Daim duab dav dav ntawm chav huv rau kev tsim cov khoom siv semiconductor
txais
SEMI, lub koom haum ua lag luam thoob ntiaj teb semiconductor tau tuav nws lub rooj sib tham Semicon hauv San Francisco thaum Lub Xya Hli. SEMI kwv yees kev loj hlob tseem ceeb hauv cov khoom siv semiconductor xav tau hauv 2022 thiab ua rau xyoo 2023 kom tau raws li qhov xav tau ntawm cov ntawv thov tshiab thiab tsis txaus rau cov khoom uas twb muaj lawm, xws li tsheb. Peb kuj saib qee qhov kev txhim kho los ua cov khoom siv hluav taws xob me me uas siv EUV.
SEMI tau tshaj tawm cov xov xwm tshaj tawm los ntawm nws Lub Ib Hlis Ib Hlis Tag Nrho Cov Khoom Siv Hluav Taws Xob Hluav Taws Xob Thaum Lub Sij Hawm Semicon, hais txog lub xeev ntawm cov khoom siv hluav taws xob siv hluav taws xob thiab kev kwv yees rau 2023. SEMI tau hais tias kev muag khoom thoob ntiaj teb ntawm tag nrho cov khoom siv hluav taws xob semiconductor tsim los ntawm cov khoom lag luam qub tau kwv yees kom ncav cuag cov ntaub ntawv $ 117.5. billion hauv 2022, nce 14.7% los ntawm kev lag luam yav dhau los siab ntawm $ 102.5 nphom hauv 2021, thiab nce mus rau $ 120.8 nphom hauv 2023. Daim duab hauv qab no qhia txog keeb kwm tsis ntev los no thiab kev kwv yees tawm mus rau 2023 rau kev muag khoom semiconductor.
Semiconductor Fab Khoom Cuab Yeej los ntawm Daim Ntawv Thov
SEMI Xovxwm Tshaj Tawm
Wafer fab khoom siv yog kwv yees kom nthuav dav 15.4% hauv 2022 rau cov ntaub ntawv kev lag luam tshiab ntawm $ 101B hauv xyoo 2022 nrog rau qhov nce ntxiv 3.2% kwv yees hauv 2023 txog $ 104.3B. Daim duab hauv qab no qhia SEMI qhov kev kwv yees thiab kev kwv yees rau cov khoom siv siv los ntawm daim ntawv thov semiconductor.
SEMI Semiconductor Txheej Txheem Cov Cuab Yeej Cuab Yeej
SEMI Xovxwm Tshaj Tawm
SEMI hais tias, "Tsiv los ntawm kev thov rau ob qho tib si ua ntej thiab cov txheej txheem paub tab, cov txheej txheem tsim thiab cov txheej txheem xav tau nce 20.6% xyoo dhau los rau $ 55.2 nphom hauv 2022 thiab lwm 7.9%, rau $ 59.5 billion, hauv 2023. Ob ntu suav nrog ntau tshaj ib nrab ntawm tag nrho cov khoom siv wafer fab muag. "
Qhov kev tso tawm mus ntxiv hais tias, "Kev thov muaj zog rau lub cim xeeb thiab kev cia khoom txuas ntxiv txhawb nqa DRAM thiab NAND cov cuab yeej siv nyiaj xyoo no. Cov khoom siv DRAM ntu yog ua rau kev nthuav dav hauv 2022 nrog kev cia siab ntawm 8% rau $ 17.1 nphom. NAND cov khoom lag luam tau kwv yees tias yuav loj hlob 6.8% rau $ 21.1 nphom xyoo no. DRAM thiab NAND cov cuab yeej siv nyiaj yuav tsum plam 7.7% thiab 2.4%, feem, hauv 2023. "
Taiwan, Tuam Tshoj thiab Kaus Lim Kauslim yog cov neeg yuav khoom loj tshaj plaws hauv xyoo 2022 nrog rau Taiwan xav tias yuav yog tus neeg yuav khoom, ua raws li Tuam Tshoj thiab Kaus Lim Kauslim.
Ua cov yam ntxwv me me tau ua tus tsav tsheb tas mus li rau cov khoom siv hluav taws xob ntau dua txij li qhov kev taw qhia ntawm kev sib xyaw ua ke. Kev sib tham ntawm 2022 Semicon tau tshawb nrhiav lithographic shrinks thiab lwm txoj hauv kev, xws li kev sib koom ua ke nrog 3D cov qauv thiab chiplets, yuav tso cai txuas ntxiv hauv cov cuab yeej ceev thiab kev ua haujlwm.
Thaum lub sij hawm Semicon Lam Kev Tshawb Fawb tau tshaj tawm kev koom tes nrog cov kws tshaj lij tshuaj, Entegris thiab Gelest (ib lub tuam txhab Mitsubishi Chemical Group), los tsim cov tshuaj precursor rau Lam's qhuav photoresist tshuab rau ultraviolet (EUV) lithography. EUV, tshwj xeeb tshaj yog cov tiam tom ntej ntawm high numerical aperture (NA) EUV, yog lub thev naus laus zis tseem ceeb los tsav semiconductor scaling, ua kom cov yam ntxwv me dua 1nm hauv ob peb xyoos tom ntej no.
Hauv kev hais lus los ntawm David Fried, VP los ntawm Lam, tau qhia tias qhuav (ua los ntawm cov khoom siv hlau me me) tiv thaiv cov ntub dej tuaj yeem muab kev daws teeb meem ntau dua, lub qhov rais txheej txheem dav dua thiab siab dua purity. Qhuav resists rau tib lub koob tshuaj tiv thaiv kab mob, qhia tau hais tias tsawg dua kab vau thiab yog li tiam ntawm qhov tsis xws luag. Tsis tas li ntawd, qhuav tiv thaiv kev siv tau ua rau 5-10X txo qhov pov tseg thiab tus nqi thiab 2X txo lub zog yuav tsum tau ua rau wafer dhau.
Michael Lercel, los ntawm ASML, tau hais tias cov lej aperture siab (0.33 NA) yog tam sim no nyob rau hauv ntau lawm rau logic thiab DRAM raws li qhia hauv qab no. Kev txav mus rau EUV txo cov txheej txheem ntxiv sijhawm thiab pov tseg los ntawm ntau yam qauv kom ua tiav cov yam ntxwv zoo dua.
High Numerical Aperture EUV hauv ntau lawm
Semicon Presentation los ntawm ASML
Daim duab qhia tau hais tias ASML's EUV cov khoom lag luam txoj hauv kev thiab muab lub tswv yim ntawm qhov loj ntawm cov khoom siv EUV lithography tiam tom ntej.
ASML's EUV Product Roadmap
Semicon ASML Kev nthuav qhia
SEMI tau kwv yees cov khoom siv hluav taws xob zoo tshaj plaws hauv 2022 thiab 2023 kom ua tau raws li qhov xav tau thiab txo qis rau cov khoom tseem ceeb. EUV kev tsim kho ntawm LAM, ASML yuav tsav cov khoom siv hluav taws xob muaj qhov ntau thiab tsawg hauv qab 3nm. Chiplets, 3D tuag stacks thiab txav mus rau heterogenous kev koom ua ke yuav pab tsav denser thiab ntau dua cov khoom siv semiconductor.
Tau qhov twg los: https://www.forbes.com/sites/tomcoughlin/2022/07/22/semiconductor-equipment-spending-increases-for-higher-density-logic-and-memory/