Category Archives: Semicon West

Each year at SEMICON West, the largest microelectronics exposition in North America, the “Best of West” awards are presented by Solid State Technology and SEMI. The award was established to recognize new products moving the industry forward with technological developments in the microelectronics supply chain.

The Best of West 2015 Finalists will be displaying their tools on the show floor at Moscone Center from July 14-16:

  • ClassOne Technology: Solstice S4 — Solstice S4 is the first automated plating tool that delivers advanced performance on smaller substrates at affordable prices. Described as “advanced plating for the rest of us,” Solstice is designed specifically for the smaller-substrate users in emerging technologies such as MEMs, LEDs, Power Devices, RF Communications, Interposers, Photonics and Microfluidics. Solstice sets new standards for plating performance and affordability. South Hall, Booth #2521.
  • National Instruments: NI Semiconductor Test Systems — NI’s Semiconductor Test Systems (STS) feature PXI modular instrumentation and open system design software for semiconductor test environments. Unlike traditional ATE systems that incur costs as old generations of equipment become obsolete, NI STS’ open architecture allows engineers to retain their investments and easily scale. Its compact design eliminates floor space, power, and maintenance costs, and is ideal for characterization and production to decrease time to market. North Hall, Booth #5472.
  • Nordson ASYMTEK: Programmable Tilt + Rotate 5-Axis Fluid Dispenser — With requirements for precision, accuracy, and speed more stringent than ever and pushing the limits of dispensing equipment capabilities, the new programmable Tilt + Rotate 5-Axis Fluid Dispenser solves these problems, achieving unparalleled accuracy and precision in X, Y, and Z axes for thin lines and small dots, to make high-volume manufacturing possible for today’s new products. North Hall, Booth #5743.

The Best of West Award winner will be announced during SEMICON West (www.semiconwest.org) on Wednesday, July 15, 2015.

The latest manufacturing, materials and production developments in semiconductor and related technologies will be featured at SEMICON West 2015 on July 14-16 at Moscone Center in San Francisco, Calif.  Semiconductor processing is at a crossroads and is changing how companies operate to be competitive. Learning about breakthrough technology and networking is essential to remain ahead of the curve.  

More than 25,000 professionals are expected, and over 600 companies will exhibit the latest in semiconductor manufacturing.  Major semiconductor manufacturers, foundry, fabless companies, equipment and materials suppliers — plus leading companies in MEMS, displays, printed/flexible electronics, PV, and other emerging technologies — attend SEMICON West.

SEMICON West will feature valuable on-exhibition floor technical sessions and programs that are included in the  $100 registration “expo pass” (registration fee increases on July 11).  Keynote events include: 

·         “Scaling the Walls of Sub-14nm Manufacturing” with panelists from Qualcomm, Stanford University, ASE and IBM, moderated by imec’s Jo de Boeck, senior VP of Corporate Technology (July 14, 9:00-10:00am)

·         “The Internet of Things and the Next Fifty Years of Moore’s Law“ by Intel’s Doug Davis, senior VP and GM of loT (July 15, 9:00am-9:45am)

TechXPOTs will provide updates in areas including test, advanced materials and processes, advanced packaging, productivity and emerging markets and technologies. TechXPOTs include:

·      What’s Next for MEMS? With speakers from ASE, CEA-Leti, EV Group, MEMS Industry Group, Silicon Valley Band of Angels, Teledyne DALSA, and Yole Developpement (July 14, 10:30am-12:30pm)

·      Automating Semiconductor Test Productivity with speakers from ASE, Optimal+, Texas Instruments, and Xcerra (July 14, 10:30am-12:30pm)

·      Materials Session: Contamination Control in the Sub-20nm Era with speakers from Entegris, Intel, JSR Micro, Matheson, and Nanometrics; moderated by Mike Corbett, Linx (July 14, 1:30pm-3:30pm)

·      Emerging Generation Memory Technology: Update on 3DNAND, MRAM, and RRAM (July 14, 1:30pm-3:40pm).

·      The Evolution of the New 200mm Fab for the Internet of Everything with speakers from Entrepix, Genmark Automation, Lam Research, Qorvo, and Surplus Global (July 15, 2:00pm-4:00pm)

·      Monetizing the IoT: Opportunities and Challenges for the Semiconductor Sector with Amkor, Cadence Design Systems, Ernst & Young, Freescale Semiconductor, and Gartner; moderated by Edward Sperling, Semiconductor Engineering (July 16, 10:30am-12:30pm)

·      The Factory of the (Near) Future: Using Industrial IoT and 3D Printing  with speakers from AirLiquide, Applied Materials, Lawrence Livermore National Laboratory, Oak Ridge National Laboratory, and Proto Cafe (July 16, 1:00pm-3:00pm) 

The Silicon Innovation Forum will be held on July 14-15.  A special exposition segment, this area will include exhibits and two days of presentations.  The first day will be a forum where start-up companies seeking investment capital will present to a panel of investors.  Open to all attendees, this session will feature exciting new technologies.  The second day will be a forum on new research. Attendees can hear presentations on advanced research from SLAC National Accelerator Laboratory, International Consortium for Advanced Manufacturing Research, SUNY Network of Excellence – Materials & Advanced Manufacturing, Novati Technologies, MIST Center, Micro/Nano Electronics Metrology at NIST, Texas State University and Georgia Tech Heat Lab. 

