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Showing posts with label EUV Lithography. Show all posts
Showing posts with label EUV Lithography. Show all posts

Tuesday, August 19, 2014

The EUV Continuum - Have You Seen the Light?




http://www.youtube.com/watch?v=as4BFjU5MN0&list=UU8T5Lc8XntcOTYqgXLJbwig It is August, 2014. Semicon West has long past and from an EUV perspective not much has changed. Another year, another conference series, and still no news to report on high power EUV product offerings other than another forward looking statement from ASML anticipating >100 watt EUV power levels at Semicon West next year. Recently developed EUV resists formulated at Lawrence Berkeley's CXRO have been a bright spot in recent developments.

It would seem the past ten years have been a repeating loop in which the on-going investment in EUV technology has yet to yield results commensurate with the engineering tours de force resident at ASML and the consortium of semiconductor manufacturers who have become its major stock holders. The last major engineering enhancement credited with increasing EUV source power was the fine tuning of a pre-pulse laser, providing a few additional watts but still short of required HVM power levels. How will EUV power output be optimized to required HVM power levels? At the moment, there are no clear answers. 

The multi-billion dollar semiconductor industry that has sustained Moore's Law continues to finance research and development over a multitude of technologies which will collectively enable 7 nanometer process technology and future picometer pursuits. It is a given that major players in the semiconductor equipment industry have deep pockets with which to market capital intensive technologies while quietly developing next generation products in a less than optimal economy.  Collectively the semiconductor manufacturers and the equipment industry exhibit massive economic momentum which occasionally slows to assimilate new markets and pre-position next generation technology products. This massive economic momentum also foments evolutionary technology championed by industry visionaries. Long term investors familiar with the semiconductor market segment have become adept at reading the strategies of key industry players, drawing confidence from past performances, and the solutions to seemingly unsolvable engineering challenges to Moore's Law. Although EUV technology has yet to yield HVM performance, the sheer momentum of the industry will sustain alternate technologies as interim solutions to the EUV dilemma. ASML has maintained its leadership in the lithography markets by optimizing current 193nm lithography with multiple patterning techniques, providing half pitch resolution with sufficient precision to accommodate challenging process nodes  =<10nm. As such, ASML will continue to enjoy leadership positioning in the 193nm markets while seeking engineering solutions which will ultimately enable higher power EUV. Directed self assembly techniques (DSA), and Nano-Imprint Lithography (NIL) continue to gain acceptance and process share as these technologies mature.

In observance of the ten year EUV odyssey, we should pause to reflect on the industry and its steadfast pursuit of EUV technology despite continual reported delays and setbacks in the program. Teams of Ph.D. researchers and engineers conduct a relentless effort to improve the performance of key manufacturing systems, continually upgrading the production, precision and metrology required to produce consumer products by mass assembly on an atomic scale.  EUV technology is recognized as a key enabler to lowering production costs by providing superior nanometer scale imaging and reducing the number of cost intensive mask levels for a given product. For the past ten years we have observed incremental progress in EUV and the infrastructure required to facilitate its HVM insertion.

Over the years, the cost of R&D associated with semiconductor process development and related lithography tooling has risen dramatically. Thus far, such cost barriers have been overcome by the efficiently pooled resources of the semiconductor industry and equipment suppliers, reducing costs by sharing resources and the associated expense burden. Historically, SEMATECH has lead many successful technology initiatives bringing complex R&D programs to operational status in the wafer fab. Other groups such as the G450C have teamed to provide the capital and engineering expertise required to meet the future 450mm HVM insertion time line.

If we find ourselves disappointed with current developmental efforts in EUV, what then might we consider newsworthy?  In a July 10, 2014, IBM press release, plans were announced for the company to invest $3B over the next five years on advanced semiconductor technologies.  Historically, IBM's R&D expenditures have averaged $6 Billion annually, spread over many disciplines. The commitment of an additional $3 Billion suggests a 10% increase in IBM's R&D program over the next five years. As IBM intends to make investments critical to future semiconductor device design (and by linkage required lithography techniques), is it possible that IBM will conduct its own initiative to further the development of EUV (Extreme Ultra Violet) light source technology?  High power EUV must be proven reliable to ensure the availability of future 13.5nm lithography HVM.  On July 25, 2014, I emailed the IBM media contact referenced in the news release, seeking clarification on IBM's $3 Billion budget increase announcement. My inquiry is currently unanswered, however on July 29, 2014, Dan Corliss, IBM's EUV Lead Technologist and Program Manager for Lithography R&D, announced a recent test in which their NXE:3300B stepper had been upgraded with a 44 watt EUV light source (as measured at the intermediate focus) and had produced 637 wafer exposures in “normal production mode”. No doubt, this announcement was intended to renew enthusiasm in the EUV program and highlight IBM's participation in an on-going industry wide effort.  However, the news quickly drew skepticism and later criticism when it was learned that the NXE:3300B's actual run rate was 34 wafers per hour, inclusive of two system “process interrupts” during the 24 hour test. Two industry analysts injected further criticism pointing out the EUV energy/dosimetry was insufficient for HVM and that blank wafers were used for the test, yielding no real data for viable analysis. Suggestions were made that the reports of the test results were misrepresented and that stock holders investing in EUV semiconductor lithography were possibly being mislead.

