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 : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 157.09-1.7%Dec 4 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Ian@SI who wrote (7851)6/4/1999 9:34:00 PM
From: Katherine Derbyshire  Read Replies (1) of 10921
 
>> The other area which should be considered is Lithography. The US play is SVGI,
though the Dutch company ASML has momentum on its side (or against it
depending on your point of view. CYMI will provide the overwhelming majority of
the excimer lasers needed for lithography regardless of who provides the stepper or
scanner (SVGI, ASML, CANNY or NIKON).<<

Ian,

Litho was considered a 300mm bottleneck for a while. Do you know if that's still true?

(Aside for observers: Unlike most front-end process tools, litho takes multiple steps per wafer, so bigger wafers require faster stepping to get the same throughput. Faster stepping + tighter optical specifications = significant design challenges for litho vendors compared to other process tools.)

Katherine
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