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mcgrathdylan
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re: ASML: We won't get fooled again
mcgrathdylan   7/11/2012 9:57:30 AM
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I'm very curious what others thing of the Intel-AMSL deal and ASML's strategy. Let it rip.

Peter Clarke
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re: ASML: We won't get fooled again
Peter Clarke   7/11/2012 11:20:09 AM
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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
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re: ASML: We won't get fooled again
mcgrathdylan   7/11/2012 3:46:42 PM
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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.

Bruzzer
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re: ASML: We won't get fooled again
Bruzzer   7/11/2012 5:08:20 PM
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Dylan; Ask Intel to publish their 450 mm economic analysis. From SEMIcon show floor Intel has no reason to taper into ASML; they are already a Tier #1 customer. So what are Intel's reasons in this 450 mm development investment? Access, design input, custom configuration, leap frog, allocation, first dibs? Even ASML is still trying to figure out the real Intel reasons. Intel's costs are rising because their current 300 mm fabrication is inefficient where 1/3 of production volume is priced below cost. Every Intel production generation regardless of process and equipoment generation demonstrates this continuous fact. 450 mm fabrication is not going to change this because Intel's monopoly business model requires this inefficiency to pay for a) the exponential capital requirment of Rocks Law to pay for Moores Axiom, b)to continue a business strategy which gives processors for all types of clients away in order to drive Xeon at a monopoly profit deeper into data center. 450 mm fabrication aim continues Intel myth masking aim; to command, control and consolidate whatever remains in the end. Obviously Intel will end up owning ASML. A healthy industy is a broad and diversified industry. An industry driven by natural time on organic demand drivers not Intel time and extra economic costs. Mike Bruzzone Camp Marketing

any1
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re: ASML: We won't get fooled again
any1   7/11/2012 7:08:18 PM
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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?

old account Frank Eory
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re: ASML: We won't get fooled again
old account Frank Eory   7/12/2012 12:07:28 AM
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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.

sprite0022
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re: ASML: We won't get fooled again
sprite0022   7/12/2012 12:21:15 AM
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this is a desperate move by intel. I bet the windows 8 news drive it crazy. it commands maybe 1% tablet market now, and imagine 2-3 year later 50% desktop will be intel nonrelated, with it's cost structure it's doomed. the proliferation of 28-40nm at foundrys is making all these possible. intel is trying to command some advantage as it used to have by doing this, oh well, this time it might not work, it just smells like kodak.

resistion
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re: ASML: We won't get fooled again
resistion   7/12/2012 1:22:01 AM
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The big surprise is Intel wants ASML to prioritize 450 mm ahead of EUV. It indicates EUV no longer as urgent as getting 450 mm up and running.

Bruzzer
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re: ASML: We won't get fooled again
Bruzzer   7/12/2012 6:21:13 AM
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No EUV? 450 press instead? No wonder, word from Semicon show floor is that Intel will harvest 193i augmented by directed self assembly. Mike Bruzzone Camp Marketing

mcgrathdylan
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re: ASML: We won't get fooled again
mcgrathdylan   7/12/2012 6:30:22 AM
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Hi Mike- EUV is part of the deal. But phase one is 450. I think that is what Intel wants more. Intel's Yan Borodovsky spoke today about using complementary lithography, including 193 immersion, DSA and perhaps other technologies. But I think Intel is just trying to cover its bases. Intel still wants EUV badly. But it seems to me that the jury is still out on EUV's economic viability.

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