Question-and-Answer Session
Operator
(Operator Instructions) Your first question comes from Stephen O’Rourke - Deutsche Bank.
Stephen O’Rourke - Deutsche Bank
A couple of questions, could you help qualify, where you saw the selected capacity adds? I think you qualified it as early indication of select capacity adds? Can you elaborate on that a bit?
Dave Dutton
We’re seeing it more on some of the foundry side, where we’re starting to see them for example, our stripper which is not typically used at technology buy levels and usually legs quite a bit and is legging in this upturn, but we’re starting to see as I mentioned some demand in those areas, which is more alike selective capacity, where they’re adding and need a little more demand because the fabs are running near full utilization.
Stephen O’Rourke - Deutsche Bank
Can you comment, how you think about potential capacity adds at memory manufacturers and then could you comment a bit about your outlook from Mattson with the Taiwanese memory manufacturers?
Dave Dutton
So, I’ll try and cover that, I think what we see is still most of the memory activity is trying to moving their current capacity to the next technology node and they’re buying incremental equipment to make sure that technology reaches high yield.
I think, I’d still more related to technology buys, where they’re converting existing capacity. I feel that’s going to continue into the first half of next year as we see from the lead players some of the next players start to move down that same path. As far as Taiwanese go, I think what we see is activity start to increase from them along this technology by aspect late this early next year.
Stephen O’Rourke - Deutsche Bank
One last question, is there a way to help quantify what the potential opportunity is over the next year at the foundries which flash aNeil product, the Helios?
Andy Moring
Our Helios is not a flash aNeil, it’s our standard aNeil. So, I guess the way to quantify that is zero today and what see although initial focus is on 22 nanometer, so it’s still out beyond next year probably on a full ramp, but we do expected to get some retro position, because of the strengths we have in low-temperature and I think we’ll start to see that benefit on the second half of the year.
Operator
Your next question comes from Edwin Mok - Needham & Co.
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