Let's step back for a moment and consider this latest IBM test in context with historic EUV light source development. Since the inception of the EUV program at the National Ignition Facility over ten years ago, EUV power levels (as measured at the intermediate focus of lithography tools) have yet to achieve sustained >150 watt power levels required for HVM (High Volume Manufacturing).  Although there have been reports of higher output power levels approximating 100 watts, these results represent peak power levels observed for brief periods which have not been sustainable during extended operational tests. More recent EUV source shipments from ASML have demonstrated EUV power levels of 25 watts with newer upgrades enabling 40 watt capabilities as recently reported by IBM. The ten year reporting history of the EUV program reflects the power limitations imposed by conventional physics and our struggle to rewrite the rules. We've modified the rules previously with man made additions to (and harvesting of) the periodic table proving hafnium is better than none. But, in the realm of semiconductor manufacturing, a fifty percent EUV power solution is unacceptable. The recent IBM test was part of a continuing effort to evaluate the incremental improvements made to EUV source technology and should not be interpreted as a failure.

In previous blog articles I've proposed solutions to resolving EUV power output limitations utilizing dual or multiple source designs. Multiple source designs utilized in previous EUV prototypes did not appear to accommodate multiple light source matching and optimal Etendue. Achieving efficient Etendue might appear challenging.  However, utilizing Bragg cell mirrors it's possible that two (or more) EUV light sources might be simultaneously focused and phased within a single stepper IF. That considered, the total system MTBF (Mean Time Between Failure) might still be problematic as both sources will generate contaminating tin particulates which coat mirrors and critical wafer target surface areas. This phenomenon resulting in source/system/mirror contamination might be the limiting factor in Sn (tin) based LPP (Laser Produced Plasma) source technology.

To date, no one I've spoken with has an acceptable answer for how EUV power might be scaled to required HVM levels given current ASML LPP source designs. I'm sure we'd all be pleased to see ASML wheel a secret, high power EUV/HVM prototype onto the test lab floor, but over the past ten years many in the industry have become quite skeptical.

The larger question remains, why has the EUV program stalled and when will a technology break through occur? Over the years we have seen many semiconductor manufacturers and equipment vendors independently own and operate R&D programs. While there is great economy of scale in the collective funding of R&D by the large consortiums and foundry alliances, the investment in a singular technology as determined by committee vote can displace the valuable pursuit of multiple design concepts, effectively reducing opportunities for new scientific discovery and timely delivery of process solutions.

Given the newly announced R&D initiative by IBM, I will site an example worth revisiting.  During the late 1970's, semiconductor manufacturers recognized that greater control was required in diffusion tube processing utilizing dopant gases. It was realized that more precise control of dosimetry was required and a next generation process solution was considered. IBM released a request for quotation (RFQ) to equipment vendors for a high current ion implanter capable of ionizing dopant gases (typically boron, phosphorus and arsenic) and implanting the high energy ions directly in wafer substrates.  As there were no manufacturers of high current ion implanters at the time, no one bid on the IBM request. Given a no bid response, IBM engineers designed and built their own high current ion implantation system they called the Tachonic series (named after the surrounding Tachonic mountain range formations). Using off the shelf commercial parts where possible, a highly skilled IBM engineering group assembled (at great expense) a high current ion implantation system featuring mechanical beam scanning and precise dosimetry control. Several of the systems were built and were later retired when commercially manufactured systems became available. During the Tachonic series service lifetime, IBM experimented and mastered the mitigation of CMOS wafer surface charging with electron flood guns. Interestingly, AT&T Technologies and General Electric also produced their own similar (but different) high current ion implanters utilizing mechanical beam scanning techniques. There were no consortiums funding any singular concept for high current ion implantation hardware, and innovative designs soon gave birth to a high current implant industry. IBM's July 10, 2014 press release celebrates the many contributions it has made to the semiconductor manufacturing industry inclusive of process control, wafer fabrication technique and specialty tooling required for HVM. Could it be that the consortium of Intel, TSMC and Samsung funding EUV development at ASML has unintentionally displaced competitive R&D?  By accident or design, this is what has happened.

How might we shift gears and accelerate EUV development? The current EUV LPP program got its historic start when the Extreme Ultraviolet LLC (Intel, Motorola, Advanced Micro Devices and Micron Technology) contracted the DOE/Lawrence Livermore Labs to develop an LPP EUV source for the semiconductor industry. The decision was made that EUV was to be a laser based technology and consequently the EUV program evolved into the LPP platform currently marketed by ASML.

Early in my career I had the opportunity to visit Princeton Plasma Physics Laboratory and examine one of the first Tokamak fusion reactors there. The concern at the time was the inside surface wall of the reactor might be damaged by an unstable high temperature plasma. In later experiments at Princeton and fusion laboratories around the world, it was confirmed that turbulent plasma could be controlled using sheared flow techniques, reducing the potentially destructive effects of plasma contacting the chamber wall.

