Tuesday, October 29, 2024
Intel Sets Record with 2D TMD Transistors for Next-Gen Electronics
Seiichi Iwamatsu, the Inventor of Atomic Layer Etching: The Conception of Cycled Exposures of Silicon to Halogens and Pulses of Heat, Ions, and More
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Acknowledgement
The authors would like to thank Dr. Masanobu Honda (Tokyo Electron Miyagi Ltd., Japan) for his support in retrieving some of the historic facts mentioned herewith about Dr. Iwamatsu.
References
[1] R.L. Puurunen, Chem. Vap. Deposition 20, pp. 332–344 (2014); doi:10.1002/cvde.201402012.
[2] V.B. Alekskovski and S. I. Kol'tsov, Some characteristics of molecular layering reactions, Abstract of Scientific and Technical Conference, Goskhimizdat, Leningrad, 1965, p. 67 (in Russian).
[3] T. Suntola and J. Antson, FIN 52359, priority Nov. 29, 1974, US Patent 4,058,430, Nov. 15, 1977.
[4] K.J. Kanarik, et al., J. Vac. Sci. Technol. A 33, 020802 (2015); doi/10.1116/1.4913379.
[5] W.M.M. Kessels, www.atomiclimits.com/ March 2, 2020.
[6] M.N. Yoder, Atomic Layer Etching, US Patent 4,756,794, July 12, 1988; assigned to US Navy.
[7] S. Iwamatsu, Atomic Layer Etching Method, JPS5898929A / JPH0379862B2; priority Dec. 9, 1981, published June 13, 1983; assigned to Seiko Epson Corp.
[8] https://worldwide.espacenet.com/patent/search/family/016189802/publication/JPH0472726A?q=iwamatsu%20seiichi%20atomic%20layer%20etching
[9] S. Iwamatsu, Digital Etching Process, JPH0472726A, priority: July 13, 1990, published March 6, 1992; assigned to Seiko Epson Corp.
[10] https://corporate.epson/en/technology/search-by-products/wearable/quartz-watch.html
Monday, October 28, 2024
Lam Research Sees Growth Opportunities in Etch and Deposition Technologies Despite NAND Downturn
In its Q1 2025 earnings call, Lam Research reported strong performance and emphasized growth opportunities, particularly in etch and deposition technology. CEO Tim Archer highlighted optimism for NAND spending recovery in 2025, supported by technology upgrades and a transition to molybdenum through Lam’s advanced Atomic Layer Deposition (ALD). Lam is positioned to capture opportunities in advanced semiconductor nodes like gate-all-around and EUV patterning, while its expanded offerings in high-bandwidth memory (HBM) and advanced packaging align with growing demand in AI and high-performance computing. Despite regulatory challenges in China, Lam continues to serve this market by focusing on upgrades and services. Looking ahead, Lam expects to outpace industry growth, driven by its strategic positioning across advanced technologies.
In its Q1 2025 earnings call, Lam Research Corporation (NASDAQ: LRCX) reported solid performance and reiterated optimism for growth in 2025, largely driven by demand for etch and deposition technologies. CEO Tim Archer emphasized Lam’s strategic positioning in an industry experiencing technological shifts, despite a prolonged downturn in NAND spending.
Lam anticipates a recovery in NAND spending in 2025, largely driven by technology upgrades rather than new capacity expansions. Key factors include a transition from tungsten to molybdenum in NAND structures, which improves performance by reducing resistivity. Lam is well-positioned in this area due to its extensive installed base and production wins, projecting an advantageous position as these upgrades scale into 2025.
NAND Technology Upgrades Set to Drive Etch and Deposition Demand in 2025
While the NAND segment has been in a prolonged downturn, Lam anticipates a recovery in 2025 as manufacturers upgrade to advanced nodes. The push toward 3D NAND layers exceeding 200 is essential to meet the growing demand for high-speed, high-capacity storage in data centers and client devices. Currently, about two-thirds of NAND capacity remains at older technology nodes, highlighting significant room for technology upgrades. Lam’s extensive installed base of NAND equipment positions it well to benefit as customers look to improve efficiency and performance.
Furthermore, Archer highlighted a shift from tungsten to molybdenum as a key materials change in NAND, addressing word line resistance challenges. This transition is particularly favorable for Lam, as it has already secured production wins in molybdenum deposition, which will scale up throughout 2025. These advancements are expected to enhance Lam's leadership position in NAND technology transitions.
Lam's product offerings mentioned in the reporting, along with their primary applications and strategic impacts.
