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resistion
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re: ASML funding plan targets proposed 2018 EUV machine
resistion   11/2/2012 2:51:42 PM
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So all this money went to buy Cymer instead? Actually not enough, even?

Peter Clarke
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re: ASML funding plan targets proposed 2018 EUV machine
Peter Clarke   7/16/2012 9:14:43 AM
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The main issue is that at the 300-mm transition the chipmakers pressured the equipment makers to take on all the risk saying that the first companies to offer 300-mm versions in various equipment categories would "clean up" and get lets of orders. The the 300-mm transition stalled (I forget why, but i think there was some economic crash or others) and was long and drawn out. The second movers were able to catch up and a lot of equipment makers got burned. This time around we are down to close to monopoly suppliers...ASML, Applied Materials ...and they are starting to tell customers.....you want this work doing...you got to foot the bill...up front....and sign some purchase orders.

DrQuine
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re: ASML funding plan targets proposed 2018 EUV machine
DrQuine   7/15/2012 9:49:39 PM
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Hmm. If a high return on investment were assured, the company would be funding it themselves. Seeking to spread the risk among their customers suggests a level of elevated business risk.

gnipho
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re: ASML funding plan targets proposed 2018 EUV machine
gnipho   7/12/2012 12:40:07 PM
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Moore's law is not so much about getting more transistors on a wafer by making them smaller, it's basically about reducing the cost per transistor. Making transistors smaller using EUV is at the moment too expensive so reducing the cost per transistor by moving to 450nm is the logic way to go and meet Moore's law.

Mark1980
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re: ASML funding plan targets proposed 2018 EUV machine
Mark1980   7/11/2012 7:55:52 PM
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I don`t see samsung joining, simply bcoz IBM, GLOFO and the rest will not be happy and its not certain ASML will produce the results, if ASML fail, thIeR shares will tank and the money invested will be lost.. I think TSMC will join (best case scenario)

RogerMel
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re: ASML funding plan targets proposed 2018 EUV machine
RogerMel   7/11/2012 5:38:30 AM
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sprite0022 what are you smoking?

sprite0022
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re: ASML funding plan targets proposed 2018 EUV machine
sprite0022   7/11/2012 5:22:45 AM
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I can smell the desperation of intel, while competitors is chasing closer from everywhere, there is only one direction, up. and there is only sky there and it don't have a wing... they better invest in CERN as well, they could offer quark level tech for them.

designrulez
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re: ASML funding plan targets proposed 2018 EUV machine
designrulez   7/11/2012 4:36:09 AM
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They just don't want to foot the bill themselves, they've been through it in the past.. 450 was going to be done on anyway, Intc just paid to get it done sooner..

Diogenes53
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re: ASML funding plan targets proposed 2018 EUV machine
Diogenes53   7/11/2012 2:27:35 AM
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P.S. The need for Intel/Samsung/TSMC money signals how far off SXPL really is.

Diogenes53
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re: ASML funding plan targets proposed 2018 EUV machine
Diogenes53   7/11/2012 2:25:44 AM
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Intel must double-down on 450mm because growing millimeters of silicon diameter is cheaper and far more predictable than reducing electromagnetic wavelengths to X-ray range. Presumably, ASML can build a 450mm stage (other, much smaller companies are) with greater success than the SXPL machine they are trying to build. Meanwhile, they sell multiple profitable immersion tools for optical multi patterning.

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