Thread,
Re Cymer / Seiko capacity is 1000 lasers.
Akins advised that by YE98, the whole company, Cymer will be able to produce lasers at the rate of 1000 per year.
I believe they intend to produce many of those in San Diego not all in Japan.
ASP went up sequentially Q-Q from about 425K to almost 500K. Also Akins advised that Cymer has generally been the high-priced supplier and has still gained market share.
I wouldn't waste too much time worrying about ASPs in the short term.
Ken,
I have no advice for you, your clients or for that matter, anyone. I will freely share information that I believe is factual and I expect the same favour in return. What you recommend to your clients is up to you, the clients, and hopefully, on very rare occasion, your regulating bodies.
Regards,
Ian. |
