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Blog review June 2, 2014

The Internet of Things alone will surpass the PC, tablet and phone market combined by 2017, with a global internet device installed base of around 7,500,000,000 devices. Speaking at ASMC, TSMC’s John Lin said in addition to a continued push to smaller geometries and ultra-low power, the company will focus on “special” technologies such as image sensor, embedded DRAMs, high-voltage power ICs, RF, analog, and embedded flash. “All this will support all of the future Internet of Things,” he said.

Kavita Shah of Applied Materials blogs about the company’s new Volta system. She says desighed to alleviate roadblocks to copper interconnect scaling beyond the 2Xnm node through two enabling applications—a conformal cobalt liner and a selective cobalt capping layer, which together completely encapsulate the copper wiring.

In an interview, Christophe Maleville, Senior Vice President of Soitec’s Microelectronics Business Unit, talks about why FD-SOI provides a much better combination of power consumption, performance and cost than any alternative. Talking about Samsung’s move to FDSOI, he said “at 28nm, FD-SOI gets them an unprecedented combination of performance and power consumption for a cost comparable to that of standard low-power 28nm technology, making 28FD an extremely attractive alternative to any flavor of bulk CMOS at this node.”

Phil Garrou continues his analysis of presentations from the recent SEMI 2.5/3D IC forum in Singapore. In his third blog post on the topic, he reviews Nanium’s presentation “Wafer Level Fan-Out as Fine-Pitch Interposer” which focused on the premise that FO-WLP technology, eWLB, has closed the gap caused by the delay in the introduction of Si or glass interposers as mainstream high volume commodity technology.

Vivek Bakshi blogs that it takes a large infrastructure to make EUVL a manufacturing technology. So many tool suppliers, large and small, want to know when EUVL will be inserted into fabs for production and how and how much it will be used. Their business depends on these answers and some, especially smaller suppliers, are getting cold feet as delays in EUVL readiness continue. The answers to these questions mostly depend on knowing what we can expect from sources in the short- and near term, but there are many additional questions one must ask as well.

Karen Lightman of the MEMS Industry Group blogs about recent events in Japan, including the MIG Conference Japan. The focus of the conference was on navigating the challenges of the global MEMS supply chain. Several of the speakers gave their no-holds-barred view of these challenges, including the keynote from Sony Communications, Takeshi Ito, Chief Technology Officer, Head of Technology, Sony Mobile Communications.



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