====== Semeconductor 半导体 ====== * [[https://zh.wikipedia.org/zh-cn/%E5%8D%8A%E5%AF%BC%E4%BD%93|半导体]] ===== the-semiconductor-ecosystem ===== * [[https://steveblank.com/2022/01/25/the-semiconductor-ecosystem/|the-semiconductor-ecosystem]] ==== 半导体行业组成: ==== * Chip Intellectual Property (IP) Cores * {{ :public:it:chip-ip-cores-2.webp |}} * Electronic Design Automation (EDA) Tools * 该行业由三个美国供应商主导--Cadence、Mentor(现在是西门子的一部分)和Synopsys * 一个使用这些EDA工具的大型工程团队需要**2-3**年的时间来设计一个复杂的逻辑芯片 * 随着芯片变得越来越复杂,开始插入人工智能辅助工具来自动化加快芯片设计流程。 * Specialized Materials * Silicon wafers(硅晶晶圆) – and to make those they need crystal growing furnaces * Over 100 Gases are used – bulk gases (oxygen, nitrogen, carbon dioxide, hydrogen, argon, helium), and other exotic/toxic gases (fluorine, nitrogen trifluoride, arsine, phosphine, boron trifluoride, diborane, silane, and the list goes on…) * Fluids ([[wp>photoresists]]光刻胶, top coats涂料, [[https://www.surfaceconditioning.saint-gobain.com/news/choosing-best-cmp-slurry|CMP slurries]]) * [[wp>Photomasks]] * Wafer handling equipment, dicing * [[https://www.microwavejournal.com/articles/21140-rf-technology-in-semiconductor-wafer-processing|RF Generators]] * Wafer Fab Equipment (WFE) * 五家公司主导行业:Applied Materials, KLA, LAM, Tokyo Electron and ASML * 是地球上最复杂(也是最昂贵)的机器 * “Fabless” Chip Companies * Integrated Device Manufacturers (IDMs) * 新的前沿芯片 (3nm) 流片的平均成本现在为 5 亿美元 * Chip Foundries * They design unique processes using this equipment to make the chips,But they don’t design chips * [[https://www.tsmc.com/english|TSMC]] 台积电 is the leader in logic, Samsung 三星 is second * Fabs are short for fabrication plants – the factory that makes chips * Chips are probably the most complicated products ever manufactured. The diagram below is a simplified version of the 1000+ steps it takes to make a chip:{{ :public:it:chip-fab-steps-2.webp |}} * Outsourced Semiconductor Assembly and Test (OSAT) ==== Fabs issue ==== * 建造晶圆厂的成本飙升——现在一个芯片工厂的成本超过 100 亿美元。原因之一是制造芯片所需的设备成本飙升 * 荷兰ASML公司的一台先进光刻机就耗资1.5亿美元 * There are ~500+ machines in a fab (not all as expensive as ASML) * 晶圆厂建筑非常复杂。制造芯片的洁净室只是一组复杂管道的冰山一角,这些管道在正确的时间和温度下将气体、电力、液体全部输送到晶圆厂设备中 * 保持领先的成本高达数十亿美元,这意味着大多数公司已经退出了。2001年,有17家公司在生产最先进的芯片,今天只有两家:三星和台积电。{{ :public:it:companies-at-leading-edge.webp |}}