时间：2021-06-14 00:59:07 来源：网络整理编辑：Transcend Information
Analysts were still impressed with Applied's performance. Byron N. Walker, an analyst with UBS Securities LLC in New York, praised Applied's results and raised his forecast for the company. Applied's results and outlook represent a confirmation of what we've been hearing about over the past six weeks: that the cycle is building,” Walker said in a report.
We are raising our adjusted EPS estimates as follows: FY03 to $0.13 from $0.12; FY04 to $0.45 from $0.36; and FY05 to $0.92 from $0.80,” Walker said. In calendar year terms, our EPS estimates are: CY03 $0.21; CY04 $0.56; and CY05 $0.91.”
Some found fault with Applied's gross margins in the most recent quarter. Several semi equipment makers reported stronger business activity, yet skeptics focus on the minor details while ignoring the major trends,” according to a report from American Technology Research.
Applied Materials reported 12 percent better revenues, $0.01 better earnings and 21 percent better orders, yet investors were hung up on flat gross margins,” according to the report. We believe the margin impact is from a greater mix of 300mm sales (60 percent mix), which commandlower margins versus the 200mm product line. As efficiencies improve, the margins will climb”, the report said.
SAN JOSE, Calif. — The semiconductor equipment division of Canon U.S.A. Inc., a subsidiary of Japanese company Canon Inc. said Wednesday (November 12, 2003) that that immersion lithography (IML) is a potential successor to its 193-nanometer dry lithography technology, possibly providing a path for chip manufacture at the 65-nm and 45-nm process nodes.
We are seriously evaluating 193-nm argon-fluoride, immersion technology as a possible successor to our super-high NA ArF exposure technology and we believe it could be a winning solution in the very near future,” said Ray Morgan, strategic marketing manager for Canon U.S.A., in a statement. Canon defines super-high numerical aperture values as being those above 0.90.
ArF immersion is an attractive solution because it enables the use of current reticle technology and the adaptation of current resist technology while providing a much shorter 134-nm wavelength compared to 157-nm exposure technology,” said Akiyoshi Suzuki, core technology development group, Canon Inc., in the same statement. 157-nm systems, however, have the advantage of maturity. Today, the most important factor in making the decision to pursue immersion is timing and costs to solve technical issues.”
Technical challenges for ArF immersion technology fall into three categories — immersion liquid, system, or resist — Canon said. Of the three, the use of water as an immersion liquid is perhaps the most crucial because it is a totally new materials' factor in the optical subsystem of a lithography tool.
Micro-bubbles can also cause problems with immersion optics. For example, for the 45-nm node 10-nm diameter micro-bubbles can have great effect on image formation. Work at Canon has shown that if immersion-water thickness is controlled between 0.1 mm and 1 mm, the effect of refractive index fluctuations is small enough to be ignored. It does not put any constraints on the optical-system configuration, the company.
SAN JOSE, Calif. Agere Systems is sampling a custom hard disk drive controller with a native serial ATA interface codeveloped with Maxtor Corp. The announcement marks another milestone in the march to market of the 1.5 Gbit/second interface.
While Maxtor may be the first to announce a single-chip SATA drive controller, other drive makers including Seagate and Western Digital are said to be tracking the trend closely.
To the best of our knowledge this is the first single-chip SATA controller,” said John Harris a strategic marketing manager for Agere. SATA needs to have price parity with parallel ATA products to make it in the market. You can't get there with today's two-chip solutions and everybody knows it,” he added.
The Maxtor chip includes Agere's serial PHY, which also supports serial-attached SCSI and Fibre Channel, and Agere's existing read channel blocks. The chip also integrates a proprietary Maxtor microprocessor between 16- and 32-bits in width, a Maxtor disk controller and memory.
The custom chip will be used in Maxtor's next-generation 7200 rpm MaxLine and DiamondMax SATA hard drives aimed at servers and desktop/consumer gear, respectively. It replaces a previous two-chip SATA solution. The custom chip is made in Agere's 140-nm COM2H process.
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