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Technology Stocks : ASML Holding NV
ASML 782.50-2.5%Nov 26 12:59 PM EST

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From: BeenRetired4/7/2021 8:45:13 AM
   of 19193
 
AMAT CC: Inspection System "really gives customers tremendous performance at a much better cost of ownership"

"has a big impact on the speed of the yield ramp"

Gary Dickerson -- President and Chief Executive Officer

Yeah. Thank you, Krish. So really, I would say there's three major drivers. One is the new optical wafer inspection system where we've seen tremendous pull.

And especially in foundry -- leading foundry, we've seen a tremendous ramp of that new optical wafer inspection system. And it really gives the customers tremendous performance at a much better cost of ownership so they can insert inspection points in more places in the line, and that has a big impact on the speed of the yield ramp. So that's really in the early phase of adoption, the new optical wafer inspection system. Our e-beam products are tremendously strong.

If you look at a 2021, our e-beam growth would exceed every prior year for PDC total systems business other than 2020. So that business is very strong. We have leadership in electron optics. We've introduced a new source technology that gives us much higher resolution, much faster imaging in one segment of the EB market.

We will take that core technology in electron optics across all of our different platforms, and it creates just a tremendous opportunity for us to continue to extend our leadership in the e-beam part of the market. So that's growing very fast. And the third thing I would say that's really important, when you think about power performance area and cost, what's really important to our customers is how fast they can drive all of those different key metrics. So accelerating, certainly for us and for them, we talk about PPACt, is enormously important.

And there are cases with the -- especially our e-beam products where you can generate orders of magnitude more data in a much faster period of time. So when you're thinking about optimizing the new materials, the new structures with unique imaging and algorithms to accelerate both our internal R&D at Applied and also the PPAC road map for our customers, that synergy is increasing from an overall company perspective. So again, I think the optical inspection, we're in the early phase of the adoption. E-beam, leadership in imaging.

We'll extend that leadership with new capabilities. And the synergies with our overall business has never been better and never been more important for us and for our customers.
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