Nomura analysts believe ASML may achieve 100 percent marketshare with Intel at the 22nm/20nm manufacturing process technology node.
The comments came after a visit by analysts to ASML Holdings NV (Veldhoven, The Netherlands) in which they were told that Intel's traditional two-suppler lithography sourcing strategy may be under review.
Under that system Intel typically qualifies two suppliers of scanners and then ramps volume with mainly one supplier, while giving some orders to the number two. This serves to keep pricing keen as Intel is in a position to switch orders to the alternative supplier. However, that qualification process at the leading-edge is becoming too complex and costly and so could be abandoned, the analysts said in a note.