Friday, January 10, 2025
Game-Changing ALD Breakthrough: KJLC Achieves First Scandium Nitride PEALD Process
Saturday, November 30, 2024
Kalpana Systems Unveils Roll-to-Roll Spatial ALD Tools for Solar, Batteries, and Packaging
Kalpana Systems, a Dutch thin film equipment manufacturer, has launched roll-to-roll spatial atomic layer deposition (sALD) tools, targeting industries such as solar PV, organic light-emitting diodes, batteries, and packaging. The technology focuses on depositing high-quality functional thin layers with atomic precision without causing sputter damage, with initial applications in barrier layer deposition. Since its founding in 2021, the company has developed its first operational machine, raising €3.5 million to transition from prototype to commercial production. The sALD technology supports high throughput industrial processes, enabling deposition of multiple layers with web speeds up to 10 m/min and is designed for integration with other deposition techniques. Two models, the K300 and K600, cater to different market needs, with specifications optimized for flexible electronics, solar cells, and high-speed applications like batteries and packaging.
The sALD equipment addresses stability and durability challenges faced by producers of perovskite and organic solar cells, offering cost-effective encapsulation methods. Both K300 and K600 models can process flexible substrates and are programmable for various operational parameters, making them versatile across roll-to-roll production processes. With lead times of 9–12 months, Kalpana Systems offers customizable customer onboarding support. Backed by investors such as Fairtree Elevant Ventures and SIG InnoVentures, the company emphasizes the uniqueness of its roll-to-roll technology in delivering high volume, rapid production, and wide market adoption. These innovations position Kalpana Systems as a competitive player in thin film deposition, advancing the development of efficient and scalable manufacturing solutions.
Kalpana Systems, founded in 2021 and headquartered in Delft, Netherlands, specializes in high-throughput spatial Atomic Layer Deposition (sALD) technology for thin film coatings on flexible substrates.Their innovative Superspatial ALD technology enables cost-effective production of thin films, facilitating the transition from technological promise to commercial application. The company's solutions are designed to advance sectors such as solid-state batteries, environmentally friendly packaging, and perovskite solar cells.
In July 2024, Kalpana Systems secured €3.5 million in a Series A funding round led by Fairtree Elevant Ventures, SIG InnoVentures, and the Energy Transition Fund Rotterdam.This investment aims to accelerate the development and commercialization of their sALD technology, positioning the company to meet the growing demand for advanced thin film deposition solutions across various industries.
Saturday, November 16, 2024
Skytech Inc. Poised for Record Growth with Advanced ALD and Etching Innovation
Skytech Inc., a leading Taiwanese semiconductor equipment manufacturer, is forecasting a milestone year in 2025, with anticipated revenue growth exceeding 20% year-on-year. The surge is driven by robust demand for advanced chip manufacturing and packaging solutions, including atomic layer deposition (ALD) equipment and chip-on-wafer-on-substrate technologies. Skytech's innovative offerings, such as its highly customizable ALD systems and newly introduced etching solutions like Descum and Plasma Polish, are solidifying its position in the global semiconductor industry. With expanded clean room facilities and a strong product portfolio, Skytech continues to lead in cutting-edge semiconductor technologies while navigating geopolitical challenges with resilience.
Skytech Inc, a Taiwanese semiconductor equipment manufacturer, forecasts at least 20% year-on-year revenue growth in 2025, driven by strong demand for advanced chip manufacturing and new advanced packaging equipment. The company is expanding its clean room facilities in Hsinchu County to meet customer demand and has secured significant orders for atomic layer deposition equipment and tools used in advanced packaging technology, including chip-on-wafer-on-substrate solutions. In the first 10 months of 2024, Skytech’s revenue grew 18.33% to NT$1.69 billion, with net profit rising 64.15% year-on-year to NT$261 million. Semiconductor equipment contributes 50% of Skytech's revenue, while components and parts supply make up the remainder. With a 30% exposure to the Chinese market, Skytech is monitoring geopolitical tensions but remains unaffected by export restrictions.
Skytech develops and manufactures Atomic Layer Deposition (ALD) equipment. In 2019, the company designed its first ALD machine, named Atomila, marking its entry into the ALD equipment market. Skytech's ALD systems are equipped with six chamber positions and are highly integrated with Equipment Front End Module systems. These systems offer customizable chamber configurations based on customer requirements and include options for pre-treatment or post-treatment of ALD depositions. Depending on temperature and plasma damage concerns, customers can choose between Thermal-ALD or Plasma-Enhanced ALD (PE-ALD) processes. The equipment features a patented gas inlet design and showerhead system to ensure excellent uniformity. Additionally, an optional automatic pick-and-place tool enables coating of different wafer sizes on a 12-inch platform, supporting fab automation. In 2021, Skytech's ALD equipment was verified and adopted by Epistar, contributing to the commercialization of LED technologies.