Advanced Logic and Foundry Nodes: Key Growth Segments for Lam
Lam is also poised to benefit from shifts in advanced logic and foundry nodes, which are increasingly adopting gate-all-around architectures, backside power distribution, and advanced EUV patterning. These cutting-edge technologies require more intensive use of etch and deposition processes, aligning with Lam’s expertise and product offerings.
Archer noted the company's recent wins in selective etch tools and other innovations that support these advanced nodes, positioning Lam favorably as customers transition to architectures with greater power and performance needs. This expanding demand from foundry and logic customers offers a substantial growth opportunity for Lam’s advanced etch and deposition technologies.
Advanced Packaging Driven by AI Fuels Revenue Growth
The AI and high-performance computing boom has intensified demand for advanced packaging, particularly for high-bandwidth memory (HBM). Lam’s copper plating technology, SABRE 3D, has experienced substantial adoption, doubling its market share this year. This growth has been fueled by the rising complexity of 2.5D and 3D packages, which require high-performance interconnections to support AI-driven systems.
Lam anticipates this trend will continue into 2025 as the industry moves toward more advanced and intricate packaging solutions. According to Archer, advanced packaging will play a critical role in the semiconductor ecosystem for the foreseeable future, and Lam’s early investment in this technology has positioned it for continued market share gains.
Supporting Installed Base and Productivity in Memory Markets
Lam’s Customer Support Business Group (CSBG) has also shown growth, focusing on productivity enhancements and tool reuse. With Lam’s extensive tool installations in both DRAM and NAND, customers are prioritizing upgrades over entirely new systems, especially as they look to improve cost efficiency during NAND’s down cycle. This focus on tool reuse has led to recent market share gains for Lam, as existing tools are upgraded for better value than new installations.
As DRAM and NAND customers intensify efforts to reduce costs, Lam’s service-oriented model and productivity solutions, including equipment intelligence services, have seen greater adoption. This trend underscores Lam's ability to support its customers' evolving needs in an era of increased etch and deposition intensity.
Lam Research Leverages ALD for Moly Transition in NAND, Driving Next-Gen Semiconductor Performance
Lam Research's perspective on ALD is optimistic, particularly as it becomes increasingly essential in NAND technology upgrades. The company highlighted the industry's ongoing shift from tungsten to molybdenum (moly) for improved resistivity in 3D NAND structures, a transition that Lam’s ALD technology is well-positioned to support. Lam has already secured production wins for ALD applications with molybdenum, expected to ramp up significantly in 2025. This capability extends beyond NAND, with potential applications in DRAM and advanced logic/foundry nodes, underscoring ALD’s growing importance in meeting next-generation semiconductor demands.
Lam Research Adapts to Regulatory Challenges as China Revenue Set to Decline in 2025
In its Q1 2025 earnings presentation, Lam Research highlighted key developments and expectations for the China market. China accounted for roughly 37% of Lam's revenue in the September quarter, but the company anticipates this share will decrease to around 30% by December and potentially decline further in 2025. This projected downturn reflects both anticipated shifts in demand and the impact of U.S. export restrictions on advanced semiconductor equipment sales to China. Lam acknowledged the challenges posed by ongoing and potential new U.S. export controls, which could limit its ability to sell to certain advanced technology segments in China. Nevertheless, Lam remains committed to supporting its domestic Chinese customers within the boundaries of regulatory compliance, expecting demand in restricted segments to normalize as global WFE (wafer fabrication equipment) spending adjusts.
Much of Lam's business in China now focuses on servicing domestic fabs with tools for trailing-edge and specialty node processes, areas that generally remain unaffected by export controls. Through its Reliant product line, Lam continues to support these nodes, emphasizing upgrades and maintenance services as primary offerings in a market constrained by new advanced technology sales. Despite potential reductions in advanced equipment sales, the company is confident that its service and support model will help stabilize revenue in the region. By prioritizing productivity solutions and customer support, Lam is adapting to a complex regulatory environment while anticipating that China’s share of its revenue will gradually normalize amid a broader decline in WFE spending in the country.
Strategic Positioning in 2025 and Beyond
In summary, Lam Research is set to capitalize on a growing demand for etch and deposition technology driven by the industry’s shift to advanced architectures. Archer concluded the call with optimism, stating that the company is well-positioned to capture market share as the semiconductor industry increasingly relies on complex, three-dimensional structures. With its advanced product offerings, Lam expects to outperform overall wafer fabrication equipment (WFE) growth in 2025, strengthening its leadership across multiple semiconductor sectors.
