Semiconductor International NewsBreak
TOP STORY... May 14, 2008

Splinter Sees Weak Order Period Looming for Equipment Vendors
Applied Materials CEO Michael Splinter said that the third fiscal quarter may see silicon equipment sales drop by 40% from the second fiscal quarter ending April 27, representing the bottom of the current downcycle. Orders from flash vendors in particular have been less than expected. One bright spot was the introduction of the Aera2 mask inspection system, which is now being used by four customers, he said. "There was a big shift during the quarter in our view of flash expectations. In the second half of the fiscal year, flash may be down 15%," Splinter said.
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The Fine Print: High-Index Immersion Lands With a Thud
Aaron Hand, executive editor, electronic media, reports from the Sematech Litho Forum in Bolton Landing, N.Y., that Nikon has put its high-index immersion program on hold. Nikon's Soichi Owa said the company has cancelled its plans for a high-index exposure tool, dissolved its high-index project team, and pushed high-index activity back to a "basic research" level. Nikon decided that the timing on high-index lens elements (LuAG, namely) is too late, the lens material development is too uncertain, and the benefits of Generation 2 high-index immersion (which enables an NA of 1.55) are just too small (12% resolution improvement), Hand writes.

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