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ASML

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ESOXX34 [Offline]
13:29 6/6/10


ASML vrijdagavond gesloten op $29.44 +0.89%

In euro's €24.30


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ESOXX34 [Offline]
18:55 12/6/10


ASML $29.21

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ESOXX34 [Offline]
19:33 11/6/10


Dow 10,143.73 //// -0.28%
Nasdaq 2,226.05// /// 0.33%
SOXX /// /// 1.15%
ASML 29.28// // 0.34%


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ESOXX34 [Offline]
19:11 11/6/10


ASML $29.29

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ESOXX34 [Offline]
19:07 11/6/10


National Semiconductor Corp. (NSM:US) advanced 3.2 percent to $13.96, after climbing as much as 4.1 percent, the most intraday since May 10. The maker of analog chips that control power in electronic devices forecast first- quarter sales of at least $410 million in the first quarter, exceeding the average analyst estimate of $394 million in a Bloomberg survey.

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ESOXX34 [Offline]
19:06 11/6/10


Avond

ASML vrijdag gesloten op €24.34 +1.16%

RT $29.24 +0.21% in euro's €24.23





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ESOXX34 [Offline]
19:05 11/6/10


ASML $28.92

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ESOXX34 [Offline]
19:50 10/6/10


ASML $28.82

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ESOXX34 [Offline]
19:42 10/6/10


Wafer prices, allocation up in Q1, says GSA



Peter Clarke
EE Times
(06/10/2010 11:51 AM EDT)


LONDON — Rising wafer prices, longer lead times and, in some cases, wafer rationing, characterized foundry chip supply in the first quarter of 2010, according to a survey conducted by the Global Semiconductor Alliance.
The median value paid for 300-mm wafers in the first quarter of 2010 jumped to $3,200, a quarterly sequential increase of 10.5 percent, according to the GSA, which is a non-profit organization that promotes and supports the semiconductor supply chain.

The survey showed that 200-mm diameter wafers also commanded a higher price, climbing to a median value of $870 in 1Q10, up 4.2 percent from a median value of $835 in the previous quarter. However, the price paid for production on 150-mm diameter wafers fell dramatically, according to the survey. The wafer size commanded a median price of $403 in Q1 down from $501 in 4Q09 and down from $570 in 3Q09.

The data comes from the GSA's Q2 wafer fabrication and back-end pricing survey which is conducted in April and May and represent purchases made between Jan. 1 and March 31, 2010. Some 99 companies participated in the survey with information on wafer prices and 78 provided information on assembly pricing. Of the 99, 90 companies were fabless and 9 were IDMs, the GSA said.

Accompanying the increased pricing for wafers an increased percentage of participants indicated that their foundry suppliers are extending lead times. Some 71 percent of the survey respondents said foundry lead times were extending compared with 45 percent of the survey respondents who held that opinion in the previous quarter's survey

According to Q2 2010 survey participants, the overall average lead time in Q1 was 12.0 weeks, which is 0.8 weeks greater than the overall average lead time recorded in the previous quarterly survey. The respondents also indicated that lead times have increased 27.7 percent compared with six months earlier and 39.7 percent compared with a year before.

Of the 99 companies that answered the question asking if they were receiving the number of wafers they requested, 30 responded that they were not. The proportion of their requested wafers varied between 90 percent and 30 percent, the peak response was 9 companies who said they were being allocated 80 percent of their requested capacity.




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ESOXX34 [Offline]
19:41 10/6/10



EUV litho keeps progressing, keeps slipping




Peter Clarke
Page 1 of 2
EE Times
(06/09/2010 7:31 PM EDT)


LEUVEN, Belgium — Lithography scaling is getting harder and becoming affordable by fewer companies — and so transitions to new processing nodes, almost metronomic throughout the semiconductor industry's history, are set to slow, according to experts at the IMEC research institute.
And the belated arrival of extreme ultraviolet (EUV) lithography is a primary manifestation of that slowdown. Nonetheless: "EUV is the only technology available for mass production sub 20-nm," according to Luc van den Hove, president and CEO of IMEC.

And so it all depends on whether you see the cup as half full, or half empty.

There's no doubt that the IMEC research institute here and its semiconductor and equipment partners are making progress with extreme ultraviolet (EUV) lithography. But that progress is against the ticking clock of Moore's Law and the International Technology Roadmap for Semiconductors (ITRS). And against that moving target EUV lithography is slipping backwards. EUV is creeping ever closer to the technical specifications that would allow high volume manufacturing but it now looks unlikely to arrive in time to take much part in the 22-nm node, according to Kurt Ronse, director of lithography programs at IMEC.

