Showing posts with label Semiconductor. Show all posts
Showing posts with label Semiconductor. Show all posts

Saturday, October 2, 2021

Swedish Semiconductor Startup AlixLabs Raises USD 1 Million Seed Capital

TUE, SEP 28, 2021 00:01 CET, Almi Invest is investing close to SEK 3 million in AlixLabs, which is developing a new method for manufacturing semiconductor components cheaper and faster. Private investors, including NHL professionals Michael, Alexander and William Nylander, are also participating in the issue for a total of SEK 9 million (USD 1 million). The funds will be used for product development and validation of the APS-technology.

Semiconductor components build up the computer chips found in virtually all electronic products, such as smartphones, servers, game consoles, computers and cars. They can be described as the brain and memory that make electronic products work.Today's semiconductor components are extremely small, making them more difficult and expensive to manufacture. The industry is working to cope with this challenge through new and innovative approaches. Common to these new methods is that they are complex and in most cases extremely expensive.

Now AlixLabs from Lund, Sweden, has developed a new, innovative method for manufacturing semiconductor components with a high degree of packing, which eliminates several steps in the manufacturing process - Atomic Layer Etch Pitchsplitting (APS)*. The method makes the components cheaper and less resource-intensive to manufacture and can open up a new path for a more sustainable mass production of electronics. The method also makes it possible to manufacture extremely small semiconductor components in an accurate and efficient way, which means that also smaller production facilities in, for example, Europe will be able to manufacture the components with manageable investments. Today, basically all production of leading edge semiconductors takes place in the USA and Asia, mainly in Taiwan and South Korea.


Dr. Jonas Sundqvist, CEO of AlixLabs AB.

- AlixLab's disruptive manufacturing method has enormous market potential and enables continued technology development and more powerful electronics that are at the same time much more resource-efficient, says Anna Gisselsson, Investment Manager at Almi Invest.The company's method is covered by an approved patent in the United States* and it has additional patent applications in other countries.

- Thanks to this investment, we can take the company to the next level, says Dr. Jonas Sundqvist, CEO of AlixLabs. Today, we have a number of ongoing negotiations with R&D actors, equipment and semiconductor manufacturers to create a basis for further cooperation for the development of our products. In the longer term, we want to create an ecosystem covering the complete value chain for APS and we hope to have a strong base in Europe with a global reach.

.- The R&D from these funds will allow us to strenghten and expand our IP portfolio for our properitary APS-technology, says Dr. Dmitry Suyatin, CTO of AlixLabs.


From left to right, Dr. Dmitry Suyatin, CEO, Dr. Mohammad Karimi R&D and Operations Manager, and Dr. Jonas Sundqvist, CEO.


AlixLabs Board of directors: https://www.alixlabs.com/who-we-are

* Atomic Layer Etch Pitch Splitting (APS). As previously reported (April 30th, 2021) The US Patent Office has approved AlixLabs’s patent application for nanofabrication by ALE Pitch Splitting (APS). The US Patent Office has issued a patent (US10930515) on February 23, 2021. The patent covers methods to split nanostructures in half by a single process step using Atomic Layer Etching (ALE). The method has the potential to have a big impact on the semiconductor industry by enabling sustainable scaling of electronic components and shrink chip designs further in a cost-effective way. The method is complementary for single exposure Immersion and Extreme UV (EUV) Lithography and corresponding multiple patterning technologies like self-aligned double and quadruple patterning (SADP resp. SAQP) as well as multiple exposure lithography-etch and directed self-assembly (DSA).

Jonas Sundqvist, CEO of AlixLabs, phone +46 767 63 94 67, email jonas@alixlabs.com

AlixLabs (www.alixlab.com) is an innovative startup founded in 2019 in Lund, Sweden, enabling the semiconductor industry to scale down Logic and Memory components in a cost-effective manner by the use of ALE Pitch Splitting (APS).

