President of ST China division introduces semiconductor to create the strategy: Increase the 3rd acting semiconductor perpendicular conformity, as long-term as the client double win

President of ST China division introduces semiconductor to create the strategy: Increase the 3rd acting semiconductor perpendicular conformity, as long-term as the client double win

[introduction] to ST, it is likewise important to chip is designed and be made. ST is making the strategy that go up plan to be being carried out stage by stage, will help its realize battalion of 20 billion dollar to close to counteract two big targets with 2027 carbon. And because chip is made endless and complex, so chip manufacturer needs client as soon as possible to share design program and manufacturing plan, such ability implementation are long-term double win.

The production cycle of chip is very long, total cycle is as long as 20 ~ differ 35 weeks. And the periodic length of this business, namely the complexity of whole business and challenge place. We need a client to share their design program and manufacturing plan with us as early as possible, inform us they need why to be planted the amount of product and need, such our ability implementation are long-term double win.

In semiconductor industry, if want to be the clean room take a breath of whole brilliant round factory, needs time needs 7 seconds only.

Use a ton of sand, can make give circles of 5000 8 inches of brilliant.

The flow length that if want to know brilliant round factory makes the whole process place of a chip,experiences, the answer is 40 kilometers left and right sides.

Below a lot of circumstances, the dimension of semiconductor chip compares flea, hair and virus to wait to want a lot of smaller. Current, the dimension of transistor can be 10 accept rice, or 7 accept rice, 5 accept rice, it is 3 accept rice even.

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Cao Zhiping of president of division of executive vice-president of meaning law semiconductor, China (HENRY CAO) passes afore-mentioned citing, announced from a flank to the reporter the place of the different common that semiconductor makes. The production photograph of semiconductor compares other manufacturing industry, business is very complex, special.

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From 1947, the first transistor is born, be in subsequently 1958, only compositive the first integrated circuit of a transistor comes out, type of electronic industry solicit comments opened new canto. After that as abiding by rub put forward and amend of Er law, the development of semiconductor technology runs quickly madly all the way. During this, the occurrence of Fabless accelerated the innovation development of whole semiconductor industry; But resemble ST at the same time such manufacturer, the firm that still retaining IDM is politic. And be in in recent years, as transistor small shrink technology of difficult, the 3rd acting semiconductor appears, ground fringe politics and epidemic situation influence, the value that semiconductor creates becomes again more highlight. ST held the medium that makes strategy about its technically to share recently meeting, cao Zhiping and reporter undertook be sharinged wonderfully.

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Cao Zhiping of president of division of executive vice-president of semiconductor of ▲ meaning law, China (HENRY CAO)

Increase produce can invest, hold to perpendicular conformity, grow with the client period double win

The production cycle of chip is very long, included chip to make, report is measured, enclose the link such as test and finished product test, plus the carriage of the product, total cycle is as long as 20 ~ differ 35 weeks. And the periodic length of this business, namely the complexity of whole business and challenge place. The production of semiconductor, especially the demand of the client of large quantities of quantities, need what keep close between client and chip manufacturer to communicate more, ensure client demand is achieved with production crop match a level reasonably. “We need a client to share their design program and manufacturing plan with us as early as possible, inform us they need why to be planted the amount of product and need, such our ability implementation are long-term double win. ” Cao Zhiping is shared, “If demand produces change, perhaps the client can be harmed, because we may do not have the preparation that has made contented demand; Perhaps semiconductor manufacturer can be harmed, because we may produce the product that a lot of clients need no longer, and let them become stock. So, this manages the complexity of this kind of business to be in namely. This manages the complexity of this kind of business to be in namely..

For implementation and client long-term double win, ST holds to the strategy of IDM all the time, in global layout manufacturing industry, and drive his make low carbonization transition. Enlarge interior to produce can at the same time complementary with exterior cent the bag makes its are provided more flexibility and produce can assure, the product research and development that changes to difference and make, ST holds to interiorly to finish, but the production to a few standards and enclose, can divide a bag to give external supplier; The brilliant round factory that also precedes with industry at the same time begins collaboration of technical research and development, the innovation of technology of the line before undertaking jointly.