An innovative EUV source design introduced by a US based company called Zplasma utilizes z-pinch technology employing a patented sheared flow stabilization technique to produce both stable plasma pulse formation and 13.5nm EUV light emission.  Given the current LPP/EUV source design supplied by ASML/Cymer has yet to achieve HVM power levels, the EUV LLC consortium might want to pursue a similar EUV source development contract with Zplasma or a national laboratory experienced with z-pinch plasma technologies designed to optimize EUV output.  We must infuse new competitive thinking with competitive actions if we are to achieve a break through in EUV source power.  Hopefully IBM will contribute additional expertise to the EUV program given its increased R&D funding.  New inspiration and initiatives are needed to rekindle the diverse sources of innovation the semiconductor industry is known for.  

In the scheme of things we must consider how far we've advanced today's semiconductor technology.  Physicists at CERN in Switzerland operate a particle accelerator called the Large Hadron Collider. There on March 14, 2013 the existence of the theorized Higgs Boson was tentatively confirmed to have a mass of 125 GeV. The Higgs Boson is thought to impart the qualities of mass in matter and is sometimes referred to as “the God particle”. The search for the Higgs spanned 40 years and concluded after the construction of the Large Hadron Collider, costing an estimated $4.4 Billion (with a $9 Billion operational budget). By 2015 it is anticipated the acceleration energy at the LHC will reach 7 TeV, enabling particle collisions at 14 TeV. It seems ironic that on one hand physicists at CERN are utilizing high energy physics to smash and examine the components of sub-atomic structures, while semiconductor engineers implant ions at energies up to 2 MeV, purposefully creating sub-atomic lattice structures in flash memory cells. While we might debate “the God particle” reference ascribed to the Higgs Boson, the sound of Seri speaking from an iPhone must invoke a religious experience for her futurist creators.  It seems we're in a new line of business.

Please join me in supporting the National Photonics Initiative, SPIE and the International Year of Light 2015.

Thomas D. Jay 
Semiconductor Industry Consultant


http://www.linkedin.com/in/thomasdjay/

http://www.youtube.com/watch?v=as4BFjU5MN0&list=UU8T5Lc8XntcOTYqgXLJbwig

 
 
www.lightourfuture.org












www.spie.org


http://spie.org/x93905.xml












Corporate, private entities or publications referenced or linked in this article are the respective owners of their logos, trademarks, service marks, media content and intellectual property.  Unless otherwise disclosed, Thomas D. Jay has no financial interest in companies referenced in blog articles or other published media communications. No representation is made to either buy or sell securities. Opinions expressed by Thomas D. Jay are his own. Thomas D. Jay does not employ or otherwise utilize/authorize third party agents to express his opinions, represent his interests or conduct business on his behalf except where formally contractually designated.

Acknowledgements and Reference Links

ASML

Lawrence Berkeley CXRO

SEMATECH

G450C

IBM Press Release

National Ignition Facility

Princeton Plasma Physics Laboratory

Zplasma

CERN (Wikipedia)

Large Hadron Collider (Wikipedia)

National Photonics Initiative

SPIE

The International Year of Light 2015


Related blog articles of interest
by Thomas D. Jay

June 2014
Semiconductor Industry Markets in the Economic Hay Stack

March 2014
A Perspective on EUV Lithography Feb. 2014
The NIF Shot Heard Around the World

November 2013
The Cloud of Nations

August 2013
The SCRUM of All Fears 

January 2013




Tuesday, March 11, 2014

A Perspective on EUV Lithography Feb. 2014 The NIF Shot Heard Around the World



http://www.youtube.com/watch?v=vIiqAcGr614&list=UU8T5Lc8XntcOTYqgXLJbwigSPIE Advanced Lithography V 2014 provided no encouraging news on further development of EUV power output for advanced semiconductor HVM. During the week of the conference it was announced that a recently shipped ASML NXE:3300B [A] stepper/scanner with a 30 Watt EUV source failed during its trial run at TSMC. Accidents happen. Over the years I have witnessed several spectacular meltdowns of high energy/high value wafer fab equipment. Recovery is rapid as wafer fab crash teams resolve such incidents in short order. 

The quest for higher power EUV has been a greater challenge than originally anticipated. Unfortunately this latest occurrence at TSMC punctuated a ten year continuance of forward looking statements in which ASML/Cymer repeatedly anticipated imminent arrival of EUV power levels of 100 watts or more.

The Ultimate Shot Noise

Interestingly, the search for advanced, future semiconductor EUV lithography technique has been an on-going effort that began many years ago. In 1994 the National Ignition Facility (NIF) at Lawrence Livermore National Laboratory began the Laser Science and Technology (LS&T) Program [1] whose research would chart the course for many future advanced technology projects. The National Ignition Facility  [1A] team is to be congratulated on their most recent August 13, 2013 experiment which produced output power greater than that of input levels. The NIF utilizes 192 individual high energy lasers focused on a small deuterium target with the goal of emulating the physics of our sun and unleashing large amounts of fusion energy.

See Wikipedia NIF photos:

AMP

A subset of the Laser Science and Technology program was AMP, the Advanced Microtechnology Program, providing research and development resources in semiconductor imaging and detection. AMP was considered a show case example of the U.S. Department of Energy's (DOE) efforts to transfer and commercialize newly developed technologies to U.S. commercial interests. The semiconductor industry now had the attention of world experts in plasma and light source technology.
 
