A
powerful one-two punch
Few
international conferences in the chipmaking community pack as powerful
a one-two informational punch of thought-provoking keynote speeches
and in-depth technical presentations as the IEEE International Symposium
on Semiconductor Manufacturing. ISSM alternates each year between Japan
and Northern California, with the 2003 edition convening in downtown
San Jose. This year's event statistics were impressive: nine keynotes
and 126 oral and poster papers from 119 different organizations representing
17 different countries. In this era of just-in-time delivery, it was
not surprising to hear program committee chair Bruce Sohn of Intel note
that 54% of the 286 abstracts submitted were received within 24 hours
of the deadline.
The
keynoters' affiliations covered many sectors and regions of the semiconductor
industry. Speakers represented fabless (Xilinx/U.S.), foundry (SMIC/China),
capital equipment manufacturing (Applied Materials/U.S.), chip R&D
and production (STMicro/Europe and IBM/U.S.), and automotive electronics
(Toyota/Japan). Engineers and scientists from many of the speakers'
companies (with the glaring exception of IBM) were in the technical
presentation mix as well.
Xilinx
chief Wim Roelandts championed the fabless model, positing that the
portion of global IC revenues garnered by companies who outsource their
manufacturing will rise from 17% to 35% in a few years. A big fan of
the economics of 300-mm processing, Roelandts pointed out that they
get five times more 90-nm die per wafer at 1.8 times the cost. He also
said that Xilinx, with its foundry partner UMC, may fabricate a higher
percentage of chips on 300-mm wafers than any other semiconductor player.
His claim was borne out a few weeks later during the company's quarterly
earnings announcement when he stated that Xilinx makes more than 50%
of its field-programmable gate arrays (FPGAs) on 300-mm silicon.
Later
that morning, Xiao-Yu Li, a senior manager of product engineering at
Roelandts's company, discussed how a UMC-Xilinx team developed a poly
gate CD characterization method that takes advantage of FPGA programmability
and uses different test-structure configurations as yield and performance
indicators. So far, Li said, the method has worked quite well during
development and production to help increase product speed and improve
yields. What struck me about this presentation was how end-product devices
were employed to improve their own creation process. It also drove home
that, contrary to some people's beliefs, fabless companies are intimately
involved with the making of their own chips, even if they don't have
their own production lines.
SMIC
headman Richard Chang talked about the burgeoning Chinese semiconductor
market as well as his own upstart company, confronting what he called
myths with certain realities. Dispelling the common notion that it is
difficult to do business in China because of import and export restrictions,
he noted the recent approval of a special comprehensive license (SCL)
from the U.S. government, which is contingent on his company's pledge
not to make any military products. The SCL has greatly reduced the export
licensing turnaround times for SMIC's suppliers—from 6 months to a
few weeks—allowing the Chinese foundry to increase U.S. chipmaking-tool
imports from 40% to 70% over the last few months. Speaking of improved
supply lines, Chang stated that Fab 4, SMIC's 300-mm factory under construction
in Beijing, will be ready for equipment move-in by the first quarter
of 2004, with pilot runs taking place by the second quarter.
One
reason SMIC has emerged as the leading Chinese chipmaker is sound manufacturing
practices, some of which were presented at ISSM. Ivan Goh, a technical
manager and principal engineer at the company's Shanghai facilities,
presented an integrated yield-enhancement approach that has helped accelerate
yield learning for advanced BEOL processes. The strategy's framework
comprises three
segments: the use of products with embedded SRAM and other test keys;
debugging, fault detection, and other analytical methods; and a synthesis
of the first two approaches into a systematic yield
analysis flow. By unifying and integrating the various techniques, Goh
and his colleagues have helped improve SMIC's ability to ramp quickly
to profitable yields and have established the company as a world-class
manufacturer.
Although
downturnitis has put a damper on turnouts, events like ISSM remind us
that there's no substitute for attending a well-run, comprehensive technical
conference in the flesh.
Tom Cheyney
Editor
tom.cheyney@cancom.com