EV's the next smartphones - only larger

[TruckElectric]

EV's will need more computing power(and chips) as they continue to evolve. Elon has stated as such.

Compare the 2012 Model S to the current Model S Plaid in terms of computing power. How much more advanced will Tesla's be in 10 years(including AI)?

TSMC plans to launch its 2nm production in 2025.

"Recently, IBM announced the 2 nm chip technology breakthrough which will allow a chip to fit up to 50 billion transistors in a space the size of a fingernail. VTFET innovation focuses on a whole new dimension, which offers a pathway to the continuation of Moore's Law." IBM and Samsung have announced a Semiconductor Breakthrough that will power Smartphone batteries for a week & much more


Computer chip companies are taking note:

Tech giant Micron Technology is considering a $40 billion chipmaking plant in Central Texas


TSMC may have to budget a higher capex for 2022 than the record-high US$30 billion allocated last year, as strong 5nm, 7nm and 28nm chip demand encourages it to build additional fab capacities, according to industry sources.

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[TruckElectric]

Fire at ASML Could Disrupt EUV Fab Tool Supply
By Anton Shilov published 1 day ago

ASML is still assessing the impact of the January 3 fire.

(Image credit: ASML)

Earlier this week, a fire occurred inside the section of ASML's Berlin factory that makes optical components for the company's lithography scanners. While the fire did not cause much damage to the facility itself, it affected a part of the production area that makes components for extreme ultraviolet (EUV) scanners. So far, ASML has not completed its recovery plan for the site, but if the supply of EUV tools or components for existing systems is disrupted for a significant time, this will impact chipmakers.

ASML's plan for 2022 is to ship 55 Twinscan NXE:3600D EUV scanners. Meanwhile, ASML estimates that a modern logic fab requires 9 to 18 NXE:3600D machines depending on capacity, whereas a memory fab needs 2 to 9 of such systems. Given the requirements and capacity limitations, any disruption of EUV tools supply will impact makers of leading-edge logic chips or on producers of advanced memory. Still, keep in mind that the damage caused by fire is unknown at this point.

A 200 Square Meters Fire…
ASML's production facility in Berlin, Germany, has eight buildings and a factory floor space of around 32,000 m2. Only 200 m2 were affected by the fire, according to TrendForce. However, the smoke also partly impacted an adjacent building, ASML claims. The factory specializes in the production of optical components such as wafer tables and clamps, reticle chucks and mirror blocks used for both DUV (deep ultraviolet) and EUV scanners.

(Image credit: ASML)

ASML has since restarted the production of components for DUV tools. So while production was disrupted for a few days, the company expects to mitigate this, so its shipments of DUV equipment is not going to be disrupted. But the problem is that the fire apparently affected part of the production area where wafer clamp modules for EUV systems are made. A disruption of wafer clamps production affects ASML's ability to ship its Twinscan NXE EUV scanners and supply spare components to its customers.

"We are still in the process of completing the recovery plan for this production area and determining how to minimize any potential impact for our EUV customers, both in our output plan and in our field service," a statement by ASML reads.


… Could Disrupt Supply of Next-Generation Chips

There are only four companies in the world that either use (or will begin using) EUV lithography — Intel, Samsung, SK Hynix and TSMC. Eventually, more companies intend to adopt the technology like Micron, SMIC, etc. But for now, there are only two makers of logic (TSMC, Samsung Foundry) and two makers of memory (Samsung Semiconductor and SK Hynix) that use EUV for mass production.


TrendForce believes that Intel, TSMC, and Samsung Foundry are ASML's biggest customers for EUV tools, so any disruption of Twinscan NXE supply will impact their ability to transit to more sophisticated process technologies that use EUV scanners for additional layers.


According to an ASML estimate from 2018, one EUV layer required one Twinscan NXE:3400B EUV system for every 45K logic wafer starts per month (WSPM) for 5 nm and 7 nm-class nodes. TSMC's N5 family can use EUV for up to 14 layers (we doubt anyone uses that many EUV layers these days), so ideally, an N5-capable GigaFab (a fab with a capacity of 100K WSPM) should be equipped with approximately 31 NXE:3400B EUV scanners.

(Image credit: ASML)

ASML started to ship its higher performance Twinscan NXE:3600D scanners in 2021, and since they have a ~50% higher wafer throughput per hour, 20 of such machines will be enough for a GigaFab.

(Image credit: ASML)

In fact, ASML's estimates from last year show that a modern logic fab needs 9 to 18 Twinscan NXE:3600D scanners depending on capacity, whereas a DRAM fab requires 2 to 9 of such systems. To put these numbers into context: ASML planned to ship 45 – 50 EUV tools in 2021 and then increase the number to 55 in 2022. Therefore, any disruption or delay of NXE:3600D shipments essentially delays ramping up of EUV-capable fabs to their full capacity and consequently slow down the adoption of newer fabrication processes.