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Produce to expanding can investing is its significant strategy position, ST plan came 2022 the circle of 12 inches of brilliant interior between 2025 is made produce can enlarge one times. Occupy Cao Zhiping to share, ST is in 2022 capital expenditure 3.5 billion dollar, it is to use 12 inches at enlarging its partly greatly very among them (300 millimeter) brilliant circle is produced can. Will continue 2023 this is politic, predicting capital expenditure restrains 4 billion dollar, among them very big one part is used at 12 inches (300 millimeter) the extend of the factory. To answer electric car and industry to the 3rd acting semiconductor continuously driving demand, ST also will increase investment of pair of technical research and development with SiC and GaN and perpendicular conformity, through buying implementation the technology introduces, produce through building a factory to enlarge interior can. In GaN and SiC respect, ST will be in interior is finished to produce 8 inches inside year this year (200 millimeter) the preparation of brilliant circle works; Predict 2024 the interior SiC underlay supplies rate to promote 40% .

SiC underlay makes the one part that is ST whole strategy, will make center of innovation of global SiC technology

In recent years the trend of car electrification and low carbonization drives profit from, industry is driving to SiC demand growth, observation is in the cycle of semiconductor be issued to lower levels last year, still acquire the chip former plant that bright look outstanding achievement behaves, all without exception comes from his to grow to the business in this domain. ST begins a quantity to produce carborundum parts of an apparatus or appliance from 2017, at present volume of shipment of carborundum of step of its car plan has been broken through 100 million. Compare 2020, ST is produced in the SiC of 2022 can grow 2.5 times above, and produce can outspread still be in proceed.

Cao Zhiping expresses, to resembling carborundum such new technology, control more as far as possible whole production catenary is very important (include carborundum underlay, before circle of working procedure brilliant is made, hind working procedure is sealed measure and module of custom-built SiC power) , ST can do his best master these crucial step. And current, the SiC underlay of ST basically is mixed from the United States respectively two underlay supplier of Japan in the hand, purchase 6 inches (150 millimeter) underlay brilliant is round. Be aimed at SiC perpendicular conformity, ST and made very detailed plan, include 4 fields:

● Supply chain perpendicular conformity: the four seasons spent company of didymous Norstel AB 2019 (now more the name is ST SiC AB) buy

● 2020 first quarter first interior supplies 6 inches (150 millimeter) underlay

● The 3rd quarter was rolled out 2021 first 8 inches (200 millimeter) brilliant round sample, predict the quantity before 2024 is produced

● Plan new plant, the target realizes interior to purchase scale to exceed 40% to 2024

To Norstel AB buy, let ST master the engineering capability of upriver SiC underlay, had complete SiC perpendicular production catenary. As Norstel AB technology introduce, ST cares about plan of Dalikadaniya that build a plant to also spread out subsequently, a total prices makes an appointment with 730 million euro (about 800 million dollar) underlay brilliant round factory is in construction. Singapore factory regards ST as the biggest plant, its are produced also can come true to turn over times. The breakthrough also was greeted on production cost, factory of ST SiC AB had rolled out first interior to use circle of 8 inches of archetypal brilliant, predict the amount that circle of 8 inches of brilliant can realize before 2024 is produced.

Cao Zhiping expresses, go to underlay conformity production catenary, it is to control cost and crop not only, still be to achieve better fine rate. And the collaboration that spreads out on SmartSiC technology with Soitec, can reducing cost while, improve product performance.

Current, carborundum underlay is the wafer that from single crystal carborundum the cut on brilliant club comes down, the defect of this kind of method is club of brilliant of single crystal carbonization very thin, can obtain the chip with limited amount only, cost house does not fall high. And pass SmartSiC workmanship, can adulterate on underlay of much brilliant carborundum the single crystal carborundum with resistor lower rate layer. After will announcing to cooperate with Soitec in December from last year, ST will enable SmartSiC technology after antenatal checks qualification next.

Another those who deserve attention is, ST will care about Dalikadaniya to make center of innovation of technology of SiC of a whole world.

