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Ultratech, Inc. Message Board

  • data_source99 data_source99 Sep 10, 2012 5:06 PM Flag

    Intel reduced guidance ranges for 3Q and withdrew all forecasts for FY12, including FY12 cap-ex guidance.

    In a research note relating to Intel's announcement last Friday, ML-BAC commented that: "Lithography spending should remain robust at 14nm. [Intel] management expects to accelerate the re-use of existing equipment for the transition from 22nm to 14nm manufacturing (we think the re-use could be ~50%). While this could be viewed as broadly negative for capacity-related names . . ., we expect Intel's use of multiple patterning at 14nm should continue to benefit ASML and CYMI. The move to the 14nm node should also benefit technology enablers, like KLAC and UTEK."

23.04-0.03(-0.13%)Jul 28 3:59 PMEDT

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