Category Archives: Semiconductors

Spin Memory, Inc. (Spin Memory), the MRAM developer, today announced a commercial agreement with Applied Materials, Inc. (Applied) to create a comprehensive embedded MRAM solution. The solution brings together Applied’s deposition and etch capabilities with Spin Memory’s MRAM process IP.

Key elements of the offering include Applied innovations in PVD and etch process technology, Spin Memory’s revolutionary Precessional Spin Current™ (PSC™) structure (also known as the Spin Polarizer), and industry-leading perpendicular magnetic tunnel junction (pMTJ) technology from both companies. The solution is designed to allow customers to quickly bring up an embedded MRAM manufacturing module and start producing world-class MRAM-enabled products for both non-volatile (flash-like) and SRAM-replacement applications. Spin Memory intends to make the solution commercially available from 2019.

“In the AI and IoT era, the industry needs high-speed, area-efficient non-volatile memory like never before,” said Tom Sparkman, CEO at Spin Memory. “Through our collaboration with Applied Materials, we will bring the next generation of STT-MRAM to market and address this growing need for alternative memory solutions.”

“Our industry is driving a new wave of computing that will result in billions of sensors and a dramatic increase in data generation,” said Steve Ghanayem, senior vice president of New Markets and Alliances at Applied Materials. “As a result, we are seeing a renaissance in hardware innovation, from materials to systems, and we are excited to be teaming up with Spin Memory to help accelerate the availability of a new memory.”

IC Insights’ November Update to the 2018 McClean Report, released later this month, includes a discussion of the forecasted top-25 semiconductor suppliers in 2018 (the top-15 2018 semiconductor suppliers are covered in this research bulletin).  The Update also includes a detailed five-year forecast of the IC market by product type (including dollar volume, unit shipments, and average selling price).

The expected top-15 worldwide semiconductor (IC and O-S-D—optoelectronic, sensor, and discrete) sales ranking for 2018 is shown in Figure 1.  It includes seven suppliers headquartered in the U.S., three in Europe, two each in South Korea and Japan, and one in Taiwan.  After announcing in early April 2018 that it had successfully moved its headquarters location from Singapore to the U.S., IC Insights now classifies Broadcom as a U.S. company.

In 2Q18, Toshiba completed the $18.0 billion sale of its memory IC business to the Bain Capital-led consortium. Toshiba then repurchased a 40.2% share of the business.  The Bain consortium goes by the name of BCPE Pangea and the group owns 49.9% of Toshiba Memory Corporation (TMC).  Hoya Corp. owns the remaining 9.9% of TMC’s shares.  The new owners have plans for an IPO within three years. Bain has said it plans to support the business in pursing M&A targets, including potentially large deals.

As a result of the sale of Toshiba’s memory business, the 2018 sales results shown in Figure 1 include the combined sales of the remaining semiconductor products at Toshiba (e.g., Discrete devices and System LSIs) and NAND flash sales from Toshiba Memory Corporation.

In total, the top-15 semiconductor companies’ sales are forecast to jump by 18% in 2018 compared to 2017, two points higher than the expected total worldwide semiconductor industry 2018/2017 increase of 16%.  The three largest memory suppliers—Samsung, SK Hynix, and Micron—are each forecast to register greater than 25% year-over-year growth in 2018 with SK Hynix expected to log the highest growth among the top 15 companies with a 41% surge in sales this year.  All of the top-15 companies are expected to have sales of at least $8.0 billion in this year, two companies more than in 2017.  Nine of the top-15 companies are forecast to register double-digit year-over-year growth in 2018.  Moreover, five companies are expected to have ≥20% growth, including four of the big memory suppliers (Samsung, SK Hynix, Micron, and Western Digital/SanDisk) as well as Nvidia.

Figure 1

The largest move upward in the ranking is forecast to come from Western Digital/San Disk, which is expected to move up three spots to the 12th position.  In contrast, NXP is expected to fall two places to 13th with a sales increase of only 1% this year.  However, the worst-performing company in the ranking is forecast to be Qualcomm with a semiconductor revenue decline of 3% this year, the only top-15 company expected to register a drop in sales.