Skytech's Powder ALD Tool is designed to extend the lifespan and enhance the stability of quantum dots (QDs) by applying Al₂O₃ passivation to protect against oxygen, moisture, and heat. Leveraging Atomic Layer Deposition (ALD), the tool provides sub-nanometer precision and highly conformal coatings under gentle conditions, making it ideal for QD thin films. The tool features an optional ozone generator for diverse oxidation sources, a specialized flow field design for improved powder coating, a uniform chamber temperature maintained by a unique heater design, and support for three sets of precursor/co-precursor pipelines. It is specifically tailored for effective powder coating, ensuring optimal protection for QDs.
In 2023, the company introduced etching systems such as Descum and Plasma Polish, expanding its product line to meet market demands. These etching solutions are designed to support various semiconductor manufacturing processes, enhancing Skytech's capabilities in the semiconductor equipment industry.
Sources:
Skytech expects revenue to increase to all-time high - Taipei Times
Sunday, August 11, 2024
Jusung Engineering Posts Stellar Q2 Recovery with 207% Sales Surge, Driven by Semiconductor Market Rebound
Jusung Engineering reported a robust financial recovery in the second quarter of 2024, with sales soaring by 207% to 97.3 billion won ($72.0 million) compared to the same period last year, and an operating profit margin of 37%. This turnaround follows a challenging first quarter and is driven by increased orders and deliveries of semiconductor equipment, including a significant contract with SK Hynix for DRAM manufacturing in China. The company's expertise in Atomic Layer Deposition (ALD) technology and its expansion into OLED and solar power sectors position it well for continued growth as the semiconductor market rebounds.
ACM Research Advances in ALD with Ultra FnA Furnace System for Semiconductor Manufacturing
ACM Research, a US company specializing in wafer cleaning equipment for the semiconductor industry, presents a strong growth opportunity. The company beat Q2 estimates, raised its fiscal year guidance, and is well-positioned to benefit from the expected significant growth in the wafer cleaning equipment market, particularly in China. ACM Research's competitive advantages include high investment in R&D and the ability to provide highly customized solutions.
The Ultra FnA Furnace System by ACM Research is designed for the precise and uniform deposition of ultra-thin films using thermal Atomic Layer Deposition (ALD), which is essential for advanced integrated circuits (ICs) and compound semiconductor manufacturing as logic nodes shrink. It effectively deposits silicon nitride (SiN) and silicon carbide nitride (SiCN) on high aspect ratio 3D structures, such as FinFETs and nanosheets, ensuring good step coverage and uniformity across wafers. The system boasts superior process control through its innovative hardware and proprietary algorithms, offering high-throughput batch processing, cost-effectiveness, and customization for various advanced semiconductor processes, with the capability to process up to 100 wafers at a time.
About ACM Research
ACM Research offers a comprehensive portfolio of tools designed to support various semiconductor manufacturing applications, including ICs, compound semiconductors, wafer-level packaging, and wafer manufacturing. Their advanced product range includes solutions for multiple processing steps such as wet cleaning, electroplating, thermal deposition, ALD, and more. Known for delivering customized, high-performance technology that enhances productivity and efficiency, ACMR is committed to meeting the diverse needs of high-volume manufacturing with a low cost of ownership. With a strong IP portfolio and a global presence, ACMR leverages its extensive industry expertise and international support network to provide innovative solutions and world-class service to customers across Asia, North America, and Europe. Founded in California in 1998, the company operates manufacturing and support facilities in China and South Korea.
Sources:
Saturday, June 8, 2024
Jusung Engineering to Spin Off Semiconductor Business, Aiming for Market Revaluation and Strategic Growth
Jusung Engineering, a a first in Korea’s chipmaking equipment industry, has announced a significant restructuring aimed at enhancing its market valuation and navigating geopolitical risks. The company will spin off its highly successful semiconductor division into a new entity, marking a strategic move to unlock greater value for its shareholders and position itself for future growth.
Chairman Hwang Chul-ju highlighted the undervaluation of Jusung despite its proprietary technologies and leading market position. By creating a new entity for its semiconductor business, Jusung aims to elevate its market cap, which currently lags behind international competitors. The new semiconductor entity, tentatively named Jusung Engineering, will operate independently, allowing it to focus solely on expanding its technological capabilities and market presence.