The Birth of Laser Produced Plasma EUV 

The NIF began work on Laser Produced Plasma EUV. Plasma produced from Sn (tin) or Xe (xenon) enables the creation of a 13.5nm EUV light source, an item of key interest to next generation lithographers in the semiconductor industry. The NIF built a 13.5nm Laser Produced Plasma (LPP) test stand which successfully provided this desired wavelength of vacuum EUV. AMP and its associated EUV research and development would become LS&T's largest program. 

Later, three DOE laboratories; Lawrence Livermore, Lawrence Berkeley, and Sandia Laboratories in California went on to form the Virtual National Laboratory (VNL) to further research and develop extreme ultraviolet lithography (EUVL) technology. The VNL was funded by the Extreme Ultraviolet LLC, a consortium of Intel, Motorola, Advanced Micro Devices, and Micron Technology. Semiconductor industry heavy weights were now interacting commercially with the formidable technology base of the U.S. Department of Energy. The three year, $250 million venture was dedicated to developing EUVL for commercial manufacturing of computer chips and to foster migration of the technology to semiconductor production facilities by 2010. Each national laboratory contributed expertise to this effort; Lawrence Livermore (optics, precision engineering, and multilayer coatings), Sandia Labs (systems engineering, photoresists, and light source). Berkeley contributed its Advanced Light Source capability, generating EUV light to characterize optics and resists at the nanometer scale. SEMATECH now similarly sponsors and benefits from the development of actinic EUV metrology at the Lawrence Berkeley Center for X-ray Optics (CXRO). 

A Fifteen Year Chronology of EUV
Source Development 

- On May 6, 1998 Arthur W. Zafiropoulo, Chairman, CEO and president of Ultratech, formed United States Advanced Lithography LLC, and reached an agreement with EUV LLC (the consortium of Intel, Motorola, Advanced Micro Devices, and Micron Technology) in order to further develop and transfer EUV technology to American lithography manufacturers. Zafiropoulo wanted to ensure U.S. semiconductor equipment vendors remained competitive in the world economy by producing EUV lithography tools on American soil. [1B]

- On June 24, 1999 ASML of the Netherlands reached an agreement with EUV LLC, (the consortium of Intel, Motorola, Advanced Micro Devices, and Micron Technology) to participate in the further development and transfer of EUV technology to semiconductor lithography manufacturers. By participating in the EUV program facilitated by EUV LLC, ASML became a defacto beneficiary of the EUV research conducted by the U.S. DOE. Martin van den Brink, executive vice president of marketing and technology at ASML was later quoted as saying “While EUV is expected to have the highest throughput and most extendable resolution, the complexity of non-optical techniques requires the parallel evaluation of multiple options."  ASML moved rapidly to secure its position in the future lithography market place.

- In June, 2006 Cymer put its first LPP EUV source into operation.

- In November 2007 Cymer reported achieving 100 watts of EUV burst power on its LPP source. [2]

- On May 14, 2008, Cymer reported the achievement of continuous EUV source operation for over one hour at an average power level of 25 watts. [3]

- In July 2009 Cymer announced the shipment of an LPP source to ASML, claiming it had achieved 75 watts of “EUV exposure power” and anticipated 100 watt power levels within 90 days enabling 60 wafer/hour throughput on 300mm wafers. [4] 

- In 2010 Cymer reported achieving 100 watts of EUV peak power for brief periods but was only able to provide 10 watts of continuous EUV output. ASML began evaluating three potential suppliers of EUV sources; Cymer, Gigaphoton and Extreme Technologies. [5]

- In July 2011, at a company earnings conference call Bob Akins, then Cymer's Chairman and CEO reported “As a result of increased source availability and stability improvements, the eight (EUV) sources have cumulatively produced greater than 40 megajoules of EUV since March of this year and it is sufficient to expose greater than 3,000 wafers”. [6]

- In February 2012, Cymer reported shipping three 8 Watt EUV sources but 20 watt upgrade shipments for NXE-3100 systems were delayed. [7]

- In May 2013, Cymer's EUV source power output was still short of HVM targets. ASML completed the Acquisition of Cymer in a cash and stock transaction estimated to be $3.7 Billion. [8]

- As reported on February 24, 2014 during SPIE Advanced Lithography V, an NXE:3300B, was shipped to TSMC with an integrated 30 Watt EUV source from ASML/Cymer, failed during testing but was later repaired. [9]