On July 16, University Day welcomes students and faculty to learn about the microelectronics industry, connect with industry representatives, and explore career opportunities. University Day is on the Keynote Stage (North Hall E). The agenda includes career networking, exploration forum, expo and SEMICON West tours.

For the eighth year, SEMICON West will be co-located with Intersolar North America, the leading solar technology conference and exhibition in the U.S.  Premier sponsors of SEMICON West 2015 include Applied Materials, KLA-Tencor, and Lam Research.  Register now at www.semiconwest.org.

SEMI today announced that SEMICON West 2015 will feature the Silicon Innovation Forum (SIF), a unique forum for strategic investors and key decision makers to meet new and emerging early-stage companies developing the future of microelectronics.  SIF is organized by SEMI (www.semi.org) in partnership with top research institutes and strategic investment groups such as Applied Ventures, Intel Capital, Samsung Ventures, and more. The event is strategically co-located with SEMICON West (www.semiconwest.org) – the U.S. electronics manufacturing event.

“Investment in semiconductor equipment and materials is increasingly crowded out by VC’s interest in software, media and entertainment and biotechnology segments. Traditional venture capital and private attention to advanced semiconductor technology development has declined in recent years, putting the future of microelectronics innovation at risk. SIF helps accelerate R&D in our industry and encourages continued innovation from new sources,” said Karen Savala, president of SEMI Americas.

SIF brings together research institutes and emerging companies in the electronics manufacturing sector with the industry’s  strategic investors and leading technology partners ─ for a two-day forum of investor panels, startup pitches, round tables, keynotes, research forum and an innovator showcase.

The Silicon Innovation Forum will be held July 14 and 15 at Moscone Center in San Francisco, Calif.  SIF includes:

“Startup/Investor Forum” agenda (July 14):

·   “Investor Pitch” Session: SIF exhibitors present directly to a panel of top investors. Examples of exciting new technologies presented include:

— Silicon thermo electronic technology enabling wearable devices to operate using energy from body heat

— Low cost, 3D printing technology for mass production

— CMP slurries with nano-sized contact release capsules to enable planarization of high aspect ratio structures

— Power management IC with reduced footprint and thickness

— Sensors based on silicon germanium capable of detecting a broader range of the IR spectrum

— Radically new, biomedical applications for semiconductor technology

·   Investor Panel discussion

·   Awards

·   New this year: Innovation Village Startup Showcase and Research Park is a new exposition segment that includes 20 emerging startups and 10 breakthrough research organizations in an interactive exposition showcase arena.

“Research and Innovation” agenda (July 15):

 ·   Advanced Research: Includes presentations from: SLAC National Accelerator Laboratory, International Consortium for Advanced Manufacturing Research, SUNY Network of Excellence – Materials & Advanced Manufacturing, Novati Technologies, MIST Center, Micro/Nano Electronics Metrology at NIST, Texas State University and Georgia Tech Heat Lab

·   INNOVATE Keynote and Reception at Innovation Village: An exclusive networking session for investors, SIF exhibitors and session partners.  Advanced registration is required.

Attendees at the Silicon Innovation Forum will include entrepreneurs engaged in silicon innovation, investment professionals from angel, venture, corporate and institutional communities, and senior executives from the microelectronics industries.

For information on exhibiting at the Silicon Innovation Forum, contact Ray Morgan, SEMI Americas at [email protected] or visit www.semiconwest.org/sif.

By Paula Doe, SEMI

As if scaling to 7nm geometries and going vertical with FinFETs, TSVs and other emerging technologies wasn’t challenge enough, the emerging market for connected smart devices will bring more changes to the semiconductor sector. And then there’s 3D printing looming in the wings.

Sometime between 2009 and 2010, there was a point of inflection, where the number of connected devices began outnumbering the planet’s human population. And these aren’t just laptops, mobile phones, and tablets – they also include sensors and everyday objects that were previously unconnected, says Tony Shakib, Cisco Systems VP IoE Vertical Solutions, who will talk about the impact of these changes on the chip industry at SEMICON West this summer in San Francisco.  Connected “things” may reach 25 to 50 billion by the year 2020, he projects. These connections of people, process, data and things will create opportunities for new revenue streams, new options for competitive advantage, and new operating models to drive both efficiency and value, potentially driving massive gains in efficiency, business growth, and quality of life, he suggests. “But as we connect the unconnected, this will require that we think differently about business strategy and IT, analytics, security, and more.”

