Breaking News
Comments
Oldest First | Newest First | Threaded View
Page 1 / 2   >   >>
Peter Clarke
User Rank
Blogger
re: First 450-mm fabs to ramp in 2017, says analyst
Peter Clarke   7/10/2012 5:22:06 PM
NO RATINGS
It's all up in the air BUT what is different is that this is a game for far fewer players than it was at 300-mm and that concentrates the expense in relatively few pockets. Could that make it a transition too far?

docdivakar
User Rank
Manager
re: First 450-mm fabs to ramp in 2017, says analyst
docdivakar   7/10/2012 7:06:48 PM
NO RATINGS
@Dylan: the "...the transition to 450-mm wafers is inevitable..." is only true to some, not all. I believe the number will be a small one. Given this, how are the 10 wafer fab equipment suppliers fund that 80 percent of the R&D required to support the transition? Interesting forecast on the fab demography in 2017... MP Divakar

mcgrathdylan
User Rank
Blogger
re: First 450-mm fabs to ramp in 2017, says analyst
mcgrathdylan   7/10/2012 7:39:56 PM
NO RATINGS
Thanks MP. I agree with you, and I suspect that Bob Johnson of Gartner would agree also. There will be only a few companies that move to 450. As far as how they will fund it, I suspect that we saw an example of that yesterday, when Intel announced it would take a stake in ASML and provide additional funding for 450-mm and EUV development. This is the way I think it has to be, because the tool vendors themselves are not going to be able to afford all of the R&D on their own.

m00nshine
User Rank
Manager
re: First 450-mm fabs to ramp in 2017, says analyst
m00nshine   7/11/2012 1:39:00 AM
NO RATINGS
Not sure that ASML should set the standard for all tool vendors, though I'm sure any vendor will now like to ask for upfront $$ to fund R+D. Regarding 450mm photo development, it seems we're really talking EUV. I believe there are some toolsets like implant that face significant challenges to upsize from 300mm to 450mm, but I would think that this asml example will be the exception, not the rule.

mcgrathdylan
User Rank
Blogger
re: First 450-mm fabs to ramp in 2017, says analyst
mcgrathdylan   7/11/2012 6:42:25 AM
NO RATINGS
I am with you. I think every tool maker would like to get money up front for 450-mm development. But I am not sure that that many are negotiating from ASML's position of strength in lithography. Sadly, in more competitive equipment markets, bearing the cost of 450-mm development may be table stakes.

Peter Clarke
User Rank
Blogger
re: First 450-mm fabs to ramp in 2017, says analyst
Peter Clarke   7/11/2012 2:04:13 PM
NO RATINGS
What is also interestng is what happens to 300-mm wafer fabs when the leading-edge digital logic and memory ICs are made in a very few 450-mm megafabs. History teaches that the 300-mm fabs will become the domain of More-than-Moore, trailing-edge digital, 57 varieties of analog, mixed-signal, image sensors, MEMS and so on. And most 200-mm wafer factories will probably become economically unviable if they are trying to compete with larger 300-mm wafer fabs. The result will be a complete changing of the order.

lcovey
User Rank
Rookie
re: First 450-mm fabs to ramp in 2017, says analyst
lcovey   7/11/2012 8:51:21 PM
NO RATINGS
And then, talking with the Cymer folks, their EUV teech will be rolling out before 450mm is ready, even on the most optimistic predictions, which could increase yields on 300mm enough to make 450mm unnecessary in the short term.

resistion
User Rank
CEO
re: First 450-mm fabs to ramp in 2017, says analyst
resistion   7/12/2012 1:27:22 AM
NO RATINGS
Fewer 450 mm fabs means contingency plans are more important, like disaster planning, etc.

m00nshine
User Rank
Manager
re: First 450-mm fabs to ramp in 2017, says analyst
m00nshine   7/12/2012 12:07:33 PM
NO RATINGS
Not sure I follow how EUV could increase yield

resistion
User Rank
CEO
re: First 450-mm fabs to ramp in 2017, says analyst
resistion   7/14/2012 2:50:16 AM
NO RATINGS
So far, at least by appearance only, tsmc and Intel prefer 450 mm very soon, Samsung may wait. You can't have too many changes at 14 nm.

Page 1 / 2   >   >>


EE Life
Frankenstein's Fix, Teardowns, Sideshows, Design Contests, Reader Content & More
Max Maxfield

Aging Brass: Cow Poop vs. Horse Doo-Doo
Max Maxfield
39 comments
As you may recall, one of the things I want to do with the brass panels I'm using in my Inamorata Prognostication Engine is to make them look really old. Since everything is being mounted ...

EDN Staff

11 Summer Vacation Spots for Engineers
EDN Staff
11 comments
This collection of places from technology history, museums, and modern marvels is a roadmap for an engineering adventure that will take you around the world. Here are just a few spots ...

Glen Chenier

Engineers Solve Analog/Digital Problem, Invent Creative Expletives
Glen Chenier
11 comments
- An analog engineer and a digital engineer join forces, use their respective skills, and pull a few bunnies out of a hat to troubleshoot a system with which they are completely ...

Larry Desjardin

Engineers Should Study Finance: 5 Reasons Why
Larry Desjardin
45 comments
I'm a big proponent of engineers learning financial basics. Why? Because engineers are making decisions all the time, in multiple ways. Having a good financial understanding guides these ...

Flash Poll
Like Us on Facebook
EE Times on Twitter
EE Times Twitter Feed

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)