The spin-off comes as Jusung's semiconductor division continues to excel with its advanced film deposition technologies, including selective semi-spheric silicon deposition and atomic layer deposition (ALD). These technologies are pivotal in the production of DRAM memory, NAND flash, and logic chips. As the demand for more integrated and smaller semiconductor devices grows, Jusung's ALD equipment is set to become increasingly crucial. Additionally, Jusung’s poly etchers, applicable across various semiconductor products, will play a significant role in diversifying the company’s offerings.
Despite achieving annual sales of 200 billion won ($146 million) and holding a market cap of 1.6 trillion won, Jusung's valuation remains significantly lower than its global peers. For instance, Dutch competitor ASM boasts a market cap of 47.3 trillion won. The spin-off is expected to narrow this gap, potentially achieving comparable sales records within five years.
The decision also aims to mitigate risks from the ongoing US-China rivalry. By separating the semiconductor business, Jusung can better shield its other divisions, including display and solar panel equipment, from potential geopolitical fallout. This strategic insulation ensures that the company’s diverse operations remain resilient in the face of international tensions.
There is speculation about Hwang Eun-seok, the chairman’s son, taking the helm of the new semiconductor entity. With a doctorate in material science and experience at Samsung Semiconductors, Eun-seok is well-prepared for leadership, though Chairman Hwang emphasizes that any succession will be merit-based.
Jusung Engineering's spin-off of its semiconductor business represents a bold move to enhance its market valuation and strategically position itself for sustained growth. By creating a focused, independent entity, Jusung aims to capitalize on its technological strengths and navigate the complexities of the global semiconductor market more effectively. This restructuring is set to unlock new opportunities and reinforce Jusung's standing as a key player in the tech industry.
Sources: Jusung, Undervalued no more: Jusung Engineering to spin off chip business (naver.com)
Thursday, April 25, 2024
ASM a revenue of €639 million Q12024 - driven significantly by sales in Atomic Layer Deposition (ALD) and Epitaxy (Epi) technologies.
The company reported a revenue of €639 million, at the upper end of their guidance, driven significantly by sales in Atomic Layer Deposition (ALD) and Epitaxy (Epi) technologies.
- Gross margin increased to 52.9%, largely due to strong sales performance in the Chinese market.
- New orders reached €698 million, marking a 10% increase from the previous year, mainly driven by the foundry sector. The company expects continued demand for gate-all-around technology, with significant orders anticipated in the second half of the year.
- Despite a slowdown in certain segments like power/analog/wafer, ASM International maintains a strong financial position with a cash reserve of €720 million at the end of the quarter. Sales in China are expected to remain robust.
Sunday, April 14, 2024
Kokusai Electric Showcased Batch ALD Technology for 40-28nm Nodes at SEMICON China 2024
At SEMICON China 2024, Kokusai Electric Corporation emphasized its strengths in atomic layer deposition (ALD) technology. The company showcased its batch-type ALD systems, which are particularly adept at achieving high-quality, uniform film deposition on multiple wafers simultaneously. This technology ensures excellent film thickness control and good step coverage, crucial for advanced semiconductor manufacturing. As the Chinese market increasingly transitions from chemical vapor deposition (CVD) to ALD due to its precision, Kokusai is poised to meet this rising demand, especially in fields like 3D stacking and miniaturization.
Kokusai highlighted its ALD technology specifically for mature semiconductor technology nodes in the 40 to 28nm range at SEMICON China 2024. This focus addresses the growing demand for precise film quality in these specific nodes within the Chinese market.
Wednesday, February 28, 2024
ASM International: Spearheading Semiconductor Innovation in ALD, Epitaxy, and CVD Markets
“2023 was another successful year for ASM. Sales increased by 13% at constant currencies, despite softening market conditions, and marking the seventh consecutive year of double-digit growth.” said Benjamin Loh, CEO of ASM. “Revenue in Q4 2023 amounted to €633 million, in line with our guidance of €600-640 million and down compared to the level in Q4 2022. Revenue in the quarter was supported by strong sales in the power/analog/ wafer segment. Bookings at €678 million were slightly better than our expectation and were driven by GAA pilot- line orders and continued strength in China demand.
ASM's Leadership in the Growing ALD Market
According to ASM, the single wafer Atomic Layer Deposition (ALD) market is experiencing significant growth, with projections indicating an increase from $2.6 billion in 2022 to a range of $4.2 billion to $5.0 billion by 2027. This growth, characterized by a Compound Annual Growth Rate (CAGR) of 10-14% from 2022 to 2027, underscores the expanding role of ALD technology in semiconductor manufacturing. ASM International, a key player in the semiconductor industry, holds a dominant position in this market, commanding a share of over 55% throughout the forecast period.