And there has been a delay in the arrival of the long-awaited NXE3100 EUV lithography pre-production tool from ASML Holdings NV (Veldhoven, The Netherlands). First exposure on the tool is expected to be seen at Veldhoven any time now, according to Ronse, but he is not expecting to install IMEC's example of the tool until late this year. "We will not have the tool up and running this year," he said.

Only 18 months ago Ronse was predicting that EUV lithography would be the way the semiconductor industry would pattern critical layers at the 22-nm node. He was also expecting the pre-production lithography tool to arrive early in 2010 or at least in the first half of the year (see EUV most likely litho for 22-nm node, says IMEC's Ronse).

At the start of a presentation to the press ahead of the IMEC Technology Forum for 2010, being held in Antwerp, Belgium, Ronse said: "We expect volume production EUV scanners in 2012. It is very unlikely that EUV will be ready for 22-nm NAND flash." But Ronse does feel that EUV lithography could arrive in time for 22-nm half-pitch DRAM and 16-nm logic which equates roughly to 22-nm half-pitch memory.

If production EUV scanners arrive at chip companies in 2012 that will be the starting point for internal commercial process development and it will likely be 2014 before EUV lithography is now seen in high volume manufacture, Ronse said.

EUV making progress

But Ronse was able to report continued progress with mask and wafer inspection, with resist materials with improving line-edge roughness down to below 4-nm, albeit constrained by resolution. IMEC is contributing its data to the EUV Mask Inspection Partnership formed by Sematech and being funded by the six leading semiconductor manufacturers with an interest in EUV. And in terms of circuit complexity IMEC has made a second generation 22-nm SRAM cell with an area of 0.079 square meters and improved yield. The next circuit to be built is a 16-nm SRAM.
IMEC held the official opening of its 300-mm expansion on Tuesday (June and the NXE3100 pre-production tool is now expected to arrive late in 2010, one of the first six that ASML is shipping. The NXE3100 will have a laser produced plasma (LPP) source from Cymer capable of 100 watts at the intermediate focus which be bright enough to support a throughput of 60 wafers per hour. That's not enough for commercial production which is demanding 150 wafers per hour, said Ronse.

So the pressure remains for a source capable of 250-watts at intermediate focus. Indeed it is possible that for the NXE3300 production machines, due in 2012, the LPP source could be replaced by a discharge-produced plasma (DPP) source, Ronse said. "The decision is not made yet," he said.

But what if the source energy cannot be raised or the mask inspection tools cannot find the yield-busting defects, or the resists fail to perform. Does that mean that 193-nm wavelength optical lithography can fill the gap?

Not easily, although it is being considered as a fall-back position, Ronse said. But overlay specifications become tighter so chip makers would likely need new machines and they might require quadruple patterning to squeeze extra resolution from the 193-nm wavelength. That would in turn increase the dwell time on the machine and harm productivity making the machines substantially less capital efficient.

It would seem more likely that Moore's Law and the ITRS would incur the delay in moving to 16-nm that would finally mark the end of steady scaling. In fact IMEC's Van den Hove made the point in remarks ahead of the IMEC Technology Forum that lithography-enabled scaling in 2-d is likely to slow down while being compensated for by integrated complexity in the third dimension.





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ESOXX34 [Offline]
19:39 10/6/10

Avond

ASML donderdag gesloten op €24.06 +1.5%

RT $28.84 +4.0% in euro's €23.87



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ESOXX34 [Offline]
19:34 10/6/10


Middag,

De reden van de stijging:

'Uitgaven voor chipapparatuur verdubbelen'10 jun 2010, 12:49 uur
STAMFORD (AFN) - De wereldwijde uitgaven voor chipapparatuur zullen dit jaar meer dan verdubbelen in vergelijking met 2009 omdat steeds meer chipfabrikanten overstappen op nieuwe technologieën. Dat voorspelt marktonderzoeker Gartner donderdag.

Gartner denkt dat de uitgaven voor chipmachines in 2010 zullen stijgen tot 35,4 miljard dollar (29,4 miljard euro) van 16,6 miljard dollar in 2009. Dat is een toename met 113 procent.

In de loop van 2011 zal de groei van de uitgaven dan weer sterk afzwakken tot 6,6 procent, aldus Gartner. ,,De drang naar nieuwe technologie zal de groei van de markt voor chipapparatuur in 2010 stuwen'', aldus Gartner. ,,We verwachten een afzwakkende groei van de orders als 2010 ten einde loopt.''


