ASML's litho tools are booked until Q3 '04, says analyst
Silicon Strategies
12/11/2003, 2:45 AM ET
SANTA CLARA, Calif.--Lead times for lithography tools are extending in the marketplace, especially for ASML Holding NV of the Netherlands, according to an analyst with J.P. Morgan Chase & Co. of New York.
Average lead times for lithography gear have extended from six weeks in recent times, to nine weeks right now, due to a sudden demand for fab tools in the marketplace, said Jay Deahna, an analyst with J.P. Morgan.
And lithography gear is expecially hot amid the current fab-tool recovery. "ASML is booked until the third quarter of next year," he said during a speech at the annual SEMI dinner and awards ceremony on Wednesday (December 10, 2003) evening.
Lead times for litho tools in general are expected to extend to 12 weeks in the spring of 2004, he said. |
