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Cymer Inc. Message Board

  • jamulmike jamulmike Jul 31, 2012 7:07 AM Flag

    LRCX CC: “sub 4x…96% of…shipments”

    40nm lagging edge.
    28nm will be!!!

    Specifically, shipments were approximately $727 million for the quarter, up 2% from the March quarter, supported by capacity additions for leading etch Foundry customers and DRAM capacity conversions for the 2x and 3x technology nodes

    Turning to the breakdown by application and market segment for Lam's standalone shipments, applications for sub 4x technology nodes represented 96% of overall system shipments

    We continue to expect Foundry WFE spending within a range of $12 billion to $13 billion, driven primarily by demand for leading edge capacity. Specifically, we are still projecting approximately 90,000 wafer starts per month of new 32, 28-nanometer capacity will be added throughout 2012, which supports our prior view for exiting the year with between 220,000 and 240,000 wafer starts per month of 32/28nm capacity. Given what appears to be a healthy demand for devices manufactured at this technology node, we continue to expect more than 300,000 wafer starts of total capacity to be ultimately installed, a figure that will surpass all prior year Foundry nodes.

    our view suggests plenty of runway remains for 28-nanometer Foundry spending. Relative to the Logic markets, the leading edge 22-nanometer production ramp continues.


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