A Perspective on Extreme Ultra Violet Lithography 
March 11, 2014  

In 2008 Arthur W. Zafiropoulo, Chairman, CEO and President of Ultratech, estimated that EUV lithography systems could be premium priced as high as $15 to 20 million each, affording a significant market opportunity. The interplay of the NIF and EUV programs promulgating the current lithography initiative has exposed two starkly differing cost center/ROI models. The National Ignition Facility took tewlve years to build and houses 192 high power laser bays 300 yards long, producing 500 Terawatt laser “shots” (500 Trillion watts) focused on a single deuterium pellet with the goal of replicating the fusion energy created in the core of our sun. Funded by the U.S. Government's Department of Energy, the NIF facility cost $3.5 Billion to construct. Given current ASML pricing at $120 Million each, a quantity of 25 ASML EUV stepper/scanners, each anticipated to produce 150 watts of front end LPP EUV illumination, are now estimated to cost $3 Billion. If we utilize Mr. Zafiropoulo's original high end estimate of $20 Million per stepper, the cost for the same 25 EUV steppers is reduced to $500 Million (the number to the right of the decimal point on the NIF's construction cost). The collective investments in ASML made thus far by Intel, Samsung and TSMC actually exceed the NIF's $3.5 Billion construction cost. Is an ASML equipped semiconductor front end EUV lithography fab (25 EUV steppers) really at cost parity with a U.S. government sponsored fusion energy project?  Given current wafer fab construction costs approximating $5 to 6 Billion, ASML's recently quoted EUV lithography pricing is unprecedented.  This singular discrepancy in the semiconductor industry's cost continuum has displaced Moore's Law as a viable operand.  EUV technology originally developed within the U.S. DOE/NIF program has been transferred to cooperative multinational interests outside any U.S. based cost control infrastructure.  Electron beam lithography as an alternate HVM solution was never funded on a large scale leaving ASML as a defacto sole source for nanometer scale HVM. This is why the EUV program is on hold. It's time to call the accountants, get costs under control, and restore U.S. based best of breed lithography competition to the semiconductor industry.  We all applaud the efforts of our friends at ASML who have made extraordinary strides in the development of EUV.  However, with ASML as the primary beneficiary of the NIF's EUV Laser Produced Plasma program, the U.S. based semiconductor equipment industry should be competing with them for both economic and strategic considerations.
 
The current and on going status of EUV endures as a great drama for those of us with keen interest in the semiconductor industry and the phenomenon of Moore's Law. Although ASML stock holders should continue to benefit from their dominate front end market share, it would appear ASML's customer/investors are getting less return on their subsidy of EUV as progress on HVM power output development has stalled. Although there are few remaining EUV players (none with ASML's front end market share), the current economic complexity of the EUV program compounded by the throttling of the 450mm initiative has quashed enthusiasm for large scale investment in new, competitive EUV and alternative lithography technologies targeting CDs <28nm. The current over capacity status at many fabs has also delayed further investment in tweaking strategic product positioning, best illustrated by Intel's idling of newly constructed fab 42. 

With regard to next generation semiconductor products, we might choose to continue optimizing cloud based CPUs and servers as another way of offsetting increasingly heavy processing demands until nanometer scaling enabled by restoration of the EUV initiative or SEMATECH's alternate choice, electron beam lithography enables us to re-institute the spirit of Moore's Law.

Please join me in supporting the National Photonics Initiative, SPIE and the United Nations proclaimed International Year of Light 2015.

Thomas D. Jay 
Semiconductor Industry Consultant
Thomas.Dale.Jay@gmail.com
www.ThomasDaleJay.com
Thomas D. Jay YouTube Channel
 
 
http://www.youtube.com/watch?v=as4BFjU5MN0&list=UU8T5Lc8XntcOTYqgXLJbwig

 
 
www.lightourfuture.org

www.spie.org






http://spie.org/x93905.xml
























Corporate or private entities mentioned in this article are the respective owners of their logos, trademarks, service marks and intellectual property. Unless otherwise disclosed, Thomas D. Jay has no financial interest in companies referenced in blog articles or other published media communications. No representation is made to either buy or sell securities. Opinions expressed by Thomas D. Jay are his own. Thomas D. Jay does not employ or otherwise utilize/authorize third party agents to express his opinions, represent his interests or conduct business on his behalf except where formally contractually designated.

Acknowledgements and Reference Links

 SPIE.org

 Photonics for a Better World.blogspot.com

National Photonics Initiative

 [A] ASML NXE:3300B, ASML Web Site

[A1] Ultratech

[1] Extreme Ultra Violet Lithography, Imaging the Future

[A-G] NIF Photos, Wikipedia 

[1A] National Ignition Facility, Lawrence Livermore National Laboratory  

[1B] May 6, 1998 Business Wire

[2] November 30, 2007 Business Wire 

[3] May 14, 2008 FABTECH

[4] EE Times July 13, 2009 

[5] August 19, 2011 Engineering and Technology Magazine, by Chris Edwards

[6] July 21, 2011, Morning Star 

[7] February 3, 2012 Semiconductor Engineering, by Mark LaPedus

[8] May 30 2013 UT San Diego, by Mike Freeman

[9] February 24, 2014 Semiconductor Engineering, by Mark LaPedus

Related blog articles of interest
by Thomas D. Jay

August 2013
The SCRUM of All Fears 

January 2013




 















Friday, February 1, 2013

The 13.5 nanometer Physical Cliff?


As SPIE Extreme Lithography IV approaches will the EUV lithography program fall off a physical cliff?

