Originally posted by: f95toli
Another problem is that technologies that used to relativley cheap and have been used for a long time and has not evolved much (for example the e-beam lithography that is used to make the masks) are also reaching their limitations because of the complexety of modern cuircuits, they can still be used but the cost has increased a lot.
Having worked for a short time in the mask industry I can speak to this. There are an array of technical and economic challenges which face the mask industry. From a technical standpoint the problem has been twofold.
1) The mask business was a demanding one during the early days when designs were made at 1x the printed feature size. However with the advent of reduction steppers and the move to 5x masks circa 1985 began what some in the industry refer to as the "maskmakers holiday". Basically it became very easy to make masks. Feature sizes were huge (xbox huge

) in comparison to those faced by the silicon fabrication facilities. This led to almost no investment of resources in reticle processing techniques or reticle process equipment. Masks were treated as a commodity item and anybody could make their own or buy them from a number of merchant mask shops.
Enter the mid 90's and all of a sudden scanners are coming onto the scene using only 4x reduction. Couple that with an acceleration of the semiconductor industry roadmap which began to press lithographers to print features smaller than the wavelength of light they were using in their exposure systems. Thus began the era of RET (reticle enhancement technology). Since the scanner/stepper makers were struggling to increase the numerical aperature of their lens systems which was subsequently decreasing their depth of focus all of a sudden there was a shift in burden off the shoulders of the lithography systems makers and onto that of the mask makers. Mask shops were largely outdated using process equipment crudely adapted from the silicon wafer world and techniques a decade old. The write tool of choice (ETEC MEBES) hadn't changed that much in the past 15 years.
You had the introduction of phase shift technology which required some mask shops to spin on their own resist for the first time ever, multiple layers which were unheard of in the old chrome and quartz days, defects which had to be repaired with phase shift and intensity taken into account, and the know how and equipment to dry etch the quartz itself for alternating aperature just to name a few.
2) The equipment vendors were non-existant from the mask scene until the mid 90's. There were hardly any companies which specialized in mask equipment, most simply adapted some of the handling equipment to use square quartz instead of round silicon. Very little R&D was put into the equipment. Suddenly when times started to get tough and the mask companies needed technical expertise and research to continue to succeed you had mass consilidation in the industry. Many companies which had been producing their own masks internally were unable or unwilling to invest enough to continue and started ordering from merchant shops. Meanwhile not all of the merchant shops could keep up and there were many mergers until you were left with the 4 remaining today. Dai Nippon Printing (DNP) and Toppan in Japan, and Dupont Photomasks and Photronics based in the US.
The reason this consolidation is important is that it resulted in an overall reduction in the market for mask making equipment. Applied Materials bought Etec and it's mask writing equipment only to find that the worldwide market for mask write tools is around 6-8 a year!!! With that low of volume the only way to recoup the necessary R&D to develop new and better systems would be to charge obscene amounts of money, money that the mask makers can't afford since the wafer fabs don't want to pay that much for reticles. The only other option is not to do the R&D or partner with others.
There have been advancements, don't get me wrong. Now you can get masks with phase shifting (alternating or embedded) and OPC. There are vector based electron beam write tools which are faster than their raster predecessors. The industry is really close to finally comitting to a new mask design file structure to replace the aging GDSII which can't handle the gigabyte/terabyte size of todays files.
So that's my long winded response to your comment, maybe you already knew all that, i dunno.