Showing posts with label GlobalFoundries. Show all posts
Showing posts with label GlobalFoundries. Show all posts

Monday, April 25, 2016

Semiconductor Foundries Grew 4.4% while Global Sales Fell 2% in 2015

"The global semiconductor foundry market grew 4.4 percent in 2015 to reach $48.8 billion in value, according to market research company Gartner" (more below).

Semiconductor foundries were able to still grow their business in 2015 even though the overall demand for semiconductors shrunk. Of the foundries based in China, the largest foundry- SMIC had the largest increase in growth of 13.1%.




At the same time, the overall semiconductor market shrunk more than 2% in 2015 - See tables below.

Global Semiconductor Market Slumps in 2015, IHS Says



Worldwide Semiconductor Revenue Declined 2.3 Percent in 2015, According to Final Results by Gartner)






















Ron
Insightful, timely, and accurate semiconductor consulting.
Semiconductor information and news at - http://www.maltiel-consulting.com/



The global semiconductor foundry market grew 4.4 percent in 2015 to reach $48.8 billion in value, according to market research company Gartner Inc.
The percentage increase was low, coming after three years of double-digit percentage growth, but still was greater than the overall chip market which contracted by 2.3 percent in 2015, according to Gartner (see Chip market fell 2.3% in 2015, says Gartner ).
TSMC was market leader and is it has been for many years, and grew by 5.5 percent in 2015 driven by the success of its 20nm planar CMOS and 16nm FinFET manufacturing processes serving the needs of application processors and baseband modem chips.
Globalfoundries was able to outgrow UMC and swapped places with the Taiwanese foundry in second position, mainly due to the contribution of its IBM acqusitions. Samsung and SMIC grew faster than both of these companies but were unable to improve their rankings.
Gartner Foundry Replacement
Top 10 semiconductor foundries ranked by 2015 revenue in $millions. Source: Gartner.
Tower Semiconductor Ltd., which trades as TowerJazz, grew strongly in 2015 but remained in 7th spot. Fujitsu which was 10th in 2014 climbed to position 8 in 2015 while Vanguard and Hua  Semiconductor both dropped a single ranking position.
Price competition in advanced process technologies in 2015 was exceptionally strong, not only on the 28 nm node, as more foundry suppliers have started the production volume of 28 nm polySiON technology, but also on 65 nm and 40 nm. In contrast to the highly utilized 200 mm fabs from fingerprint ID chips and power management ICs, the low 300 mm fab utilization rates at some large foundries have triggered their willingness to run more 0.18-micron wafers in the 300 mm fabs.

Tuesday, May 26, 2015

Apple Propelled IC Growth to +60%/ +20%

My last blog (Semiconductor IC Sales +60% to +20% for 6 Companies) discusses large increase in semiconductor sales for some companies in first quarter of 2015.The driving force behind these large growth is Apple. Apple purchase more than $25B in 2014 (see table below). When Apple started diversifying its semiconductor sources it led to large impact on them. 


2013 Ranking

2014 Ranking


Company


2013


2014

Growth (%) 2013-2014

Market Share (%) 2014
1
1
Samsung 
30.6
32.1
5.1
9.4
2
2
Apple
23.5
25.8
9.8
7.6
3
3
HP
13.7
14.7
7.1
4.3
4
4
Lenovo
9.5
12.8
33.9
3.8
5
5
Dell
9.1
10.3
13.2
3.0
6
6
Sony
7.7
7.4
-2.8
2.2
9
7
Huawei
4.9
6.0
21.6
1.8
7
8
Cisco Systems
5.6
5.8
3.1
1.7
10
9
LG Electronics
4.7
5.5
15.9
1.6
8
10
Toshiba
5.5
5.3
-4.0
1.5


Others
200.2
214.2
7.0
63.0


Total
315.0
339.9
7.9
100.0
Note: Some columns do not add to totals shown because of rounding.
Source: Gartner (January 2015)

Apple demand is large part of TSMC 44% sales growth, GlobalFoundaries 21%, and Hynix 25% in first quarter of 2014.

Apple diversifying its semiconductor supplier started couple years ago (see November 2013 blog http://semiconductorexpert.blogspot.com/2013/11/who-will-fabricate-apple-microprocessors.html ).

When Apple shifted from using Samsung as the only vendor fabricating its microprocessor, it had large impact on Samsung sales. Apple was a major customer of Samsung several years ago. See March 2012 blog Foundry Rankings (Including Samsung’s  iPad, iPhone Breakdown) . 