Saturday, February 27, 2021

2021 ISSCC - Plenary Session with Dr. Mark Liu, TSMC Chairman

TSMC recently delivered a plenary session at ISSCC 2021. by Dr. Mark Liu, TSMC Chairman. He gave a vision and path of how semiconductor technologies will continue to innovate over the coming years and decades. Below you can watch the Dr. Liu’s plenary session.

Abstract: The foundry business model, pioneered by TSMC more than three decades ago, brought a sea change to technology innovation and how integrated circuits (ICs) and systems are designed and manufactured. Access to semiconductor technology is no longer limited to large corporations that invest billions of dollars to build a fabrication plant. The foundry model has democratized IC innovation, making it available to all visionaries and innovators.

Today, an open innovation platform that connects innovators with semiconductor-technology providers is a vital link in the global supply chain. Our industry has already begun to look beyond just engineering individual chips manufactured on wafers, and have moved to integrate individual chips into systems. System performance and energy efficiency will continue to advance at historical rates, driven by innovations from many aspects, including materials, device and integration technology, circuit design, architecture, and systems. User applications drives design choices, and design choices are enabled by technology advancements. Advances in an open innovation ecosystem will further lower the entry barriers and unleash the future of innovation.



Friday, February 12, 2021

SIA Webinar: A Review of the 2020 Semiconductor Market and a Look to 2021

2020 proved to be one of the more unique years in recent times in terms of semiconductor market performance. Pre-2020 market forecasts were quickly and fundamentally rethought at the start of the year, as the COVID-19 pandemic upended the world. Significant uncertainly on how semiconductor sales would react to the pandemic existed for much of the year, especially during the first half. As monthly World Semiconductor Trade Statistics sales figures rolled in through the latter half of 2020, it became clear 2020 sales would end up better than most had initially feared.

Please join a panel of semiconductor market experts to help us make sense of the trends that shaped the semiconductor market in 2020 and look ahead to what the market has in store for 2021. Panelists include: Andrea Lati, Vice President, Market Research at VLSI Research; Dale Ford, Chief Analyst at the Electronic Components Industry Association (ECIA); and C.J. Muse, Senior Managing Director, Head of Global Semiconductor Research at Evercore ISI. The session will be moderated by Falan Yinug, Director of Industry Statistics and Economy Policy at SIA.
Presentations:

Andrea Lati, VLSI Research



Tuesday, January 12, 2021

Semiconductor Materials $50B Market on a Strong Run in 2021

Semiconductor Materials $50B Market on a Strong Run in 2021Pandemic pushing people to Work From Home and School From Home

San Diego, CA, January 12, 2021: TECHCET announced that global revenues for semiconductor manufacturing and packaging materials grew approximately 4% year-over-year (YoY) in 2020 to ~US$50B, and are expected to grow ~7% in 2021 to nearly US$54B. The COVID-19 pandemic has created strong demand for both logic and memory ICs to support Work From Home (WFH) and School From Home (SFH), and such demand is expected to increase despite expanding availability of virus vaccines. Also, demand for automotive ICs has recovered and will be an important driver in 2021 growth. The compound annual growth rate (CAGR) through 2024 is forecast at 5.3% as per the latest TECHCET Critical Materials Reports (CMR) and shown in the attached figure.

Analysts' Alerts emailed to CMR purchasers help them anticipate and mitigate potential supply-chain disruptions. Excerpts have been publicly disclosed on the following critical materials (https://lnkd.in/dzAZcCw):

* IPA in "CMC Considers Bio-Solvents to Reduce Fab Risks",
* HF in "Semi Wet Chemicals US$2B Market Threatened by Localization", and
* Lanthanum in "Rare Earth Elements (REE) Supply Uncertain for IC Fabs".



Thursday, December 17, 2020

EU Signs €145bn Declaration to Develop Next Gen Processors and 2nm Technology

Hey listen up ALD, Santa is coming - A lot of EU funds coming in bringing Europe back in the leading edge Semiconductor game. Thank you Matthieu Weber for sharing these wonderful news in these bad times.