SPIE is the International Society of Optics and Photonics. Its membership is comprised of engineers who research the scientific manipulation and applications of light. On February 24-28 in San Jose, CA, a large contingent of SPIE membership will meet to discuss current progress on an exotic EUV (Extreme Ultra Violet) light source scheduled for implementation in next generation, nanoscale computer chip manufacturing. For those outside the semiconductor industry, EUVL (Extreme Ultraviolet Lithography) is a next generation, extremely short wavelength light source (13.5 nanometers) providing improved lithographic capability to print ever smaller, nanometer scale transistor circuit patterns on computer chips. The time and expense invested in the development of EUV lithography spans many years and totals billions of dollars.   Recently, a few individuals (very few) have suggested to me that the physics challenges of 13.5 nanometer EUV lithography might be insurmountable and the continuing escalating expenditures to resolve EUV source power, uptime and mask issues (to name a few), will further delay the implementation of a work around strategy to preserve Moore's law.   Moore politics in the semiconductor industry? The recently celebrated investments in ASML by Intel, TSMC and Samsung collectively approximate $6 Billion, the price of a new state of the art wafer fab.  One might ask why not use these funds to build another foundry and utilize existing 193 nanometer manufacturing technology to creatively double or triple pattern DSA (Directed Self Assembly) device designs. This work around scenario might be an alternative in the shorter term but the economics and physics for this argument are not sustainable. At the 2011 EUVL Symposium, Rudy Peeters of ASML presented a compelling illustration (page 5 of his presentation) of the cost reductions attainable with EUV over 193 nanometer lithography. Given the same product (in one of his examples), a 193 nanometer process would entail as many as 5X the number of process steps with a >50% increase in cost.   EUV's superior image resolution and higher k1 value  at 13.5 nanometers extends lithography performance and ultimately reduces cost over time (k1 is a process evaluation coefficient that encapsulates process-related factors). These cost savings estimates are well within the ball park so long as critical EUV performance issues are resolved satisfactorily. Intel, TSMC and Samsung have invested heavily to ensure EUV performs on time. With additional time and expensive fine tuning, ASML will ramp production and Moore's law will again enable a new generation of semiconductor products, funding further R&D.

Is there an impending physical cliff for 13.5 nanometer EUV technology and beyond? Will complex physics issues limit EUV viability?   The semiconductor industry confidently says no and is also in concurrent pursuit of BEUV (Beyond Extreme Ultra Violet) lithography as a follow on evolutionary path.   BEUV 6.7 nanometer technology development will require additional time and investment and will no doubt foment additional engineering debate. Moore's law will be continually pushed to its limits but the current critical focus is on the timely delivery of HVM (High Volume Manufacturing) EUV lithography, and 450mm process/metrology tools. As the EUV program evolves, source designs will undergo modification and upgrades to reach required performance specifications but the over all program is moving forward. Semiconductor front end equipment manufacturers who are not EUV/450mm capable in a timely fashion risk the eventual loss of market share and possible forfeiture of future viability in the semiconductor manufacturing industry.

The key to success in the development of EUVL/BEUVL and related semiconductor technologies is the pooling of knowledge and distribution of R&D investment costs. The semiconductor foundries and consortiums have the capital resource to pursue technology development that can be cost prohibitive to a self funded corporate R&D program. However, collaboration on advanced R&D can be a delicate balancing act between managing intellectual property concerns and promoting the general welfare of a capital intensive industry. An excellent recent example of this concern is the protracted dispute between Apple and Samsung over intellectual property related to smart phone software. In spite of the on-going litigation, Apple A5 and A6 processors are being manufactured in an Austin, Texas wafer fab build by Samsung. Both companies benefit from the arrangement and share a major portion of the smart phone market place while making financial news headlines in the process.

Equally important to the pooling of financial resources is the cross linking of engineering groups collaborating on R&D programs. This interaction reduces development time by eliminating concurrent, redundant development programs and inefficient rediscovery of existing knowledge. As an example, I often recount an experience in which I visited a customer's corporate R&D facility to discuss a deep UV photostabilization application for his process. We began our discussion in the hallway outside his lab.   After a few minutes our discussion attracted the attention of another resident researcher who happened by. Without introduction he stopped and silently listened in on our conversation.  Our discussion began at 320 nanometers, a popular wavelength for photostabilization. We soon realized that a newly proposed process material would better stabilize at a higher wavelength in the 340 nanometer range. We wondered out loud where we might find a 340 nanometer range UV light source. Hearing this, our silent companion beamed a broad smile and blurted out, “I have what you're looking for.  I fabricated a cadmium vapor lamp for an experiment years ago and haven't used it since then. I thought someone might need it one day. It's in my desk, I'll go get it.”   We all laughed to celebrate a very brief but successful collaboration in which my customer discovered the answer to his question was a few doors down the hall from his lab. I didn't sell anything that day but planted the seeds for future collaboration and sales activity.   I often wondered what the collaborative mean free path might have been in that laboratory, and how long it might have taken for my two friends to discover their in house problem and solution without my presence as a catalyst. A good semiconductor industry statistician can probably provide an answer, but that's another story.


