1) Could customer face a monopoly on critical equipment like Lithography? ASML's current market share of 193-nm immersion is 80% followed by Nikon. Canon has exited leading-edge lithography business. Tool costs for EUV could reach $125 Million per unit.
2) What is EUV?
3) Samsung and Toshiba may be the only tools to survive in the memory industry.
4) Foundaries TSMC, Samsung and GlobalFoundries will be the only ones to build new fabs.
2) Difficult for companies to support the research necessary to move forward.
http://www.eetimes.com/electronics-news/4212266/Is-fab-tool-biz-model-broken--?pageNumber=2
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