In a major push to give Europe pride of place in the global semiconductor design and fabrication ecosystem, 17 EU member states this week signed a joint declaration to commit to work together in developing next generation, trusted low-power embedded processors and advanced process technologies down to 2 nm. It will allocate up to €145 bn funding for this European initiative over the next 2-3 years.

Full article in EE Times Europe: LINK

While I am at it, check the planned invest for Europe in the latest Semi equipment forecast. Yes I have double checked, Europe is rolling back into the game as we speak. Following 300 mm fabs are gearing up:

  • Globalfoundries Fab1 in Dresden Germany
  • STMicro Corlles in Grenoble France
  • Infineon Dresden, Germany
  • Infineon Villach, Austria
  • Bosch Sensortech Dresden, Germany
  • Intel Leixlip,


The following results reflect market size in billions of U.S. dollars. New equipment includes wafer fab, test, and A&P. Total equipment does NOT include wafer manufacturing equipment. Totals may not add due to rounding. Source: SEMI December 2020, Equipment Market Data Subscription

Wednesday, December 2, 2020

The global semiconductor market is projected to grow by 8.4 percent in 2021 according to WSTS Forecast

WSTS has released it latest forecast for the global semiconductor industry. The Worldwide Semiconductor Market is forecasted to be US$ 433 billion in 2020 - an increase of 5.1 percent from 2019- growth in all major product categories, except Optoelectronics and Discrete Semiconductors. The largest growth contributors are Memory with 12.2 percent, followed by Sensors with 7.4 percent. In 2020, Americas and Asia. Pacific regions are expected to grow.

2021, the global semiconductor market is projected to grow by 8.4 percent, driven by double-digit growth of Memory and Optoelectronics.




Tuesday, September 22, 2020

Semiconductor Materials Market to Hit $50B in 2020 Up 3% Winds Reverse on the Global Supply-Chain Seas

September 21, 2020: TECHCET announces that 2020 global materials revenues in semiconductor fabrication are now forecasted upward year-over-year (YoY) despite potential disruptions to manufacturing:

  • Overall revenues +2.8% to hit over $50B, versus outlook in April for -3%,
  • Front End Materials +5% to hit $16.4B, and
  • Equipment Components +10% to hit $3.8B.

While the impact of COVID-19 on the global economy is serious, IC fabrication is steady for devices to Work From Home (WFH) and School From Home (SFH). As predicted, leading-edge ICs to build out data centers are in strong demand this year, as part of forecasted 5.4% Compound Annual Growth Rate (CAGR) for fab materials through the year 2024 (Figure below).

“TECHCET now sees Front-End Materials volumes and revenues for the year 2020 to be buoyed up by cloud computing and devices to support Work From Home and School From Home,” remarked Lita Shon-Roy, TECHCET President and CEO.

For Critical Materials Reports™ and Market Briefings: https://techcet.com/shop/

To register for 2020 CMC Conference: https://lnkd.in/eARPxRJ


 

Tuesday, April 28, 2020

CMC Workshop Flags Looming Shortages of IPA and Sulfuric Critical Materials

Council (CMC) of semiconductor fabricators & suppliers is now meeting several times a month to mitigate potential supply-chain disruptions. The last meetings exposed likely shortages in iso-propyl alcohol (IPA) and sulfuric acid looming just over the business horizon due to the COVID-19 pandemic. The CMC has now opened attendance at monthly COVID-19 Briefings and Virtual Workshops to pre-registrants for the 2020 CMC Conference, happening October 22-23 in Hillsboro, Oregon. 
Fabs and suppliers say that the supply-chain for semiconductor-grade IPA has capacity to meet current global requirements (Figure). 
However, due to COVID-19, some of the industrial IPA supply-chain is re-directed to healthcare and consumer distribution, increasing overall demand. Spot prices for this critical material have reportedly increased a staggering 30% month-over-month (MoM). IPA depends on propene feedstock from oil refiners, and the current economic slowdown has reduced oil demand to such an extent that refineries are being idled. TECHCET has put up "cautionary flags" to watch for 2H20 shortages of IPA and sulfuric acid, as per the latest quarterly update to TECHCET's Wet Chemicals & Specialty Cleans analysis.