Actually ST is the first company that undertakes BCD technology is developed, there is deep technology to accumulate in BCD respect. What ST wants to be attributed to 25 years to last in the precursory position of carborundum domain is dedicated throw with research and development, and a large number of crucial technology patent are combined. Kadaniya will become the production town of military importance of the SiC underlay of ST not only, the research and development that returns will integrated ST and production advantage, resource of unitive periphery advantage, become center of SiC technology innovation. It is reported, ST maintains long-term cooperation to concern in Kadaniya and different orgnaization and enterprise, include Kadaniya council of research of country of Italy of university, CNR- , equipment and product create a company, and vendor network. Through increasing investment, ST gets stuck tamp the position that the factory regards Daniya as center of innovation of global carborundum technology, bring further progress opportunity.

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Radio frequency and power GaN two tactics are caught, market of distribution tomorrow latent capacity

Besides SiC, gaN is regarded as to be semiconductor device of another kind of the 3rd generation that is about to welcome wholesale business to use opportunity. According to the industry analytic orgnaization is forecasted, whole power market is in 2021-2026 year compound year of increase rate about 9% , arrive from 19.5 billion growth 30.2 billion dollar. But even if arrives 2026, power GaN is in of whole market occupy than very small still, occupy at most than 10% . This technology still has GaN first-rate foreground, one of crucial parts of an apparatus or appliance that make power transistor market.

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The application of GaN basically is mixed in radio frequency power parts of an apparatus two respects, and the strategy that ST adopts is work along both lines, at the same time layout power changes GaN and technology of GaN of radio frequency power. Cao Zhiping expresses, ST takes GaN technology seriously very much, because it can be as complementary as SiC technology, contented client is right the demand of power parts of an apparatus.

ST owns round plant of brilliant of GaN of 8 inches of power in French graph Er, ability of research and development of its extension underlay and trial-produce product line also already be all set. Had finished the manufacturing attestation of brilliant round factory 2022, the quantity will begin to produce 2023 with increase production. Care about Dalikadaniya, still have round plant of brilliant of a GaN of 6 inches of radio frequency, this factory been finishinging brilliant round factory to produce attestation 2022.

Increase mixture chip to make technical innovation, begin extensive technology collaboration

Besides the power parts of an apparatus that afore-mentioned mentioning, ST also is having in domain of chip of digital chip and radio frequency, imitate extensive and the product combination of the advantage, to the production of these chip, ST also formulated investment and technical innovation strategy.

In produce can respect, ST exert oneself can promote at the yield of round factory of 12 inches of brilliant. ST denounce is gigantic endowment invested two factories: One is the Kroll that is located in France, another is located in Italian Agelate. ST target is the yield this year can on the foundation, up to can raise the yield of circle of 12 inches of brilliant one times 2025. Semiconductor of profit from tall tower (the yield of Tower Semiconductor) can be shared, italian A case pulled secret service factory to come true to be produced quickly can pull litre, last year first brilliant circle will produce batch to get offline successfully in October, predict to will arrange major manufacturing attestation first half of the year 2023.

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Be worth what carry is, round factories of these two 12 inches of brilliant used the technology of digital twin, france overcomes collect Er factory to build time to want to be gotten early much, and at present Agelate is versed in the factory still is in construction.

Adopt digital twin technique, the workmanship synchronism of factory of ST general Kroll introduces Agelate factory, accelerated A case to pull the manufacturing attestation of secret service factory. The route chart of two factories keeps consistent, design program is mutual and compatible, all building factory and flow of put into production came true to quicken, and the rich experience that two factories can cooperate through cooperating with and produces the other side adequately. Cao Zhiping expresses, “Look into future, ST can use this technology even, accelerate a lot of other the yield of round factory of 12 inches of brilliant can promote. Accordingly, all these brilliant round factories will OK use many synergism and already some experience. All these brilliant round factories will OK use many synergism and already some experience..

Creating innovation field of the technology, ST attention suits to mix the FD-SOI technology of signal application more, technology of the line before the brilliant round factory that precedes with industry spreads out cooperates.

FD-SOI (the silicon on total depletion dielectric) it is a kind of planar engineering technology, in simplify actually workmanship while, return the geometrical figure that can reduce silicon. The strict and electrostatic control of profit from transistor and the power source that provide innovation sex extremely manage a technology, FD-SOI by accepted the banner technology that is low power, RF and millimeter wave application. To car application, transition of framework of the complete digitlization of industry of automobile of support of this technology technology and software definition car, and unmanned road-sense. ST is the forerunner that FD-SOI technology innovates, had produced FD-SOI chip old, offer for all sorts of terminal markets custom-built the advanced product with the standard.