Sunday, October 27, 2024
3D Ferroelectric NAND for Ultra-High Efficiency Analog Computing-in-Memory by SK hynix
3D FeNAND with Ultra-High Computing-in-Memory Efficiency: AI models containing up to trillions of parameters require substantial memory resources to handle the vast amounts of data. Energy-efficient analog computing-in-memory (CIM) devices such as 3D vertical NAND architectures are emerging as potential solutions because they offer high areal density and are non-volatile. SK hynix researchers will detail how they achieved analog computation in ultra-high-density 3D vertical ferroelectric NAND (FeNAND) devices for the first time. They used gate stack engineering techniques to improve the analog switching properties of 3D FeNAND cells, and achieved an unprecedented ≥256-conductance-weight levels/cell. The 3D FeNAND arrays improved analog CIM density by 4,000x versus 2D arrays, and demonstrated stable multiply-accumulate (MAC) operations with high accuracy (87.8%) and 1,000x higher computing efficiency (TOPS/mm2) versus 2D arrays. This work provides an efficient method to implement the processing of hyperscale AI models in analog CIM chips for edge computing applications, where speed and low power operation are the critical requirements, not extreme accuracy.
Above:
(1) is a comparison of 2D and 3D
arrays for analog-CIM applications.
(2) is a TEM analysis of the 3D FeNAND, showing (a) a top-down view
of the device; (b) a cross-sectional view at low magnification; (c) a cross-sectional
view at high magnification; and (d) a schematic illustration of the FeFET cells
in the 3D FeNAND array.
IEDM 2024 Paper #38.1, “Analog Computation in Ultra-High Density 3D FeNAND for TB-Level Hyperscale AI Models,” J.-G. Lee and W.-T. Koo et all, SK hynix https://www.ieee-iedm.org/press-kit
4F² DRAM developed by a Kioxia using ALD IGZO
The new 4F² DRAM developed by a Kioxia-led team combines gate-all-around (GAA) IGZO (indium-gallium-zinc oxide) vertical channel transistors (VCTs) with a unique design that places transistors above high-aspect-ratio capacitors to reduce thermal stress and suppress electrical interference like "row hammer." This structure increases memory density and efficiency, providing a high on/off current ratio essential for low-power operation. The team demonstrated a 275Mbit array with this technology, indicating its potential to enable high-density, low-power DRAM for advanced computing applications.
Kioxia is traditionally known for its expertise in NAND flash memory rather than DRAM. They are one of the leading companies in the NAND space, focusing primarily on storage solutions. However, this new venture into DRAM with innovative 4F² cell structures signals an expansion of their research and development scope, possibly to leverage their materials and process expertise in a closely related area. It suggests Kioxia may be exploring ways to diversify its technology portfolio, potentially addressing high-density memory needs beyond traditional NAND storage
ALD offers atomic-level precision and is beneficial for creating uniform, conformal layers of IGZO in complex, high-aspect-ratio surfaces demonstrated here, which is particularly advantageous in advanced semiconductor applications. ALD works by exposing the substrate to alternating pulses of indium, gallium, and zinc precursors, separated by purges to prevent unwanted reactions. This controlled process achieves a smooth and consistent IGZO layer with excellent thickness control, crucial for sensitive electronic applications like DRAM devices.
New Type of 4F2 DRAM: DRAM is the workhorse memory of electronic systems, but patterning the extremely small features of conventional silicon 6F2 DRAM memory cells and suppressing “row hammer” electrical interference from nearby cells are major challenges. To overcome them, the industry has been actively developing denser 4F2 DRAM designs made with different materials. A Kioxia-led team will describe a new type of 4F2 DRAM, comprising GAA IGZO (indium-gallium-zinc oxide) vertical channel transistors (VCTs) and a new integration scheme, where the heat-sensitive transistors are placed on the top of high aspect-ratio capacitors instead of on the bottom, to reduce the thermal impact from BEOL processing below. The vertical architecture also fully suppresses row hammer interference, because the active region isn’t shared with adjacent cells. The InGaZnO VCT achieved more than 15µA/cell ON current and 1aA/cell OFF current. The researchers demonstrated the technology by successfully building a 275Mbit array with it, demonstrating its potential for future high-density, low-power DRAM technologies.
Above:
(a) is a schematic of the oxide-semiconductor
channel transistor DRAM. The InGaZnO VCT was integrated on a capacitor array, a
different architectural scheme from silicon-based 4F2 DRAM devices.
