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臺積電:14nm節(jié)點延期,都怪設(shè)備商不給力

在Semicon Taiwan半導(dǎo)體設(shè)備展上,晶圓代工大廠臺積電(TSMC)的高層指出,要趕上 14奈米節(jié)點芯片在2015年的量產(chǎn)時程,時間已經(jīng)不多了,但設(shè)備業(yè)者卻動作太慢。

在Semicon Taiwan半導(dǎo)體設(shè)備展上,晶圓代工大廠臺積電(TSMC)的高層指出,要趕上 14奈米節(jié)點芯片在2015年的量產(chǎn)時程,時間已經(jīng)不多了,但設(shè)備業(yè)者卻動作太慢。臺積電認為,要讓 14奈米芯片達到成本效益,需要采用下一代微影技術(shù)以及 18寸晶圓,但設(shè)備業(yè)者在這兩方面都沒有趕上晶圓代工業(yè)者的時間表。 臺積電研發(fā)資深副總蔣尚義(Shang-Yi Chiang)表示:“我們一天比一天更擔心?!本A廠的產(chǎn)能需要達到每小時100片以上晶圓片,但到目前為止,超紫外光(EUV)微影技術(shù)產(chǎn)量最多僅能達到每小時5片晶圓;其它兩種采用多重電子束直寫方案的備選微影技術(shù),一小時的產(chǎn)量甚至不到1片晶圓。 “臺積電在幾個月之前就提出了我們的 18寸晶圓愿望清單,但有部分設(shè)備業(yè)者認為那太趕了,所以現(xiàn)在我們也不知道確切的時間表將會如何;”蔣尚義接受EETimes編輯訪問時指出:“我們可能得采取轉(zhuǎn)換至0.13微米制程時的做法,當時有部分產(chǎn)能是采用8寸晶圓,有部分是采用12寸晶圓?!? 臺積電目前計劃在新竹的Fab 12建置一條18寸晶圓試產(chǎn)線,然后在臺中設(shè)置量產(chǎn)線;更大尺寸的晶圓片將有助于半導(dǎo)體產(chǎn)業(yè)趕上摩爾定律(Moore's Law)的腳步,并將IC制造成本降低至少30%。18寸晶圓可讓代工業(yè)者減少晶圓廠數(shù)量,并因此節(jié)省大量的土地與人力成本。 舉例來說,為了達到3,200萬片8寸約當晶圓的產(chǎn)能需求,若以現(xiàn)在的12寸晶圓進行生產(chǎn),臺積電得雇用2萬7,000名工程師維持29座廠房營運,但如果采用18寸晶圓,只需要2萬名工程師、22座廠房。“18寸晶圓不是一個技術(shù)議題,而是一個在這些日子以來比技術(shù)更重要的經(jīng)濟議題。”蔣尚義表示。

《國際電子商情》
18寸晶圓可讓業(yè)者節(jié)省土地與人力成本ePBesmc

在微影技術(shù)方面,目前的193奈米浸潤式微影系統(tǒng)將使用于臺積電目前正在量產(chǎn)的28奈米節(jié)點,以及下一代的20奈米節(jié)點制程;但在20奈米節(jié)點部分,晶圓廠會需要用到雙重圖形(double patterning)方案,基本上就是讓晶圓片透過某種程序曝光兩次,以畫上更細的線條。 而到了14nm節(jié)點,以浸潤式微影設(shè)備做雙重圖形,對許多客戶來說價格會變得非常高,所以臺積電將在兩周內(nèi)開始測試ASML的3100系列EUV微影設(shè)備原型機;該公司已經(jīng)開始測試Mapper Lithography的電子束微影設(shè)備,并計劃在明年裝設(shè)另一臺由KLA Tencor提供的電子束微影設(shè)備。 “如果我們無法讓EUV或電子束微影設(shè)備,達到每小時100片晶圓的產(chǎn)量,我們可能會看到很少有客戶愿意繼續(xù)邁向更精細的制程技術(shù)節(jié)點,因為成本實在太高?!笔Y尚義表示,臺積電計劃在2015年量產(chǎn)14nm節(jié)點制程,所以:“我們必須在明年決定要用哪一種微影設(shè)備。如果我們繼續(xù)專注于采用193奈米浸潤式微影,稍后要轉(zhuǎn)換至EUV會變得很困難,而且設(shè)計規(guī)則必須要根據(jù)所選擇的微影技術(shù)來定義,所以時間真的很趕。”

《國際電子商情》
14奈米制程節(jié)點所需的微影技術(shù)成本飆高ePBesmc

蔣尚義表示,浸潤式微影技術(shù)在14奈米節(jié)點會變得非常昂貴,顛覆以往每升級一個節(jié)點、資本設(shè)備支出會減半的原則;而雖然EUV與電子束微影設(shè)備的成本也很高,估計至少需要1.2億美元,但還是會比以浸潤式微影技術(shù)進行雙重圖形來得便宜許多。他并指出,電子束與EUV設(shè)備的價格差不多,但目前正在進行測試的電子束微影設(shè)備不需要光罩,所以成本會比EUV微影技術(shù)稍低一些。 編譯:Judith Cheng 本文授權(quán)編譯自EE Times,版權(quán)所有,謝絕轉(zhuǎn)載 參考英文原文: TSMC says equipment vendors late for 14 nm,by Rick Merritt

