Zeev's Turnips Patch-No Politics (ZEEV)

[mlsoft]

Public Heel...

INTC intended to use 157nm tools but ASML (the developer) was unable to deliver a working system on time, and pushed out its timetable a number of times, while continuing to promise it would be able to do it.

EUV is being worked on by a number of companies, but is still in development and no one has a clear edge at the moment so it is impossible to say now who will benefit most. I suspect INTC's decision to wait has as much to do with the economy as anything else but the inability of ASML to deliver certainly had something to do with it.

mlsoft