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By Pete Singer

Semiconductor manufacturers use a variety of high global warming potential (GWP) gases to process wafers and to rapidly clean chemical vapor deposition (CVD) tool chambers. Processes use high GWP fluorinated compounds including perfluorocarbons (e.g., CF4, C2F6 and C3F8), hydrofluorocarbons (CHF3, CH3F and CH2F2), nitrogen trifluoride (NF3) and sulfur hexafluoride (SF6). Semiconductor manufacturing processes also use fluorinated heat transfer fluids and nitrous oxide (N2O).

Of these, the semiconductor industry naturally tends to focus its attention on CF4 since it is one of the worst offenders, with an atmospheric half-life of 50,000 years. “CF4 the hardest to get rid of and it’s one of the worst global warming gases,” said Kate Wilson, VP Marketing, Subfab Solutions – Semiconductor Division of Edwards. “We tend to use that as an indicator of how much of the other global warming gases, as well, are being emitted by the industry. If we’re dealing with that (CF4) well, we tend to be managing the rest of the gases pretty effectively.”

According to the Environmental Protection Agency (EPA), estimating fluorinated GHG emissions from semiconductor manufacture is complicated and has required a significant and coordinated effort by the industry and governments. It was historically assumed that the majority of these chemicals were consumed or transformed in the manufacturing process. It is now known that under normal operating conditions, anywhere between 10 to 80 percent of the fluorinated GHGs pass through the manufacturing tool chambers unreacted and are released into the air.

In addition, fluorinated GHG emissions vary depending on a number of factors, including gas used, type/brand of equipment used, company-specific process parameters, number of fluorinated GHG-using steps in a production process, generation of fluorinated GHG by-product chemicals, and whether appropriate abatement equipment has been installed. Companies’ product types, manufacturing processes and emissions also vary widely across semiconductor fabs.

The good news is that many companies in the semiconductor manufacturing industry have successfully identified, evaluated and implemented a variety of technologies that protect the climate and improved production efficiencies. Solutions have been investigated and successfully implemented in the following key technological areas:

  • Process improvements/source reduction
  • Alternative chemicals
  • Capture and beneficial reuse
  • Destruction technologies (known as abatement)

In 2011 the industry set new targets for 2020, which it summarizes as:

  • The implementation of best practices for new semiconductor fabs. The industry expects that the implementation of best practices will result in a normalized emission rate (NER) in 2020 of 0.22 kgCO2e/cm2, which is a 30 percent NER reduction from the 2010 aggregated baseline.
  • The addition of “Rest of World” fabs (fabs located outside the World Semiconductor Council (WSC) regions that are operated by a company from a WSC association) in reporting of emissions and the implementation of best practices for new fabs.
  • NER based measurement in kilograms of carbon equivalents per area of silicon wafers processed (kgCO2e/cm2), which will be the single WSC goal at the global level.

“We’re finding as we get down to the lower levels and different things come up as the highest priority in the fab where we’re moving into more and more lower usage processes, which are requiring abatement now in order to get those levels down to meet the targets of 2020 in the industry,” Wilson explained.

The main area for potential improvement now is etch, especially in older 200mm fabs where etch processes may not have been fitted with PFC abatement devices. This is particularly true for etch processes making extensive use of CF4. “The area where we still have the most gaps is clearly etch,” Wilson said. In CVD processes, most of the benefit was done by material shifts rather than actual abatement, although we clearly do need to abate the other gases in those processes. For the etch side, there are still quite a few customers that really only do the toxic emission abatement rather than the global warming gas emission abatement. But we do see, across almost all of our customer base, people have either fairly recently moved to fully abating all the PFC type gases or will be shortly.”

Wilson said some other gases have been coming up more recently in terms of things like N2O, which people are putting more focus on now as it’s becoming a larger part of the fab footprint of global warming materials.

For PFC abatement, Edwards offers the Atlas range of products, which destroys PFCs by burning them. This is followed by a wet scrub of the byproducts. This works quite well, but Wilson cautions that in can be tricky for some processes, such as chamber cleans with NF3. “If the burn is not correct and you get too hot, there’s actually the potential to create PFC’s. And so, it is quite critical to have well-controlled burn technology to make sure that you don’t actually cause issues where we didn’t have them before.”