More about Apple increases reliance on TSMC and adding GlobalFoundaries is in earlier blogs such as April 2015 Next iPhone Be Fabricated at TSMC .





Ron
Insightful, timely, and accurate semiconductor consulting.
Semiconductor information and news at - 
http://www.maltiel-consulting.com/

Wednesday, May 20, 2015

Metal Interconnects for 7 nm Process

Co ELD on Palladium/Tungsten (Pd/W) for different timed stops to yield an (i) under fill, (ii) potential ideal stop or an (iii) overburden in 28nm holes
Metal interconnects is a keys area that limits the shrinking of semiconductor die size. A recent advance in the development of the 7 nm technology is reported below by IMEC with Lam research.

"Co ELD technique was demonstrated as a feasible method for highly selective bottom-up contact fill and via prefill with Cobalt (Co) as an alternative metal to Copper (Cu). Moreover, the high selectivity of the ELD process, at lower cost compared to Chemical Vapor Deposition (CVD), intrinsically ensures a good metal-to-metal interface and paves the way to void-free via filling and increased yield."

Ron
Insightful, timely, and accurate semiconductor consulting.
Semiconductor information and news at - http://www.maltiel-consulting.com/







During the IEEE IITC conference in Grenoble, the nanoelectronics research center imec and Lam Research Corporation today presented a novel bottom-up prefill technique for vias and contacts. The technique, based on Electroless Deposition (ELD) of Cobalt (Co) is a highly selective method resulting in void-free filling of via and contact holes. Potentially increasing the circuit performance, it is a promising path to scaling advanced interconnects and enabling future logic and DRAM nodes at the 7nm node and below.
As logic and memory nodes scale, performance of these advanced interconnects is negatively impacted by increasing interconnect resistance. Furthermore, voids that occur in heavily scaled vias severely impact yield. imec’s industrial affiliation program on advanced interconnects is exploring novel metallization methods to solve these issues. One way to solve the problem is to identify integration and metallization alternatives that provide resistance benefits over conventional technology without compromising reliability and yield. Together with Lam Research, a Co ELD technique was demonstrated as a feasible method for highly selective bottom-up contact fill and via prefill with Cobalt (Co) as an alternative metal to Copper (Cu). Moreover, the high selectivity of the ELD process, at lower cost compared to Chemical Vapor Deposition (CVD), intrinsically ensures a good metal-to-metal interface and paves the way to void-free via filling and increased yield. Trench fill yield and line resistance may also benefit from the de-coupling of line and via aspect ratios, permitting the design of each for optimum Resistance/Capacitance (RC). Therefore, Co prefill ELD has the potential to enable future scaling of advanced logic and memory technologies.
Figure: Co ELD on Palladium/Tungsten (Pd/W) for different timed stops to yield an (i) under fill, (ii) potential ideal stop or an (iii) overburden in 28nm holes (Aspect Ratio (AR) 4.5)
Figure: Co ELD on Palladium/Tungsten (Pd/W) for different timed stops to yield an (i) under fill, (ii) potential ideal stop or an (iii) overburden in 28nm holes (Aspect Ratio (AR) 4.5)
The results were achieved in cooperation with imec’s key partners as part of its core CMOS programs: GlobalFoundries, Intel, Samsung, SK hynix, Sony, TSMC, Amkor, Micron, Utac, Qualcomm, Altera, Fujitsu, Panasonic, and Xilinx.

Wednesday, October 22, 2014

14nm FinFETs Technolgy

In the upcoming IEDM Intel will talk more about their 3D transistors using FinFET for the 14nm generation (see below). 




"Intel will reveal its processing secrets including its doping technique to prevent current leakage under the fins and to maintain very low doped fins, resulting in mitigation of variation, its use of two levels of air-gap-insulated interconnects at 80-and-160nm minimum pitches, yielding a 17% reduction in capacitance delays; eight layers of 52nm pitch interconnects embedded in low-k dielectrics"

Also IBM will discuss at IEDM adding SOI to FinFETs, which reduce their capacitance. SOI has been used by IBM for other processes, however it complicate designing circuits on the chips.


See more about FinFETs from May 2011 at - Tutorial: Intel 22nm 3D Tri-Gate FinFETs Transistors  

Ron
Insightful, timely, and accurate semiconductor consulting.
Semiconductor information and news at - http://www.maltiel-consultin






Intel, IBM Dueling 14nm FinFETS

IEDM reveals diametrically opposed approaches
10/21/2014 06:26 PM EDT