Intel was the number one ranked semiconductor supplier in 1Q17 but lost its lead spot to Samsung in 2Q17. It also fell from the top spot in the full-year 2017 ranking, a position it had held since 1993.  With the strong surge in the DRAM and NAND flash markets over the past year, Samsung is forecast to go from having 7% more total semiconductor sales than Intel in 2017 to having 19% more semiconductor sales than Intel in 2018.

Memory devices are forecast to represent 84% of Samsung’s semiconductor sales in 2018, up three points from 81% in 2017 and up 10 points from 71% just two years earlier in 2016.  Moreover, the company’s non-memory sales in 2018 are expected to be only $13.3 billion, up only 6% from 2017’s non-memory sales level of $12.5 billion. In contrast, Samsung’s memory sales are forecast to be up 31% this year and reach $70.0 billion.

The top-15 ranking includes one pure-play foundry (TSMC) and three fabless companies.  If TSMC were excluded from the top-15 ranking, Taiwan-based MediaTek would have been ranked in the 15th position with forecasted 2018 sales of $7.9 billion, up only 1% from 2017.

IC Insights includes foundries in the top-15 semiconductor supplier ranking since it has always viewed the ranking as a top supplier list, not a marketshare ranking, and realizes that in some cases the semiconductor sales are double counted.  With many of our clients being vendors to the semiconductor industry (supplying equipment, chemicals, gases, etc.), excluding large IC manufacturers like the foundries would leave significant “holes” in the list of top semiconductor suppliers.  Foundries and fabless companies are identified in the Figure.  In the April Update to The McClean Report, marketshare rankings of IC suppliers by product type were presented and foundries were excluded from these listings.

Overall, the top-15 list is provided as a guideline to identify which companies are the leading semiconductor suppliers, whether they are IDMs, fabless companies, or foundries.

Toyoda Gosei Co., Ltd. will establish a Corporate Venture Capital Department in January 2019. This new department will serve as the company’s center for flexible and swift investment in startups and venture capital to accelerate open innovations for practical application and commercialization of new technologies and products.

Toyoda Gosei formulated its medium and long-term business plan, the 2025 Business Plan, in May 2018 as a guide to acting flexibly and rapidly in a dramatically changing business environment. In a key area of activities in the Plan, “Venture into Innovation and New Mobility,” the company is developing e-Rubber, a next-generation artificial muscle for robots and other applications, modular automotive products with human-machine interface functionality that will serve as a bridge between humans and automobiles in autonomous driving, and other new technologies and products.

In order to commercialize them, the Corporate Venture Capital Department will invest quickly in startups that are promising for synergy with Toyoda Gosei’s core technologies. The department will have an operating budget of 3 billion yen, and will invest it for a period of two years starting in January 2019.

MRSI Systems (Mycronic Group) announces new demonstration capability at its sister company, Shenzhen Axxon Automation (Mycronic Group) facility in the Longhua district, Shenzhen, China. MRSI will be offering local demonstrations of its market leading MRSI-HVM3 die bonder and also die bonding applications using customer’s sample materials, by arrangement.

This offers existing and prospective customers in China the opportunity to review the detailed performance capability of the MRSI-HVM3 in a local setting, supported by MRSI’s world-class local application engineers for a quick turn-around of product demonstration and die bonding sample building. The MRSI-HVM3 product family delivers industry-leading speed, future-proof high precision (< 3 micrometers), and superior flexibility for true multi-process, multi-chip, high-volume production. The superior performance is enabled by dual head, dual stage, integrated “on-the-fly” tool changer, ultrafast eutectic stage, and multi-levels of parallel processing optimizations.

