San Diego, CA, February 16, 2024: TECHCET — the advisory firm providing materials market & supply chain information for the semiconductor industry — is anticipating a strong rebound in the semiconductor memory market segment for 2024, which will lead the total semiconductor industry into an upturn. This comes after a decline in total semiconductor revenues to US$572 billion in 2023, a -13% change compared to 2022. Significant revenue growth is expected in 2024 of 12%, followed by even stronger growth in 2025 of 21%. Moderated growth is anticipated in 2026 as the market enters a downcycle later that year.
By 2029, the market is set to eclipse the US$900 billion point, but the elusive US$1 trillion echelon is not predicted by TECHCET to be reached until 2031 or 2032.
While the cyclicity of the semiconductor market is evident in this forecast, overall revenue trends for materials markets are more moderate and often do not exhibit the same swings in ASP’s or revenues as semiconductor device revenues. TECHCET will provide an overview of the current materials market outlooks with respective insights at their upcoming Advisory Alert Webinar, on April 21st, available to member subscribers and special guests.
To get more market and supply chain information on TECHCET’s forecasts and Critical Materials Reports™, go to:
ABOUT TECHCET: TECHCET CA LLC is an advisory services firm expert in market and supply-chain analysis of electronic materials for the semiconductor, display, solar/PV, and LED industries. TECHCET offers consulting, subscription service, and reports, including the Critical Materials Council (CMC) of semiconductor fabricators and Data Subscription Service (DSS). For additional information, please email us here, call +1-480-332-8336, or go to www.techcet.com.
SIA Feb. 22 for a webinar on the 2023 semiconductor market and 2024 outlook. Insights from Dan Hutcheson, Dale Ford, Lita Shon-Roy, and Christopher Danely. Discover trends and future projections. Don't miss out!
A Review of the 2023 Semiconductor Market and a Look to 2024
Semiconductor sales declined by 8.2% in 2023, confirming projections that the industry would experience negative growth. Despite the decrease in annual revenue, the second half of the year saw consistent month-over-month sales growth, signaling the beginning of the new semiconductor business cycle. In addition, the increase in the latter half of the year was driven by sales in end-markets—such as AI, automotive, and industrial—that are expected to propel the industry to $1 trillion by 2030.
Please join a panel of semiconductor market experts to discuss 2023 sales trends and an outlook of the market in 2024. Panelists include Dan Hutcheson, Vice Chair at TechInsights; Dale Ford, Chief Analyst at the Electronics Components Industry Association (ECIA); Lita Shon-Roy, President/CEO and Founder of TECHCET; and Christopher Danely, Managing Director, Citi. The session will be moderated by Robert Casanova, Director of Industry Statistics and Economic Policy at SIA.
We look forward to seeing you on Thursday, Feb. 22 at 2 pm for the complimentary SIA webinar!
Welcome to the next Applied® Picosun® research community webinar!
Time: Tuesday, 9th of April, 2024 at 13:00 CET
Length: 45 minutes
Although ALD is well known for binary oxides, it is less understood for binary nitrides. Some commonly studied nitride examples are SiNx and TiN that have been extensively investigated while GaN and AlN are less reported since ALD has not been needed for these materials. We have recently shown how plasma ALD seems to be a true enabler for InN, which is metastable both as binary and when combined to form ternaries. Apart from nitrides for optoelectronics, metastable cubic AlTiN has been used to increase the service life of cutting tools. Cubic AlTiN is routinely synthesized using physical vapor deposition techniques operating far from thermal equilibrium. Recently, it has been shown that metastable, cubic AlTiN with high Al content can be deposited close to thermodynamic equilibrium by deposition techniques working at very low pressures. However, very little is understood about the deposition chemistry in these processes, limiting process development to be supported by educated guesses rather than scientific understanding. In the research, a scientific understanding of the deposition chemistry for cubic AlTiN is formed, to facilitate the development of better, more sustainable processes for these coatings.
Speaker: Pamburayi Mpofu, Linköping University, Pedersen Group
Pamburayi Mpofu is a third-year Doctoral Candidate in Materials Chemistry and a member of the Henrik Pedersen Group in the Department of Physics, Chemistry, and Biology (IFM) at Linköping University, Sweden.
Pamburayi holds a Master’s degree in Chemistry from Linköping University. His research interests are in Inorganic Materials Chemistry with a focus on atomic layer deposition (ALD). He is currently working on understanding, on a fundamental atomic level, the surface chemistry governing the deposition of metastable ternary nitrides (in particular AlTiN) thin layers of materials by ALD, for protective hard coating applications.
"I will describe the general problems for doing ALD of nitrides and why ALD seems to be an enabler for metastable nitrides will be described. With focus on my research on AlTiN I will show how I use ALD in developing an understanding of the surface chemistry during the deposition processes. Using in-situ techniques, to study the surface chemistry while navigating the precursor chemistry to generate experimental data that we compare with modeling results to provide an atomic scale perspective of the surface chemistry."
AMEC, China's etching tools giant, forecasts a 30%+ revenue jump in 2023, driven by local semiconductor demand and replacing US parts with domestic ones.
Advanced Micro-Fabrication Equipment Inc. (AMEC), a leading Chinese provider of semiconductor etching tools, is set to witness a significant revenue surge exceeding 30% in 2023, buoyed by robust demand from China's burgeoning semiconductor manufacturing sector. AMEC's strategic focus on core technological innovations has enabled the deployment of an array of sophisticated chip-making equipment to domestic fabs, catering to the critical process of etching in semiconductor production. AMEC's revenue for 2023 is projected to hit 6.26 billion yuan ($879 million), marking a 32.1% increase from the previous year, underpinned by a substantial 8.36 billion yuan in new orders. This growth trajectory is further evidenced by an impressive net profit forecast ranging between 1.7 billion yuan and 1.85 billion yuan, showcasing year-on-year growth of 45% to 58%. Central to AMEC's success is its adeptness in navigating the challenges posed by tightened US semiconductor sanctions.