Wilson said another area where they have seen some issues with PFCs being created is with processing of carbon-doped materials, such as low-k dielectrics. “When they do the chamber clean, they’re cleaning off predominately silicon dioxide but there’s carbon in there so that can create PFCs and CF4 as well so there’s a requirement to look at abatement in those areas,” she said.

Another piece of good news is that no company in the supply chain is waiting for legislation to be enacted before they act themselves. “Right from consumers to the consumer manufacturers, the car manufacturers, consumer electric manufacturers, our direct customers, the equipment manufacturers plus the major players within semiconductor and flat panel display, it seems that at every level there’s a commitment that this is the right thing to do,” Wilson said. “At every level people are pushing to get the requirements more stringent and it’s almost not about legislation anymore, it’s about everybody actually thinks it’s a good idea and they want to do it.”

Across all process areas in the fab effective abatement technologies reduce the GHG emissions significantly.  The reductions per process area are shown in the diagram.

Across all process areas in the fab effective abatement technologies reduce the GHG emissions significantly. The reductions per process area are shown in the diagram.

BY PETE SINGER, Editor-in-Chief

What if the automotive industry had achieved the incredible pace of innovation as the semiconductor industry during the last 52 years? A Rolls Royce would cost only $40, go around the world eight times on a gallon of gas, and have a top speed of 2.4 million miles per hour.

That point was made by Subi Kengeri speaking at The ConFab in May. Kengeri is vice president, CMOS Business Unit, at GlobalFoundries. He also noted that if one of today’s high performance graphics chips were produced using 1960 vs state-of-the-art “it would be the size of a football field.”

Clearly, no other industry can match the pace of innovation of the semiconductor industry. “The transistor count per square inch in 1965 was roughly 100. In 52 years, if you follow Moore’s Law of 2 years per innovation cycle, that gives 26 innovation cycles. That’s 100 millionX improvement (2X26),” Kengeri noted.

Of course, there has been plenty of innovation in the automotive industry. Interestingly, most of the exciting new innovations such as backup cameras, collision avoidance, navigation/ infotainment, self-parking, and anti-lock brakes are only possible because of semiconductor technology.

Kengeri said that Moore’s Law scaling will continue – “there’s no question about it,” he said – but there’s a growing need for new innovation to address the increasingly diverse array of semicon- ductor applications. These are driven by growth in mobile computing, development in IoT computing, the emergence of intelligent computing and augmented/virtual reality.

“Leading edge innovation will continue and all the leading manufacturers continue to invest, whether it is litho scaling in terms of EUV, or device archicture,” Kengeri said. “What is really important is how do we continue to innovate, how do we continue to get the value at competitive costs? Trying to get the scaling at any cost is not what is needed in the majority of the markets. It’s still okay at the very high end, for CPUs and servers, but in all markets, managing cost is really critical.”

“On top of all of that, we have to continue to deliver on time. Because of the complexity, things aren’t getting slower. We’re doing everything we can do continue to keep the same pace as we used to,” he added.

Kengeri said continued advances mean changing the way we think about innovation. It will require continued technical Innovation (materials and processes, device architecture and design-technology co-optimization), but – perhaps more importantly – business model innovation. This includes new thinking about long-term R&D focus/ investment, shared investments/learning/reuse, and consolidation and collaboration.

Air Products (NYSE: APD), an industrial gases company, today announced it has recently received multiple, long-term supply awards from semiconductor and flat panel display manufacturers in China as the country’s electronics manufacturing industry continues to boom.

Industrial gases supply contracts awarded to Air Products over the past 12 months call for the investment in six industrial gas plants and a pipeline network for the supply of gaseous nitrogen and oxygen, as well as other bulk gases. These facilities will support existing and new customers in key electronics clusters and industrial parks in China’s major economic regions, including the Yangtze River Delta in Eastern China, Pearl River Delta in Southern China, and BeijingTianjinHebei region in Northern China.