Source: Cisco

Source: Cisco

Chip makers will need to provide easy-to-use IoT security for startups

One big change: some 50 percent of Internet of Things (IoT) solutions by 2017 will probably come from startups, according to Gartner’s projections.  “Whatever the exact percentage, the increased role of new and small players in the IoT edge devices will be a fundamental paradigm shift from the big companies that have conventionally dominated the electronics industry, says Gowri Chindalore, head of Technology and Business Strategy for Microcontrollers business group at Freescale, who will speak on the issue at SEMICON West’s “Monetizing the IoT: Opportunities and Challenges” session.  “And these startups’ knowledge of security is often very low.  So as IC makers we need to make it easy for them to do.” He suggests the best solution is to offer on-chip security features, such as secure storage, cryptographic accelerators, and tamper resistance mechanisms, and supplement them with a software dashboard that makes it easy for the systems maker to set up and enable the desired features appropriate for the application.  Though the encryption technology is very complex, by using library programs and selling in volume, the actual cost can probably be reduced to a few cents per chip.

Security for the internet will also improve markedly within several years as passwords are replaced by personal transmitters that automatically send secure codes to websites at log on. Similarly, local aggregator devices at the edge for all the IoT devices in the house or the factory will serve as the security gateway to screen users or devices by transmitted codes or biometric sensors. “We need proliferation of these security features into even all the benign IoT gadgets in the house to protect the network, but consumers will be willing to pay the small extra cost for security — especially after a few more highly publicized instances of hacking,” he notes.

Designers combining more IP blocks face challenges in reliability and verification

The key challenge across the board from the design side for successful IoT devices will be figuring out how to combine the right component capabilities of sensors and memory and processing and connectivity and size and power for a compelling application, and then making the right tradeoffs in the architecture to make it all work, explains Steve Carlson, VP marketing, Cadence Design Systems, another speaker at SEMICON West. “IP blocks will be especially useful for smaller companies to add functions without necessarily having the in house expertise,” he notes.  But combining the blocks will challenge many users by dramatically new issues of isolating noisy analog parts from the digital as they add RF and sensors that they haven’t had to deal with before, and all at near-threshold and ultralow power.  That will mean more issues with variation and reliability, and verification will increasingly need to include both hardware blocks and software together, so emulation will become more critical, he notes.

Fabs may need to deal with more diverse processes, but may improve productivity

“The IoT will drive demand for more IC manufacturing across a wide range of technologies, from the most advanced logic process to high voltage devices and MEMS, all with diverse requirements,” says Peter Huang, VP Field Technical Support, TSMC North America, another speaker. He notes that MEMS and other emerging devices, ranging from micro-lenses for machine vision to batteries to power wireless sensors, will require some unique tools and processes, and will be less easily scalable than CMOS.  Material handling and the need for isolated lines will create additional challenges. “Heterogeneous integration will require 2.5D packaging for both form factor and cost,” he suggests. “And the real challenge will be high volume manufacturing and IP interface at the package level.”

Though manufacturing equipment is already highly automated and interconnected, the availability of hundreds of low-cost, connected sensors may bring opportunities to increase tool automation and productivity, he adds.

IoT graphic 2

Compact integration of multiple chip and sensor technologies for IoT devices will demand more sophisticated system- in-package technology.  The new Apple Watch has 30 components in its core S1 SiP, all packed on to a 26mm x 28mm motherboard and overmolded with a conventional IC packaging resin compound. (from Chipworks)

Progress on technology for 3D printing of tooling and components

Then there’s the disruptive potential for 3D printing some of the tooling and components all along the supply chain to speed time to market, allow more customization, reduce weight and simplify dealing with legacy parts — if the process can meet the required quality and cost. Phillip Trinidad, president of service provider Proto Café, who has worked with semiconductor sector players,  argues that progress in optimizing designs now means additive manufacturing is increasingly becoming suitable not just for prototyping, but also for production of specialty parts in performance plastics.

In addition, there’s recent progress in 3D printing for challenging metal industrial parts, which will be addressed at SEMICON West “Factory of the Future: Disruptive Technologies from IoT to 3D Printing — Impact on the Semiconductor Manufacturing Sector” session. Ryan Dehoff, lead for Metal Additive Manufacture at Oakridge National Laboratory, will provide an update on the current state of the art for printing in metal, while Wayne King, director of the Initiative for Accelerated Certification of Additive Manufactured Metals, will talk about the progress on speeding qualification of the additive metal parts by modeling and inline process monitoring and control.

Along with the regular coverage of next-generation scaling technology, SEMICON West 2015 will also address the impact of the Internet of Things and 3D printing on manufacturing technology across the semiconductor supply chain, as well as related developments in MEMS, emerging non-volatile memory technology, and automotive and biomedical applications. Please visit www.semiconwest.org.

SEMI today announced the update of its World Fab Forecast report for 2015 and 2016. The report projects that semiconductor fab equipment spending (new, used, for Front End facilities) is expected to increase 11 percent (US$38.7 billion) in 2015 and another 5 percent ($40.7 billion) in 2016. Since February 2015, SEMI has made 282 updates to its detailed World Fab Forecast report, which tracks fab spending for construction and equipment, as well as capacity changes, and technology nodes transitions and product type changes by fab.   