ABOUT TECHCET: TECHCET CA LLC is an advisory service firm focused on process materials supply-chains, electronic materials technology, and materials market analysis for the semiconductor, display, solar/PV, and LED industries. Since 2000, the company has been responsible for producing the Critical Material Reports™ for the Critical Materials Council (CMC), covering silicon wafers, semiconductor gases, wet chemicals, CMP consumables, Photoresists, and ALD/CVD Precursors. For additional information about these reports or CMC subscription membership please contact info@techcet.com, +1-480-332-8336, or go to www.techcet.com

Monday, April 20, 2020

Report: Chip Demand to Drop 5% to 15% in 2020

[EE Times, Barbara Jorgensen Apr16, 2020] McKinsey expects sales demand in the global chip market will decline between 5% and 15% in 2020, with steep declines anticipated for some IC market segments that will overwhelm the gains it still expects in others.
 
The International Monetary Fund (IMF) on April 14 said it now expects global gross domestic product to shrink by 3% in 2020; in January, the IMF was predicting growth in global GDP of 3.3%. “This makes the Great Lockdown the worst recession since the Great Depression, and far worse than the Global Financial Crisis,” the IMF said.

Research firms IC Insights and Gartner have also revised their projections downward; IC Insights predicts a 4% drop for this year, and Gartner forecasts a 0.9% decline in semiconductor revenue.

Choppy Waters for Shipping $50B of Semiconductor Materials in 2020

Risky Sailing on the Global Supply-Chain Seas

San Diego, CA, Apr 17, 2020:TECHCET announces that:
 
• 2020 global material revenues in semiconductor manufacturing forecasted to decline by 3.0% year-over-year (YoY) despite growth in 1Q2020,
• Impact of COVID-19 pandemic on the global economy is creating choppy waters for shipping and supplying critical materials, as highlighted in recent Critical Materials Council (CMC) monthly meetings, and
• With a return of global economic growth by 2021, compound annual growth rate (CAGR) through 2025 is forecast at 3.5% as shown in the Figure (below).
 
 

“From our market research, materials suppliers are increasing production and sales to ensure safety-stock throughout the supply-chain in case there are further disruptions due to COVID-19 cases,” remarked Lita Shon-Roy, TECHCET President and CEO. “Even without further disruptions, we can already see leading economic indicators such as unemployment levels, metal prices and container shipping indices point toward a significant decline in global GDP.” This is supported by the International Monetary Fund’s (IMF’s) current outlook on 2020.

Currently, almost all chip fabs appear to be running at normal levels, with a few exceptions. During this difficult period, YMTC in Wuhan, China reportedly has maintained R&D and grown production of 3D-NAND chips. However, chip fabs in Malaysia report that the government required companies to request permission to continue operating at 50% staffing levels. One company in France had to temporarily reduce production due to their labor union insisting on temporary workforce reductions.

Significant value-added engineered materials including specialty gases, deposition precursors, wet chemicals, chemical-mechanical planarization (CMP) slurries & pads, silicon wafers, PVD/sputtering targets, and photoresists & ancillary materials for lithography are reporting healthy orders and in some cases will see better than expected revenues for 1Q2020 and April 2020. However, more than 60% of all materials are expected to be negatively impacted before year-end.

Overall demand for commodity materials, such as silane and phosphoric acid, is expected to decline YoY in 2020 by an average of 3% due to softening of the global economy. Average selling prices (ASP) for electronic-grade commodities may drop due to cost reductions in feed-stocks; for example, the global helium (He) gas market which had been forecasted to be in shortage with high ASPs throughout 2020 has already improved due to COVID-19 slowing down helium demand.