“We are greatly honored to be selected by our existing as well as new customers to support their growth plans in China. These wins speak volumes about their confidence in our capabilities,” said Saw Choon Seong, China president, Industrial Gases at Air Products. “Air Products has been serving the China market for 30 years. These recent strategic investments reflect our continued commitment to supporting the fast-paced development of electronics manufacturing customers here who are gaining new momentum for growth under the country’s 13th Five-Year Plan and ‘Made in China 2025′ initiative. We will continue to bring our scale, innovation, and reliable and safe supply to enable them to thrive.”

The Chinese Government has a strong commitment to boosting development of the electronics industry. One initiative is the establishment of the National Integrated Circuit Industry Investment Fund, commonly known as the Big Fund, to invest roughly USD 20 billion from 2014 through 2017 in the country’s semiconductor industry. In addition, local governments have also set up regional-level funds totalling around USD 100 billion to promote key technologies and major projects.

Air Products’ wins over the past 12 months include some landmark projects in China’s electronics industry, and some are state-level projects, such as:

  • A new memory fab in the Fujian (Jinjiang) Integrated Circuit Industrial Park in Fujian Province, Southern China; and
  • A new foundry in the Pukou Economic Development Zone (PKEDZ) in Eastern China, a state-level high-tech park which will be home to advanced manufacturing and is only 35 kilometers away from the Nanjing Chemical Industry Park (NCIP). Air Products has already built a leading position in the NCIP serving several hundred customers in the park and across Nanjing through pipelines and various supply modes.

Air Products has been an industrial gases supplier to the global electronics industry for over 40 years. In China, the company has been serving many world-leading and domestic manufacturers in the development of next generation electronics devices by leveraging its strong and reliable supply network across the country. One example is the supply to one of China’s most advanced fabs, which is located in Xian City, Western China, and is owned and operated by a leading global semiconductor company. Air Products is also supplying the country’s highest-generation, most advanced and most efficient TFT-LCD (thin-film transistor liquid crystal display) fab located in the Banan Jieshi IT Industrial Park in Chongqing City, Western China.

FlexTech’s annual Flexible Electronics Conference and Exhibit – 2017FLEX – is set for the Hyatt Regency Hotel & Spa in Monterey, Calif.  from June 19-22, 2017. Consistently attracting 500+registrants, the event is the premier technology conference for the emerging flexible electronics industry. Twenty-six sessions will cover the landscape of flexible hybrid electronics and printed electronics, including R&D, manufacturing and applications. Short courses and networking events round out 2017FLEX.

According to Zion Research, “global demand for the flexible electronics market was valued at $5.13 billion in 2015 and is expected to generate revenue of $16.5 billion by 2021, growing at a CAGR of slightly above 21 percent between 2016 and 2021.”  Key elements of the market include flex displays, sensors, batteries, and memory. Applications also abound in the automotive, consumer electronics, healthcare, and industrial sectors.

While technology advancement and accelerating to manufacturing are the primary themes of the FLEX Conference, applications and business trends are highlighted on the opening day:

  • Applied Materials Keynote by Brian Shieh, corporate VP and GM, Display Business Group, on the flexible display market
  • Flex, the global EMS provider, and NextFlex, America’s Flexible Hybrid Electronics Manufacturing Institute, on the challenges and solutions for manufacturing flexible and stretchable electronics
  • Libelium on how new IOT platforms that integrate sensors to monitor and control body parameters will lead to better healthcare for billions
  • Experience Co-Creation Partnership on the ten starting points for the development of flexible/hybrid sensors for agriculture and food
  • NovaCentrix on the OE-A Roadmap 2017, giving an outlook on organic and printed electronics developments and prospects
  • Gartner Group on when flexible electronics will reach critical mass

Sessions are planned for FHE manufacturing, standards and reliability, substrates, conductors, inspection, encapsulation and coating, nanoparticle inks, direct write, and 3D printing, among others. Well-known companies will present, such as Molex, Panasonic, Eastman Chemical, and Northrup Grumman, as well as leading universities, and the U.S. Army and U.S. Air Force Research Laboratories.

