Online information source for semiconductor professionals
Applied Materials losses top equipment supplier bragging rights
Popular articles
Oberai discusses Magma’s move into solar PV yield management space - 29 August 2008
Sematech Litho Forum: Sematech mulling multi-beam mask writer effort - 12 May 2010
TSMC honors suppliers at annual Supply Chain Management Forum - 03 December 2008
TSMC hosts 2008 Green Forum on ‘green’ factories - 31 October 2008
Samsung and Micron gain most market share in DRAM crisis - 17 February 2009
According to VLSIresearch, Applied Materials is no longer the leading semiconductor equipment supplier, a position it has held as a right of passage for three decades. Recent comments from Applied’s Mike Splinter, regarding the capital spending impact of lithography tools on the company’s available TAM, suggest he was merely softening the blow he already knew, as lithography supplier, ASML took the top honours in 2011, the first time it has done so in the history of the company.
The market research firm noted that despite the acquisition of ion implant market leader, Varian Semiconductor, Applied Materials the spending by leading IC manufacturers on next-generation immersion lithography overwhelmed these activities.
Overall, the leading 15 equipment suppliers grew 13% in 2011. The lithography equipment suppliers, ASML and Nikon, grew 27% combined, according to the market research firm a level more than twice the industry growth rate.