DRAM, 3D-NAND, and MPU chips for server / cloud-computing applications are now in high demand for virtual meetings and remote work. It is yet unclear how much of an increase in materials shipments will be needed to support this segment, however from TECHCET’s modeling of prior cycles it will likely be >7%. Despite such an increase in the materials used to make leading-edge ICs to build out data centers, shipments in support of legacy node IC fabrication are expected to decline this year.

Consequently, cloud-computing growth may not compensate for overall reduced semiconductor materials demands caused by economic downturns this year. By 2021 the global economy and all chip fabs should return to healthier growth, with materials markets for all IC devices expected to increase at a CAGR of +3.5% through 2025.

Critical Materials Reports™ and Market Briefings: TECHCET Shop
CMC Events: Click here to view all Events

Saturday, November 23, 2019

Cobalt and Nickel Targets Super Strategic for IC Fabs

[Press Release, TECHCET LLC] San Diego, CA, November 14, 2019: TECHCET-the advisory services firm providing electronic materials information- announced that the global market for Physical Vapor Deposition (PVD) Sputter Targets is declining by 1.5% in response to semiconductor fabrication market challenges in 2019. However, 5% growth is forecasted for 2020, with the non-precious-metal segment expected to reach US$690 million. 
 
 
Including precious metals the 2020 Sputter Target market is expected to reach US$1,084 million, as detailed in the latest Critical Materials Report™ (CMR) quarterly update on Sputter Targets (see Figure). This report covers the following suppliers: Furuya Metals, GO Element, Grikin, Honeywell, JX Nippon, KFMI, Materion, Pioneer Materials, Praxair/Linde, Sumitomo, Tanaka, Top Metal Materials, Tosoh SMD, Solar Applied Materials Technology, Umicore, VEM, and Vital Materials.

Purchase Reports Here: https://lnkd.in/dn7euVg

Monday, November 18, 2019

2020 CMC Conference & Call For Papers

San Diego, CA, November 12: The Critical Materials Council (CMC) of semiconductor fabricators and TECHCET announce the CMC Conference Call For Papers (CFP) for the event happening April 23-24 in Hillsboro, Oregon. The 2020 CMC Conference (https://cmcfabs.org/cmc-conference-2020/) will explore actionable technical and supply-chain trends related to critical materials for global semiconductor fabs. Keynote address for this 5th CMC Conference will be:

"Critical Materials Pushing the Limits for Semiconductor Manufacturing"

Bruce Tufts, Vice President of Technology and Director of Fab Materials Org., Intel Corp. 

The conference committee is soliciting presentations on best practices of sourcing direct and indirect manufacturing materials for pilot lines and for high-volume manufacturing (HVM). Three sessions will cover the following themes:

I. Global Value-chain Issues of Economics and Regulations,

II. Immediate Challenges of Materials & Manufacturing, and

III. Emerging Materials in R&D and Pilot Fabrication.


CMC member companies will be attending the public CMC Conference, which follows the annual members-only CMC meeting to be sponsored by Intel and held April 21-22. Conference attendees will include industry experts handling supply-chains, business-development, R&D, and product management, as well as academics and analysts. Business drives our world, but technology enables the profitable business of manufacturing new devices in IC fabs, and new devices need new materials.

To submit a paper for consideration, please send a 1-page abstract focusing on critical materials supply dynamics by January 15, 2020 to cmcinfo@techcet.com


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For more information on CMCFabs or CMC Associate Memberships, please contact Diane Scott at dscott@techcet.com. For information on sponsoring the CMC Conference please contact Yvonne Brown at ybrown@techcet.com, +1-480-382-8336 x1.

CMC Fab members include:



Intel to Reclaim Number One Semiconductor Supplier Ranking in 2019

According to IC Insights, Intel is to reclaim the number one semiconductor supplier ranking in 2019 from Samsung due to the downturn in Memory (DRAM and NAND). The top 3 memory suppliers (Samsung, SK Hynix, and Micron) are according to IC Insights forecast to register ≥29% year-over-year declines in 2018 with SK Hynix expected to decline the most by a 38% down in sales 2019.


