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Peter Clarke
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re: ASML funding plan targets proposed 2018 EUV machine
Peter Clarke   7/10/2012 5:19:15 PM
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Reading between the lines on this one it looks lik there is going to a hiatus in Moore's Law while Intel, ASML and others reapply themselves to this. It also looks like the transition to 450-mm may be easier to implement than the one to EUV, which has got Intel thinking.

designrulez
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re: ASML funding plan targets proposed 2018 EUV machine
designrulez   7/10/2012 6:14:48 PM
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I think for the greater good of the industry they should focus on 450mm Euv thats when the real cost cutting comes in . Smart Move by ASML..

Chipguy1
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re: ASML funding plan targets proposed 2018 EUV machine
Chipguy1   7/10/2012 6:42:49 PM
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Moore's law is about doubling the number of transistors AND the new chip still costing the same (I.e. the cost per transistor goes down). What the industry is finding is Moore's Law is breaking down due to lithography cost (tools used to print the chips way too expensive). Next generation EUV steppers cost ~$150M and can only process 10 wafers per hour versus expected 160. Intel needs to move its business model off Moore's law. Intel is spending more and more on a new silicon technology that is delivering less and less.

docdivakar
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re: ASML funding plan targets proposed 2018 EUV machine
docdivakar   7/10/2012 7:31:17 PM
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@peter.clarke: EUV is plagued with so many delays for 300mm so are you implying 450-mm comes before EUV? I thought EUV is going to win that race... MP Divakar

lfascian
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re: ASML funding plan targets proposed 2018 EUV machine
lfascian   7/10/2012 9:03:57 PM
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Only ASML has the edge technologies in lithography. ASML is still investing a lot in human and finacial resources in EUV. If Intel, Samsung and TSMC want 450mm fab, they have to involve .... push ASML to do it.

resistion
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re: ASML funding plan targets proposed 2018 EUV machine
resistion   7/11/2012 12:14:51 AM
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450mm was already considered close to hell freezing over, and it's already ahead of EUV. This might be a sign of realization by the industry. And the earliest production date has slipped to 2014, another sign of realization. Uncertainty cannot help lower cost. Delay is the greatest cost of all. It may be time to really look at other options. So what happened to these other options like DSA, imprint, maskless, etc.?

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.

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.

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..

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.

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