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Technology Stocks : ASML Holding NV -- Ignore unavailable to you. Want to Upgrade?


To: Kirk © who wrote (924)3/26/2004 9:17:10 AM
From: Proud_Infidel  Respond to of 43445
 
UPDATE - ASML wins order from Chartered Semiconductor
Friday March 26, 2:22 am ET

(Adds deal details, management comments from paragraph 4)
AMSTERDAM, March 26 (Reuters) - Dutch chip equipment maker ASML (Amsterdam:ASML.AS - News; NasdaqNM:ASML - News) said on Friday it had won an order for a suite of lithography tools from Singapore-based Chartered Semiconductor Manufacturing (SES:CSMF.SI - News).

ASML, which is the world's largest maker of semiconductor lithography machines which map out electronic circuits on silicon wafers and competes with Japan's Nikon Corp (Tokyo:7731.T - News) and Canon Inc (Tokyo:7751.T - News), gave no financial details of the deal.

"This multi-system sale further expands ASML's installed base in Asia and secures ASML's place as the leading provider of 300 mm equipment with systems in 20 of the world's twenty-nine 300 mm fabs," ASML said in a statement.

Chartered, one of the world's top three dedicated semiconductor foundries, bought the full range of ASML's TWINSCAN systems, including I-line, KrF and ArF tools, the statement said.

"The starting of operations at our first 300 mm fab marks a significant milestone in Chartered's growth," said Kay Chai Ang, senior vice president, fab operations at Chartered.

Lithography systems are complex machines that are critical to the production of integrated circuits or chips.



To: Kirk © who wrote (924)4/7/2004 9:29:20 AM
From: Proud_Infidel  Respond to of 43445
 
Heard on the Beat: is ASML dropping an 'i'?
C.V. Dee
Silicon Strategies
04/07/2004, 8:27 AM ET

What is the Twinscan XT:1400?

Well it's an optical lithography machine from ASML Holding NV. But there is some debate as to exactly what kind of lithography machine it is, and what makes it a whole 150 marketing points better than the Twinscan XT:1250.

Given what Doug Dunn, the company's chief executive officer, said about ASML putting 157-nanometer wavelength lithography on the back burner in February the people that C.V. has been talking to don't reckon the company would waste Semicon Europa attendees' time with the 'Twinscanification' of 157-nm lithography.

So that leaves more, relatively trivial, bells and whistles on the Twinscan chassis, and/or a higher numerical aperture (NA) lens system. But a higher NA of 1.0 would really be of benefit in 193-nanometer wavelength immersion lithography, and doesn't ASML put an 'i' suffix on its immersion lithography machines?

The averaged-out best guess of CV's friends is that the Twinscan XT:1400 is a higher NA Twinscan that ASML marketeers want to launch twice, once without an 'i' supposedly for dry applications at Semicon Europa and once with an 'i' for immersion lithography, presumably at Semicon West.

Time and Semicon Europa will tell.