The expected top 15 semiconductor (IC and O-S-D—optoelectronic, sensor, and discrete) sales ranking for 2019 is shown above.  It includes six suppliers headquartered in the U.S., three in Europe, two each in South Korea, Japan, and Taiwan.

Source: IC Insights (LINK)

Thursday, January 10, 2019

Semiconductor Materials Market will be +3% to $50.4B in 2019

TECHCET-the electronic materials advisory services firm providing business and technology information- announced that global revenues for semiconductor manufacturing and packaging materials are expected to grow 3.1% year-over-year (YoY) in 2019 to US$50.4B, of which 58% represents semiconductor fab materials. Steadily increasing demand for memory chips in 2018 lifted total materials market revenues to US$48.9B in 2018, while the compound annual growth rate (CAGR) through 2023 is forecast at 4.3% as detailed in the latest TECHCET Critical Materials Reports (CMR) and shown in the attached figure.


Global trade issues in 2018 run the risk of devolving into real trade wars, if governments and companies do not negotiate business terms from a place a mutual respect. "Wars can only have winners and losers," reminded Lita Shon-Roy, TECHCET President and CEO. "While issues can have win-win resolutions after mutually-respectful negotiations." 


At the 2018 Critical Materials Council (CMC) Seminar, held last October in Ningbo, China in coordination with China's IC Materials Technology Innovation Alliance (ICMtia), representatives of global chip-makers including Intel, GlobalFoundries, and Texas Instruments discussed ways to ensure electronic materials supply-chain robustness in an era of short-sighted protectionist tariffs. All three companies have high-volume manufacturing (HVM) fabs in mainland China along with the US, and all need to source a wide range of specialty materials from global suppliers.

During private face-to-face meetings between CMC fab members in Ningbo, held just after the public CMC Seminar, ON Semiconductor shared that they have a plan prepared to deal with tariffs goings into effect at different levels. Established HVM chip fabs must keep sourcing specialty materials regardless of political whims, because our modern world relies on a steady supply of semiconductor devices to maintain our communications, entertainment, health-care, and transportation infrastructures.

Critical Materials Reports™ and Market Briefings: https://techcet.com/shop/

ABOUT TECHCET: TECHCET CA LLC is an advisory services firm focused on process materials supply-chains, electronic materials business, and materials market analysis for the semiconductor, display, solar/PV, and LED industries. Since 2000, the company has been responsible for producing the SEMATECH Critical Material Reports™, covering silicon wafers, semiconductor gases, wet chemicals, CMP consumables, Photoresists, and ALD/CVD Precursors. The Critical Materials Council (CMC) of semiconductor fabricators is a business unit of TECHCET, and includes materials supplier Associate Members. For additional information about reports, market briefings, CMC membership, or custom consulting please contact info(at)cmcfabs.org, +1-480-332-8336, or go to http://www.techcet.com or http://www.cmcfabs.org.

Friday, October 26, 2018

$70m lab for next-generation semiconductors at National University of Singapore with Applied Materials

 Picosun ALD Tool in the NUS clean room
 
[NUS News LINK] NUS and Applied Materials — the world’s top semiconductor and display equipment company, and a leader in materials engineering solutions — have jointly established the Applied Materials-NUS Advanced Materials Corporate Lab, supported by the National Research Foundation (NRF). This $70 million collaboration, Applied Materials’ first university-based research laboratory, will focus on research and development (R&D) with the aim of developing and quickly commercialising innovative materials for manufacturing next-generation semiconductors.
From left: Vice President & Regional President (SEA) of Applied Materials Mr Brian Tan, Dr Raja, Mr Heng, NUS Chairman Mr Hsieh Fu Hua, NRF CEO Prof Low Teck Seng and Prof Tan officially launching the laboratory
Materials engineering has helped enable major advancements in semiconductor devices over the years, said Dr Prabu Raja, Senior Vice President at Applied Materials. “However, new applications in artificial intelligence require orders of magnitude improvements in chip performance and power efficiency. Materials innovation will have a critically important role in achieving these improvements,” he noted in his speech at the official launch of the laboratory on 25 October.