Thomas D. Jay
Semiconductor Industry Consultant
ThomasDaleJay@gmail.com
www.linkedin.com/pub/thomas-d-jay/26/aa3/499
www.ThomasDaleJay.blogspot.com

The Technology High Ground


For information on the SPIE Advanced Lithography 2013 Extreme Ultraviolet Lithography IV program click on the link below:



For additional information on the recent Intel, TSMC, Samsung investment in ASML, click on one of the referenced Bloomberg New links below:
http://www.bloomberg.com/news/2012-07-09/intel-agrees-to-buy-10-stake-in-asml-for-about-2-1-billion.html

http://www.bloomberg.com/news/2012-08-05/taiwan-semiconductor-agrees-to-invest-1-38-billion-in-asml.html

http://www.bloomberg.com/news/2012-08-27/samsung-to-buy-3-stake-in-asml-for-503-million-euros.html

http://www.bloomberg.com/news/2012-10-17/asml-to-buy-cymer-for-2-55-billion-to-speed-up-euv-development.html


For streaming updated technology news from Google, scroll to the very bottom of this page.












Thursday, January 24, 2013

The Scrum of All Fears


If you assemble the leadership of the world's largest semiconductor manufacturers, confront them with the critical tasks required to ensure on time development and delivery of EUV photolithography, what you'll get is the scrum of their fears.

On February 24-28 in San Jose, CA, the world's experts in the field of semiconductor photolithography will meet at the SPIE 2013 Advanced Lithography IV conference to present papers and report on the current development of 13.5 nanometer EUV (Extreme Ultra Violet) light source technology. Although significant progress has been made, the remaining tasks are formidable.  Development activity continues to secure viable production worthy EUV lithography tooling for 14 and 10 nanometer scale devices on 450mm wafers. The scrum masters are afoot and if you're attending the SPIE conference in February, chances are you might be one of them.

Scrum? For the uninitiated, the term scrum as applied to product development was first referred to in the Harvard Business Review 86116: 137–146, 1986. Scrum is a management technique which emulates the activities on a rugby football field where team members repeatedly pass the ball forward to advance toward the goal.  I won't elaborate further on scrum management here (see the referenced Harvard Business Review link below) other than to say it is probable many of us have been practicing elements of this technique for many years (unaware of it's current celebrity). While Director of Marketing at Veeco Instruments I scheduled daily early morning meetings with my staff (usually no more than ten minutes in length) to ensure current project goals were on target, tasks transitioned efficiently among managers, and obstacles were effectively circumvented. It seems to me that the semiconductor industry's management of the EUV photolithography initiative might be compared with a scrum strategy comprised of many teams reinforcing an international R&D effort. Billions of dollars are being strategically allocated by the world's largest semiconductor companies in a concerted effort to drive a program critical to all concerned. I couldn't resist the analogy to current developments in our industry and linkage to the tone of a Tom Clancy novel. Hence, the title of this essay.

Late last week I received comments on my blog questioning the efficiency with which EUV source development was progressing and how possible business/political influences might be favoring underperforming EUV R&D participants. Politics in the semiconductor industry? By now most are aware of the significant investments being made in ASML by Intel, Samsung and TSMC. Some may question the necessity for the investment. With ASML having almost twice the market capitalization of Applied Materials (ASML $29.31B, AMAT $15.22B on 1/23/2013) why was it necessary for three of the world's largest semiconductor manufacturers to invest additional billions in ASML? A review of the investments are in order: (Source: Bloomberg News)
  • Intel agreed on July 9, 2012 to purchase a 10% stake in ASML for $2.1B and later purchase another 5% for $1.0B. Additionally Intel will pay another $1.0B in scheduled payments to ensure the expeditious delivery of critical equipment to be purchased. 
  • TSMC on August 5, 2012 agreed to purchase a 5% stake in ASML for $1.38B
  • Samsung on August 27, 2012 agreed to buy a 3% stake in ASML for $974M.
  • ASML on October 17, 2012 agreed to purchase Cymer for $2.6B. Scrum reset and goal to go.
For a combined $6B investment, Intel, TSMC and Samsung will collectively own approximately 23% of ASML facilitating ASML's purchase of Cymer for another $2.6B This affords the following benefits to the investor/players:
  • The strategic capital investment will sustain ASML/Cymer focus on EUV R&D in a difficult economy.
  • Sustains the ASML/Cymer EUV program in light of concurrent R&D by imec and Xtreme Technologies/Ushio and Gigaphoton, resetting a best of breed competition.
  • Focused EUV funding will help assure uninterrupted continuance of ASML/Cymer's existing 193 nanometer lithography product lines, negating possible resource concerns.
  • The investments should accelerate the delivery of ASML/Cymer EUV lithography systems by approximately 2 years.
  • The additional capital could fund ASML/Cymer development of alternative EUV source technologies, modifications to current designs, or the acquisition of external Intellectual Property as required.
  • Expedites the concurrent development of associated/complementary EUV technologies and accelerates, offsets and distributes the cost of transition to 450mm wafers.
  • Intel, TSMC and Samsung could establish rights to Intellectual Property developed by ASML/Cymer reducing future costs.
  • Provides investor/customer companies with priority shipment slots for ASML EUV systems.
  • Could vest Intel, TSMC and Samsung with influence over future ASML/Cymer activities. 
  • Could enable ASML/Cymer to expand currently planned manufacturing capacity.
  • Could provide tax and/or investment savings for Intel, TSMC and Samsung.

