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Technology Stocks : Cymer (CYMI)
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From: mopgcw12/2/2009 11:16:14 AM
2 Recommendations   of 25960
 
CS: CYMI - Positive. Mgmt tone was positive as company is seeing encouraging dynamics from all market segments. CYMI
indicated that customer pulse utilization rate in Oct was 87% of prior peak vs average pulse utilization rate of 83-84% of
prior peak in the sept qtr. While this is positive for CYMI spares, also confirms that memory wafer inputs are much lower
from prior peak levels, consistent with recent tightness in DRAM. For CY10, company expects ArF immersion and KrF tools
increase y/y, while dry ArF units will be limited to only a few due to lack of extendibility of the laser. On the EUV front, CYMI
indicated its current focus on reaching 100W laser power by 1H10, which should enable a 60wph throughput. On TCZ,
company currently in a market penetration mode and expects revenue growth in this segment in 2012. Recall that CYMI
shipped a TCZ tool in July this year.
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