Capital expenditure (capex without fabless and backend) by device manufacturers is forecast to increase almost 6 percent in 2015 and over 2 percent in 2016. Fab equipment spending is forecast to depart from the typical historic trend over the past 15 years of two years of spending growth followed by one of decline.  For the first time, equipment spending could grow every year for three years in a row: 2014, 2015, and 2016.

The SEMI World Fab Forecast Report, a “bottoms up” company-by-company and fab-by-fab approach, lists over 48 facilities making DRAM products and 32 facilities making NAND products. The report also monitors 36 construction projects with investments totaling over $5.6 billion in 2015 and 20 construction projects with investments of over $7.5 billion in 2016.  

According to the SEMI report, fab equipment spending in 2015 will be driven by Memory and Foundry ─ with Taiwan and Korea projected to become the largest markets for fab equipment at $10.6 billion and $9.3 billion, respectively. The market in the Americas is forecast to reach $6.1 billion, with Japan and China following at $4.5 and $4.4 billion, respectively. Europe/Mideast is predicted to invest $2.6 billion. The fab equipment market in South East Asia is expected to total $1.2 billion in 2015.

Learn more about the SEMI World Fab Forecast and plan to attend the SEMI/Gartner Market Symposium at SEMICON West 2015 on Monday, July 13 for an update on the semiconductor supply chain market outlook. In addition to presentations from Gartner analysts, Christian Dieseldorff of SEMI will present on “Trends and Outlook for Fabs and Fab Capacity” and Lara Chamness will present on “Semiconductor Wafer Fab Materials Market and Year-to-Date Front-End Equipment Trends.”   

Fab Equipment Spending
(for Front-End Facilities, includes new, used, in-house)

 

2014

(US$B)

2015

(US$B)

Year-over-Year

Americas

7.8

6.1

-22%

China

4.1

4.4

10%

Europe and Mideast

2.2

2.6

18%

Japan

3.8

4.5

17%

Korea

7.4

9.3

27%

SE Asia

1.1

1.2

2%

Taiwan

8.5

10.6

25%

Total

34.9

38.7

11%

Source: SEMI World Fab Forecast Reports (May 2015)Totals may not add due to rounding

By Lara Chamness, Industry Research and Statistics, SEMI

As the fabless business model has transformed the semiconductor manufacturing landscape, Taiwan and South Korea have undeniably grown into key semiconductor producing regions. However, it should be noted that North America is home to Intel, Texas Instruments, Micron, GLOBALFOUNDRIES, Freescale, Fairchild, Microchip, ON Semiconductor, significant operations of Samsung, and other manufacturers.  As a result, North America accounts for 15 percent (without discretes) of the global total installed fab capacity in 2014 according to the SEMI Fab database.

SEMI graphic 1--2014_Global_Fab_Capacities_0

Due to the presence of leading device manufacturers, North America represents a significant portion of the new equipment market; for the last two years, North America was the second largest market for semiconductor manufacturing equipment. In 2011, North America was the largest market for new equipment. While spending is expected to decline in the region this year, it is anticipated that device manufacturers in North America will still spend about $7 billion on new equipment this year.

SEMI graphic 2--Regional_Equipment_Markets_2010_2014

With such a large installed fab base, North America also claims a significant portion of the wafer fab materials market.  Comparing global fab capacity to global wafer fab market share, North America represents 18 percent of the Wafer Fab Materials market compared to 15 percent of global fab capacity. This is due to the advanced device manufacturing that occurs in the region, which requires more advanced materials which fetch higher average selling prices. The same phenomenon occurs in Taiwan and Europe as well.

SEMI graphic 3--Regional_Wafer_Fab_Materials_Markets

Even though the equipment market is expected to decline in North America this year, the Wafer Fab Materials Market is expected to increase amodest 3 percent. This is due to equipment purchased and installed last year becoming operational. The semiconductor manufacturing market in North America is still very much alive and innovating, whether it be for advanced manufacturing or chip design, companies in North America have proven adept at evolving with the industry.

Plan to attend the SEMI/Gartner Market Symposium at SEMICON West 2015 on Monday, July 13 for an update on the semiconductor market outlook.

SEMI this week announced the SEMICON West 2015 test and packaging program agendas. In addition to over 650 exhibitors, SEMICON West will feature more than 180 total hours of programs — including free technical, applications and business events as well as exclusive programs. Discounted registration for SEMICON West 2015 ends June 5.