The company has embarked on an ambitious strategy to diminish reliance on foreign components, with a commitment to replacing 80% of US-restricted components with locally sourced parts by the end of last year, aiming for a complete transition by 2024. AMEC's product lineup, particularly its core etching tools like the capacitively coupled plasma (CCP) and inductive coupled plasma (ICP) systems, is pivotal to its revenue stream, anticipated to constitute 75% of its total earnings for the year. These etching tools, essential for the intricate process of sculpting microscopic circuits onto semiconductor wafers, have gained substantial traction among Chinese foundries. This is a testament to AMEC's technological prowess and its role in bolstering China's self-sufficiency in semiconductor manufacturing.
The company's market share in domestic CCP equipment is expected to soar to 60%, a significant leap from 24% in October 2022. Similarly, AMEC's foothold in the ICP equipment market is projected to reach an impressive 75%, marking a dramatic rise from virtually zero. This growth is particularly notable against the backdrop of declining mainland sales of once-dominant US chip equipment manufacturers like Lam Research. AMEC's technological offerings, characterized by advanced etching capabilities and innovation-driven development, cater primarily to China's semiconductor fabs. These fabs are integral components of the nation's strategic push towards self-reliance in semiconductor production, a sector that has become a focal point of international geopolitical tensions and trade restrictions. As such, AMEC not only stands as a technological leader but also as a key enabler of China's ambitions in the global semiconductor arena.
Scalable Electronic-Grade Van der Waals Tellurium Thin Films: A study demonstrated a scalable ALD route for creating electronic-grade van der Waals tellurium (Te) thin films. By employing acid-base precursors and co-reactants, the research team successfully produced dense, continuous Te thin films on a wafer scale. This breakthrough is crucial for various electronic devices, promising enhancements in transistors, rectifiers, and selection elements.
Engineering 2D MXene Family with Precious Metals: A novel approach has been introduced for the engineering of the 2D MXene family using precious metals through ALD techniques. This development opens new possibilities in personal healthcare devices, clean energy conversion, and storage systems by enabling the integration of precious metals like Ru, Ir, Pt, and Pd at an atomic scale, enhancing surface activity and energy performance.
In the study, a traveling-wave type thermal Atomic Layer Deposition (ALD) reactor (Lucida D-100, NCD Technology, Korea) was utilized to deposit ruthenium films on SiO2/Si wafers and delaminated V2CTx MXene. The ruthenium metal-organic precursor used was tricarbonyl(trimethylenemethane)ruthenium, [Ru(TMM)(CO)3], provided by TANAKA Precious Metals (Japan). Oxygen (O2) served as the reactant gas in the deposition process. The ALD process involved a sequence of precursor pulsing, nitrogen purging, reactant gas pulsing, and another nitrogen purging to ensure self-limiting growth and uniform film deposition.
A schematic of atomic layer deposition process and step coverage of ALD-Ru film. Credit: Advanced Science (2023). DOI: 10.1002/advs.202206355
The key highlights and potential applications of this research include:
Enhanced Temperature Sensing Performance: The delaminated V-MXene engineered with ruthenium via ALD shows a threefold increase in temperature sensing performance compared to V-MXene alone. This improvement is attributed to the highly ordered few-layer structure of V-MXene and the controlled atomic doping of ruthenium, forming a heterostructure that enhances sensing and reversibility.
Advanced Material Characterization: The study uses high-resolution electron microscopy techniques coupled with next-generation technology for detailed investigation of the heterostructure's formation, providing insights into the role of ruthenium in improving the sensor's performance.
Potential for Healthcare Applications: The sensor's high sensitivity and reliability in temperature detection make it suitable for various healthcare applications, including real-time skin temperature monitoring, non-contact touch, and breathing rate detection. This could be particularly useful for personal healthcare devices, offering a non-invasive way to monitor vital signs and detect potential health issues early.
Human-Machine Interface: The sensor's ability to detect temperature changes accurately and reliably can be applied in human-machine interfaces, such as wearable devices or smart textiles, enhancing user interaction through temperature-sensitive controls or feedback mechanisms.
Scalability and Environmental Consideration: The use of an industrially scalable ALD technique for sensor development, combined with a mild etching process for V-MXene synthesis, points towards the potential for large-scale production with reduced environmental impact.
Versatility and Multifunctionality: The combination of V-MXene's large surface area, hydrophilicity, and the electronic properties of ruthenium suggests that beyond temperature sensing, this material system could be explored for other applications like humidity sensing, energy storage, and conversion, indicating a broad scope for future research and development.
Tyler J. Myers has launched a new initiative called The ALDepartment, following his departure from the ALD Stories podcast. This project aims to delve deeper into the field of Atomic Layer Deposition (ALD) by creating a platform that encompasses a wide array of ALD-related topics. The ALDepartment, hosted on YouTube, is set to feature educational content, interviews with influential figures in the ALD community, commentary on recent developments within the field, and even some entertainment-focused videos.
Myers' first video on the channel serves as an introduction, outlining his motivations for starting this venture and what viewers can expect from future content.
Yole Group reports that the compound semiconductor substrate market is on the brink of a significant transformation, poised to reach a staggering US$3.3 billion by 2029, with an impressive compound annual growth rate of 17% from 2023 to 2029. This growth is underpinned by the relentless innovation and strategic foresight of leading players like Wolfspeed and Coherent, who are continuously refining their product portfolios and expanding their market footprints.
Atomic Layer Deposition (ALD) and Atomic Layer Etching (ALE) play specific roles in the compound semiconductor industry. ALD is used to apply ultra-thin layers crucial for semiconductor devices, especially in insulating layers and gate dielectrics in transistors. ALE, with its precise etching capability, is key for crafting fine details in devices, often used in the patterning of nanoscale structures in LEDs and high-frequency transistors. These technologies support the development of advanced, reliable applications in power electronics and photonics.