The MRSI-HVM3 is designed for specific applications including Chip-on-Carrier (CoC), Chip-on-Submount (CoS), and Chip-on-Baseplate (CoB) assembly using eutectic and/or epoxy stamping die bonding. This also provides great opportunities to discuss with MRSI’s local process experts for solutions within the extended product configurations of HVM3e, HVM3P, H3TO, and H3LD. These configurations are based upon the same design as HVM3 but configured specifically for local top heating, inline conveyor CoB, AOC and gold-box packaging, WDM & EML TO-can packaging and high power laser diode packaging, respectively.

MRSI Systems Launches MRSI-HVM3P for New Applications

MRSI-H3TO Die Bonding Product Family Targeted at the 5G Wireless Network Supply Chain

MRSI-H3LD Die Bonder Targeted at the High Power Diode Laser Market

Entegris Inc. (Nasdaq: ENTG) announced today the grand opening of its expanded, state-of-the-art clean manufacturing facility in Kulim, Malaysia. With a $30M USD investment, Entegris has increased the manufacturing capacity of the Kulim facility by 30%, ensuring the company is a steadfast partner for the leading semiconductor makers for years to come.

The Fourth Industrial Revolution is having a massive impact on IC manufacturing. New technologies are requiring an enormous number of chips and a greater emphasis on the performance and reliability of those chips.  “This new standard calls on solutions that will enable the future of technology and we are seeing this through the increase in demand for our leading wafer handling products” said Bertrand Loy, president and CEO, Entegris. “To meet this surge, we have expanded our Kulim manufacturing capacity and capabilities, adding new tooling, molding machines, and numerous updates to the assembly area to create a superior and unparalleled manufacturing facility.”

“This expanded state-of-the-art clean manufacturing facility enables Entegris to support wafer and reticle handling demand on a global basis for leading nodes now and into the future,” said Bill Shaner, senior vice president of Advanced Materials Handling Division, Entegris. “This expansion clearly aligns with the evolving needs of the industry addressing both the high demand for our award-winning FOUPs and also the emergent need for Entegris’s ASML-qualified EUV reticle pods, which are critical for logic makers adopting the most advanced lithography processes.”

SEMI, the global industry association serving the electronics manufacturing supply chain, today voiced support and encouragement for trade discussions between U.S. President Donald Trump and People’s Republic of China President Xi Jinping – talks that are planned for Dec. 1 during the G20 Summit in Argentina. Representing the semiconductor industry end-to-end, from chip design through manufacturing, SEMI expressed hope for a deal and offered principles beneficial to the global microelectronics manufacturing supply chain.

“With SEMI members being key enablers of the more than $2 trillion electronics manufacturing supply chain, SEMI has a clear foundational mission based on free and fair trade, open markets, and support for international laws governing IP, cybersecurity and national security,” said Ajit Manocha, SEMI president and CEO. “Adhering to these principles benefits all SEMI member companies and the global ecosystem of industries and applications enabled by semiconductor manufacturing. I commend our global government leaders for returning to the negotiating table.”

Recent tariffs and trade tensions, on top of newly imposed and rumored export controls, have complicated the global electronics manufacturing supply chain, forcing many SEMI member companies to rethink their investment strategies. Over the past six months, SEMI has testified that tariffs threaten to undercut the ability of many SEMI members to sell overseas by increasing costs, stifling innovation, and curbing U.S. technological leadership.

SEMI continues to educate U.S. lawmakers, as well as governments worldwide, about the critical importance of free and fair trade, open markets, and respect and enforcement of IP for all players in the global electronics manufacturing supply chain. As part of this initiative, SEMI is providing the 10 Principles for the Global Semiconductor Supply Chain in Modern Trade Agreements below to government officials and encouraging them to include these guidelines in forward-looking agreements.

These core principles outline the primary considerations for balanced trade rules that benefit SEMI members around the world, strengthen innovation and perpetuate the societal benefits of affordable microelectronics – essential components in all advanced communications, computing, transportation, healthcare and consumer electronics.