Exclusive programs include the three-day Semiconductor Technology Symposium (STS), a comprehensive technology and business conference, addressing the key issues driving the future of semiconductor manufacturing and markets. This year, STS programs on Packaging and Test include:

  • The Very Big Picture, the Future of Semiconductor Packaging Technology (July 14) — with speakers from 3MTS, AMD, Oracle, and more; plus a panel discussion on “Value vs. Cost”
  • Packaging: Digital Health and Semiconductor Technology (July 14) — with speakers from Cisco, Medicustek, GE Global Research Center, Medtronic, and more
  • Test Vision 2020The Road to the Future of Test  (July 15-16) — with keynote from Kaivan Karimi, VP at Atmel, Inc. plus speakers Brad Shaffer of IHS and Thomas Burger of AMS. Sessions include: Wireless Test in the IoT Era; Unique Test Flows for New Cost Challenges; and Advanced Packaging, Advanced Test Challenges. Panel sessions will discuss “How Secure is your Test Data, Really?” and “What Does RF Test Look like in Five Years? Future Solutions for Lowering the Cost of Transceiver Tests”

In addition, two packaging and test sessions will be offered as part of the TechXPOT program on the exhibition floor (free to exposition attendees):

  • Automating Semiconductor Test Productivity (July 14) — a panel of experts from the semiconductor test community, including representatives from TI, STMicro and ASE,  will discuss challenges and opportunities for automating test operations to maximize productivity
  • Auto Utopia: Gearing up Semiconductor to Turns Dreams to Reality (July 15) — with speakers from ASE, Gartner, PRIME Research, ASE Singapore, and more (session partner: MEPTEC)

Other key segments at SEMICON West 2015 include:

  • Global Business Outlook
  • Semiconductor Fabrication, Equipment and Materials
  • The Internet of Things
  • MEMS
  • Flexible Hybrid Electronics
  • Sustainable Manufacturing
  • Next-Generation Products

SEMICON West (www.semiconwest.org) continues to feature a full set of complimentary programs, including keynote addresses, executive panels, technical and business sessions.  The Tuesday Keynote Panel features imec, Qualcomm, and Stanford University tackling the issue of “Scaling the Walls of sub-14nm Manufacturing.” Doug Davis, senior VP and GM, IoT Group at Intel, will present the Wednesday Keynote.

To view a SEMICON West 2015 “schedule at-a-glance,” click here.  Discounted pricing is available through June 5.  Early-bird pricing for the Semiconductor Technology Symposium (STS), Test Vision 2020, and Sustainable Manufacturing Forum (SMF) also applies through June 5.  Register now to save: www.semiconwest.org/Participate/RegisterNow

By Paula Doe, SEMI

Ever growing volumes of data to be stored and accessed, and advancing process technologies for sophisticated control of deposition and etch in complex stacks of new materials, are creating a window of opportunity for an emerging variety of next-generation non-volatile memory technologies.  While flash memory goes vertical for  higher densities, resistive RAM and spin-transfer magnetic RAM  technologies are moving towards commercial manufacture for  initial applications in niches that demand a different mix of speed,  power and endurance than  flash or SRAM. This article delves into some of the topics that will be addressed at SEMICON West 2015.

Micron: Memory Needs to go Vertical

“Memory is going through a transformation, making it an exciting time to be in the sector, with both emerging opportunities and new challenges,” notes Naga Chandrasekaran, Micron Technology VP of process R&D, who will keynote the next-generation memory program at SEMICON West 2015.  As new applications in the connected world drive demand for increased storage, bandwidth, and smart memory, and as conventional planar memory scaling faces more challenges, memory suppliers across the industry face a transformation, requiring new emerging memory types and a transition from planar to vertical technology.

“Memory needs to go vertical to meet growing demands placed on performance, and that means a new set of process and equipment requirements,” says Chandrasekaran.  Scaling the vertical 3DNAND structures is no longer limited by the lithography, but instead is driven by the capability of the etch, film and characterization processes.  “Metrology and structure/defect characterization is a holdup for the entire sector, which is slowing down the cycle time for development,” he notes. “In addition, there are challenges in materials, structural scaling, equipment technology, and manufacturability on the new roadmap that need to be resolved.”

Everspin Targets ST-RAM on GLOBALFOUNDRIES’ 40nm 300mm Process in a Year

Everspin Technologies’ recently introduced 64Mb spin transfer torque MRAM makes a big jump in density over the company’s earlier 16Mb device, as switching the magnetization by a current of electrons of aligned spin allows much better selectivity than applying a magnetic field.  Manufacturing these spin-transfer devices has traditionally been a challenge, but the company claims it sees a clear roadmap to continue to increase the density. “We’re squeezing a 64Mb device on 90nm silicon out of the quarter-micron process equipment in our fab,” says VP of manufacturing Sanjeev Aggarwal, who will give an update on the technology at SEMICON West.  The company is in the process of transferring the technology to a 40nm process on 300mm wafers at partner GLOBALFOUNDRIES in the next year, to significantly reduce the cell size and spacing.

Aggarwal notes that the layers in the magnetic stack of the spin-transfer torque device (ST RAM) are similar in thickness to those of the earlier magnetic-field switched MRAM devices, which have already shipped some  50 million units. In the 28nm version of the ST-RAM, targeted for a couple of years out, the company plans to switch from an in-plane to a perpendicular structure, which will significantly improve efficiency to cut power consumption by an order of magnitude, though the material stack and processing will remain very similar.