At the heart of this industry evolution are the advancements in compound semiconductor technologies, spanning materials such as Silicon Carbide (SiC), Gallium Nitride (GaN), and Indium Phosphide (InP). These materials are catalyzing a revolution across various sectors, with SiC leading the charge in the automotive industry, particularly within the burgeoning 800V electric vehicle segment. GaN, on the other hand, is making inroads into consumer electronics and automotive applications, promising to redefine power electronics with its superior efficiency.
Check link below for High-Res graph
The impact of compound semiconductors extends beyond power electronics into the realm of photonics, where InP and GaAs are setting new benchmarks. InP, for instance, is witnessing a resurgence, driven by its critical role in AI applications, while GaAs photonics continues to grow, albeit at a steadier pace.
Yole Group, a market research and strategy consulting firm, in its latest "Status of Compound Semiconductors Industry 2024" report, provides an exhaustive analysis of these trends. The report delves into each substrate's market dynamics and technological advancements, offering a comprehensive overview of the ecosystem.
As the industry stands at the precipice of transitioning to larger diameter substrates, the demand for high-data-rate lasers in AI is pushing for a shift to 6” InP substrates. Concurrently, GaAs is exploring the potential of 8” manufacturing for MicroLEDs, despite the challenges it faces against OLED technology.
In this dynamic landscape, companies like Wolfspeed and Coherent are not just participants but are leading the charge towards a more efficient, technologically advanced future. Their efforts in expanding material capacity and forging strategic alliances are testament to the industry's readiness to embrace the next wave of semiconductor innovation.
We are proud to be Gold Sponsors of ALD/ALE 2024 in Helsinki, Finland . We look forward to contribute to the conference program and meet you in the exhibition. We especially look forward to join the celebration 50 Years of ALD and honor the inventor and Millennium Prize Winner 2018 Dr.Tuomo Suntola.
It is also a prime event for Atomic Layer Etching this year since our CTO Dr. Dmitry Suyatin and our Advisory Board Member Prof. Fred Roozeboom are co-chairing the ALE Conference!
24. Januar 2024 – Joensuu, Finnland - Chipmetrics Ltd, ein Technologieunternehmen im Bereich Atomic Layer Deposition (ALD) und Pionier in der Entwicklung von 3D-Prüfelementen mit ultrahohem Aspektverhältnis für die Vermessung von fortgeschrittenen Halbleiter- und Dünnschicht-Produktionsprozessen, hat erfolgreich eine Finanzierungsrunde in Höhe von 2,4 Millionen Euro abgeschlossen. Das internationale Investorenkonsortium wird vom High-Tech Gründerfonds (HTGF) und OCCIDENT aus Deutschland angeführt. Zu den weiteren Investoren zählen Innovestor, REDSTONE und BALD Engineering.
Gründungs- und Management-Team von Chipmetrics: v. l. n. r. Feng Gao (CTO), Pasi Hyttinen (CDO) und Mikko Utriainen (CEO) (Bild: Chipmetrics)
Die Investition bestätigt die bahnbrechenden Fortschritte von Chipmetrics im Bereich der auf PillarHall®-Chips basierenden Messtechnologie, die das Unternehmen an die Spitze der Konformitätsmessung in Materialabscheidungsprozessen gebracht hat. Die Finanzierung wird es Chipmetrics ermöglichen, die Produktentwicklung zu beschleunigen, die Produktionskapazität zu erhöhen und die Marktpräsenz mit dem bestehenden internationalen Kundenstamm auszubauen.
Mikko Utriainen, Gründer und CEO von Chipmetrics, unterstreicht die Bedeutung dieser Investition für die Innovationsbestrebungen des Unternehmens und seine globale Marktexpansion. „Diese Investition gibt unseren Wachstumsplänen und unserem technologischen Fortschritt weiteren Auftrieb. Wir sind entschlossen, unser Produktportfolio zu erweitern, unsere Messlösungen zu verfeinern und unser globales Vertriebsnetz zu stärken“, so Utriainen.
Olaf Joeressen, Senior Investment Manager beim HTGF, kommentiert: „Der Fokus des Teams auf innovative Lösungen für seine Kunden ist beeindruckend und ich freue mich auf weitere Produkt- und Serviceinnovationen von Chipmetrics!“
Simon Schild von Spannenberg, Investment Manager bei OCCIDENT, ergänzt: „Chipmetrics hat sich mit seinen innovativen PillarHall® Testchips bereits eine starke Position in der Dünnschichtprozesskontrolle aufgebaut. Die Produkte von Chipmetrics bieten eine einzigartige Präzision, sowie kosteneffiziente Messungen von komplexen 3D-Strukturen. Unser Investment unterstreicht das Vertrauen in das Chipmetrics-Team und in den Erfolg dieser hochinnovativen Technologie auf dem globalen Halbleitermarkt.“
Über Chipmetrics
Chipmetrics Oy entwickelt und liefert messtechnische Lösungen für Herstellungsprozesse in der Halbleiterindustrie. Das Unternehmen vertreibt innovative Messchips und Messdienstleistungen, deren Anwendungen sich auf die ALD-Technologie konzentrieren. Das Hauptprodukt des Unternehmens ist der PillarHall®-Messchip zur Messung der erzielbaren Konformität von Schichten in Dünnschicht-Produktionsprozessen. Das Unternehmen wurde 2019 gegründet und hat seinen Sitz in Joensuu, Finnland. Darüber hinaus hat das Unternehmen Mitarbeiter und Vertriebspartner in Japan, Südkorea, den USA und Deutschland.