10 Principles for the Global Semiconductor Supply Chain in Modern Trade Agreements

1. Affirm principles of non-discrimination.

Non-discriminatory treatment is a central tenet of the global trading system. SEMI strongly believes that any trade deal should provide that all products from a party to the deal cannot be put at a competitive disadvantage in any other party’s market. Related, any agreement must be fully compliant with the World Trade Organization’s rules.

2. Maintain strong respect for intellectual property and trade secrets through robust safeguards and significant penalties for violators.

Protection for intellectual property are essential for the semiconductor industry. These standards enable the ability to innovate and grow. SEMI supports robust copyright standards, strong patent protections, and regulations that safeguard industrial design. SEMI also strongly supports rules that preserve trade secrets protection, including establishing criminal procedures and penalties for theft, including by means of cyber theft.

3. Remove tariffs and end technical barriers on semiconductor products.

Parties should eliminate tariffs and technical barriers on semiconductors and all technology products, that rely on electronic chips. Removing tariffs and technical barriers is crucial for businesses, especially for small and medium-sized enterprises, in penetrating new markets. Related, any trade deal should open markets for services providers, ensuring that all face fair and transparent treatment.

4. Simplify and harmonize the customs and trade facilitation processes.

The trade deals should include strong commitments on customs procedures and trade facilitation to ensure that border processing will be quick, transparent, and predictable. The parties should also work to use electronic customs forms to expedite customs processing.

5. Combat any attempts of forced technology transfer.

All trade deals should have clear and firm rules that prohibit countries from requiring companies to transfer their technology, intellectual property, or other proprietary information to persons in their respective territories.

6. Enable the free flow of cross-border data.

In today’s global economy, all industries, including the semiconductor industry, rely on the free flow of data. Countries should refrain from putting in place unjustifiable regulations that limit the free flow of information, which simply serve to curb innovation and impact growth. SEMI supports provisions that enable the movement of data, subject to reasonable safeguards for privacy and other protections.

7. Eliminate forced data localization measures.

Many countries have created laws that require physical infrastructure and data centers in every country they seek to serve, which adds unnecessary costs and burdens. Forward-looking policies should eliminate the use of forced data localization measures.

8. Harmonize global standards to achieve “one standard, one test, accepted everywhere.”

Businesses should not have to face different standards for each market they serve. Global standards, driven by industry, should be market-oriented, and there should be strong commitments on transparency, stakeholder participation and coordination.

9. Create transparent rules for state-owned and -supported enterprises to ensure fair and non-discriminatory treatment.

SEMI supports a trade deal that contains robust commitments to ensure that state-owned and -supported enterprises compete based on performance, quality and price, as opposed to discriminatory regulation, opaque subsidies, favoritism, or other tools that artificially benefit state-backed businesses.

10. Establish protections for companies and individuals that respect privacy while also balancing security.

Any trade deal should have firm consumer protections, including privacy, that enables ease of use, but also does not forgo security. SEMI support efforts to use encryption products in support of this venture and also believes that parties should work to advance efforts on cybersecurity through self-assessment, declaration of conformity, increased cooperation and information sharing, all of which will help prevent cyber-attacks and stop the diffusion of malware.

Semiconductor Research Corporation (SRC), today announced that SK hynix, a global leader in producing semiconductors including DRAM and NAND Flash memory, has signed an agreement to join SRC’s research consortium. SK hynix will participate in multiple SRC research initiatives including; Global Research Collaboration (GRC) and the New Science Team (NST) project.

GRC, a worldwide research program with 17 industrial sponsors is comprised of nine design and process technology disciplines. SK hynix will participate in SRC’s Nanomanufacturing Materials and Processes and Logic & Memory Devices research programs that focus on new device structures, memory alternatives, materials, and processes.

The NST project, a consortium consisting of 12 industrial sponsors and three government agencies is a 5-year, $300 million SRC initiative launched this January. NST consists of two complementary research programs: JUMP (Joint University Microelectronics Program) and nCORE (nanoelectronics Computing Research), which will advance new technologies focused on high- performance, energy-efficient microelectronics for communications, computing and storage needs for 2025 and beyond.

