0010-13713  AMAT 半导体系统
0010-13713 AMAT 半导体系统
产品价格:¥1500(人民币)
  • 规格:0010-13713
  • 发货地:厦门
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  • 最小起订量:1个
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    商铺名称:厦门兴锐嘉进出口有限公司

    联系人:刘锦玉(小姐)

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      0010-13713  AMAT 半导体系统

      0010-13713  AMAT 半导体系统

      0010-13713  AMAT 半导体系统


      半导体行业出现一股整合之风,也成为本周在旧金山召开的一个大型年会上的热门话题,参加年会的都是那些销售生产工具和材料的公司。一个代表制造工具生产商的行业团体周二预计,2016年该行业的全球收入或将仅增长1%,至369.4亿美元,去年收入曾下降近3%。

      Globalfoundries Inc.首席执行长杰哈(Sanjay Jha)称,现在的问题增长动力何在?Globalfoundries按订单为其他公司生产

      杰哈和其他高管称,他们正采用新材料和制造技术来作为应对,这一定程度上受到市场对类别不断扩大的连接设备可能有新需求的启发,这些设备可能需要的和过去开发的功能不同。这一名为物联网(Internet of Things)的新兴市场可能要求把芯片的成本控制在1美元以下,而且能在不更换电池的前提下运行数年时间。

      Globalfoundries和竞争对手电子(Samsung Electronics Co., 005930.SE)已采用了一种名为FD-SOI的技术,这一技术可以让那些没有使用如今小电路的芯片获得功耗和成本方面的益处。这一技术的全称是全耗尽绝缘硅片(fully depleted silicon-on-insulator),依赖于由法国公司Soitec提供的经过特别准备的半导体薄片。

      与此同时,英特尔公司(Intel Co., INTC)、台湾半导体(Taiwan Semiconductor Co., 5425.OT)、电子和Globalfoundries等巨头继续尝试在每个小型硅片上安装更多晶体管。近来,由于技术和资金方面的挑战,微型化的速度已较摩尔定律(Moore's Law)每两年增加一倍的速度有所放缓。摩尔定律以英特尔联合创始人摩尔(Gordon Moore)命名。

      但杰哈称,对于一些高性能不可或缺的大容量芯片市场和领域而言,更小的晶体管至关重要,比如数据中心设备和自动驾驶汽车等机器学习应用。

      一些公司开始在不生产更小晶体管的情况下进一步挖掘芯片的潜能。NAND闪存的生产商已开始通过所谓的3-D NAND方式叠加多层电路来扩大容量。NAND闪存在多数移动设备中被用于存储数据。

      这一技术变革要求对不同制造工具进行投资,这令一些供应商受益。应用材料(Applied Materials Inc., AMAT)就是其中之一,该公司将订单大增归结为三个因素:3-D NAND、显示器需求及中国提振国内芯片制造业的努力,该公司预计这三个因素的动能将进一步增强。

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