Current deposition tools can provide the layer uniformity required for the many ultrathin layers of these magnetic stacks, and etching technology being developed with a vendor for cleanly removing these non-volatile magnetic material looks promising for 40nm, says Aggarwal. Key is the company’s IP for depositing the tunnel barrier MgO and for stopping the etch uniformly on the tunnel barrier when etching the magnetic stack. “These deposition and etch technologies should extend to 1Gb without much change, though at 16Gb we may need something new,” he adds. “In the next several years we will need help from vendors on better ways to clean up the etch residue, such as by ion milling after RIE, or encapsulating the stack to protect it before the next round of etching.”

Demand for the 64Mb ST-RAM is coming from buffer storage applications, such as high-end enterprise-class solid state drives, where an array of the fast-writing, non-volatile chips holds the data until it can be more permanently filed and stored, and where the high volumes of data require better endurance than flash,  reports Terry Hulett,  Evergreen VP Systems Engineering and GM Storage Solutions.  “As our products increase in density, we expect to serve the same function for bigger storage systems, like a whole rack of solid state drives,” he projects. The company also targets applications for potential power savings for the instant-on persistent memory, such as powering off the display buffer between every refresh cycles for mobile devices, or shutting down the server between operations.

Both Sanjeev Aggarwal (Everspin) and Naga Chandrasekaran (Micron Technology) will update SEMICON West attendees on the state of these emerging memory technologies in a TechXPOT.   In addition, Wei D. Lu (Crossbar), Robert Patti (Tezzaron), and Jim Handy (Objective Analysis) will provide analysis and updates at the July 14 event in San Francisco:

Crossbar Aims for Embedded ReRAM IP Blocks from Foundry by End of Year

ReRAM suppliers, meanwhile, argue that their technology potentially offers better prospects for scaling and lower costs than either flash or spin-based MRAM, although it is still a ways from a commercial volume process.   Crossbar Co-founder and chief scientist Wei Lu, who will also speak at SEMICON West, says the company plans to deliver its ReRAM technology to strategic partners as an IP block for embedded non-volatile memory on logic chips from a leading-edge manufacturing foundry by the end of the year.  The company’s approach stores data by changing the resistance by forming a conductive metallic bridge through a resistive layer of amorphous silicon sandwiched between two electrode layers.

Lu says the devices are being made with two-mask steps on top of the CMOS transistors in a leading foundry.  Key to improving performance to commercial levels and achieving very dense crossbar arrays, he notes, is the addition of a high speed selector device on top of the memory layer.  This layer blocks unwanted sneak currents at low voltages and turns on at the threshold level to enable formation of the conduction bridge. “It’s like a volatile RAM stacked on top of the ReRAM, with nanosecond recovery time,” he explains. “This brings the on/off selectivity up to 108.”

Initial target market is chip makers who want to embed nonvolatile memory directly in the logic fab, for low-power applications like the IoT, with faster speed and higher endurance than flash.  But ultimately the company targets the bigger market of stand-alone enterprise data storage with lower read and write latencies.  “We expect to offer Gigabit-level density at faster speed than NAND flash by around 2017,” claims Lu.  He figures ReRAM and STT RAM will both find their place in the more diverse memory market of the future, with SST RAM offering better endurance, and ReRAM offering higher density and lower cost.

Tezzaron Reports High ReRAM Yields from Repair and Remapping through Multilayer Stack

Tezzaron Semiconductor takes a different approach to ReRAM, storing data by moving oxygen vacancies instead of metal ions across the thin layers to change resistance.  CTO Robert Patti, another SEMICON West speaker, credits the Tezzaron fab’s ALD technology for the tight control of layer uniformity required to build its 16-tiers of ReRAM cells on top of a CMOS transistor tier from another foundry.  Controlling the chemistry of the layering and the reaction is a challenge, but the tiers allow dynamic repair and remapping of defective cells, which Patti claims can enable yields of up to 98%.  “The possibility to repair across the vertical structure makes defect density less of an issue, and lets us deal with materials and processes that are less mature,” he notes.

Patti says his company’s aerospace/military customers, who need a non-volatile option with better endurance than flash memory, will likely move to ReRAM within a couple of years.  Server makers are also starting to look at the potential for adding a new intermediate level of memory, between the solid state disk and the DRAM, which could potentially significantly improve server performance in analyzing big data by holding big chunks of data for faster access at lower power. It might also reduce system-level costs, although it will require changes in operating system architecture to use it effectively, and sophisticated programming algorithms to manage the memory to limit wear.  Demands on the intermediate storage memory should be limited enough that the ReRAM target endurance of 10cycles should be sufficient, though it remains lower than DRAM’s 1015.  If ReRAM endurance reaches 1012 cycles, the nonvolatile, instant-on memory could become a viable replacement for mobile memory, Patti suggests.