“The entire SRC team joins me in welcoming SK hynix to our distinguished membership of industry leaders from around the world”, said Ken Hansen, President and CEO of SRC. “SK hynix has an impressive history that showcases how ingenuity and innovative thinking can advance technology at a progressive pace. We look forward to a long, successful relationship with SK hynix as we push the limits of imagination and innovation.”

“SK hynix’s fundamental objective to surpass technological boundaries through propelling innovation has brought us to this association with SRC”, said Jinkook Kim, Head of R&D at SK hynix. “We recognize the significant impact that collaborative research programs such as those underway at SRC have in moving our industry forward. Strategic partnerships in research and development will help drive the Fourth Industrial Revolution with AI and autonomous vehicles leading the way.”

Today’s announcement is significant as the top 5 global semiconductor companies are now members of SRC. SK hynix represents the 8th non-U.S. headquartered company to join SRC as it seeks to expand its global presence. Industry sponsors are invited to explore the possibilities at SRC.

Pfeiffer Vacuum, a provider of high-tech vacuum solutions for the semiconductor, industrial, coating, analytical and R&D markets, opened up a new 27,000 square foot building in Nashua, NH, on October 25. This modern two-story construction will be the home of the North American headquarters for administration, sales, product management, marketing and customer care. In parallel, the former 24,000 square foot administration building has been converted into a Service Center of Excellence, bringing together under one roof all service activities for the major part of the Pfeiffer Vacuum product portfolio. State-of-the-art automated cleaning and test equipment is being utilized resulting in high-quality, fast repairs of the highest standards. Together with the service center in Austin, Texas with its strong presence in the semiconductor industry, Pfeiffer Vacuum has an ideal organization to serve the North American customers.

“With the completion of the two facilities, Pfeiffer Vacuum will be able to better support our valued customers throughout North America, while at the same time providing a modern, best-in-class work environment for our staff,” said Daniel Saelzer, President of Pfeiffer Vacuum Inc.

Pinnacle Imaging Systems, a developer of high dynamic range (HDR) Image Signal Processors (ISP) and HDR video solutions and ON Semiconductor, a provider of HDR capable image sensors, today jointly announced a new lower cost HDR video surveillance solution capable of capturing high contrast scenes (120 dB) with 1080p and 30 frames per second (fps) output. The new HDR video platform, running on the Xilinx Zynq 7030 SoC, meets the requirements to capture the highlight and shadow details of high contrast scenes, providing the market’s most-expansive dynamic range for surveillance and machine vision applications. The new surveillance solution will be demonstrated during the VISION trade fair (November 6-9, 2018). Camera, AI developers and media interested in seeing live product demonstrations can visit Avnet Silica /Avnet EMG GmbH booth (Hall 1 Stand 1C82) and talk to Pinnacle Imaging representatives.

The Pinnacle Imaging Systems Denali-MC HDR ISP IP Core has been ported to run on Xilinx technology and paired with ON Semiconductor’s AR0239 CMOS image sensor, maximizing the capability of the sensor’s unique three-exposure HDR. The Xilinx hardware-programmable SoC architecture enabled Pinnacle Imaging to develop a new custom sensor interface to support the AR0239 at a fraction of the cost and development time of other SoC or ASIC-based ISPs. Denali-MC’s advanced motion compensation algorithms minimize motion artifacts often associated with multi-exposure HDR capture and Pinnacle’s locally adaptive tone mapping algorithms accurately reproduce color and tonal gradations of high contrast scenes. With Pinnacle Imaging’s proprietary Ultra HDRTM technology, camera placement is no longer a concern. These powerful capabilities also provide camera and AI developers more accurate image data, increasing recognition system accuracy, making the solution ideal for surveillance cameras and machine vision systems, intelligent traffic systems, smart city, autonomous surveillance systems and more.

