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Technology Stocks : Cymer (CYMI)

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To: Zeev Hed who wrote (11128)12/6/1997 11:49:00 PM
From: FJB  Read Replies (2) of 25960
 
Zeev,

The number of process steps for an advanced 0.35&#181 process is more than 300.
isdmag.com

Also there is some debate about whether mix and match will work since i-line systems may not be able to keep up with DUV systems.
techweb.cmp.com
Ideally, semiconductor makers want to hold down their capital costs by using the expensive UV step-and-scan systems to process only the critical layers and use existing i-line steppers for the larger number of non-critical layers. But unless the i-line tools have a comparable field size as the scanner, there is a "mix and mismatch" for making non-critical layers.

Lastly, your estimate for DUV tool shipments for the next three years is 30% lower than the lowest estimate I've seen from research firms or major brokerages .

Bob
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