According to Wu, the 53 years old semiconductor industry now accounts for 0.6 percent of worldwide GDP. He sees the semiconductor growth rate converging to ~ 7%. For the period 2011-2015 he is forecasting four years of stability with “mild growth” He sees this as a period of consolidation where only bold companies (“the bold ones”) will continue significant R&D and CAPEX spending. Wu described growth in the semiconductor industry over the past several decades as being driven by key applications. Aerospace in the 1970s, mainframe computers in the 1980s, PCs in the 1990s (global penetration now ~ 20%) cell phones in the 2000s (global penetration ~ 60%) and smart appliances in he 2010s . Wu noted that all of the applications are still running in huge volumes today.

Wu sees the industry polarizing into two factions ; (a) the infrastructure faction consisting of manufacturing heavyweights and (b) a systems faction [ IBM, HP, Apple] using software to interweave their product solutions and worrying about “branding “ their products. To quote Wu “The manufacturing heavyweights are driven by the systems power houses”

When comparing front end and back end operations Wu quoted figures showing that from 1980 to today $500B in CAPEX has been spent on the front end operations (avg of $26B/yr) whereas only $133B has been spent on the back end.

Lerner also indicates that their new product family “AquiVantage” which provides metallization
for 3D Interposer and via last (backside) packaging is showing significant cost reduction for these applications.

AquiVantage uses the same basic technologies as the Alchimer’s wet processes for TSVs, reportedly providing concurrent wet deposition of TSV and front-side isolation, barrier, and copper fill/RDL, while eliminating CMP and dry deposition steps. It also supports smaller vias with higher aspect ratios. On the backside, the AquiVantage process allows selective maskless growth of the on-silicon isolation layer, eliminating an expose/develop/etch/clean lithography process cycle.

EVG

Wimplinger noted that they have 1 customer already in production and that several are very close. Although they are wary to name names without customer approval , we have all seen their joint announcements with Amkor and their equipment installed at the joint programs of Leti / ST Micro and Fraunhofer Dresden and Global Foundries.

When asked to sum up their activity in the now retired EMC-3D consortium of which they were a co-founder, Linder indicated that the EMC-3D roadshows were helpful to show the industry that there is a supply chain for 3DIC and that the technology was doable. Linder reports that by the end, there was a clear consensus on a std process flow and all in all he views this as a very successful collaboration.

EVG has recently announced that they have joined the Ga Tech 3D Systems Packaging Research Center as a Manufacturing Infrastructure Member. Linder indicates that their mission is to develop “â??¦technologies that will make silicon and glass interposers with TSVs a truly affordable packaging solution." EVG’s temporary bonding and debonding, chip-to-wafer bonding and lithography technology and process know-how will be included in the PRC’s Silicon and Glass Interposer Industry Consortium research program.

EVGs new inline metrology module reportedly allows customers to implement in line process control for thin wafer processing. The in line metrology module can detect a variety of process irregularities and defects during temporary bonding and debonding including the TTV (total thickness variation) of the carrier wafer, adhesive layer, bond stack and thinned wafer; bow/warp of the boded stack and voids in the bond interface.

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