Cymer (CYMI) Message Board

STOCKTALK

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 Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Starlight who wrote (17293)	5/2/1998 12:55:00 PM
From: TI2, TechInvestorToo	Read Replies (2) of 25960

I believe that the basis for pricing 193nm masks is based on extension of existing business models which is well understood. The business experience for building x ray masks is rather limited, particularly by the merchant maskmakers ( DPMI, PLAB, MASK ) so I am skeptical in the ability to forecast the xray mask price. I would not be surprised to find that xray mask prices are more than optical mask prices. The infrastructure to build xray masks is substantial even with the recent advances to simplify the fabrication process ( switch from gold to some refractory metal- tungsten ? that IBM, Motorola announced last fall). TI2 PS- I believe that the extension of optical techniques to the so called "sub-resolution" domains ( The UT work at 193nm exposure wavelengths printing <100nm linewidths, the PLAB work at 248nm exposure wavelengths printing linewidths <130nm) will require mask linewidth specs that will make the 100k$ price conservative. Its rumored those prices are already being paid for 250nm masks needed for state of the art fabs. The prices are paid because of productivity improvements in the 3B$ fabs. (and the availability of masks).

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next