Intel Invests In ASML To Boost Extreme UV Lithography, 450mm Wafers 61
MrSeb writes "When Intel goes looking for new chip manufacturing technology to invest in, the company doesn't play for pennies. Chipzilla has announced a major investment and partial purchase of lithography equipment developer ASML. Intel has agreed to invest €829 million (~$1B USD) in ASML's R&D programs for EUV and 450mm wafer deployment, to purchase €1.7B worth of ASML shares ($2.1B USD, or roughly 10% of the total shares available) and to invest general R&D funds totaling €3.3B (~$4.1B USD). The goal is to bring 450mm wafer technology and extreme ultraviolet lithography (EUVL) within reach despite the challenges facing both deployments. Moving to 450mm wafers is a transition Intel and TSMC have backed for years, while smaller foundries (including GlobalFoundries, UMC, and Chartered, when it existed as a separate entity) have dug in their heels against the shift — mostly because the shift costs an insane amount of money. It's effectively impossible to retrofit 300mm equipment for 450mm wafers, which makes shifting from one to the other extremely expensive. EUVL is a technology that's been percolating in the background for years, but the deployment time frame has slipped steadily outwards as problems stubbornly refused to roll over and solve themselves. Basically, this investment is a signal from Intel that it intends to push its technological advantage over TSMC, GloFo, UMC, and Samsung, even further."
Re:Monopoly (Score:5, Informative)
Not necessarily. Once ASML has developed these technologies, they will be sold to all customers on equal terms. Moreover, unlike normal shareholders, Intel will not have voting rights and can therefore not easily influence the strategy of ASML. ASML's only obligation is that the R&D investment is allocated to development of said technologies. Other ASML customers (Intel competitors) are welcome to take a share in ASML on similar terms, so similar announcements from the competition may come during the next few months. You may want to read the official press releases [asml.com].
You may be interested to know that ASML has 82% of the lithography market (by revenue), with equipment installed at most if not all manufacturers of CPUs and flash/DRAM memory. The semiconductor industry is driven by Moore's law; in a way, they are dependent on how fast ASML can develop equipment to produce ever smaller features. The interest of the ASML customers in this customer co-investment program is not so much in a competive advantage against each other, but rather to keep up with Moore's law.
Disclaimer: I work for ASML (in R&D), but the views above are my own, etc.
You lost me with BS about Global and non-450nm (Score:4, Informative)
Do you folks even realize IBM, TSMC, Global Foundries and Samsung announced their 450nm production back in March?
http://blog.timesunion.com/business/tool-makers-waiting-for-clarity-on-450mm-cost-sharing/53301/ [timesunion.com]
All the players are in the game:
http://phys.org/news/2012-07-imec-nanophotonics-components-300mm-silicon.html [phys.org]