4 ms·
The 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 Appl
by xadhominemx 6y ago
The 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)