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ESOXX34 [Offline]
12:58 10/6/10


ASML $28.22

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ESOXX34 [Offline]
19:40 9/6/10


Voor zover ik weet zijn er geen wijzigingen in adviezen geweest voor ASML de laatste 6 weken.

Recente adviezen over ASML

26-04-'10 Evolution Sec. buy, kd € 34,00 (?)
20-04-'10 RBS, buy, --------- kd € 32,00 (31,00)
16-04-'10 Keijser Cap.buy, --- kd € 31,00 (28,00)
15-04-'10 Natixis, buy, ----- kd € 30,00 (26,00)
15-04-'10 Fortis buy, -------- kd € 32,50 (30,00)
15-04-'10 Citigroup, sell. ----kd € 20,00
15-04-'10 Credit Suisse, buy, -kd € 35,00 (30,00)
15-04-'10 Goldman S, buy,---- kd € 32,00 (31,00)
15-04-'10 Unicredit, buy, -- -kd € 30,00 (27.00)
14-04-'10 T.Gillissen, buy, ---kd € 35,00 (30,00)
14-04-'10 J.P.Morgan,buy - --kd € 32,00 (30,00)
14-04-'10 Nomura, buy, ------- kd € 29,00 (28,00)
14-04-'10 UBS, buy,--------- - kd € 29,00 (28,00)
14-04-'10 Petercam, hold, -- --kd € 30,00 (26,00)
13-04-'10 ABN, hold, --- .....kd .... (26,00)
06-04-'10 Commerzbank.buy, --- kd € 30,00 (26,00)
06-04-'10 CA Chevreux,buy. ----kd € 32,00 (26,00)
01-04-'10 Standard & Poors,buy kd € 30,00 (27,00)
22-03-'10 Piper Jaffray, buy, kd € 25,80
08-03-'10 Morgan Stanley, buy, kd € 27,00
22-01-'10 Barclays, buy.----- kd € 28,00 (20,00)
21-01-'10 B.of Am.MerL. hold,- kd € 26,00 (22,00)
21-01-'10 Santander, buy, ---- kd € 30,00 (22,40)
21-01-'10 Exane BNP P buy, --- kd € 30,00 (23,00)
21-01-'10 Rabo, buy, ----- kd € 28,00 (15,00)
20-01-'10 Kepler Res.hold, --- kd € 25,00 (21,00)
20-01-'10 SNS Secur. hold, --- kd --
11-01-'10 FBR Research buy,- kd $ 50,00 (18,00)
05-01-'10 ING, hold,-----------kd € 24,00 (19,00)
14-12-'09 Deutsche B. buy----- kd € 27,00 (25,00)
19-11-'09 IRIS hold, kd ---- ---
15-10-'09 Jefferies, buy, -----kd € 27,00 (25,00)




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ESOXX34 [Offline]
19:40 9/6/10


ASML $28.38

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ESOXX34 [Offline]
19:26 9/6/10


WSTS predicts chip market will grow 28% in 2010



Peter Clarke
EE Times
(06/09/2010 5:27 AM EDT)


LONDON — The World Semiconductor Trade Statistics (WSTS) organization has raised its forecast for the annual growth of the semiconductor chip market. It now projects that the semiconductor market will reach a value of $291 billion in 2010, representing growth of 28.6 percent compared with the market in 2009.
WSTS, which collects sales numbers from many of the world's leading chip vendors and calculates global sales from these numbers, said that 2010 growth will be followed by much lower growth of 5.6 percent in 2011 and 4.2 percent in 2012. This contrasts with its previous prediction that 2010 would show growth of 12.2 percent in 2010 and 9.3 percent in 2011.

WSTS now expects the industry to reach a value of $320.2 billion in 2012, with a three-year compound annual growth rate of 12.3 percent from 2009 to 2012.

In 2009, the semiconductor industry was affected by the global economic crisis, resulting in a market contraction of 9.0 percent, totalling $226.3 billion. In 2010, the industry is recovering with revived enterprise and consumer spending, WSTS.

The organization did not justify its figures. Its predictions are more cautious than some market observers who see the market growing at more than 30 percent in 2010 compared with 2009. A dip in the general economy brought on by constrained public spending could take hold in 2011 and 2012 is expected to be beset by oversupply as wafer fabs currently in planning and construction are brought into production



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ESOXX34 [Offline]
19:25 9/6/10

Avond,

ASML gesloten op 23.71 +3.24%

RT $28.38 +2.02% In euro's €23.56

0 0
ESOXX34 [Offline]
19:21 9/6/10


Texas Instruments verhoogt prognosesWOENSDAG 9 JUNI 2010,

DALLAS (AFN) - De Amerikaanse chipfabrikant Texas Instruments is optimistischer gestemd over de halfgeleidermarkt en heeft de ondergrens van zijn winst- en omzetverwachtingen voor het lopende tweede kwartaal naar boven bijgesteld.

