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To: FJB who wrote (13056)1/24/1998 7:01:00 AM
From: Yakov Lurye  Read Replies (1) of 25960
 
Bob, thanks for pulling out VLSI/DATAQUEST information.

ASML's 60% DUV forecast for 98 is higher than VLSI's 50% DUV and Dataquest's 46% DUV predictions for the industry as a whole. Two interpretations possible:

1) ASML's order mix differs significantly from Canon's or Nikon's - I doubt it, although Nikon reportedly had some problems.

2) VLSI and Dataquest forecasts were prepared before the currency crisis in Asia and new fab pushouts. ASML forecast reflects lower overall demand, with DUV orders relatively unaffected.

>>64Mb DRAM require DUV for TWICE as many layers as complex MPUs.>>

Not sure how to use this info when calculating i-line/DUV ratios, but it helps me to appreciate your earlier point about 64Mb crossover triggering massive DUV purchases.

Regards,

Y.
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