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Technology Stocks : ASML Holding NV
ASML 1,423-2.2%Jan 30 9:30 AM EST
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To: niek who wrote (1074)1/26/2006 3:08:28 PM
From: Cary Salsberg  Read Replies (1) of 43287
 
I think INTC is following a risky path. Most of their 193 nm dry lithography is done by Nikon tools. Wet lithography requires dual processing like ASML's Twinscan and Nikon's newest tool. I suspect that there is no way to modify their current dry tools for immersion. Most, all but INTC, will use immersion for 45 nm and 32 nm. INTC will use dry 193 nm tools for 45 nm and expect to use EUV for 32 nm. ASML has 2 EUV tools that will be shipped this year, most likely to INTC. Those tools will be even more expensive than immersion and INTC will be pioneering the EUV process.
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