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Technology Stocks : Dupont Photomasks (DPMI)
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To: D. K. G. who wrote (499)4/6/1998 4:07:00 PM
From: D. K. G.  Read Replies (3) of 955
 
I answered one of my own questions on sales price and
mask dimension:

Message 3689264

Low-end and midrange photomask prices have risen at a 10 percent compound annual
growth rate, from $2,750 to $4,500, over the past five years. It is worthwhile to note
that photomask prices rise in parallel with device complexity. Each masking step
requires a different photomask, so these prices multiply by the number of layers. A
single photomask used to manufacture a device with 0.25-micron feature sizes has a
price tag approaching $21,000. A photomask used to manufacture devices with 0.18-
micron feature sizes sports a price of $47,000. Which company would we buy? If one
were to visit Photronics or Dupont Photomask, one would see a number of similarities.
At this time, we feel both companies present excellent opportunities.

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I see a compounded benefit. DRAM memory makers are one to two lithography generations ahead of other chip designs.

The more complicated ASIC, logic patterns will eventually migrate to the DUV range. Some 3-D chips are in the design phase.
I imagine these photomask are more diffcult to produce even in the i-line above 0.25um. Now you will get a higher ASP for DUV and
complicated design.

What do you guys think?

Regards,

Denis
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