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Technology Stocks : Cymer (CYMI)
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To: Starlight who wrote (2315)9/19/1997 10:39:00 PM
From: TheSpecialist   of 25960
 
Beth,

The response sent to you by SAL is for the most part truthful, but editorialized to suit their marketing needs. As for the next generation, it will be higher numerical aperture 248nm systems (today's systems max out at about 0.60...tomorrow's will be 0.70-0.75+). That means more Cymer lasers. [As an aside, it will also be easier for SVGL to get there than the others due to less stringent requirements on the laser). After the industry has used up all of the performance of 248nm it will use 193nm (again more revenue for Cymer). All the gains realized with optical enhancements at 248nm can and will be used for 193nm, so excimer based optical systems have a long way to go (10+ years).
[Note: The 193nm systems have been in development and are due to start shipping to semiconductor manufacturers late '98 early '99. It would be interesting if SAL could provide how many semiconductor manufacturing companies it has for customers (other than IBM)].

This semiconductor industry does not like change, but it tolerates evolution as long as it maximizes the leveraging of pre-existing infrastructure. Xray does not do that. I think it's time we put xray to bed once and for all. It has sucked up the government and industry's dollars for way too long and it has very little chance of making into mainstream semiconductor manufacturing.

One last thing, "1 nm X-ray and e-beam are NOT the only technologies "beyond 248 nm" that have actually been used to make working devices. Working devices have also been fabricated with 193nm.

TS

p.s. Sorry I got on my soapbox, but I hate to see good research and business capital sucked into political "black holes".
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