Der Seedinvestor High-Tech Gründerfonds (HTGF) finanziert Technologie-Start-ups mit Wachstumspotential und hat seit 2005 mehr als 700 Start-ups begleitet. Mit dem Start des vierten Fonds hat der HTGF rund 1,4 Milliarden Euro under Management. Das Team aus erfahrenen Investment Managern und Start-up-Experten unterstützt die jungen Unternehmen mit Know-how, Unternehmergeist und Leidenschaft. Der Fokus liegt auf High-Tech Gründungen aus den Bereichen Digital-Tech, Industrial-Tech, Life Sciences, Chemie und angrenzende Geschäftsfelder. Rund 5 Milliarden Euro Kapital investierten externe Investoren bislang in mehr als 2.000 Folgefinanzierungsrunden in das HTGF-Portfolio. Außerdem hat der Fonds bereits Anteile an mehr als 170 Unternehmen erfolgreich verkauft. Zu den Fondsinvestoren der Public-Private-Partnership zählen das Bundesministerium für Wirtschaft und Klimaschutz, die KfW Capital sowie 45 Unternehmen aus unterschiedlichsten Branchen. Mehr erfahren unter: www.htgf.de
Über OCCIDENT
OCCIDENT ist ein internationaler Venture Capital Investor mit Standorten in München und Zug, ist eigentümergeführt und investiert eigenes Vermögen. Der Anspruch ist, durch nachhaltige und sinnstiftende Investitionen einen positiven Beitrag für die Gesellschaft zu leisten. OCCIDENT investiert in innovative Deep Tech Startups mit exzellenten Technologien, breiten Anwendungsmöglichkeiten und dem Potential für Weiterentwicklung aus den Bereichen Lifesciences, Industrial Tech und Digital. OCCIDENT ist ein finanzstarker, unternehmerisch orientierter Partner und bietet vielseitige Unterstützung der Portfoliounternehmen durch ein kompetentes Expertenteam und die eigene Erfahrung als Entrepreneur.
Innovestor ist eine finnische Investmentgesellschaft, die sich auf Risikokapital und Immobilien konzentriert. Darüber hinaus bietet Innovestor Dienstleistungen im Bereich Corporate Venturing an. Das Unternehmen verwaltet derzeit sechs VC-Fonds mit einem Gesamtkapital von über 250 Millionen Euro. Mit fast 100 Wachstumsunternehmen in den Bereichen Technologie, Biowissenschaften und Gesundheit ist es eines der größten privaten Risikokapitalportfolios in den nordischen Ländern. Unser Ziel ist es, gutes Geld zu verdienen.
Redstone, mit Hauptsitz in Berlin und Büros in Zürich und Helsinki ist eine europäische Venture-Capital-Gesellschaft, die ausgewählte Investmentstrategien verfolgt. Mit seinem datengesteuerten Ansatz entwickelt Redstone eine starke Branchenkompetenz und baut wertvolle Netzwerke für sein Portfolio auf.
Als einer der aktivsten Frühphaseninvestoren in Europa verwaltet Redstone ein vielfältiges Portfolio von über 80 Unternehmen und konzentriert sich auf Fintech, Industrial Tech, Built World, Social Impact und Quantum.
24.01.2024– Joensuu, Finland: Chipmetrics Ltd, the Atomic Layer Deposition (ALD) technology company and a pioneer in 3D ultra-high aspect ratio test elements for metrology of semiconductor and advanced thin film material manufacturing, proudly announces the successful closure of a €2.4 million investment round. The international investor syndicate was led by High-Tech Gründerfonds (HTGF) and co-led by OCCIDENT from Germany. Other investors were Innovestor, REDSTONE and BALD Engineering. This substantial investment serves as a testament to Chipmetrics’ groundbreaking advancements in the PillarHall® metrology test chip technology, positioning the company as a frontrunner in conformality measurements in material deposition processes. The funds raised will be instrumental in accelerating Chipmetric’s product development efforts, scaling production capabilities, and expanding its market presence with the already existing international customer base.
Founders and management team of Chipmetrics Ltd. Persons in the picture, from left to right: Feng Gao (CTO), Pasi Hyttinen (CDO) and Mikko Utriainen (CEO).
Mikko Utriainen, the visionary founder & CEO of Chipmetrics, highlights the investment’s role in driving the company’s innovative pursuits and global market expansion. “This investment is a boost for our growth plans and technological advancements. We are committed to enhancing our product portfolio, refine our measurement solutions, and reinforce our global sales network ” Utriainen states.
Olaf Joeressen, Senior Investment Manager of HTGF comments: “The team’s focus on delivering innovative solutions to their customers is impressive, and I look forward to more product and service innovations delivered by Chipmetrics!”
Investment manager Simon Schild von Spannenberg from OCCIDENT continues: “Chipmetrics has already established a reputable position in thin film process development with its innovative PillarHall® Lateral High Aspect Ratio (LHAR) test chips. Chipmetrics’ products convince with their unique user interface, precision, speed, and cost-efficiency in the complex 3D measurements. Our investment reflects our confidence in the Chipmetrics’ team and the success of the highly innovative technology on the global semiconductor market.”
About Chipmetrics
Chipmetrics Oy develops and delivers metrology solutions for manufacturing processes for the semiconductor industry. The company’s business is based on the sale of innovative metrology chips and measurement services whose applications are focused on ALD technology. The company’s main product is the PillarHall® metrology chip for thin film process conformality measurement. The company was founded in 2019 and its head office is in Joensuu, Finland. In addition, the company has employees and sales partners in Japan, South Korea, the USA, and Germany.
The seed investor High-Tech Gründerfonds (HTGF) finances tech start-ups with growth potential and has supported more than 700 start-ups since 2005. With the launch of its fourth fund, HTGF now has about 1.4 billion euros under management. Its team of experienced investment managers and start-up experts support young companies with expertise, entrepreneurial spirit and passion. HTGF’s focus is on high-tech start-ups in the fields of digital tech, industrial tech, life sciences, chemistry and related business areas. To date, external investors have injected about 5 billion euros of capital into the HTGF portfolio via more than 2,000 follow-on financing rounds. In addition, HTGF has already successfully sold shares in more than 170 companies. Fund investors in this public-private partnership include the German Federal Ministry for Economic Affairs and Climate Action, KfW Capital and 45 companies from a wide range of industries.
OCCIDENT is an international venture capital investor with offices in Munich and Zug, is owner-managed and invests its own assets. Its mission is to make a positive contribution to society through sustainable and meaningful investments. OCCIDENT invests in innovative deep tech start-ups with excellent technologies, broad application possibilities and the potential for further development in the fields of life sciences, industrial tech and digital. OCCIDENT acts as a long-term enabler for highly innovative startups and visionary founders.
