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rick merritt
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Re: Merger considerations
rick merritt   9/24/2013 9:52:42 PM
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Good analysis EYV Guy, and a great question: Who has any insights into regulatory thinking here?

EUV Guy
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Merger considerations
EUV Guy   9/24/2013 9:42:40 PM
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Wow, big move!  For those wondering: AMAT has PVD, plating, CMP, implant, inspection/measurement, mask tools, solar and display business which TEL does not have.  TEL has diffusion furnaces, wet processing batch and single wafer tools, some assembly/packaging equipment that AMAT does not have.  There is overlap in CVD film deposition, dry etch (conductor and dielectric) and tracks.  Everyone quickly forgets Sokudo is a DNS-AMAT JV.  The merger is quite complementary, since most areas of overlap have one dominating over the other (conducter etch is mostly AMAT/LAM, dielectric etch is mostly TEL/LAM, tracks are mostly TEL).  From a customer perspective I would be quite concerned about the decreased competition. Any anti-trust experts out there who can weigh in on how the regulators would approach this?

daleste
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CEO
Re: Another consequence of Moore's Law de-factor demise
daleste   9/24/2013 9:23:59 PM
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I expect this will be approved even though it will make a dominate player for the industry.  While at the same time, they block a couple airlines that would still have very close competitors.  That's called the Injustice department.

geekmaster
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Incorporate in Netherlands?
geekmaster   9/24/2013 9:04:19 PM
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Why do they plan to incorporate in the Netherlands (basically next to ASML)?

resistion
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CEO
Re: Another consequence of Moore's Law de-factor demise
resistion   9/24/2013 7:23:43 PM
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M00nshine, you mean AMAT instead of ASML?

junko.yoshida
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Re: Another consequence of Moore's Law de-factor demise
junko.yoshida   9/24/2013 5:15:05 PM
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Ahhh, I get it. Thanks for educating me.

krisi
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CEO
ultimate consolidation?
krisi   9/24/2013 5:12:38 PM
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It looks that as teh foundry market will consolidate in hands of few players the same will happen in equipment market...are we going to see 3-4 vendors at the end of the day?

rick merritt
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Re: WOW!
rick merritt   9/24/2013 1:43:10 PM
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A bold move to lead the consolidation, but I agree, will it be approved? And who is left in a viable third, fourth, fifth place?

m00nshine
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Manager
Re: Another consequence of Moore's Law de-factor demise
m00nshine   9/24/2013 1:28:11 PM
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Thank you for clarify. My point is after merger with TEL and earlier purchase of Varian, AMAT (edit, thx @resistron) can provide all of major semi production equipment sectors except scanner. Thin film, diffusion, etch, implant, clean, metal, CMP, and half of litho. Litho Scanner is hard enough to keep alive...ASML required to purchase Cymer and needed cash from Intel, TSMC, and Samsung to keep developing new technologies.

Phononscattering
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Re: Another consequence of Moore's Law de-factor demise
Phononscattering   9/24/2013 1:20:34 PM
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m00nshiine post was easy to misunderstand. The new company will not have a competing product to ASML scanners, however they will have TEL tracks which are a required add on. ASMLs only competitor is Nikon, although that is debatable considering the dominant position of ASML lately...

 

 

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