Texas Instruments, dat chips maakt voor onder meer rekenmachines, mobieltjes, tv's en de industrie, verwacht in het tweede kwartaal een winst per aandeel van 60 tot 54 dollarcent. Eerder lag de ondergrens van de winstprognoses op 56 cent. De omzet komt naar verwachting uit op 3,45 tot 3,59 miljard dollar van een eerder voorspelde 3,31 tot 3,59 miljard dollar.



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ESOXX34 [Offline]
08:34 9/6/10


Goedemorgen

ASML gesloten in de VS op $27.82 +2.51%

In euro's €23.27

De stijging was te danken aan Texas Instruments.

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ESOXX34 [Offline]
08:32 9/6/10


Dow 9,813.70 /// -0.03%
Nasdaq 2,146.18 //-1.28%
ASML 27.48 // 1.25%


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ESOXX34 [Offline]
19:50 8/6/10


Intel invests in touchscreen OEM




Mark LaPedus

(06/08/2010 12:41 PM EDT)


SAN JOSE, Calif. -- OpenPeak Inc. (Boca Raton, Fla.), a provider of multimedia touch-screen devices, has secured an additional $52 million of financing from existing investors and Intel Capital.

Debt financing from Horizon Technology Finance and Velocity Financial Group and a distribution finance and working capital line from GE Capital’s Commercial Distribution Finance unit completed the funding.


“This funding will provide the resources necessary to expand both our products and our markets as we continue to evolve our technology and services to meet the growing demand for our touch-screen multimedia devices and device management platform,” said Dan Gittleman, CEO of OpenPeak, in a statement.



The company’s recently-announced OpenTablet 7 is a portable, touch-screen device that combines telephony with multimedia communications services. The OpenTablet 7 is based on the Intel Atom processor-based platform.


The device features a high-resolution 7-inch multi-touch TFT LCD screen with LED backlighting, 802.11b/g/n Wi-Fi, Bluetooth 2.1 and cellular connectivity, HDMI output and dual cameras for capturing both high-definition video and still images, as well as built-in speakers and microphone.







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ESOXX34 [Offline]
19:49 8/6/10


ASML $27.48

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ESOXX34 [Offline]
19:47 8/6/10


Imec expands fab, strikes lab deal with Intel




Rick Merritt
Page 1 of 2
EE Times
(06/08/2010 12:05 PM EDT)


LEUVEN, Belgium — The Imec research group based here announced plans to expand its physical footprint and technology scope on several fronts. The news was announced at an annual conference at the Imec headquarters here where the research group's president shared his thoughts on CMOS scaling and open innovation.
Imec will expand its 300mm wafer clean room where it will install later this year the ASML NXE 3100 EUV lithography system believed to be key to making chips at design pitches of 22nm and smaller. The new site will also do research on 450mm wafers. Separately Imec is building a new headquarters building that will also add lab space in areas such as biotechnology.

The new Imec fab was built during the recession of 2009, the only new fab created anywhere in the world during that period, said Imec president Luc Van den hove in a dedication ceremony here.

"You create an atmosphere of doing great things in this city," said Leuven mayor Louis Tobback in a speech at the dedication. Emerging countries "still believe in progress but we [in the West] don't anymore and that leads to the worst kind of conservatism," he said.

On the technology front, Imec has struck a partnership with Intel Corp. to start a new lab dedicated to exascale-class supercomputers. It has also started new programs in areas as diverse as battery research and vision systems and is ramping up a MEMS foundry in a 200mm fab.

Imec's work on EUV lithography has put the Belgium group at the center of semiconductor process development. It is leveraging that position to reach out to a widening group of silicon and systems designers for collaborative research efforts in areas such as energy and health care.

"We see a real need to reconnect system and process engineers and link these communities much closer again" as process technology becomes more complex, said Van den hove in a presentation here. "We believe we are well positioned to do it, and we are trying to offer a value proposition to all of the key players [in electronics] from EDA to system design," he said.

Going exascale with Intel

Intel Corp. will join with about two dozen researchers in Belgium to create a new supercomputer lab hosted by the Imec. The new lab will develop applications and tools for exascale class supercomputers.
Financial details were not available for the new lab which is expected to grow to nearly 40 researchers in 2012. The Flanders government is providing some support for the lab which includes partnerships with all five Flemish universities.