Innovestor is a Finnish investment company focusing on venture capital and real estate. In addition, we offer corporate venturing services. The firm currently manages six VC funds with total capital of over €250 million. Consisting of almost 100 growth companies across multiple sectors of technology and life science & health, it represents one of the largest private venture-backed portfolios in the Nordics. Our mission is to make good money.
Redstone, headquartered in Berlin with offices in Zurich and Helsinki, is a European early-stage venture capital firm that pursues selected investment strategies. With its data-driven approach, Redstone develops strong sector expertise, building valuable networks for its portfolio. As one of Europe’s most active early-stage investors, Redstone manages a diverse portfolio of over 80 companies, focusing on Built World, Climate, Fintech, Industrial Tech, Social Impact, and Quantum.
Oxford Instruments, a renowned name in the realm of technology, has recently made a significant contribution to the advancement of MicroLED and Augmented Reality (AR) devices. The company has supplied its state-of-the-art Atomic Layer Deposition (ALD) technology to a leading UK manufacturer. This move is set to revolutionize the way we experience consumer-immersive reality products and display devices.
The Rise of MicroLED and AR
The demand for wearable devices with compact form factors and high-definition displays is skyrocketing. This trend is driving extensive research and development in the industry. MicroLEDs stand out in this arena for their ability to offer incredibly small die pitch sizes (less than 10 µm), enabling the miniaturization of wearable display devices without compromising image resolution. However, as pitch sizes shrink, the challenges in manufacturing increase, particularly regarding the damage caused during mesa formation and isolation steps. This damage can significantly impede device performance.
Oxford Instruments' Breakthrough with Plasma ALD
At the 2023 International Conference on Nitride Semiconductors (ICNS) in Fukuoka, Japan, the spotlight was on Plasma ALD technology, provided by Oxford Instruments. This technology has been hailed for its ability to mitigate damage and substantially boost external quantum efficiency – a critical measure of material performance. The Plasma ALD technology from Oxford Instruments, especially their high-K passivation solution, is optimized for smaller dies, enhancing performance in devices like head-mounted displays for virtual reality and smartwatches.
Oxford Instruments' ASP tool for PEALD offers precise, plasma-enhanced thin-film deposition, ideal for semiconductor, photonics, and microLED applications.
Klaas Wisniewski, Oxford Instruments' Strategic Business Development Director, expressed excitement about their Plasma ALD technology's growing market presence. "Our low-damage Plasma ALD technology, especially on our 200 mm capable platform, has been instrumental in doubling the external quantum efficiency for some of our customers at ICNS," said Wisniewski.
Looking Forward: Photonics West 2024
Oxford Instruments is not resting on its laurels. As a leader in compound semiconductor processing equipment, the company is set to participate in Photonics West 2024 in San Francisco. There, Oxford Instruments will showcase its latest optoelectronics processes for augmented, virtual, and mixed reality, as well as quantum and data transfer applications critical for AI and machine learning. This event will be an excellent opportunity for industry professionals to learn how Oxford Instruments' etch, deposition, and Ion Beam process solutions can enhance their projects, ensuring higher efficiency and lower costs.
In conclusion, Oxford Instruments' investment in ALD technology for MicroLED and AR is a game changer, marking a significant step forward in the evolution of consumer electronics and immersive reality experiences.
PIONEERING ATOMIC SCALE INNOVATION - FROM MATERIALS TO SCALABLE APPLICATIONS
Hosted by ATLANT 3D, this event is a gathering point for industry experts, researchers, and technical professionals, all focused on exploring the vast potential of Atomic Layer Deposition (ALD) and related technologies.
The future of manufacturing lies in precision and sustainability. At ATLANT3D, we are deeply committed to advancing the frontiers of atomic scale manufacturing, unlocking novel avenues for materials development and scalable applications. This conference is our call to arms, bringing together the brightest minds to push the boundaries of what’s possible.
Topics & Highlights: • ALD's current market and applications in various industries. • In-depth presentations on advanced materials innovation. • Interactive discussions on the future of atomic layer processing.
Speakers: • PROF. DR. Fred Roozeboom, UNIVERSITY OF TWENTE Topic: “Atomic Layer Deposition: Its Evolution, Diverse Applications, and Future Prospects”. • DR. Maksym Plakhotnyuk 🇺🇦, CEO & FOUNDER OF ATLANT 3D Topic: “Atomic Layer Processing: Driving Global Innovation in Advanced Manufacturing”. • PROF. DR. Erwin Kessels, EINDHOVEN UNIVERSITY OF TECHNOLOGY Topic: “Innovations in Plasma Processing for Nanoscale Fabrication”. • DR. Mira Baraket, HEAD OF TECHNOLOGY R&D AT ATLANT 3D Topic: “Advancements in 2D Materials Synthesis Through Atomic Layer Deposition”. • DR. Alexander Kozen, UNIVERSITY OF VERMONT Topic: “Progress and Opportunities for Atomic Layer Deposition to Facilitate Next-Generation Batteries”. • PROF. DR. Julien Bachmann, FAU ERLANGEN-NÜRNBERG Topic: “Harnessing ALD for Next-Generation Photovoltaics and Electrochemical Energy Storage”. • DR. Jacques Kools, CEO & FOUNDER AT ENCAPSULIX Topic: “ALD Deposited Ultrabarriers for Applications in Electronics, Energy, and Medical Fields”. • DR. Ville Miikkulainen, ALTO UNIVERSITY Topic: “Photo-assisted ALD: Enabler for Direct-Write ALD”. Download brochure: https://lnkd.in/eyUdPBXj
Special Features: • Exclusive visit to ATLANT 3D's state-of-the-art A-HUB & Laboratory facilities. • A social evening for informal networking and collaboration.