Among the R&D organizations presenting at 2017FLEX are CEA-LITEN (France), ETRI (South Korea), Flexible Electronics & Display Center (USA), Fraunhofer Institute (Germany), Holst Center (Netherlands), National Research Council (Canada), PARC (USA), and VTT (Finland). Topics of the presentations range from new forms of flexible substrates to TFT and OLED pilot lines to printed health monitoring sensors.

The exhibit floor, short courses and networking opportunities round out the event, as well as many member-only meetings.  FlexTech, the Nano-Bio Manufacturing Consortium (NBMC) and NextFlex hold member and planning meetings for the governing councils, technical councils and technology working groups.  Initiatives in manufacturing, mobile power, e-health, as well as project proposals will be discussed, all buoyed by the information shared during the technical conference.

For more information on 2017FLEX, please visit:  www.semi.org/en/2017-flex

Today FlexTech, A SEMI Strategic Association Partner, announced the full agenda for the inaugural flexible hybrid electronics (FHE) conference coming up on May 31-June 1 in Seoul at COEX Exhibition Center.  The new conference, 2017FLEX Korea, focusing on the theme “A Practical Path to Flexible Hybrid Electronics,” is brought to action with a market-focused agenda and presentations on Displays, Wearables, Sensors, OLED, Quantum Dot, Micro LED, Head Up Display, Roll-to-Roll and 3D Printing by experts from both the industry and academia.

2017FLEX Korea features a technical conference, a Short Course, and networking opportunities. The two-day technical conference includes four sessions on critical areas for FHE success. The four sessions will feature 14 technology experts from Korea, America, Asia and Europe representing organizations active in the FHE area, including:

  • Display Applications: KIMM and UIN3D
  • Wearables and Sensors Applications: KT and KITECH
  • Emerging Markets Applications: EyeDis, KOPTI, and KITECH
  • Core Technology Applications: Coatema Coating Machinery GmbH, Daelim Chemical, Dankook University, DuPont, Kolon Industries, Nanosys, and Universal Display Corporation

Three keynotes will set the stage for all of the other topics, including:

  • LG Display: “Flexible Display Changes Your Life” by Joon Young Yang, head of OLED Advanced Research Division
  • FlexTech: “Emerging Product Opportunities and the Worldwide Ecosystem of FHE” by Melissa Grupen-Shemansky, Chief Technology Officer
  • Samsung Advanced Institute of Technology: “Quantum Dot Display” by Shinae Jun, research master

Combining traditional IC manufacturing with printed electronics, FHE is the leading technical approach to design and manufacture devices for fast-growth markets. Flexible and printed electronics applications have the potential to create business opportunities in growing market opportunities such as wearables, health care, flexible displays and other advanced applications. A 3-hour Short Course is intended for individuals and organizations seeking a comprehensive overview on the Printed Electronics industry.

“We are pleased to hold the 2017FLEX Korea conference,” said Hyun-Dae CHO, president of SEMI Korea. “We hope the conference will provide you with the insights into the FHE industry and you will also find networking opportunities at the event.”

Register by May 26 to reserve your spot with a discounted price: http://www.semi.org/ko/flex-korea-register

Orbotech Ltd., a provider of process innovation technologies, solutions and equipment that are enabling the transformation of the global electronics manufacturing industry, announced today that Tianma Micro-electronics Co. Ltd. (“Tianma”), a producer of display solutions with over three decades of experience in the Flat Panel Display (FPD) field, has selected Orbotech’s ArrayChecker and Automated Optical Inspection (AOI) solutions for its production line upgrade to flexible AMOLED technology.

Tianma has invested approximately $1.8 billion to extend its Gen 6 AMOLED fab in Wuhan, China. The Wuhan fab is designed for the production of flexible AMOLED display panels which are rapidly gaining popularity in consumer electronics devices.  When the new line ramps up to mass production during the second half of 2017, Tianma expects to achieve capacity of 30,000 panels per month, with an additional 30,000 per month capacity increase in 2018.

According to the IHS Display Long-Term Demand Forecast Tracker Q4 2016, “AMOLED’s share of overall FPD revenue will increase to almost 30% in 2023. Revenue from AMOLED displays is expected to grow from $15 billion in 2016 to $36 billion in 2023 for a CAGR of 17%.”