相關(guān)閱讀:
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{pagination} TSMC says equipment vendors late for 14 nm Rick Merritt TAIPEI – Time is running out to make critical decisions for how to make 14-nm chips expected to hit production in 2015, and capital equipment vendors are falling behind. That was the upshot of a talk by the top R&D executive at Taiwan Semiconductor Manufacturing Co. (TSMC) at Semicon Taiwan here. TSMC believes it needs to move to next-generation lithography and 450-mm wafers to make 14-nm chips cost effectively, but capital equipment makers threaten to miss the foundry's schedule on both fronts. "Every day we become more and more concerned," said Shang-Yi Chiang, senior vice president of R&D of TSMC. Fabs need throughput of more than 100 wafers per hour. But so far extreme ultraviolet (EUV) lithography offers just five wafers per hour at best. Two alternatives using multiple e-beam direct write approaches get less than one. Similarly, TSMC "put out our wish list for 450-mm wafers a few months ago, but some in the capital equipment industry felt it was too aggressive so now we don’t know" what the schedule will be, Chiang said to EE Times after his talk. "We may have to do what we did at the 130-nm generation when some capacity was on 200- and some on 300-mm wafers," he said. TSMC currently plans to bring up a pilot 450-mm wafer line at its Fab 12 in Hsinchu, followed by a production line in Taichung. The larger wafers are needed both to help keep pace with Moore's Law and to lower wafer costs as much as 30 percent. The 450-nm wafers enable foundries to use fewer fabs, saving significant money on both land and labor costs. To meet expected demand for 32 million eight-inch equivalent wafers, TSMC could hire 20,000 engineers to run 22 plants. If it has to use today's 300-mm wafers the same output would require 29 plants and 27,000 engineers, Chiang estimated. "450-mm wafers are not a technical issue but an economic issue which is probably more important than technical issue these days," Chiang said. In lithography, today's 193-nm immersion systems will serve both the 28-nm node TSMC is ramping now and the next-generation 20-nm node. But at 20 nm, fabs will need to use double patterning, essentially running wafers through some exposure processes twice to draw finer lines. At 14 nm the amount of double patterning with immersion systems could become prohibitively expensive for many customers. So TSMC will start testing a prototype 3100 series EUV machine from ASML in two weeks. It has already been testing an e-beam system from Mapper Lithography BV and will install another from KLA Tencor next year. "If we cannot get EUV or e-beam to 100 wafers per hour throughput, we see few customers will be willing to continue migrating to finer technology nodes because of the cost," he warned. TSMC hopes to ramp a 14-nm process in 2015 so "we have to make this decision [on lithography] early next year," Chiang said. "If we focus on using 193-nm immersion it becomes difficult to switch to EUV later on, [and] design rules will be defined based on the choice of lithography, so time is running out," he said. New transistors needed at 14nm Chiang suggested immersion lithography would be too expensive at 14 nm, exceeding traditional guidelines of half the capital equipment costs for a node. Despite the enormous costs of EUV and e-beam machines, estimated at as much as $120 million, they are still cheaper than immersion given the double patterning problems. E-beam and EUV systems cost roughly the same. But E-beam systems currently under test do not require masks so could slightly cheaper to use than EUV, Chiang said. EUV has "the broadest support and is the most likely route" forward, said Luc Van den hove, chief executive of the Imec research consortium based outside Brussels. "But this year and next we have to demo the production worthiness of this technology," Van den hove said in a separate talk. Imec has been running wafers through an ASML 3100 pre-production system for three months "and we've seen improvement in throughput, but progress has been too slow and we have to further accelerate it," he said. The power of the EUV source light is still too low, despite defining two approaches to creating the light source. "Progress has not been sufficient, and this is one of the highest priorities," said Van den hove who once ran Imec's lithography program. As if the capital equipment problems were not enough, TSMC expects it will need to transition to a new transistor design at 14 nm, likely a FinFET. Intel announced plans to use such a 3-D transistor design starting at 20 nm. Both TSMC and GlobalFoundries believe planar transistors can be used down to 20 nm. But they both expect to make the switch to 3-D structures such as FinFETs or fully depleted SOI at 14 nm. Van den hove said FinFETs "are probably the most likely way. Beyond that we believe another technology breakthrough will be needed likely using super-high mobility materials such as germanium p-channel and III-IV materials for n-channels for 10 nm nodes," he added. The good news is unexpected innovations have powered the industry past roadblocks in previous generations, despite as many as ten past predictions that Moore's law would end, said Chiang of TSMC. Based on feasibility demonstrations, he projected currently defined technologies could take CMOS scaling to geometries as fine as 7 nm.
責編:Quentin
本文為國際電子商情原創(chuàng)文章,未經(jīng)授權(quán)禁止轉(zhuǎn)載。請尊重知識產(chǎn)權(quán),違者本司保留追究責任的權(quán)利。
Rick Merritt
EE Times硅谷采訪中心主任。Rick的工作地點位于圣何塞,他為EE Times撰寫有關(guān)電子行業(yè)和工程專業(yè)的新聞和分析。 他關(guān)注Android,物聯(lián)網(wǎng),無線/網(wǎng)絡(luò)和醫(yī)療設(shè)計行業(yè)。 他于1992年加入EE Times,擔任香港記者,并擔任EE Times和OEM Magazine的主編。
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