Vertical NAND is appealing because it’s more familiar, which has probably delayed interest in ReRAM.  But ReRAM has a smaller cell size so may ultimately be easier to scale and more cost effective,” argues Patti.

Costs Remain the Challenge

“The only thing that ultimately matters in memory is cost,” argues Objective Analysis analyst Jim Handy, another speaker, pointing out that the target aerospace and enterprise storage applications remain small markets, and volumes are not high enough yet to build up deep understanding of the new materials used, so there will be bumps in the road to come.  But as costs come down as MRAM and ReRAM scale to higher densities, he expects them to gradually take over more mainstream applications, starting with the highest cost memories, so first SRAM (especially SRAM with battery backup), then NOR flash, DRAM and finally NAND flash — perhaps by ~2023.  “We have been predicting that 2017 is the earliest we’ll see significant penetration of 3D NAND into the planar NAND market,” he notes. “And now that some suppliers are saying it will be 2017, it makes me think it may be longer.”

On July 14, all of these industry leaders will present at SEMICON West at the emerging memory technologies TechXPOT (www.semiconwest.org/node/13781). Register now and save $100 off registration.

SEMI today announced the SEMICON West 2015 technical and business program agenda tackling the most important issues facing the future of semiconductor manufacturing. In addition to the exposition with over 650 exhibitors planned, SEMICON West will feature over 180 total hours of programs —  including free technical, applications and business programs as well as an extensive lineup of exclusive programs. Discounted registration for SEMICON West ends June 5.

Exclusive programs include the three-day Semiconductor Technology Symposium (STS) conference, a comprehensive technology and business conference addressing the key issues driving the future of semiconductor manufacturing and markets. STS is offered as an intensive professional conference, with paid guaranteed classroom-style seating, lunch, and networking breaks. Aligned with the latest inputs from technology roadmaps, sessions at the STS will focus on the significant trends shaping near-term semiconductor technology and market developments in key areas including:

  • Semiconductor Manufacturing: Current Challenges and Future Opportunities for the Supply Chain
  • Adjacent Spaces: Strategies for Executing Expansion into Adjacent Markets
  • Packaging: The Very Big Picture 
  • Packaging: Digital Health and Semiconductor Technology
    • Test Vision 2020 (Automated Test Equipment)
    • Interconnect Technology for High-Performance Computing
    • Making Sense of the Lithography Landscape: Cost and Productivity Issues below 14nm and Path(s) to 5nm
    • Scaling Transistors: HVM Solutions Below 14nm; Getting to 5nm
    • Flexible Hybrid Electronics for Wearable Applications – Challenges/Solutions
    • Interconnect Technology for High-Performance Computing

In addition to the STS conference, SEMICON West continues to feature a full set of complimentary programs, including keynote addresses, executive panels, technical and business sessions.

The Tuesday Keynote Panel includes Jo De Boeck, senior VP and CTO of imec; Mike Campbell, senior VP of Engineering at Qualcomm; and Subashish Mitra, associate professor at Stanford University who will tackle the issue of “Scaling the Walls of sub-14nm Manufacturing.” Doug Davis, senior VP and GM, IoT Group at Intel, will present the Wednesday Keynote.

SEMICON West TechXPOT conference sessions on the exhibition floor are also provided free to exposition attendees. Sessions at the TechXPOTs are developed for engineers, technologists, and business leaders seeking solutions to key technology challenges, exploring cutting-edge and future technology developments and assessing their impact on the semiconductor supply chain. Developed in conjunction with SEMI technical committees, partner organizations, and technologists, the TechXPOT agenda will provide a deeper view of key technology developments and their business impact:

  • What’s Next for MEMS?
  • Automating Semiconductor Test Productivity
  • Emerging Generation Memory Technology: Update on 3D NAND, MRAM and RRAM
  • Materials Session: Contamination Control in the Sub-20nm Era
  • Subsystem and Component Suppliers at Critical Cross Roads to Deliver on Yield and Productivity
  • Equipment and Materials Opportunities for Flexible Hybrid Electronics
  • Packaging Session: Auto Utopia — Gearing up Semiconductor to Turn Dreams to Reality
  • The Evolution of the New 200mm Fab for the Internet of Everything
  • Monetizing the IoT: Opportunities and Challenges for the Semiconductor Sector
  • CMP Technical and Market Trends
  • Factory of the (Near) Future: Using Industrial IoT in Semiconductor Manufacturing Sector
  • Update on Industry Status of 450mm

Other key programs include:

  • Silicon Innovation Forum Conference is a two-day innovation conference that includes a one-day startup/investor forum and a one-day research forum.
  • Sustainable Manufacturing Forum is a three-day event starting on July 13; it delves into issues of Regulatory Compliance, Sustainable Technologies, and Sustainable Supply Chains.
  • “Bulls and Bears,” a session where a panel of technical and financial thought leaders address provocative questions on the state of the microelectronics industry and the outlook for the future.

