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迷你晶圆厂时代,即将到来?
半导体芯闻· 2025-04-22 10:39
Core Viewpoint - The article discusses the emergence of mini semiconductor factories that can be built at a fraction of the cost and time of traditional semiconductor manufacturing facilities, highlighting the innovations from companies like Pragmatic Semiconductor and Nanotronics [2][3][4]. Group 1: Mini Semiconductor Factories - The cost to build a mini semiconductor factory is approximately $30 million, significantly lower than the typical semiconductor factory which can cost up to $20 billion [2]. - Pragmatic Semiconductor's "Fabs-in-a-Box" can start production in about 12 to 14 months, compared to the usual 3 to 5 years for traditional factories [2][3]. - Nanotronics' "Cubefabs" are modular and designed to operate in 85% of global environments, excluding high seismic risk areas [3]. Group 2: Production Capabilities - Pragmatic aims to produce billions of flexible integrated circuits annually by 2025, utilizing thin-film transistor technology combined with advanced 300mm wafer processing [4][5]. - The thickness of some layers in their production process is between 5 to 10 nanometers, integrating thousands of TFTs per square millimeter [5]. - Pragmatic is set to launch its first 300mm wafer factory in 2024, with another factory expected to be operational by mid-2025 [5]. Group 3: Expansion and Sustainability - Cubefab can connect up to four petal-shaped manufacturing facilities to a central cube, allowing for production expansion without halting operations [6]. - Each petal factory costs between $30 million and $40 million, with the potential for cost reduction as more petals are added [6]. - Pragmatic's factories are designed to be highly sustainable, reducing energy and water consumption significantly, thus lowering the carbon footprint of the produced semiconductor chips [7]. Group 4: Market Opportunities - There is significant interest in localized manufacturing, especially in regions like Africa and the Global South, where traditional semiconductor manufacturing has been cost-prohibitive [7][8]. - The ability to build cost-effective factories in previously unviable locations opens new opportunities for semiconductor production in emerging markets [7].
迷你晶圆厂时代,即将到来?
半导体芯闻· 2025-04-22 10:39
来源:内容编译自 itmedia,谢谢。 耗资3000万美元建造的半导体工厂 如果您希望可以时常见面,欢迎标星收藏哦~ 据报道,两家公司已经开始销售迷你晶圆厂,即可以在小空间内建造的半导体制造工厂。虽然建造 一个典型的半导体工厂的成本可能高达数十亿美元,但一个小型工厂仅需 3000 万美元就可以建造 整个半导体制造设施。 该小型工厂将致力于生产用于零售标签和消费电子产品的老一代功率半导体和柔性芯片。英国 Pragmatic Semiconductor 公司首席执行官戴维·摩尔 (David Moore) 在接受 EE Times 采访时表 示:"该工厂可以建在以前被认为不适合半导体制造的地点。" 据称,Pragmatic 的"Fabs-in-a-Box"比典型的半导体晶圆厂(造价 200 亿美元)便宜得多,并且 可以在大约三分之一的时间内开始生产。 "我们只需 12 到 14 个月就能建成一条新生产线,而通常需要 3 到 5 年,"摩尔说。 "通过减少步 骤数量和使用更具成本效益的材料,我们可以更好地优化产品的总体成本。" 在小型晶圆厂制造氧化镓功率半导体 在大西洋彼岸的美国,Nanotronics 公司已经 ...
功率芯片,还要熬一年
半导体行业观察· 2025-04-07 01:04
Core Viewpoint - The global power semiconductor market is projected to reach 7.771 trillion yen by 2035, which is 2.3 times the size in 2024, driven by the long-term growth from electric vehicle (EV) adoption despite short-term inventory issues in 2024 [1][2]. Market Size and Growth Projections - The power semiconductor market is expected to reach 3.5285 trillion yen in 2025, with silicon power semiconductors accounting for 3.147 trillion yen. The market is anticipated to expand starting in 2026 after inventory normalization [1]. - The next-generation power semiconductor market is projected to reach 513.8 billion yen by 2025, with significant growth expected for GaN power semiconductors due to their ability to replace silicon semiconductors [2]. - By 2035, the market for next-generation power semiconductors is expected to reach 3.1981 trillion yen, with SiC power semiconductors projected to reach 2.9034 trillion yen [2]. Specific Semiconductor Types - SiC power semiconductors are expected to see an adoption rate exceeding 50% in electric vehicles by 2035, up from just over 10% in 2024 [2]. - The GaN power semiconductor market is projected to grow to 278.7 billion yen by 2035, with significant applications in AC-DC adapters and server power supplies [3]. - The market for GaN power semiconductors is expected to reach 58 billion yen by 2025, driven by production scale effects and price reductions [3]. Wafer and Component Market Trends - The power semiconductor wafer market is expected to reach 300.9 billion yen by 2025 and 911.8 billion yen by 2035, with SiC wafers projected to surpass silicon wafers in 2024 due to increased production from Chinese companies [5]. - The overall market for power semiconductor components is expected to reach 1.7408 trillion yen in 2023 and 615.2 billion yen by 2025 [5]. Manufacturing Equipment Market - The power semiconductor manufacturing equipment market is projected to reach 1.3234 trillion yen by 2035, with a forecasted size of 739.3 billion yen in 2025. A decline in automotive-related capital investment is expected to impact the market in 2025 [7].