“We are delighted that Tianma has selected our solutions for their flex AMOLED fabrication line,” stated Mr. Edu Meytal, President of Orbotech Pacific Display.  “These solutions, which were designed to enable the new manufacturing processes required to produce flex AMOLED displays, will enable our customers to produce the most advanced FPD products available with high yields.  This deal builds upon past successful implementations of Orbotech’s inspection, testing and repair solutions.”

Entegris, Inc. (NASDAQ: ENTG), a provider of specialty chemicals and advanced materials solutions for the microelectronics industry, announced today that it acquired W. L. Gore & Associates’ water and chemical filtration product line for microelectronics applications in an asset purchase for approximately $20 million. Entegris expects the transaction to be accretive to earnings beginning in 2017.

Todd Edlund, Chief Operating Officer of Entegris, said: “We are excited to add these market-leading filtration solutions to our existing offerings for the microfiltration of high-purity water and bulk chemicals used in semiconductor, OLED and flat panel display manufacturing applications. The acquisition of these products complements our portfolio of advanced liquid filtration solutions. It also reflects our strategy to grow our served markets through the deployment of capital for strategic accretive acquisitions that augment our internal development initiatives.”

IHS Markit (Nasdaq: INFO) announced that the worldwide semiconductor market showed signs of recovery in 2016 following a down year in 2015. In 2016, the market posted a year-end growth rate of 2 percent with chip growth seen across multiple market segments. Global revenue came in at $352.4 billion, up from $345.6 billion in 2015.

Key growth drivers

Key drivers of this growth were DRAM and NAND flash memory, which grew more than 30 percent collectively in the second half of 2016. Key to this turnaround was supply constraints and strong demand, coupled with an ASP increase. We expect these factors to drive memory revenue into record territory throughout 2017.

Semiconductors used for automotive applications were also a key driver of 2016 growth, with a 9.7 percent expansion by year-end. Chip content in cars continues to climb, with micro components and memory integrated circuits (IC) leading the pack, both experiencing over 10 percent growth in automotive applications.

“The strong component demand that drove record capital expenditures in 2016 also provided the industry with advanced technology platforms which will support further semiconductor revenue growth in 2017,” said Len Jelinek, Senior Director and Chief Analyst for Semiconductor Manufacturing at IHS Markit.

Continued consolidation

Continuing a recent trend, the semiconductor market saw another year of intense consolidation with no signs of slowing down. The year began with the close of the biggest-ever acquisition in the semiconductor industry. Avago Technologies finalized its $37 billion acquisition of Broadcom Corp. to form Broadcom Limited, which jumped to rank fourth in terms of market share (Avago previously ranked 11th). This acquisition resulted in the newly formed company increasing its market share in several market segments, including taking a large lead in the wired application market.

“After some selective divestiture, Broadcom Limited has focused on market segments where its customer base holds dominant market share positions. These also tend to be markets which have fairly stable and visible TAM growth,” said Senior Analyst Brad Shaffer. “These characteristics may help entrench the company’s market share positions in areas where it chooses to compete,” added Shaffer.

Among the top 20 semiconductor suppliers, ON Semiconductor and nVidia enjoyed the largest revenue growth, followed closely by MediaTek. ON and MediaTek achieved growth through multiple acquisitions, while nVidia saw an enormous demand for its GPU technology as it moves into new markets and applications.

Qualcomm remained the top fabless company in 2016 while MediaTek and nVidia moved into the number two and three spots, respectively. The fabless company with the largest market share gain was Cirrus Logic, a major supplier for Apple and Samsung mobile phones. They moved up five spots in 2016, to number 10.

Intel remains in the number one spot for semiconductor suppliers, followed by Samsung. Qualcomm comes in at number three, with plans to increase its market share in 2017 with its pending acquisition of NXP.

Find more information on this topic in the latest release of the Competitive Landscaping Tool from the Semiconductors & Components service at IHS Markit.