In the Semi Engineering article by Brett Lowe, "Developing ReRAM As Next Generation On-Chip Memory For Machine Learning, Image Processing And Other Advanced CPU Applications," the focus is on the burgeoning field of Resistive Random Access Memory (ReRAM) as a promising solution for the limitations of current on-chip CPU memory. The article highlights the inefficiencies in modern CPU operations, primarily due to the energy consumption and delays caused by data transfer between the CPU and off-chip memory. SRAM, the prevalent on-chip memory, falls short in meeting the requirements of advanced applications like AI and 8K video processing, which demand memory access bandwidths up to 10 terabytes per second. ReRAM emerges as a viable alternative, boasting a non-volatile memory cell structure that uses memristor materials to enable data storage. This technology facilitates significant improvements in storage density by employing a 3D stacking approach.
The article delves into the intricacies of ReRAM's structure and functionality, utilizing SEMulator3D Virtual Fabrication for process simulation and architectural visualization. The discussed 3D ReRAM model comprises multiple layers of wordlines and memristors, strategically organized for optimized storage density. The programming of memristors in ReRAM, requiring low current and voltage, aligns well with the integration into advanced logic devices. The piece concludes with the assertion that ReRAM stands as a robust contender to replace SRAM in on-chip memory, particularly for high-bandwidth CPU applications. Its potential to significantly reduce energy consumption and processing delays in data movement positions ReRAM as a pivotal innovation for future CPU developments.
In the dynamic world of material science, the recent Applied Materials Picosun webinar held on January 16, 2024 centered on Atomic Layer Deposition (ALD) and Molecular Layer Deposition (MLD), offered a deep dive into these groundbreaking technologies and their applications in crafting advanced functional properties.
The webinar was given by Topias Jussila, Doctoral Researcher, Aalto University, Finland. Let's explore how ALD and MLD are shaping the future of materials at the nanoscale.
The Emergence of MLD
Molecular Layer Deposition, though a relative newcomer compared to ALD, has quickly garnered attention for its unique capabilities. MLD, which operates on the principle of sequential molecular layering, offers a versatile platform for creating hybrid materials with tailored properties. The webinar expertly delineated the different types of MLD, such as metal-aliphatics, metal-aromatics, and inorganic-organic multilayers, each presenting its distinct advantages in material fabrication.
Synergy of ALD and MLD
The fusion of ALD with MLD emerged as a focal point of discussion. This combination enhances the material properties, allowing for precise control at the nanoscale. The synergy of ALD and MLD opens doors to innovative applications, particularly in microelectronics and nanotechnology, by creating materials with unprecedented electrical, optical, and mechanical properties.
Applications That Reshape Industries
The practical applications of MLD and ALD-MLD are vast and varied. Key areas include:
Flexible Barrier Layers: MLD is particularly effective in creating ultra-thin, flexible barrier layers that are impermeable to gases and moisture. This is crucial for applications like organic light-emitting diode (OLED) displays and flexible electronics, where moisture and oxygen can degrade the performance of the devices.
Encapsulation: MLD provides an excellent method for encapsulating sensitive components, protecting them from environmental factors without compromising their functionality.
Photocatalysis: MLD materials are used in photocatalysis applications, which are important in environmental remediation and energy conversion technologies.
Electronics and Semiconductors: The combination of MLD with ALD is particularly advantageous in the electronics and semiconductor industries. It enables the precise deposition of thin films with tailored electrical and optical properties, crucial for advanced microelectronics and photonics.
Biomedical Applications: The versatility of MLD and ALD-MLD coatings also finds applications in the biomedical field, such as in drug delivery systems and bioimaging, where biocompatibility and controlled interactions with biological environments are essential.
Industrialization and Future Outlook
As for the industrialization of MLD, it is a relatively newer field compared to ALD. While ALD has been widely industrialized, particularly in the semiconductor industry, MLD is still primarily in the research and development stage, with growing interest in transitioning to industrial applications. The unique capabilities of MLD in creating organic-inorganic hybrid materials are driving research and potential industrial applications, but widespread industrial adoption might still be in progress.
Conclusion
The ALD and MLD webinar served as a beacon of knowledge, shedding light on the latest advancements and future prospects of these technologies. As we step into an era where material science plays a critical role in technological advancements, the insights from this webinar not only educate but also inspire further exploration and innovation in the field. The future of material science, undoubtedly, holds exciting possibilities, with ALD and MLD at its forefront.
Background: Topias Jussila is a second year PhD student at the Department of Chemistry and Materials Science, Aalto University, Finland. Topias carried out his Bachelor’s degree in Chemistry at the University of Helsinki and Master’s degree in Functional Materials at Aalto University. For the past two years, Topias has worked intensively with atomic layer deposition (ALD) and molecular layer deposition (MLD) with a target to develop novel thin film materials with advanced functional properties, having the main focus in iron-based inorganic and inorganic-organic materials. In addition to deposition process development, he has employed a wide range of thin film characterization methods to study the composition, structure, and functional properties of the thin films.
Onsemi, a key player in the semiconductor industry, has recognized AIXTRON with a supplier award for its significant contribution to the rapid production ramp-up and productivity increase at onsemi's large silicon carbide (SiC) fabrication facility in South Korea. The facility, one of the world's largest SiC fabs, has benefited from the integration of AIXTRON's new G10-SiC systems. onsemi's successful collaboration with AIXTRON in tool installation and optimization led to substantial improvements in tool operations and maintenance, resulting in greater uptime and higher wafer output. The award from onsemi, a leading manufacturer in the semiconductor sector, highlights AIXTRON's service excellence and the impact of their technology in advancing onsemi's production capabilities.
RayNeo, a leading company in consumer-grade augmented reality (AR) innovation, has announced a collaboration with Qualcomm Technologies, Inc. and Applied Materials, Inc. to develop a new generation of AI-enabled AR glasses. This collaboration aims to redefine the future of AR glasses by combining the expertise of these technology leaders.
The project will utilize Qualcomm Technologies' Snapdragon® AR1 Gen 1 Platform and Applied Materials' lightweight full-color waveguides, along with RayNeo's comprehensive hardware and software ecosystem. The Snapdragon AR1 Gen 1 is a purpose-built platform designed for AI glasses, offering features such as photo and video capture, support for binocular displays, and on-device AI. This platform is expected to create AI glasses that blend technology with style.