Intel, Imec and professors from the universities worked for 14 months on a project to characterize some of the issues developing exascale-class systems, the next big leap beyond today's petaflop systems. Their work resulted in a research proposal which evolved into plans for the lab.

The new lab will focus on so-called space weather applications for supercomputers. For instance they will try to use advanced systems to make more accurate predictions of the impacts of solar flares.

The lab is also expected to work on some of the underlying challenges of building and using exascale class systems. They include developing programming models for systems expected to have one to ten million cores and tackling reliability issues with such complex systems.

Without new breakthroughs tomorrow's exascale systems will consume 300 megawatts power when they arrive in 2020, and that's unacceptable, said Martin Curly, director of Intel Labs Europe.








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ESOXX34 [Offline]
19:47 8/6/10

ASML dinsdag gesloten op €22.96 -0.8%

RT $27.41 +0.99% in euro's €22.92


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ESOXX34 [Offline]
19:41 8/6/10


ST sees strong demand, no inventory build up



Peter Clarke
EE Times
(06/04/2010 7:41 AM EDT)


LONDON — Europe's leading chip company STMicrolectronics NV told analysts here that it sees strong demand and no signs of that demand going to inventory. With the company stating that it is running its manufacturing at full capacity utilization the comments highlighted that 2010 should be a boom year for ST.
Nonetheless, company executives were rather subdued as they presented the company's strategy. This is perhaps a result of the fact that in such a strongly rising market analysts are starting to expect ST to perform strongly. The company is also explaining the loss-making performance of ST-Ericsson, the 50:50 joint-venture between ST and Ericsson.

Gilles Delfassy, CEO of ST-Ericsson, said that despite making a $114 million loss on $606 million of revenue in the first quarter of 2010 the joint venture's restructuring plans remain on track. Delfassy said to be profitable ST-Ericsson needs to drive sales revenue up above $750 million per quarter and introducing a well targeted platform approach at the high-end was a key part of that.

"ST-NXP was a low-cost entry phone and feature phone company, and the feature phone is a disappearing segment," said Delfassy. Delfassy stressed that the U8500 smartphone platform, based on a dual-core Cortex A9 processor is doing well.

Prior to Delfassy speaking Phillipe Lambinet, general manager of the home entertainment and displays group stressed that ST is well-placed in automotive and digital television segments and Carmelo Papa, general manager of the industrial and multimarket component sector made similar claims for ST in the general analog, MEMS (excluding automotive), discrete power and the industrial digital sectors (EPROM, EEPROM and smartcard). Papa said that ST is about to do in low-cost micromachined gyroscopes what is has done in MEMS accelerometers. "2010 will be the year of the gyroscope," he said adding that despite having zero sales in the first quarter he expected to sell $100 million of gyroscope MEMS in 2010.

In the Q&A session an analyst asked if, after five quarters of above average semiconductor market growth, there were signs of build-up of inventory in the supply chain, or needed to change is growth estimates for 2010.

"We do not see any need for correction. We are practically full for loading [of our manufacturing] and demand is very strong for Q3, the backlog for Q4 is building up, as usual," said Carlo Bozotti, president and CEO. "We do not have any evidence of inventory build up at this time. Distributors and customers are working with inventories that are very low," he added.




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ESOXX34 [Offline]
13:35 6/6/10


Chipmarkt groeit 27 procent, zegt Gartner
4 juni 2010

Gartner verhoogt voor de tweede maal zijn verwachtingen voor de IC-markt dit jaar. De marktonderzoeker denkt dat de cumulatieve wereldwijde omzet jaar op jaar groeit met 27,1 procent naar 290 miljard dollar. Met een voorspelling van 13 procent aan het begin van het jaar was Gartner nog gematigd, maar dat werd na een goed eerste kwartaal bijgesteld naar 19,9 procent. Misschien wel het beste nieuws is dat de markt door kan groeien tot 2014, al zal dat niet altijd in hetzelfde tempo zijn. De tweede helft van dit jaar vlakt de groei al wat af ten opzichte van de voorspoedige start.


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ESOXX34 [Offline]
13:33 6/6/10


Goedemiddag,

ASML vrijdag in Amsterdam gesloten op 23.94 -1.5%

In de States gesloten op $27.96 -5.99%
After Hours $28.33 +1.32%

0 0
ESOXX34 [Offline]
13:32 6/6/10