Please note that this market assessment, most probably originally from TechInsights (prev. VLSI Research) does not include Large Batch furnace ALD, which historically have been about 30% of the total 300 mm ALD equipment market. The leaders in this segment are Tokyo Electron followed by Kokusai and ASM chose not to compete with its A412 ALD product line.
Driving Forces Behind ALD Market Expansion
The expansion of the ALD market is propelled by a series of technological advancements and increasing demands within the semiconductor sector. Key factors contributing to this growth include the industry's shift towards Gate-All-Around (GAA) technology, the necessity for advanced high-k gate dielectrics, and the precision required for threshold voltage tuning. Additionally, the development of sacrificial layers and the use of high aspect ratio Through-Silicon Vias (TSVs) are critical in advancing semiconductor manufacturing techniques. The application of metals and the adoption of selective ALD processes further accentuate the importance of ALD technology in modern semiconductor fabrication.
ASM's Strategic Positioning and Market Opportunities
ASM is well-positioned to capitalize on the opportunities presented by the burgeoning ALD market. The company's strategic emphasis on innovation, coupled with its comprehensive product portfolio, positions ASM as a frontrunner in meeting the evolving needs of the logic/foundry and memory segments of the semiconductor industry. The transition to advanced manufacturing technologies, such as GAA and high-k metal gate applications, presents significant growth avenues for ALD, with ASM at the forefront of this technological evolution.
To be more specific, the transition to GAA technology and the expansion in FinFET applications are set to significantly increase ASM's served available market by approximately US$400 million for every 100,000 wafer starts per month (WSPM). According to ASM, the equipment orders started to come in in the 2nd half of 2023. We can assume that this are orders from Samsung, TSMC and Intel. It is however about peculiar since Samsung had 3 nm GAA going already with yield in August 2023 and ASM is describing it as GAA pilot lines. Anyhow, come 2028 when all leading foundries including Rapidus in Japan are up and running GAAFETs, this additional market will be + USD 1.5 B as compared to if it would have been "only" FinFET technology - according to my back of the envelope calculations. For a company like ASM, with just below USD 3 B (2.6 B EUR) annual Revenue 2023 this is a huge thing. If this is not enough to go woah - add to that the GAAFET market is an upwards moving target and will continue to grow and looking ahead stacking of NMOS/PMOS will drive further demand for this type of ALD and Epi processes.
Expansion into the Epitaxy and CVD Markets
The Silicon Epitaxy (Si epi) market is also on a growth trajectory, with forecasts suggesting it will reach between $2.3 billion and $2.9 billion by 2027. ASM aims for a market share target of over 30%, focusing on both leading-edge and non-leading-edge segments. The leading-edge growth is driven by transitions to GAA technology and advancements in high-performance DRAM, while the non-leading-edge growth is buoyed by wafer power analog and strong momentum from ASM's Intrepid ESA. The epitaxy market is expected to see a Compound Annual Growth Rate (CAGR) of 3-8% from 2022 to 2027, with the leading-edge segment outpacing the overall market with a CAGR of 10-15%.
Regarding the SiC market, the investor presentation highlighted significant growth in power/analog/wafer revenue, almost doubling, primarily driven by robust demand in China. This growth was positively impacted by the consolidation of LPE (SiC Epitaxy), with sales comfortably exceeding the target of more than €130 million in 2023. This indicates ASM's strong performance in the SiC market and its successful integration and expansion in SiC epitaxy, aligning with the broader industry trend towards more advanced and efficient semiconductor materials.
Chemical Vapor Deposition (CVD) technology is another area of focus for ASM, particularly in the context of transitioning to new materials like Molybdenum, which is replacing traditional materials such as CVD Tungsten and PVD Copper in interconnect applications. This shift is indicative of the evolving needs within the semiconductor manufacturing process and highlights ASM's adaptability to changing market dynamics.
In summary, ASM's strategic initiatives in ALD, Epitaxy, and CVD technologies underscore the company's commitment to innovation and leadership within the semiconductor equipment market. Through a combination of market foresight, technological prowess, and strategic investments, ASM is well-positioned to capitalize on the growth opportunities presented by the evolving semiconductor landscape.
