, that still means six years out from there (2018). And the amount of data to be collected for module and mask development is more immense than it was for immersion.

wilber_xbox
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re: ASML sees slowdown in orders
wilber_xbox   7/14/2011 2:52:16 PM
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Last year, ASML gave around 20% bonus...i wonder how much would it be this year.

resistion
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re: ASML sees slowdown in orders
resistion   7/14/2011 5:39:05 AM
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I guess I interpreted "several" as more than four, which is the stated maximum number of 3100's out there, the fifth being about to ship.

mcgrathdylan
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re: ASML sees slowdown in orders
mcgrathdylan   7/14/2011 4:59:22 AM
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IMEC announced that it exposed its first wafers with the preproduction tool. I don't believe they said how many wafers they exposed. TSMC also has an NXE:3100, as do, apparently other firms (Intel is believed to have an NXE:3100 also). I take it from Meurice's statement that TSMC and/or other NXE:3100 customers have already exposed wafers but have not made a public statement about it.

resistion
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re: ASML sees slowdown in orders
resistion   7/14/2011 4:37:33 AM
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"...Meurice said that by the middle of this month ASML will have shipped a total of five NXE:3100 tools." "Earlier this week, IMEC announced that it exposed its first EUV wafers using the NXE:3100." Where can he get "Several customers having already exposed hundreds of wafers..."?

resistion
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re: ASML sees slowdown in orders
resistion   7/13/2011 9:10:38 PM
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It is mentioned "several customers" exposed " hundreds of wafers" with the 3100, but they haven't even shipped five yet. What gives?



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