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300 mm: A Look Forward by Dean W. Freeman, Principal Analyst, Klaus-Dieter Rinnen, Director and Chief Analyst, Gartner DataQuest

The 300-mm era is beginning to emerge as the industry moves into a new millennium. After an aggressive start and a near stop due to an industry slowdown, 300-mm production fabs are scheduled to come on line in the year 2001. It is anticipated that the growth of 300-mm semiconductor equipment shipments will be strong over the next five years, growing from approx imately five percent of the total semiconductor equipment shipments in the year 2000 to over 60 percent of the total shipments in 2005. While this seems like strong rapid growth, it fits the industry growth curves for the introduction of the nextgeneration wafer size for both equipment sales and the percentage of 300-mm wafers of the total silicon. While this seems like strong rapid growth, it fits within the historical industry growth curves for the introduction of the next generation wafer size and growth of semiconductor equipment sales. It is unlikely that the first phase of 300-mm growth will be affected.

Introduction

The industry has been anticipating the first 300-mm production fabs for nearly three years. The initial estimated dates of first silicon in mass production in the 1998 time frame have given way to a more gradual introduction that has the first production fabs set to come on line in 2001. While this delay has been frustrating to some, it has enabled the industry to develop a more robust set of 300-mm equipment, which might actually accelerate the ramp of 300mm fabs. In previous introductions of wafer sizes one semiconductor manufacturer typically championed the work. At 150 mm, Intel championed the work, while at 200 mm, IBM lead the way. These manufacturers suffered through the immaturity of early tool sets and shouldered a significant portion of much of the development cost for the new equipment sets. At 300 mm, a much different model developed. Several industrial consortiums emerged. Sematech, I300I, and Selete were the proving grounds for the new 300-mm equipment, developing standards, and moving the product development stage from the fabs to the consortiums. The semiconductor manufacturers did 6

Spring 2001

Yield Management Solutions

not provide the capital for the development of the new tool sets; instead, they placed the burden upon the semiconductor equipment makers. This model, along with some other factors such as linewidth shrinks and industry slowdown, has produced a much more mature equipment set than the industry experienced at 150 mm and 200 mm. In some cases, the overall equipment effectiveness (OEE) already exceeds that of the 200-mm tool set. This mature tool set has enabled some of the early pilot lines to come on line almost as quickly as they would have with a 200-mm tool set, with reported yields of 300 mm comparable to that of a 200-mm fab line. Economics

An article cannot be written on the business aspects of 300 mm without discussing the increased area of the 300-mm wafer, as well as the potential for increased die output. The well-publicized 2.25 area increase can yield greater than 2.25 times the number of die produced per wafer, thus producing greater than a 125 percent increase in die output per wafer. If we make a simple extrapolation, we can observe in Figure 1 that a 300-mm fab needs only 50 percent of the wafer starts of a 200-mm fab to achieve an equivalent output of die each month. Therefore, some of the 300 mm 5,000 wafer starts per month pilot lines that are coming on line have the capability of producing the equivalent of greater than 10,000 200-mm wafers each month.


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