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Technology Stocks : Cymer (CYMI)
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To: FJB who wrote (4864)10/9/1997 11:47:00 PM
From: Ian@SI   of 25960
 
Bob,

Lithography steps don't process the entire wafer at once. Rather they expose a field about 20mmx30mm in size. All other things equal, it would take 2.25times as long to process a 300mm wafer than a 200mm wafer.

So, 300mm is, IMO, a significant plus for Cymer. Fabs will need more than twice as many of Cymer's lasers to keep up with the other tools. The 300mm fabs will probably cost more than $2B - with a good proportion going to lithography.

Best regards,
Ian.

re:I think the transition to 300mm is one of the few negatives I see for Cymer. ... Also, you can get more than twice as many chips out of a 300mm wafer. With one stepper/laser, you are doubling your output. Not a positive for people selling lasers.
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