TSMC has accelerated its capacity expansion plan for 2010 as demand
continues to be strong on that back of growing revenue in the second
quarter and guidance of further revenue increase in the third quarter.
TSMC’s current capacity plan calls for an overall increase by 14% to
11,299 200mm equivalent wafers, compared with 11,247 8-inch equivalent
wafers planned in the last quarter. TSMC guided that 300mm wafer
capacity would increase by 36% in 2010 under the current plan. Capital
expenditure will be raised again from US$4.8 billion to US$5.9 billion
in 2010.
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The jointly developed ‘PROVE’ overlay metrology system between Carl
Zeiss and SEMATECH has successfully passed a key development milestone,
according to the partners. The system has achieved .5nm repeatability
and 1.0nm accuracy in image placement, registration and overlay
measurement for double patterning photomasks, a key requirement for
extending 193nm ArF lithography to the 32nm node and below.
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In a renewed effort to add capacity ahead of the curve and return to
historical capital spending patterns, TSMC has held a groundbreaking
ceremony in Taichung’s Central Taiwan Science Park for its latest 300mm
facility, Fab 15. The fab will be comprised of two manufacturing
cleanrooms and an office building having a capacity of over 100,000wspm
when fully ramped. Construction is expected to take approximately 10
months. TSMC said it expected to begin equipment move in for Phase 1 in
June 2011, with volume production of 40nm and 28nm technology products
for customers in the first quarter of 2012. The fully ramped cost of the
facility was said to be US$9.34 billion.
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Process yield problems are to blame for a slight delay in new
microprocessor shipments from AMD, using GlobalFoundries 32nm process,
according to Dirk Meyer, President and Chief Executive Officer of AMD.
In a conference call with financial analysts to discuss second quarter
results, 32nm devices would start shipping and generating revenue in the
fourth quarter of 2010, not in the third quarter as previously guided.
The yields were not where they expected them to be in the quarter and
meant they were unable to ramp production as planned.
The latest semiconductor company rankings from IC insights for the
first-half of 2010 show that with the strong performance from memory
manufacturers and in particular segment leader Samsung, the gap between
number one ranked, Intel and number 2 ranked Samsung has shrunk rapidly.
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IC Insights keeps a close watch on IC capacity trends as an indicator of
future IC ASPs and overall IC industry strength. Since 2Q07, IC
suppliers have been paring down their older capacity (i.e., ≤200mm
wafers). The decline in ≤200mm capacity picked up speed in 2009 and is
expected to continue throughout 2010 as memory manufacturers steadily
close or upgrade their 200mm fabs to produce 300mm wafers.
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Semiconductor test company Verigy has promoted its current COO to the role of president and COO as of July 1st 2010. Jorge Titinger will report to Keith Barnes, chairman and CEO, who renounces the role of president, which he has held since joining the company in 2006. Jorge has worked with such companies as KLA-Tencor, Applied Materials and FormFactor over the course of his career.
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Rite Track has bolstered its Asian business approach with the appointment of Jason Rim as the leader of its Asian sales team. Jason joined the company in 2009 as current director of strategic process technology, prior to which he held several senior positions with major semiconductor companies. This additional role will see Jason drive the company’s regional sales in the important Asian market from Rite Track’s Asia headquarters in Singapore.
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The former Chairman, CEO and President of now defunct Asyst Technologies, Stephen S. Schwartz has been appointed President of Brook Automation. Schwartz will become a member of a newly formed Office of the Chief Executive with Robert J. Lepofsky, Chief Executive Officer, and Martin S. Headley, Executive Vice President and Chief Financial Officer. His role will be to develop and implement the corporate strategic plan, executing to the annual operating plan and increasing the rate of profitable growth of the company.
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Product Briefing Outline: Applied Materials has launched the
‘Applied UVision’ 4 wafer inspection system, enabling IC manufacturers
to detect yield-limiting defects in the critical patterning layers of
22nm and below logic and memory devices. UVision 4 extends Applied’s DUV
laser imaging technology to deliver the sensitivity and productivity
needed to rapidly locate and identify defects previously unseen by any
other inspection system. The UVision 4 system is already the tool of
record at multiple leading flash manufacturers where it is used for 32nm
production and in the development of 22nm and EUV lithography
processes.
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Product Briefing Outline: Applied Materials has added to its line of 3D chip packaging solutions with the launch of its ‘Applied Producer InVia’ dielectric deposition system. Using a unique CVD process and chemistry, the InVia system deposits the critical oxide liner film layer in high aspect ratio (HAR) through-silicon via (TSV) structures. Providing conformal coverage over the full depth of these challenging features, the InVia process enables robust electrical isolation of the TSV – which is vital for reliable device performance.
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Product Briefing Outline: Crossing Automation has announced that it has improved its Spartan equipment front end module (EFEM) performance, enabling it to achieve 450 wafers per hour (wph) throughput. By upgrading Spartan’s production-proven software algorithms for wafer move paths, Crossing Automation now has the highest throughput capability of any commercially available EFEM, while maintaining Spartan’s established reliability and cleanliness performance.
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Arizona State University's (ASU) developed training program for professionals has announced details for the 2009 ‘Facility Manager's Development Program' (FMDP), due to start in September this year.
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Xilinx, Inc. has announced plans to restructure the company, including
getting rid of 6% of its workforce, or 200 employees, which would have
a pre-tax charge of US$11-US$13 million for the June quarter, mostly
dealing with severance pay expenses.
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