A key focus of the collaboration is the integration of Applied Materials' Photonics platform. Dr. Paul Meissner, Vice President and GM of Applied Materials' Photonics Platforms Business in the Office of the CTO, emphasized their excitement to collaborate with RayNeo and Qualcomm Technologies. Applied Materials' cutting-edge waveguide technology, leveraging their expertise in materials engineering, aims to provide high-quality AR experiences. This technology is a significant step towards creating AR glasses that are thin, lightweight, and suitable for everyday wear.
The collaboration's goal is to develop AI-powered AR glasses that offer astonishingly realistic AR experiences to consumers worldwide. The partnership is set to transform how users perceive and interact with the digital world, making AR glasses a new exciting AI platform for consumers. RayNeo's background in AR innovation and achievements, including launching the world's first full-color MicroLED optical waveguide AR glasses, positions them as a key player in this endeavor.
About RayNeo
RayNeo™, incubated by TCL Electronics (1070.HK), is an industry leader in consumer-grade AR innovation, developing some of the world's most revolutionary AR consumer-grade hardware, software and applications. RayNeo specializes in the research and development of AR technologies with industry-leading optics, display, algorithm and device manufacturing.
Established in 2021, RayNeo has launched the world's first full-color MicroLED optical waveguide AR glasses, achieving several technology breakthroughs in the industry. Alongside winning the "Best Connected Consumer Device" at MWC's Global Mobile Awards (GLOMO) 2023 with NXTWEAR S, RayNeo also developed the innovation consumer XR wearable glasses, RayNeo Air 2, featuring top-tier, cinematic audiovisual experiences with ultimate comfort.
NCD Co., Ltd. has again supplied large-scale productive ALD equipment to a Korean customer. It is for special coating parts used in semiconductor equipment to protect from corrosion and plasma arcing. This contracted equipment is the improved Lucida GSH Series ALD, which is capable of coating more and heavier products at once than the existing equipment. So the customer is able to obtain the greater increased productivity and reduced coating costs.
As semiconductor devices become smaller and more integrated, particles and byproducts that were not a problem before can significantly affect device performance, so the cleaning cycle and life time of parts used in semiconductor equipment are becoming shorter.
Lucida GSH Series ALD
Therefore, atomic layer deposition protective coating on parts can be a very effective solution, and high-quality, uniform atomic layer coating can achieve the effect of increasing the usage time of expensive parts in semiconductor equipment without cleaning and replacement.
Previously, atomic layer deposition protective coating was widely applied to expensive parts such as showerheads and ESCs, but recently, it has been applied to various semiconductor equipment parts with complex gas paths, quartz products with complicated shapes, and high-purity precursor canisters that require the lowest impurity control. The scope of application is gradually increasing so we will look forward to steady and continued expansion of products and markets in this application field.
This repeated contract confirms once again the excellence of NCD's industrial atomic layer deposition technology and equipment to its customers, and it showed NCD to have occupied the leader on the gradually expanding market of atomic layer deposition equipment for part protection coating. NCD will continue to pioneer new atomic layer deposition markets based on its best technology and customer trust.
ASML has delivered its groundbreaking High-NA EUV lithography scanner, the Twinscan EXE:5000, to Intel Oregon. Marking a significant technological leap, this first-of-its-kind scanner boasts a 0.55 NA lens, enabling 8nm resolution for advanced semiconductor manufacturing. Designed for process technologies beyond 3nm, it promises to enhance chip production efficiency and reduce costs. Intel's early adoption of this state-of-the-art equipment, valued between $300-$400 million, positions them at the forefront of the industry, potentially setting new standards in High-NA manufacturing. This development represents a major milestone in semiconductor technology, signaling a new era of innovation and capability in chip production.
In an era of significant technological and geopolitical changes, ASML, the number one player in the semiconductor industry, stands at a crossroads. The forthcoming retirement of Martin van den Brink and Peter Wennink, who have jointly steered ASML for over a decade, signals the end of a dynamic period. Van den Brink's leadership in technology development propelled ASML to unparalleled heights in the lithography sector, while Wennink’s diplomatic and financial acumen solidified its market dominance. ASML's impact extends beyond technology; it has become a geopolitical force, enhancing the Netherlands and Europe's strategic significance in global politics.
The appointment of Christophe Fouquet as the incoming CEO heralds a new era. Fouquet faces the challenge of maintaining ASML's technological edge while adapting to a market nearing the limits of Moore's Law.
As ASML approaches its 40th anniversary in April 2024, it confronts a changing landscape. The company has weathered various phases – from early struggles to market leadership, marked by innovations like the PAS 5500 and immersion lithography. Under Van den Brink, ASML prioritized technological advancement, often at the expense of other factors like reliability.
The appointment of Christophe Fouquet as the incoming CEO heralds a new era. Fouquet faces the challenge of maintaining ASML's technological edge while adapting to a market nearing the limits of Moore's Law. The shift in focus from chip performance to system-level advancements requires a nuanced approach. Additionally, as technology matures, reliability and predictability become crucial for maintaining ASML's competitive edge.
The transition from a "firefighter" engineering culture to one emphasizing process and reliability won't be easy. Fouquet must balance innovation with operational efficiency, ensuring ASML remains responsive to market and geopolitical dynamics. This requires a departure from the legacy of Van den Brink, focusing instead on a holistic, structured approach to development and engineering.
Fouquet's tenure will be pivotal in shaping ASML's future. His leadership must navigate the complexities of a highly competitive industry, geopolitical pressures, and the evolving technological landscape. The challenge lies in fostering a culture that values reliability and process without stifling the innovative spirit that has been ASML's hallmark. As the company moves into its fifth decade, its ability to adapt and evolve under Fouquet's guidance will determine its continued success in a rapidly changing world.