Discounted registration for SEMICON West 2015 (www.semiconwest.org) through June 5.  Early-bird pricing for the Semiconductor Technology Symposium (STS), Test Vision 2020, and Sustainable Manufacturing Forum (SMF) applies through June 5. Premier sponsors of SEMICON West 2015 include Applied Materials, KLA-Tencor, and Lam Research.

By Paula Doe, SEMI

In this 50th year anniversary of Moore’s Law, the steady scaling of silicon chips’ cost and performance that has so changed our world over the last half century is now poised to change it even further through the Internet of Things, in ways we can’t yet imagine, suggests Intel VP of IoT Doug Davis, who will give the keynote at SEMICON West (July 14-16) this year.  Powerful sensors, processors, and communications now make it possible to bring more intelligent analysis of the greater context to many industrial decisions for potentially significant returns, which will drive the first round of serious adoption of the IoT. But there is also huge potential for adding microprocessor intelligence to all sorts of everyday objects and connecting them with outside information, to solve all sorts of real problems, from saving energy to saving babies’ lives. “We see a big impact on the chip industry,” says Davis, noting the needs to deal with highly fragmented markets, as well to reduce power, improve connectivity, and find ways to assure security.

The end of the era of custom embedded designs?

The IoT may mean the end of the era of embedded chips, argues Paul Brody, IBM’s former VP of IoT, who moves to a new job this month, one of the speakers in the SEMICON West TechXPOT program on the impact of the IoT on the semiconductor sector.  Originally, custom embedded solutions offered the potential to design just the desired features, at some higher engineering cost, to reduce the total cost of the device as much as possible. Now, however, high volumes of mobile gear and open Android systems have brought the cost of a loaded system on a chip with a dual core processor, a gigabit of DRAM and GPS down to only $10.  “The SoC will become so cheap that people won’t do custom anymore,” says Brody. “They’ll just put an SoC in every doorknob and window frame.  The custom engineering will increasingly be in the software.”

Security of all these connected devices will require re-thinking as well, since securing all the endpoints, down to every light bulb, is essentially impossible, and supposedly trusted parties have turned out not to be so trustworthy after all. “With these SoCs everywhere, the cost of distributed compute power will become zero,” he argues, noting that will drive systems towards more distributed processing.  One option for security then could be a block chain system like that used by Bit Coin, which allows coordination with no central control, and when not all the players are trustworthy. Instead of central coordination, each message is broadcast to all nodes, and approved by the vote of the majority, requiring only that the majority of the points be trustworthy.

While much of the high volume IoT demand may be for relatively standard, low cost chips, the high value opportunity for chip makers may increasingly be in design and engineering services for the expanding universe of customers. “Past waves of growth were driven by computer companies, but as computing goes into everything this time, it will be makers of things like Viking ranges and Herman Miller office furniture who will driving the applications, who will need much more help from their suppliers,” he suggests.

Intel Graphics

Source: Intel, 2015

Adding context to the data from the tool

The semiconductor industry has long been a leader in connecting things in the factory, from early M2M for remote access for service management and improving overall equipment effectiveness, to the increased automation and software management of 300mm manufacturing, points out Jeremy Read, Applied Materials VP of Manufacturing Services, who’ll be speaking in another SEMICON West 2015 program on how the semiconductor sector will use the IoT. But even in today’s highly connected fabs, the connections so far are still limited to linking individual elements for dedicated applications specifically targeting a single end, such as process control, yield improvement, scheduling or dispatching.  These applications, perhaps best described as intermediate between M2M and IoT, have provided huge value, and have seen enormous growth in complexity. “We have seen fabs holding 50 TB of data at the 45nm node, increasing to 140 TB in 20nm manufacturing,” he notes.

Now the full IoT vision is to converge this operational technology (OT) of connected things in the factory with the global enterprise (IT) network, to allow new ways to monitor, search and manage these elements to provide as yet unachievable levels of manufacturing performance. “However, we’ve learned that just throwing powerful computational resources at terabytes of unstructured data is not effective – we need to understand the shared CONTEXT of the tools, the process physics, and the device/design intent to arrive at meaningful and actionable knowledge,” says Read.  He notes that for the next step towards an “Internet-of-semiconductor-manufacturing-things” we will need to develop the means to apply new analytical and optimizing applications to both the data and its full manufacturing context, to achieve truly new kinds of understanding.

With comprehensive data and complete context information it will become possible to transform the service capability in a truly radical fashion – customer engineers can use the power of cloud computation and massive data management to arrive at insights into the precise condition of tools, potentially including the ability to predict failures or changes in processing capability. “This does require customers to allow service providers to come fully equipped into the fab – not locking out all use of such capabilities,” he says. “If we are to realize the full potential of these opportunities, we must first meet these challenges of security and IP protection.”

Besides these programs on the realistic impact of the IoT on the semiconductor manufacturing technology sector, SEMICON West 2015, July 14-16 in San Francisco, will also feature related programs on what’s coming next across MEMS, digital health, embedded nonvolatile memory, flexible/hybrid systems, and connected/autonomous cars.