Observations:
Xtreme Technologies/Ushio has demonstrated a viable hybrid EUV source utilizing rotating Sn disks as a feed/source while providing effective mitigation of Tin debris which can contaminate the EUV source optics. It is reported that the current EUV power output is 74 watts and MTBF numbers look favorable at this time. A path to higher EUV power output has been identified.

Gigaphoton has developed a proprietary pre-pulse laser technology with a CE (energy Conversion Efficiency) said to reach 5.2%. Is the recently announced Cymer pre-pulsed laser technology unique to ASML/Cymer, or is the technology licensed from Gigaphoton? Updated 2/20/2013 to note that Cymer was most recently granted patent(s) for laser pre-pulse technology on 4/17/2012 related to co-pending U.S. patent application 11/358,988 filed on 2/21/2006 entitled LASER PRODUCED PLASMA EUV LIGHT SOURCE WITH PRE-PULSE.  

Why are the interests of Intel, TSMC and Samsung specific to ASML and Cymer? Why was there no additional investment from this group in Xtreme Technologies/Ushio or Gigaphoton?  I suspect because there is confidence in the reported success of the Xtreme Technologies/Ushio EUV source installed in an ASML NXE:3100 series system at imec's 300mm fab in Leuven, Belgium. Gigaphoton has also demonstrated significant progress in its EUV source development and was the first to adapt laser pre-pulse technology to enhance EUV power output.

It seems that ASML and Cymer were viewed as being behind in the power curve (literally). However, in consideration of ASML's critical mass in the market place, it was recognized that the best economy of scale could be obtained by resolving Cymer's EUV source issues and tapping ASML's ability to ramp production when required. Cymer recently announced its own laser pre-pulse technology and appears to be recovering lost time. I suspect that Intel, TSMC and Samsung reacted to the stalled timetable at ASML and took steps to restore competitive EUV development there. The entire field of EUV technology vendors will undergo a review at SPIE Advanced Lithography IV and may prompt additional future maneuvering by Intel, TSMC and Samsung.        

For many semiconductor equipment manufacturers, escalating single unit system prices are beginning to reflect a significant fractional percentage of their market capitalization. Example: ASML's current market cap is $29.31B. The current single unit price quoted for its EUV lithography system is $125M, which represents slightly less than half of 1% (0.00426) of ASML's market cap. A full production floor of EUV systems at ASML's new manufacturing facility (accommodating 8 EUV systems totaling $1.0B) represents approximately 4% of its market cap. While ASML's costs may be under control, if your company is valued at one billion dollars in market capitalization, can it afford to develop and support products with a $125M price tag? In today's semiconductor industry economy, strategic partnerships among capital investors, manufacturing consortiums and customers are becoming the norm, providing cost offsets and economies of scale that can sustain the viability of a capital intensive business model. As equipment costs spiral upward, DSA (Directed Self Assembly) techniques for nano-structures are gaining popularity as a possible means of off setting EUV lithography and complementary tooling costs.

It would appear that ASML and Cymer are playing catch up and making progress. Cymer had fallen behind in EUV laser source development while Xtreme Technologies/Ushio and Gigaphoton were making measured power output progress. A best of breed competition was stalling and required a reset. All things considered, the strategic time line for successful production worthy 450mm EUV lithography was in need of an insurance policy, and in the spirit of the capital markets, an additional reinsurance policy (the "insurance policies" being the recent investments made by Intel, TSMC and Samsung). Enter project managers and scrum masters from Intel, TSMC and Samsung. Strategic investments were made to ensure the timely availability of EUV technology and to establish the means by which future remedial assistance to strategic partners might be efficiently managed and financed. As I commented in a previous blog posting on January 5, “Research and development in self assembling semiconductor devices hold promise for the future. In the shorter term we are witnessing the evolution and self assembly of the next generation semiconductor industry.”

As for politics in the semiconductor industry, if you're planning to attend one of the luncheons during the SPIE Advanced Lithography IV conference, dim scrum won't be found on the menu.

Thomas D. Jay
Semiconductor Industry Consultant


For additional information on the SPIE Advanced Lithography 2013 Extreme Ultraviolet Lithography IV program click on the link below:
http://spie.org/app/program/index.cfm?fuseaction=conferencedetail&export_id=x12540&ID=x10947&redir=x10947.xml&conference_id=1039349&event_id=996835

For additional information on scrum management:
http://hbr.org/product/new-new-product-development-game/an/86116-PDF-ENG

For an update on current Cymer Pre-Pulse EUV source technology:
http://www.cymer.com/pre_pulse/

For information on Xtreme Technology/Ushio EUV source technology:

For information on Gigaphoton's EUV source technology:

For a link to a photo of imec's Extreme EUV tool:

For additional information on the recent Intel, TSMC, Samsung investment in ASML, click on one of the referenced Bloomberg New links below:

http://www.bloomberg.com/news/2012-07-09/intel-agrees-to-buy-10-stake-in-asml-for-about-2-1-billion.html

http://www.bloomberg.com/news/2012-08-05/taiwan-semiconductor-agrees-to-invest-1-38-billion-in-asml.html

http://www.bloomberg.com/news/2012-10-17/asml-to-buy-cymer-for-2-55-billion-to-speed-up-euv-development.html


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