Advancing the Microchip Revolution: EUV Lithography's Challenges and Future Outlook
Extreme Ultraviolet (EUV) lithography represents a significant advancement in semiconductor manufacturing, enabling the production of more compact and efficient integrated circuits, particularly for 7 nm Logic process nodes and below and leading edge DRAM. This technology, developed and marketed primarily by ASML Holding, uses a highly specialized process involving laser-pulsed tin droplet plasma to etch patterns onto substrates at the 13.5 nm wavelength scale. The progression from early prototypes to more efficient models has been remarkable, with modern EUV systems capable of handling 200 wafers per hour, a substantial improvement from initial prototypes.
Looking into the future, EUV lithography is expected to play a critical role in advancing semiconductor technology, especially as the demand for smaller and more powerful chips increases. However, several technological challenges need addressing continiously to fully harness EUV's potential:
1. Optical Component Durability: The EUV process requires highly specialized and sensitive optical components, including mirrors and photomasks. These components are prone to degradation from exposure to high-energy photons and contaminants. Improving their durability and developing efficient cleaning and maintenance processes are crucial.
2. Throughput Efficiency: While significant improvements have been made, further enhancing the throughput of EUV systems is vital. This includes reducing setup times, increasing the speed of the lithography process, and minimizing downtime due to maintenance or component replacement.
3. Pattern Fidelity and Defect Reduction: As circuit patterns become increasingly smaller, maintaining pattern fidelity and reducing defects is challenging. This involves improving the resolution of EUV systems, enhancing photoresist materials to better respond to EUV exposure, and developing more effective methods to mitigate the impact of secondary electrons generated during the lithography process.
EUV Lithography - Balancing Technological Advancements with Energy Challenges
EUV lithography, pivotal in advanced semiconductor manufacturing, faces significant energy consumption challenges. The generation of EUV light, typically via laser-pulsed tin plasma, is inherently energy-intensive. Additionally, maintaining the necessary vacuum environment and cooling systems for these high-precision machines further escalates energy use. As EUV technology becomes more prevalent, especially for producing smaller, more efficient chips, optimizing energy efficiency is critical. Future developments are expected to focus on more efficient light sources, improved system design for energy conservation, and advanced thermal management, aiming to reduce the overall energy footprint of EUV lithography processes.
The semiconductor industry, traditionally known for its high environmental impact, is increasingly embracing sustainability. With the global demand for semiconductors rising, manufacturers face the challenge of scaling up production while addressing substantial water and electricity usage and managing hazardous waste from gases used in manufacturing. Historically, the focus has been on balancing power, performance, and cost. Recently, however, sustainability has emerged as a crucial consideration, with many facilities actively working to decarbonize their supply chains and reduce overall environmental impact (data from imec)
EUV Lithography's Hydrogen Demand: A Growing Concern in Chip Manufacturing
EUV Lithography, also raises concerns regarding its significant hydrogen consumption. The EUV process relies heavily on hydrogen gas to maintain the cleanliness of the optical elements, particularly for preventing tin deposition on the mirrors. The need for a continuous supply of hydrogen to facilitate this cleaning process contributes to the overall operational costs and resource demands of EUV systems. As EUV technology becomes more widespread in chip manufacturing, addressing the sustainability and efficiency of hydrogen usage will be essential, both from an environmental and economic perspective.
In EUV lithography, managing hydrogen usage presents distinct challenges. The technology requires hydrogen for removing contaminants from critical mirrors, demanding systems capable of handling high volumes while maintaining vacuum integrity. This necessity places a premium on innovative system designs that minimize the footprint and energy consumption associated with hydrogen management, directly impacting the cost and efficiency of semiconductor manufacturing. Safety considerations, given hydrogen's flammability, are paramount. Advanced, fuel-free hydrogen management strategies are employed to ensure safety and environmental compliance. These strategies focus on reducing flammability risks and eliminating the need for additional fuels, thereby minimizing carbon emissions and contributing to sustainable manufacturing practices.
Continued research and development in these areas are essential for the advancement of EUV lithography, ensuring it meets the rapidly evolving demands of the semiconductor industry.
2023 update to IRDS roadmap reminds key EUV issues.
1. EUV dose triples every four nodes => increasing electron blur? 2. EUV cannot replace multiple patterning, even with higher NA.https://t.co/hZzkfKGfyr
Samsung Electronics faces challenges in securing tax breaks from the U.S. government for its new chip plant in Taylor, Texas. Amid stiff competition from Intel, Micron Technology, and over 400 other chipmakers, Samsung's negotiations for subsidies under the $53 billion Chips and Science Act are ongoing. The plant, which will produce AI processors, has delayed its mass production start to 2025 due to rising construction costs and disappointing tax benefits. Intel, Micron, and TSMC are also investing heavily in U.S. facilities, intensifying the competition for government funding. Samsung, while not commenting on the negotiations, has highlighted its substantial U.S. investments and cooperation history at a recent event with U.S. lawmakers.
South Korea's semiconductor industry is experiencing a remarkable resurgence, marking a turning point in the global tech sector. In November, chip production leaped by 42%, the highest since 2017, while shipments skyrocketed by 80%, the largest increase since 2002. This upturn is a beacon of hope for giants like Samsung Electronics Co. and SK Hynix Inc. The revival extends beyond national borders, suggesting a broader recovery in global tech demand. Amidst challenges, this surge propels South Korea's industrial output and signals a brighter economic forecast for 2023, with emerging technologies fueling further growth.
In a groundbreaking announcement at IEDM, TSMC has unveiled ambitious plans to develop chip packages harboring over one trillion transistors and monolithic chips with more than 200 billion transistors by 2030. This visionary goal is set to be achieved through the development of advanced production nodes, including 2nm-class N2 and N2P, and even finer 1.4nm-class A14 and 1nm-class A10 processes. Despite the slowdown in process technology development and existing technical and financial challenges, TSMC remains optimistic about accomplishing these targets within the next five to six years. The company, renowned as the world's largest semiconductor foundry, is confident in overcoming industry hurdles to bring these complex, multi-chiplet systems and more intricate monolithic chips to the forefront of technology. This development signals a significant leap in chip architecture, promising transformative advancements in the tech industry.
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