“As a technology partner, ON Semiconductor has been instrumental in providing the critical support necessary to bring this project to fruition,” said Alfred Zee, CEO of Pinnacle Imaging Systems. “The high dynamic range capabilities of the ON Semiconductor AR0239 sensor, coupled with the performance of the Xilinx Zynq SoC, make an ideal foundation for our Ultra HDR Surveillance Platform. Working closely with the ON Semiconductor team, we’ve been able to achieve the best possible HDR and low light performance from the AR0239 CMOS image sensor.”

Pinnacle Imaging also worked closely with the ON Semiconductor engineers to develop a new sensor interface to support the three-exposure HDR capture mode of the AR0239 CMOS image sensor.

“Pinnacle Imaging’s HDR merge and locally adaptive tone mapping IP achieve the best results from our AR0239 sensor not just in dynamic range but also with respect to accurate color and contrast reproduction,” said Gianluca Colli, VP and General Manager, Consumer Solutions Division of Intelligent Sensing Group at ON Semiconductor. “The flexibility of the Xilinx hardware programmable SoC architecture enabled them to be first-to-market to support our new three-exposure sensor design and serves as an important reference design going forward.”

The Pinnacle Imaging team further optimized its Denali-MC HDR ISP IP to fit into the smaller, cost-optimized Xilinx Zynq 7030 SoC, enabling competitive new markets for smart security and surveillance cameras.

“To be able to offer best in class solutions to our customers we evaluate many ISPs from different vendors. Pinnacle Imaging System’s Denali-MC ISP demonstrated exceptional image quality and HDR tone mapping results and we are excited to have Pinnacle using Xilinx,” said Christoph Fritsch, Senior Director, Industrial IoT Scientific and Medical Business Unit, Xilinx.

Micron Technology, Inc., (Nasdaq: MU) today announced that it has begun mass production of the industry’s highest-capacity and first monolithic 12Gb low-power double data rate 4x (LPDDR4x) DRAM for mobile devices and applications. This latest generation of Micron’s LPDDR4 memory brings key improvements in power consumption while maintaining the industry’s fastest LPDDR4 clock speeds, thereby delivering advanced performance for next-generation mobile handsets and tablets. In addition, Micron’s 12Gb LPDDR4x doubles memory capacity to offer the industry’s highest-capacity monolithic LPDDR4 without increasing the footprint compared to the previous generation product.

The exponential increase in usage of compute and data-intensive mobile applications such as artificial intelligence (AI), augmented reality (AR) and 4K video has been accompanied with demands by mobile users to maximize battery life and performance and increase capacity. Next-generation mobile devices that integrate multiple high-resolution cameras and increasingly use AI for image optimization also require higher DRAM capacities to support these features.

As the industry transitions towards deployment of 5G mobile technology, the memory subsystem in mobile handsets will have to support these dramatically higher data rates and the associated processing of data in real-time. New applications built upon 5G technology will also be able to leverage the increased capabilities of the memory subsystem to enable new and immersive user experiences.

As the industry’s highest-capacity monolithic mobile memory, Micron’s LPDDR4x DRAM delivers industry-leading bandwidth and power efficiency, along with the benefit of enabling higher DRAM capacities in the handset.

“Micron is a recognized pioneer in bringing low-power DRAM technology to the world and we once again have delivered another milestone with the launch of the industry’s first, highest-capacity monolithic 12Gb mobile DRAM,” Senior Vice President and General Manager of Micron’s Mobile Business Unit Raj Talluri said. “This latest generation of LPDDR4 enables mobile handset manufacturers to deliver a rich user experience for ultra-slim mobile devices as user demands for performance, capacity and longer battery life continue to rise as a result of data-intensive applications.”

The LPDDR4x DRAM will be produced based on 1Y-nm (10-nanometer-class) process technology, resulting in improved efficiency and reduction in battery power consumption. Micron’s LPDDR4x mobile DRAM is capable of reducing power by up to 10 percent at similar data rates of 4,266 megabits per second (Mb/s) compared to previous generations.

Micron 12Gb LPDDR4 memory solutions are available today. For more information, visit www.micron.com.