Yesterday Lam Research was covered in an in a Morgan Stanley Technology Conference. Here is a full playback as a webcast for those interested. For all you ALD guys the interesting stuff come in the last minute. Lam Research usually not talk a lot about ALD but here they came with an interesting statement.
Joe Moore from Morgan Stanley, semiconductor group asked Douglas R. Bettinger, chief financial officer of Lam Research about their ALD progress. "... we are very pleased with the progress we are making in atomic level deposition as well as the atomic level etch, which was the topic of Rick Gottscho, our head of global products talk at SPIE last week. I think we described exactly a doubling of the installed base last year in ALD; multiple customers. It's an ALD Oxide tool. Very pleased with our performance here. Three years ago, we didn't have any business in ALD and now we've got a meaningful amount of revenue coming from it."
Joe Moore from Morgan Stanley, semiconductor group asked Douglas R. Bettinger, chief financial officer of Lam Research about their ALD progress. "... we are very pleased with the progress we are making in atomic level deposition as well as the atomic level etch, which was the topic of Rick Gottscho, our head of global products talk at SPIE last week. I think we described exactly a doubling of the installed base last year in ALD; multiple customers. It's an ALD Oxide tool. Very pleased with our performance here. Three years ago, we didn't have any business in ALD and now we've got a meaningful amount of revenue coming from it."
Doug Bettinger is chief financial officer of Lam Research.(Lamresearch.com)
The ALD oxide tool is most probably the Vector - a multi-chamber or rather a multi-station tool within a single vacuum chamber. So it is not Spatial like Tuomo Suntolas first one, the new Applied Materials Olympia or the Jusung Engineering tools it is normal temporal ALD.