Tuesday, January 23, 2024
Significant Investment in ALD Technology for MicroLED & AR: Oxford Instruments' Pioneering Role
Wednesday, January 10, 2024
NCD supplied repeated ALD equipment for special protective coating
Wednesday, December 6, 2023
ASM International Announces $300M Expansion in Arizona, Boosted by Dutch-U.S. Collaboration with Prime Minister Mark Rutte's Support
“Arizona and the U.S. are valuable partners in the Netherlands’ mission to co-create solutions that promote innovation and partnerships in the global semiconductor value chain,” said Mark Rutte, Prime Minister of the Netherlands. “It is through these types of cross-border collaborations that we are shaping the future of advancements in this growing industry.”
Wednesday, November 29, 2023
Launch of the Oxford Instruments Innovation Centre: Advancing Scientific Research and Collaboration
Monday, November 27, 2023
Congratulations to Jusung Engineering on 30 Years of Pioneering Innovation and Market Leadership in ALD, Semiconductor, Display, and Solar Technologies!
Jusung Engineering, celebrating its 30th anniversary, is a leader in semiconductors, displays, and solar equipment. Founded in 1993, the company has seen considerable growth through innovation, achieving record sales and operating profits last year. It specializes in semiconductor equipment for memory and non-memory sectors, leveraging advanced ALD technology. In displays, Jusung is diversifying equipment for various panel sizes, while in solar, it's innovating with high-efficiency solar cells. The company is investing in future growth, with new R&D and manufacturing facilities, focusing on technological independence. It holds over 3,000 patents, with 65% of its workforce in R&D, investing 15-20% of sales in technology development. The CEO attributes their success to relentless innovation and a unique path, with plans to maintain leadership in future technologies and expand into global markets. Despite recent challenges, Jusung remains optimistic, prioritizing innovation and market creation.
The Jusung Engineering headquarters in Gwangju, Korea 출처 : Businesskorea (https://www.businesskorea.co.kr)
Fullarticle and interview:
Thursday, October 26, 2023
Kokusai Electric's Stellar Tokyo IPO: A Surge in Stock, High Hopes for the Future
Kokusai Electric's stock rose 28% in its Tokyo debut after KKR sold its shares for $724 million, marking Japan's largest IPO in five years. Closing at 2,350 yen, Kokusai's valuation reached $3.61 billion. This was the biggest Tokyo listing since SoftBank Corp. in 2018. KKR reduced its stake from 73.2% to 47.7%. Analysts noted a challenging market for chip-related stocks but anticipate a rebound for Kokusai. The company specializes in machines for silicon wafer films, with major clients like Samsung. Despite a predicted profit drop, Kokusai's President sees growth potential by 2025. KKR's previous sale attempt to Applied Materials was unsuccessful. The IPO saw huge interest, with foreign investors oversubscribing by over 10 times.
Source: Kokusai Electric shares jump 28% in Tokyo debut - Nikkei Asia
Friday, September 22, 2023
Kokusai Electric's Upcoming IPO: A Strategic Move in the Booming Semiconductor Market
Kokusai Electric is set to go public on the Tokyo Stock Exchange on October 25th, with an indicative share price of 1,890 yen per share. The IPO aims to raise 111.2 billion yen ($749.88 million) to fund research investment in the chipmaking equipment market. This move also serves as a partial exit for KKR, which previously purchased Hitachi's electronic equipment unit in 2017 and later spun off Kokusai.
In 2019, KKR attempted to sell Kokusai to Applied Materials for $3.5 billion, but the deal fell through due to regulatory hurdles in China. Applied Materials subsequently acquired a 15% shareholding in Kokusai. Kokusai Electric specializes in semiconductor manufacturing equipment, particularly in Atomic Layer Deposition (ALD) technology, with a strong market position, including a 23% share of the global ALD equipment market in 2020.
Kokusai Electric's ALD equipment portfolio includes products like TSURUGI-C²® for 300mm wafers and VERTRON® Revolution for 200mm wafers, known for their high performance and productivity. The company's main customers for ALD equipment include Samsung, SK Hynix, Micron, and Intel. Kokusai Electric's IPO is scheduled for September 23, 2023.
Saturday, September 9, 2023
ATLANT 3D Hosts Workshops Unveiling Atomic Layer Advanced Manufacturing Innovation
Dive Deep into the World of Atomic Precision with ATLANT 3D!
Event by ATLANT 3D
SkyWater Installs Advanced Atomic Layer Deposition System from Picosun
Monday, September 4, 2023
Netherlands' chip tool export controls take effect for DUV Lithography and ALD
The Dutch government says it is a matter of the country's security. "We've taken this step on national security grounds," Liesje Schreinemacher, the minister for foreign trade and development cooperation, said of the new rules.