SEMI, the global association connecting and representing the worldwide electronics manufacturing supply chain, today reported that worldwide sales of semiconductor manufacturing equipment totaled $41.24 billion in 2016, representing a year-over-year increase of 13 percent. 2016 total equipment bookings were 24 percent higher than in 2015. The data are available in the Worldwide Semiconductor Equipment Market Statistics (WWSEMS) Report, now available from SEMI.

Compiled from data submitted by members of SEMI and the Semiconductor Equipment Association of Japan (SEAJ), the Worldwide SEMS Report is a summary of the monthly billings and bookings figures for the global semiconductor equipment industry. The report, which includes data for seven major semiconductor producing regions and 24 product categories, shows worldwide billings totaled $41.24 billion in 2016, compared to $36.53 billion in sales posted in 2015. Categories cover wafer processing, assembly and packaging, test, and other front-end equipment. Other front-end includes mask/reticle manufacturing, wafer manufacturing, and fab facilities equipment.

Spending rates increased for Rest of World (primarily Southeast Asia), China, Taiwan, Europe and South Korea while the new equipment markets in North America and Japan contracted. Taiwan claimed the largest market for new semiconductor equipment for the fifth year in a row with $12.23 billion in equipment sales. South Korea remained the second largest market for the second year in a row. The market in China increased 32 percent, surpassing both Japan and North America to become the third largest market. The 2016 equipment markets in Japan and North America fell to fourth and fifth place, respectively. The global other front-end segment decreased 5 percent; the wafer processing equipment market segment increased 14 percent; total test equipment sales increased 11 percent; and the assembly and packaging segment increased 20 percent.

Semiconductor Capital Equipment Market by World Region (2015-2016)

2016
2015
% Change
Taiwan
12.23
9.64
27%
South Korea
7.69
7.47
3%
China
6.46
4.90
32%
Japan
4.63
5.49
-16%
North America
4.49
5.12
-12%
Rest of World
3.55
1.97
80%
Europe
2.18
1.94
12%
Total
41.24
36.53
13%

Source: SEMI (www.semi.org) and SEAJ, March 2017; Note: Figures may not add due to rounding.

Today, FlexTech, a SEMI Strategic Association Partner, announced the agenda for 2017FLEX Japan, the first flexible hybrid electronics (FHE) conference in Tokyo on April 11-12. More than two hundred attendees are expected to participate from the international FHE community and adjacent industry sectors including semiconductor, sensors, and printed electronics industries. Japanese-English simultaneous translation will be available in all sessions of the conference. The event is based on the same format as the 15 year-old FLEX Conference events in the U.S., Europe, and Southeast Asia.  Registration is now open for 2017FLEX Japan.

FHE is the leading technical approach to design and manufacture devices for fast growth markets including IoT, environmental sensing, wearable applications, flexible displays and other conformable and low profile applications. 2017FLEX Japan includes four sessions on critical areas for FHE success:

  • FHE / Printed Electronics – addresses latest technical developments on flexible electronic components including, substrates, printed communication, processing, power and displays
  • IoT Applications – covers new applications for FHE in home security, retail and distribution, and industrial IoT
  • Sensors – provides updates on integrating sensors into FHE systems
  • Smart Textiles – focuses on design of stretchable, twistable FHE components

The four sessions will feature 16 technologists and experts from Japan, Americas, Asia and Europe representing organizations and academia active in the FHE area, including:

  • Tohoku University: Masayoshi Esashi, professor, Micro System Integration Center
  • AIST: Toshihide Kamata, director, Flexible Electronics Research Center
  • Google: Kelly Dobson, research leader, Advanced Technology and Projects Group
  • SECOM: Tsuneo Komatsuzaki, managing executive officer, director of Intelligent System Laboratory
  • Cornell University: Juan Hinestroza, associate professor of Fiber Science, Department of Fiber Science and Apparel Design
  • U.S.A. Air Force Research Laboratory: Michael F. Durstock, chief, Soft Matter Material Branch

The two-day program also includes a table top exhibition and a reception to facilitate business developments and technology collaboration.

To learn more about the event, visit 2017FLEX Japan website at: www.semi.org/jp/node/73811/