Saturday, July 7, 2018

ALD/CVD Precursors Market Reaches $1.3B by 2023

SAN DIEGO, July 6, 2018 /PRNewswire-iReach/ -- TECHCET—the advisory services firm providing electronic materials information— announced that strong growth in IC fabrication demand for atomic-layer deposition (ALD), chemical-vapor deposition (CVD), and spin-on dielectric (SOD) precursors should result in a combined global market size of US$1.3 billion by the year 2023. Specifically, metal precursors are expected to see a compound annual growth rate (CAGR) of 6.2 percent through 2023 starting from $460 million in revenues for this year, as detailed in the latest TECHCET Critical Materials Report (CMR). The market for dielectric materials is forecasted to be $465 million this year with CAGR of 8.2 percent through 2023, as detailed in the latest CMR. 


"Plasma enhanced CVD and ALD processes drive increasing demand for silicon precursors, used in depositing the 32-72 layers of 3D-NAND chips and in self-aligned multiple patterning for advanced logic and memory chips," explained Dr. Jonas Sundqvist, TECHCET senior analyst and author of the report. "We see a need for more advanced ALD/CVD precursor production in China, to support more leading-edge logic and memory fabs ramping production there."

Cobalt (Co) metal is being used to encapsulate copper on-chip multi-level interconnects in the most advanced logic fabs for both foundries and IDMs. Intel is using full cobalt interconnects to replace some of the copper levels in it's newest logic chips. The conservative demand forecast for cobalt metal in the form of ALD/CVD precursors for logic IC fabs is $25 million in 2018, with considerable growth to $70 million by 2023.

Due to the competitive demand for cobalt needed for the lithium batteries used in EVs, and due to conflict issues in the supply-chain, cobalt metal pricing is volatile and reliable forecasting is correspondingly difficult. To anticipate supply:demand imbalances, TECHCET tracks ALD and CVD precursor demands in competing high volume manufacturing (HVM) industries such as flat-panel display, photovoltaics, MEMS, and LED.

Suppliers covered in this report include: Adeka, Air Liquide, Azmax part of Azuma group, BASF, DNF "Dream New Future", Dow Corning, Digital Specialty Chemicals (DSC), DowDuPont, Entegris, Epivalence, FujiFilm, Gelest, H.C. Starck, Kojundo Chemical Laboratory, Merck's EMD Performance Materials, Nanmat Technology, Norquay Technology, Nova-Kem, Nanogen Solutions, Pegasus Chemicals, Praxair, Soulbrain, STREM, TCI Chemicals, Tri Chemical Laboratories, Umicore, UP Chemical, Versum Materials.

Purchase Reports Here: https://techcet.com/product-category/ald-cvd-precursors/

ABOUT TECHCET: TECHCET CA LLC is an advisory service firm focused on process materials supply-chains, electronic materials technology, and materials market analysis for the semiconductor, display, solar/PV, and LED industries. Since 2000, the company has been responsible for producing the SEMATECH Critical Material Reports, covering silicon wafers, semiconductor gases, wet chemicals, CMP consumables, Photoresists, and ALD/CVD Precursors. For additional information about these reports or CMC Fabs membership please contact Diane Scott at info@cmcfabs.org +1-480-332-8336, or go to www.techcet.com or www.cmcfabs.org.

Media Contact: Lita Shon-Roy, TECHCET CA LLC, 1-480-382-8336, info@techcet.com

News distributed by PR Newswire iReach: https://ireach.prnewswire.com

Wednesday, February 7, 2018

CRITICAL EVENT FOR SEMI MATERIALS - April 26-27 Phoenix

The Critical Materials Council (CMC) Conference is a 2-day event, happening April 26-27 in Phoenix, AZ, providing actionable information on materials and supply-chains for current and future semiconductor manufacturing. Speakers from CMC Members such as GlobalFoundries, Intel, Samsung, and TI, along with analysts and experts from OEMs and materials-suppliers will explore issues associated with using materials such as cobalt and ruthenium in commercial fabs. Evening receptions and lunch allow for networking time with industry leaders.

