According to yesterday’s EETimes daily newsletter, ASML,
the lithography tool supplier headquartered in the Netherlands, is
having a tough week. Applied Materials thinks that the company’s offer
to buy it was at a fair price, and Nikon has now taken the complete
Intel Corp. account for immersion tools - a potential scoop for EETimes yesterday.
Doing a double take on reading George Leopold’s lead piece in the
newsletter, I realized that some colleagues in the press still get
confused over the other ASM. It is also based in the Netherlands, but
has the word ‘International’ posted at the end of the company’s name.
ASMI and ASML often get mixed up by the mainstream press, but this rarely happens in the trade press.
Hopefully
George isn’t planning on going to SEMICON West next week, as a few more
people may want to let him know the errors of his ways.
So we can all rest easy that AMAT is still only after ASMI and ASML has nothing to do with the startling story.
Extract from
EETimes newsletter – July 8th, 2008
"Lithography
vendor ASML Holding is having a tough week. Parts of the Dutch tool
maker have been targeted for acquisition by U.S. rival Applied
Materials Inc. European editor John Walko reports that Applied
Materials CEO Michael Splinter is sticking with the company's original
offer for some of ASML's operations. Splinter would not comment on
whether it will expand its offer to buy all of ASML. Intel, meanwhile,
picked Nikon Corp. over ASML to supply lithography tools for
32-nanometer chips. One could conclude from all this that Intel and its
rebounding market share, along with looming consolidation in the
lithography tool market, will shift the lithography industry's focus
away from Europe and toward Intel and its U.S. and Asian suppliers."