In particular, delays of NXE:3600D shipments could affect capacities available for TSMC's N3 (it is safe to say that N3 is capable of using EUV for over 14 layers) and Samsung's 3GAE (3nm gate all around early) manufacturing technologies that are set to enter high volume manufacturing (HVM) stage in the second half of this year. Keep in mind that we are speculating here, though.

The Sole Supplier

One of the biggest issues for leading chipmakers — Intel, TSMC, Samsung, SK Hynix — is that ASML is the only supplier of EUV scanners and ASML-owned Cymer is the only provider of EUV light sources. So far, neither Canon nor Nikon have introduced a commercial EUV tool. Gigaphoton, which was once considered as the second supplier for EUV light sources, also never introduced a commercial device. To that end, any problem at ASML becomes an industry-wide problem.

(Image credit: ASML)

For now, ASML is assessing the damage, but the very fact that it has not restarted production of wafer clamps for EUV scanners by now indicates that some of its equipment has been somehow damaged. Therefore, the questions are how fast can the company can fix its tools and restart production and whether the disruption will have any impact on its ability to ship EUV tools.

"On January 19, 2022, we will present our Q4 and full-year 2021 results, as well as our initial view on the year 2022 and we expect to then also provide a further update on the incident," a statement by ASML reads.

https://www.tomshardware.com/news/asml-fire-could-disrupt-supply-of-euv-tools

 

[TruckElectric]

Chip shortage? What chip shortage? Record 1 trillion semiconductors shipped


The semiconductor industry shipped a record 1.05 trillion chips in the year to November 2021 — the sector’s highest-ever annual total – even as industry downstream lamented a widespread shortage.

Global chip sales increased “substantially on a year-to-year basis across all major regional markets and semiconductor product categories,” said John Neuffer, CEO of the Semiconductor Industry Association (SIA).

He added: “With one month of 2021 sales data still to be reported, the industry has already set a new annual record for… units shipped, as chipmakers have substantially ramped up production to address high demand.”

Demand was led by the US where sales increased 28.7%. Europe followed with 26.3% sales growth.

The 1 trillion semiconductors were shipped even as automakers were expected to lose more than $200 billion in revenue in 2021 amid shortages of the specific types of chips they need. Elsewhere, Apple reportedly curbed its production of iPads by 50% in November to guarantee enough chips for its iPhone 13 amid supply chain issues.

Broader supply chain issues as well as rampant demand for chips that’s left fabs operating at capacity has caused bottlenecks across verticals. As Intel CEO Pat Gelsinger noted on an earnings call: “Things like ethernet controllers and power supply devices are holding us back… trust me, we would be shipping a lot more units, right, if we weren’t constrained by the supply chain of these other components in the industry.

He added: “Our customers, both cloud customers and OEMs, very strong backlogs that they’re pressing us aggressively to satisfy, but we’re really limited by these ‘match sets’”. Others chip firms are in the same boat.

The record semiconductor sales come as a lockdown imposed on the Chinese city of Xi’an forced memory chip maker Micron to reduce its workforce, hitting DRAM output, the company said on December 29, sending fresh fears across the supply chain that Covid may yet further disrupt already challenging production.

News that the Netherlands’ ASML — a key supplier to semiconductor makers — had suffered a fire in a Berlin factory further roiled markets. ASML said on January 3 that it was too early to assess impact on operations. Any shipment delays would impact customers who are trying to expand semiconductor production capacity.

The Berlin site makes wafer clamps and mirror blocks in advanced extreme ultraviolet lithography machines. ASML has a de factor monopoly on the machines, vital to chip production, supplying TSMC and Samsung.

According to IDC, the industry will see normalization and balance by the middle of 2022, with a potential for overcapacity in 2023 as larger scale capacity expansions begin to come online towards the end of 2022. Growth is driven, the research house said in late 2021, by mobile phones, notebooks, servers, automotive, smart home, gaming, wearables, and Wi-Fi access points, in an ever-more networked world.

https://thestack.technology/record-1-trillion-semiconductors-shipped/

 

[TruckElectric]

The Sole Supplier

One of the biggest issues for leading chipmakers — Intel, TSMC, Samsung, SK Hynix — is that ASML is the only supplier of EUV scanners and ASML-owned Cymer is the only provider of EUV light sources. So far, neither Canon nor Nikon have introduced a commercial EUV tool. Gigaphoton, which was once considered as the second supplier for EUV light sources, also never introduced a commercial device. To that end, any problem at ASML becomes an industry-wide problem.

Kinda scary really. Take out one plant and shut down the world economy. ?

 

[TruckElectric]

Dear Rivals, TSMC Can and Will Outspend You All
With a budget of $44 billion this year, no company will be able to get near the world’s most powerful chipmaker.

https://www.bloomberg.com/opinion/a...illion-a-warning-sign-to-any-chip-challengers

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