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Technology Stocks : Cymer (CYMI)

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To: BillyG who wrote (8730)11/7/1997 10:21:00 PM
From: Apple12  Read Replies (2) of 25960
 
Some Info to read for thought. Maybe CYMI is playing with
fire by licensing their laser technology to japanese companies see article site below.

techweb.cmp.com

300-MM WAVE MAY NOT COME AS FAST
The 300-mm wafer may not take over chip making nearly as fast as its supporters have been predicting. Despite all the hype on chip makers rushing into 300-mm pilot lines in 1998 and 1999, more than 90% of all chip production in the first three years of the next century will be on 8-inch wafers, predicted Clark Fuhs, analysts for Dataquest. He forecast a much slower production ramp up -- starting in 2000 to 2004 at the earliest. In fact, Fuhs figures that 6-inch wafer production in 2002 will still make up 26% of all wafer starts.

Separate Article:
NO RUSH TO JOIN INTEL'S EUV GROUP
Congressional worry over foreign lithography tool makers joining Intel Corp.'s EUV consortium may be all for nothing. Initial discussions about joining the extreme ultraviolet (EUV) R&D program haven't gotten off to a good start. Officials at Nikon Corp.'s Semiconductor Equipment division in Japan conceded they had problems with Intel's terms and conditions for licensing any EUV technology. Also reportedly concerned with Intel's EUV proposal was ASM Lithography of The Netherlands. And Canon Inc. officials said they weren't even talking with Intel about EUV. One possible stumbling block was the requirement that a foreign participant had to set up a U.S. factory within two years of signing an EUV agreement.
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