SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Cymer (CYMI)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Yakov Lurye who wrote (11428)12/12/1997 2:14:00 PM
From: Tulvio Durand  Read Replies (1) of 25960
 
If tools are ordered in 4:1-6:1 i/line to DUV proportion, CYMER may run into trouble. I agree with the above assessment. Stepper orders received by ASMLF announced on 23 September indicated a ratio 3:1 i-line/DUV. Also Cannon announced that it was expecting to sell 200 DUV equipped tools starting in July 1998. But if Korea can't find financing for new tools there may be less competitive pressure elsewhere to get the latest tools, boding ill for DUV. Although I read elsewhere that Korea's competitors would seize this opportunity for leapfrogging over them in DRAMS, etc. So who knows? As for mix-and-match (M&M), there must be a BIG base of installed i-steppers that can be employed in M&M manufacturing. What's missing are the DUV tools. So if money's tight a case can be made for buying only DUV tools. This would be very healthy for Cymer. Tulvio
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News