News via Japan’s Nikkei newspaper claims that Canon is preparing to ship its production-ready 193nm ArF immersion lithography tool by the end of this month, though the customer was not identified. I can add that last month we got some information that supports the Nikkei news.
However, my concern focuses on a comment in the report that someone at Canon claimed that the company would go after gaining 30 percent of the immersion market by the end of 2010.
It wasn’t that long ago that Canon ran advertisements in the trade press claiming that they would become the Number 1 lithography supplier, a claim that seriously backfired on them, while all we saw were the long and painful market share declines.
It got so bad that last quarter, Canon didn’t ship any 193nm ArF tools, neither wet nor dry!
Canon has said publicly that it would ship two 193nm ArF tools in the fourth quarter but didn’t specify whether the tools would be wet or dry. One of these now looks likely to be an immersion tool.
Canon has spent a long time getting its immersion tool ready and it’s a bottom-up, top-down re-design that previously was touted as being the best immersion tool ever!
30 percent market share in two years?
We have all waited long enough for the tool to actually be shipped so I think seeing in two years whether the tool has actually gained significant traction isn’t going to be a problem.