(b) is a cross-sectional TEM image of
the InGaZnO VCT test structure, with the key technologies needed for DRAM
applications described on the right nearby. The gate oxide and InGaZnO were
formed in a 26nm-diameter vertical hole.
(c) is a cross-sectional TEM showing
the InGaZnO VCTs on high-aspect-ratio capacitors.
IEDM2024 Paper #6.1, “Oxide-Semiconductor Channel Transistor DRAM (OCTRAM) with 4F2 Architecture,” S. Fujii et al, Kioxia Corp./Nanya Technology Corp. https://www.ieee-iedm.org/press-kit
Saturday, October 26, 2024
Intel's Breakthrough in RibbonFET Transistor Scaling Demonstrates Silicon Viability for Future Nodes
TSMC 2nm Platform Technology Featuring Energy-Efficient Nanosheet Transistors and Interconnects
TSMC’s New, Industry-Leading 2nm CMOS Logic Platform: In a late-news paper, TSMC researchers will unveil the world’s most advanced logic technology. It is the company’s forthcoming 2nm CMOS (i.e., N2), platform, designed for energy-efficient computing in AI, mobile, and HPC applications. It offers a 15% speed gain (or 30% power reduction) at >1.15x chip density versus the most advanced logic technology currently in production, TSMC’s own 3nm CMOS (N3) platform, introduced in late 2022.
The new N2 platform features GAA nanosheet transistors; middle-/back-end-of-line interconnects with the densest SRAM macro ever reported (~38Mb/mm2); and a holistic, system-technology co-optimized (STCO) architecture offering great design flexibility. That architecture includes a scalable copper-based redistribution layer and a flat passivation layer (for better performance, robust CPI, and seamless 3D integration); and through-silicon vias, or TSVs (for power/signal with F2F/F2B stacking). The researchers say the N2 platform is currently in risk production and scheduled for mass production in 2H’ 25. N2P (5% speed enhanced version of N2) targets to complete qualification in 2025 and mass production in 2026.
Key Improvements:
- When shifting from 0.6V to 0.55V in the N3E architecture, there's a 15% reduction in speed but a 24% reduction in power.
- For N2, at 0.85V, there's a 14% reduction in speed and a 35% reduction in power compared to similar performance points in N3E.
- These efficiency improvements are essential for high-performance applications in power-sensitive environments.
Sources:
Tuesday, October 22, 2024
GM Ventures Invests $10 Million in Forge Nano to Boost EV Battery Technology with Atomic Armor
GM Ventures, the venture arm of General Motors, recently invested $10 million in Forge Nano, a materials science company known for its advanced battery technology. Forge Nano specializes in Atomic Layer Deposition (ALD), particularly its "Atomic Armor" technology, which enhances battery materials by applying ultra-thin coatings. This innovation improves the performance, lifespan, and charging speed of electric vehicle (EV) batteries.
“GM Ventures’ primary goal is to bring disruptive technology into the GM ecosystem to improve products and processes,” said Anirvan Coomer, managing director of GM Ventures. “Forge Nano’s Atomic Armor technology has game-changing potential for our battery materials at significant scale. They have already demonstrated the ability to expand cathode capabilities, which is the most expensive battery cell component. This could unlock benefits for customers and the business.”
The investment is part of GM's broader strategy to secure a robust supply chain for its EVs, and the partnership will focus on optimizing battery cathode materials to improve energy density and reduce costs. With this funding, Forge Nano aims to expand its battery coating operations and develop lithium-ion battery prototypes at its Colorado facility. This collaboration is expected to boost the range and fast-charging capabilities of GM’s future EV batteries.
About Forge Nano:
Forge Nano is a materials science company specializing in advanced surface engineering technology, particularly Atomic Layer Deposition (ALD). Its proprietary technology, "Atomic Armor," applies ultra-thin coatings at the atomic scale to improve the performance and durability of materials, particularly for energy storage applications like electric vehicle (EV) batteries. Forge Nano's coatings help enhance battery life, efficiency, and fast-charging capabilities by preventing corrosion and boosting cathode material performance.
Founded in Colorado, Forge Nano has attracted significant investment from major corporations, including General Motors, Volkswagen, LG, and others. The company's solutions extend beyond the automotive industry, targeting sectors such as electronics, aerospace, and defense. With ongoing innovation, Forge Nano aims to revolutionize how materials perform in critical technologies such as semiconductors and batteries.
Sources: