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If you refer to Cymer, they're doing the light source. A critical part of the system certainly, but not the whole. Then mirrors are done by Carl Zeiss in German
by yaantc 6y ago
If you refer to Cymer, they're doing the light source. A critical part of the system certainly, but not the whole. Then mirrors are done by Carl Zeiss in Germany. The blank photomask come mostly from 2 Japanses companies. On such complex systems there's room for many critical providers. Still, the integrated product comes from ASML.
- bazooka_penguin 6y agoCymer is the linchpin of ASML's leadership. Other litho machine developers like Canon and Nikon almost dropped out of the industry because they couldn't develop functional EUV light sources. ASML got around that by buying Cymer. And ASML has multiple other R&D labs and offices in the US handling critical technologies like software and robotics
- formerly_proven 6y agoA quick Google search suggests ASML bought Cymer for the patent portfolio, while the tech didn't quite pan out. It seems like Trumpf is the current supplier of the EUV source.
- tarlinian 6y agoThis is most definitely not true. Trumpf makes CO2 lasers which are used by Cymer to produce EUV radiation via excitation of liquid tin droplets.
- xadhominemx 6y agoThe light source is by a very wide margin the most difficult and critical component of an EUV tool. The US still dominates wafer fab equipment - Cymer plus Applied Materials, Lam, and KLA. The only major non-US supplier is Tokyo Electron who is also quite strong. ASM International is a good but niche European supplier.
- formerly_proven 6y agoASML doesn't seem like a niche supplier considering it generates more revenue than all but one of the major suppliers you list. Applied Materials - 17bn ASML - 11bn Tokyo Electron - 10.8 bn Lam - 9.5 bn KLA Corp - 4 bn Cymer (2012, before acqusition) - 600m
- xadhominemx 6y agoASMI aka ASM International - it’s now a separate company from ASML (formerly ASM Lithography)