ASYT announced Yesterday that it had received a
multi-million dollar order from First Silcon in Malaysia. It
seems ASYT will maintain 100% market share in Malyasia
as they did in Taiwan for SMIF and auto-id business.
Go back in time and read a press release from BRKS,
they talk about wining a SMIF fab in Malaysia with
INFAB products. Is there a third fab being built out
there or did they ultimately lose that
This is by no means to pick on BRKS or INFAB, I am
just concern about the acquistion cost and the true
value INFAB has provided so far to BRKS penetrating
200mm fabs. The INFAB operation has been a drain of
money and resources to the the Jenoptik Group, that is
the reason they sold the company in the first place.
I hope it does not do the same for BRKS or our
profitability and stock price will suffer, This is the first
time since the acquisition BRKS will report
consolidated financial and include the INFAB operation.
Now, how about that interbay/intrabay automation
(I am looking at someone's block-diagram, trying to
fill in the boxes)? Buy Daifuku's semi
It is definitely nice that so many BRKS bots,
platforms and controllers go into a new fab. BRKS can
double (or beter, I'm told) the per-fab take if they had
FA hardware to sell, too.
Consilium is basically DEAD. Since AMAT bought it
the found out what little they had... if it wasn't
for copy exactly they would have no business at
all... Fab 300 (the next version) is way behind schedule
and looks less like an MES than a process integration
Poseidon is a custom application from IBM... now it has
been updated and is starting to be aggressively
marketed by IBM professional services as SiView.
The problem is only IBM can deploy it and they are
very limited with by the number of qualified domain
knowledgeable people they can supply, unlike BRKS which
leverages third party integrators like Compaq, TRW,
Hope this helps
"The profit margins on incremental sales of
software are quite different than hardware. So in upturns
in the industry, this will carry more directly to
bottom line for (successful) software
That was certainly evident last Q, when a 20% revenue
surprise caused a 300% earnings surprise.
I am imagining that the acquistition
may have originated in significant part from the
FASTech group, and not so much from
FASTech has claimed to be a software product
and has some longer history of cooperation with
Hanyon, Infab, and Autosim who act (to some degree) as
value added integrators of software and
I would bet that FASTech would have been interested
in these acquistions long before being bought by
Brooks, and Brooks supplied the financial leverage to
make it happen.
The success of this remains to
be seen, but one thing to consider. The profit
margins on incremental sales of software are quite
different than hardware. So in upturns in
this will carry more directly to bottom line for
(successful) software vendors.
I would be interested in
knowing the current split in hardware and software of
how much of hardware is sold directly to
equipment vendors as opposed to end users (the fabs).
Fastech, Hanyon, InFab and AutoSim were all
acquired recently (last 12 mos.?) Which comprise the MES?
Cell control? APS? I know just enough to be
dangerous... A little clarity, and I've got more to
PS: Still wondering how BRKS is going to get the
high-dollar hardware sale.
The 'assimilate and deploy' of the recent
acquisitions have been going on for a number of years through
partnership and ongoing improvement of synergies between the
softwares. The only difference now is that it's all one
company and that 'assimilate and deploy' will improve
even faster. A one stop shop for MES solution.
A 300mm fab is expected to spend 60-80 million on
automation software and hardware. That's a nice bit of
revenue for any comany that can pull it all
So what I am really asking is how BRKS will
assimilate and deploy the recent properties it acquired.
Each one makes some sense on its own (Smart was pure
defense. No ROI there), but there is significant overlap
among Fastech, InFab's software and Hanyon. (and
Further, the 'Complete Automation Solution' seems to be
missing some teeth if you're including the automation
hardware. No stockers, intrabay or interbay, for example,
which are the high-dollar pieces.