Silicon Investor (SI) -- The First Internet Community

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) -- Ignore unavailable to you. Want to Upgrade?

To: Yakov Lurye who wrote (12622)	1/15/1998 12:26:00 AM
From: FJB	Read Replies (1) \| Respond to of 25960

Y., RE:It may be useful to study the list of companies ordering trial systems - most likely, these are near-future DUV users. A post listing companies working with CYMER equipment appeared a few days ago. All I recall (off the top of my head) is that CYMER had far more customers in Taiwan than in Korea. I'll try to locate this post, also there could be a partial listing in 10K. The size and geography of companies on this list may provide some insights into the near-term DUV market. From the 10K: The following semiconductor manufacturers have purchased one or more DUV photolithography tools incorporating the Company's laser: United States Japan Korea Advanced Micro Devices Fujitsu Hyundai Digital Equipment Corporation Hitachi Lucky Goldstar IBM Mitsubishi Electric Samsung Integrated Device Technology NEC Intel Corporation NTT Europe Micron Technology Oki Electric Motorola Sharp C-Net Rockwell Sony IMEC SEMATECH* Toshiba LETI Texas Instruments Philips SGS Thompson Taiwan Siemens ERSO/ITRI ProMos TSMC UMC Vanguard International Didn't look that closely at the list, but the top 20 have purchased Cymer based tools. There are actually one or two big companies missing from this Dec. 31, 1996 list that are ramping DUV production right now(National Semiconductor for one example). Their list of Taiwanes companies(process technology laggards) has increased by two since then. Here's the list of customers in SEA: Message 3061059 Bob

To: Yakov Lurye who wrote (12622)	1/15/1998 2:04:00 AM
From: FJB	Read Replies (1) \| Respond to of 25960

Y., One last thing for this evening. RE:Consider the AMD case: they were probably one of the first companies experimenting with DUV. I would guess that they have been working on DUV at least since early 1997 - witness a July article describing their experience with DUV lasers (and one of the issues raised in that article was that introduction of DUV requires massive process reengineering, production line balancing etc.). They are under a lot of pressure, yet just starting the .25 ramp up. DUV has been in the lab for several years now. 1998 is when it comes out of the lab into production. Levinson published his DUV work(done in '96) for AMD in the '97 SPIE "Microlithography, blah, blah Handbook". IBM has their old work in this field at: almaden.ibm.com Bob