Keynote speaker David Bloss, VP of Technology and Manufacturing Group, and Director of Lithography Technology Sourcing in Global Supply Management, Intel Corp., will start the three-session event exploring:

* Updates on market dynamics and government regulations,
* Trends in the profitable control of all fab materials, and
* Technology forecasts for future critical materials.

Join us in the Phoenix area: http://cmcfabs.org/cmc-events/
 


Saturday, January 6, 2018

Lam Research and Tokyo Electron took market shares in 2017

Currently the fabs are running hot and expanding and 2018 is expected to continue to grow according to OEMs and market research companies like o VLSI Research (CEO Dan Hutcheson, see below). Solid State Technology reports, based on recent market research by The Information Network (LINK) that Market leader Applied Materials lost market shares in 2017 to the main competitor Tokyo Electron and Lam Research.

"Applied Materials 1.3 share points, dropping from 28.2% in 2016 to 26.9% YTD (year to date). Gaining share are Tokyo Electron Ltd. (TEL), which gained 2.4 share points while rising from 17.0% in 2016 to 19.4% in 2017 YTD. Lam Research gained 1.6 share points and growing from a 19.0% share in 2016 to a 20.6% share in 2017 YTD."


The three companies compete in the following areas with huge growth due to the memory boom in 2017 (3DNAND and DRAM):

  • conductor and dielectric etch equipment
  • deposition equipment - single/multiwafer ALD and CVD
CVD equipment share is roughly 3X that of ALD and ALD passed PVD in 2015 (according to VLSI Research). Furnace ALD and CVD is dominated by Tokyo Electron and Kokusai, however it is a smaller segment as compared to single and multi wafer ALD and CVD. ASMI, the leader in ALD single wafer equipment does not seem to have been able to grow with memory, down from 2.0% to 1.7%.

Please find the full article here: LINK

 


Friday, January 5, 2018

Memory chips led the way in 2017 boosting a 22% record semiconductor growth in revenue

Memory chips (DRAM & FLASH) led the way in 2017 boosting a 22% record semiconductor growth in revenue. Samsung Electronics became the number 1 in overall semiconductor sales for the first time, displacing Intel, which had held the top spot in sales every year since 1992. 



EE Times reports : Semiconductor sales grew by 22 percent to reach a record $419.7 billion — with memory chips leading the way — according to a preliminary estimate by market research firm Gartner.

Gartner (Stamford, Conn.) estimates that increased sales of memory chips due to shortages of NAND flash and DRAM accounted for about two-thirds of overall chip market growth in 2017. Memory also become the single largest semiconductor products category last year, according to the firm.

Full story: LINK


Gartener 2016 to 2017 revenue change for Top 10 Semiconductor companies [replotted]

Wednesday, January 3, 2018

Get back to work - SEMI projects continued boom in fab equipment spending for 2018

MILPITAS, Calif. ─ January 2, 2018 ─ The year-end update to the SEMI World Fab Forecast report reveals 2017 spending on fab equipment investments will reach an all-time high of $57 billion. High chip demand, strong pricing for memory, and fierce competition are driving the high-level of fab investments, with many companies investing at previously unseen levels for new fab construction and fab equipment. See figure 1.
World Fab Forecast Figure 1
Figure 1


The SEMI World Fab Forecast data shows fab equipment spending in 2017 totaling US$57 billion, an increase of 41 percent year-over-year (YoY). In 2018, spending is expected to increase 11 percent to US$63 billion.

While many companies, including Intel, Micron, Toshiba (and Western Digital), and GLOBALFOUNDRIES increased fab investments for 2017 and 2018, the strong increase reflects spending by just two companies and primarily one region.