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resistion
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CEO
re: ASML doubles down on EUV
resistion   10/18/2012 4:55:43 AM
NO RATINGS
It's true testimony the EUV technology development was underestimated again and again. Why should ASML stop there? Why not buy the companies to get the optics and inspection tools done?

resistion
User Rank
CEO
re: ASML doubles down on EUV
resistion   10/18/2012 2:10:45 PM
NO RATINGS
The funny thing is a year and a half ago, they rejected the notion of buying Cymer. http://www.bloomberg.com/news/2011-05-26/asml-cfo-says-cymer-takeover-speculation-is-nonsense-1-.html

any1
User Rank
CEO
re: ASML doubles down on EUV
any1   10/18/2012 6:06:53 PM
NO RATINGS
We seem to be transitioning from vertically integrated companies to a whole vertically integrated industry. Too much consolidation will cause problems in the future. Is this cabal of companies already too big to fail? As @resistion says, why not buy all of the other major players essential to the EUV infrastructure while you're at it?

mcgrathdylan
User Rank
Blogger
re: ASML doubles down on EUV
mcgrathdylan   10/18/2012 8:07:27 PM
NO RATINGS
I don't know that ASML has the means or the desire for such a shopping spree. Buying Cymer is one thing; buying every major player essential to the EUV infrastructure? That seems a bit much. It is interesting, though, that the place ASML choose to buy its way in is the area that is standing in EUV's way. Despite what ASML says about selling sources to other litho vendors, you wonder if they'll keep them all to themselves (assuming of course that the technology progresses to the point where throughput is suitable).

any1
User Rank
CEO
re: ASML doubles down on EUV
any1   10/18/2012 8:41:00 PM
NO RATINGS
The EUV source is just todays most obvious barrier to success. Tomorrow it will be the reflective optics including the masks, mask inspection and cleaning, and then resists. The companies involved in all of those areas need R & D investment help as well. There are still many obstacles to high volume manufacturing with EUV. And ASML alone wouldn't have to buy all those companies. Intel, Samsung, and TSMC could help. At this point they should just spin off a new company called EUV Inc. and invite a few more big semi companies to join. But that might make it too easy to figure out how much money they are spending on EUV.

PV-Geek
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Rookie
re: ASML doubles down on EUV
PV-Geek   10/18/2012 9:39:41 PM
NO RATINGS
Just as the foundry business consolidated as the costs skyrocketed, now the equipment business will do the same. And just as everyone fears the growth of a single foundry domination to be bad for the industry, they will say the same about this segment. The costs just make any other option impractical, like it or not.

marcos83
User Rank
Rookie
re: ASML doubles down on EUV
marcos83   10/19/2012 11:14:33 AM
NO RATINGS
"The technology haws proven its viability in terms of resolution" Really? I have not seen anything impressive. They are flogging a dead horse.

photoneer
User Rank
Rookie
re: ASML doubles down on EUV
photoneer   10/19/2012 2:58:57 PM
NO RATINGS
When has a technology ever improved 400% in the last 10% of its R&D cycle?

de_la_rosa
User Rank
Rookie
re: ASML doubles down on EUV
de_la_rosa   10/20/2012 9:12:03 PM
NO RATINGS
ASML MT must be stressed.

resistion
User Rank
CEO
re: ASML doubles down on EUV
resistion   10/21/2012 3:38:38 AM
NO RATINGS
Buying cymer might be best way to get out of EUV, since cymer is 80 % of the duv laser base. They gain even more with multiple double patterning layers.

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