Breaking News
Comments
Newest First | Oldest First | Threaded View
<<   <   Page 3 / 3
old account Frank Eory
User Rank
Author
re: ASML: We won't get fooled again
old account Frank Eory   7/12/2012 12:07:28 AM
NO RATINGS
This equity plus research funding is an interesting strategy. When your customer list is so short and development costs are so high, it makes a lot sense for both ASML and Intel. Should Samsung and TSMC join the party? That's a tougher call, now that Intel is in with both feet.

any1
User Rank
Author
re: ASML: We won't get fooled again
any1   7/11/2012 7:08:18 PM
NO RATINGS
I have mixed feelings about this strategy. In most respects I guess it was somewhat inevitable that even ASML would want/need help with 450 mm and EUV litho, but is it one step too many down the road of industry consolidation? Are Intel, Samsung, and to a lesser extent TSMC going to be "too big to fail" at some point if they they start taking equity positions in equipment companies? Are AMAT, TEL, and other equipment companies going to follow ASMLs lead? Where does it all end?

mcgrathdylan
User Rank
Author
re: ASML: We won't get fooled again
mcgrathdylan   7/11/2012 3:46:42 PM
NO RATINGS
It seems to me that there is little doubt that ASML went public with this deal because a) it's a big boost for both 450 and EUV (not to mention a vote of confidence for EUV) and b) to put the heat on TSMC and Saumsun. As you say, it would be no big deal for ASML to keep at least part of this plan a secret. But ASML wants the world to know that Samsung and TSMC have a shot to get involved too. Could this be a boost for Nikon? I think if Nikon has the ability to match ASML in either of this technologies, now is its golden opportunity to turn the tides and level the playing feel. But I don't think Nikon can do that at this point.

Peter Clarke
User Rank
Author
re: ASML: We won't get fooled again
Peter Clarke   7/11/2012 11:20:09 AM
NO RATINGS
Interesting that ASML went public on Intel while telling analysts that Samsung and TSMC have 45 days to get in on the deal at the same price. The argument runs that ASML was obliged to go public once it had signed the deal with Intel. But I have known public companies keep secrets while they dot the tees and cross the eyes. Could ASML be trying a touch of high-pressure salespersonship? Will it rebound the benefit of Nikon?

mcgrathdylan
User Rank
Author
re: ASML: We won't get fooled again
mcgrathdylan   7/11/2012 9:57:30 AM
NO RATINGS
I'm very curious what others thing of the Intel-AMSL deal and ASML's strategy. Let it rip.

<<   <   Page 3 / 3


Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
Radio
LATEST ARCHIVED BROADCAST

What are the engineering and design challenges in creating successful IoT devices? These devices are usually small, resource-constrained electronics designed to sense, collect, send, and/or interpret data. Some of the devices need to be smart enough to act upon data in real time, 24/7. Specifically the guests will discuss sensors, security, and lessons from IoT deployments.

Brought to you by:

Like Us on Facebook
Special Video Section
In this short video we show an LED light demo to ...
02:46
Wireless Power enables applications where it is difficult ...
07:41
LEDs are being used in current luxury model automotive ...
With design sizes expected to increase by 5X through 2020, ...
01:48
Linear Technology’s LT8330 and LT8331, two Low Quiescent ...
The quality and reliability of Mill-Max's two-piece ...
LED lighting is an important feature in today’s and future ...
05:27
The LT8602 has two high voltage buck regulators with an ...
05:18
Silego Technology’s highly versatile Mixed-signal GreenPAK ...
The quality and reliability of Mill-Max's two-piece ...
01:34
Why the multicopter? It has every thing in it. 58 of ...
Security is important in all parts of the IoT chain, ...
Infineon explains their philosophy and why the multicopter ...
The LTC4282 Hot SwapTM controller allows a board to be ...
This video highlights the Zynq® UltraScale+™ MPSoC, and sho...
Homeowners may soon be able to store the energy generated ...
The LTC®6363 is a low power, low noise, fully differential ...
See the Virtex® UltraScale+™ FPGA with 32.75G backplane ...
Vincent Ching, applications engineer at Avago Technologies, ...
The LT®6375 is a unity-gain difference amplifier which ...