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Last year in April, core of case of CEA, Soitec, GlobalFoundries() announce to make next generation jointly with ST FD-SOI technology develops route chart, go up in order to press the application such as net of couplet of next generation cars, content, shift to introduce to FD-SOI technology product. Last year in July, ST and GlobalFoundries signed to forgive memorandum, luo Er is overcome in ST France 12 inches (300 millimeter) one is built near the factory 12 inches (300 millimeter) affiliation factory. The target of this affiliation factory is achieve before 2026 produce entirely can, after building produce per year can achieve 620 thousand 12 Cun Jing circles, among them ST is produced can occupy about 42% , case core is produced can occupy about 58% . Factory of affiliation of it is reported includes support FD-SOI inside a variety of deriving technology, drive ST to march toward the technical course of 18nm from 28nm, supportive ST future achieves the goal that 20 billion battalion receives. This collaboration will help the development of force ST, reduce risk canal to accuse, also can strengthen European FD-SOI ecosystem at the same time.

Lead future to make: Digitlize and can last

To ST, production digitlization and can pay equal attention to continuously, and factory digitlization transition can accelerate low carbonization production further. Can last what ST had announced him development target, carbon will come true to counteract 2027. ST is two parts in the light of the strategic component that can develop continuously, it is to pass the chip that rolls out more high-energy effect and solution, indirect ground will help a client reduce carbon discharge; On the other hand, make in the light of in-house chip undertake upgrading, reduce carbon to discharge generation directly.

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Singapore factory is the brilliant round plant with the biggest crop of ST whole world, ST invests 370 million dollar in this factory, started area to supply cold system centrally (DCS) project, be defeated through conduit match refrigerant water to drop in temperature to produce equipment, replace the air conditioning system of report of hundreds bad news. After this project completion, singapore factory can use n every year related economic refrigeration 20% , to the environment the quantity that decrease a platoon amounts to 120 thousand tons of carbon, be equivalent to its 2021 30% of carbolic discharge capacity. In addition, ST promoted Moroccan library to pull considerably seal those who measure a yard but the scale of second birth electric energy, arrived from the 1% promotion 2020 58% .

In section water respect, ST takes a variety of step actively, decrease as far as possible to overcome collect Er factory, Chinese Shenzhen factory, Moroccan Busikula in France the water consumption of the factory, use water as far as possible circularly. Be in finally 2022, water consumption of every specific yield compares ST to decreased 2016 12% .

Occupy Cao Zhiping to share, the energy government move of production base is the goal with very main ST. Safe group finished the EHS environment health of all ST factories 2021 53 energy management improve a project, report of section of add up to 35 thousand watt-hour. All these act are to reduce carbolic discharge capacity, ST has been mixed with water obtained very positive positive result with the respect such as n.

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The consign of the product does not mean its ST the end of the energy-saving responsibility that decrease a platoon, begin to the carbolic footmark retroactive with its new product however. When ST is designing a product, chip whole lifecycle considers environmental influence inside. Current, contain bear the blame the product that the product indicates is occupied in the new product of ST than achieving 63% , bear the blame the battalion of the product receives contribution to lead for 20% . Classify a standard according to the European Union, the battalion that reduces the product that greenhouse gas discharges considerably inside whole product lifecycle receives contribution to lead for 37% .

Epilogue

Current, ST is in area of Europe, Asia-Pacific deploy 14 factories, achieved the manufacturing industry distribution of globalization. Cao Zhiping expresses, in the past during epidemic situation of 3 years of new coronals, although sometimes certain place is met because of epidemic situation by block, but ST still can manage smoothly produce and supply chain, assure multiple supply of goods of the client. Circle of advanced course brilliant makes the path after mixing seal measure a respect, ST can hold to technical innovation and capital investment, this will prop up ST to receive target and the carbon of 2027 to neutralize a goal in the battalion that realizes 20 billion dollar in the near future.

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Author: 21ic Liu Yan highs

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