Currently there are eight Chinese 300mm-diameter silicon IC fabs in operation as 2016 comes to a close. Chinese IC fab capacity now accounts for approximately 7% of worldwide 300mm capacity, as reported by VLSIresearch in a recent edition of its Critical Subsystems report (https://www.vlsiresearch.com/public/csubs/). This will expand rapidly, as ten are now under construction and two more have been announced. China’s 300mm fabs are located in ten cities.
“Total Chinese capacity is expected to be around 13 million by end 2018,” said John West of VLSI Research. Worldwide 300mm wafer fabrication capacity will exceed 85 million wafers per year in 2018, putting China in control of 15% of worldwide 300mm capacity in 2018. While new Chinese fabs have yet to prove they can produce leading edge silicon ICs with high yields, it should be only a matter of time before they prove they stand among the world’s great semiconductor production regions.
West recently presented a China market outlook for semiconductors, original equipment manufacturers (OEM), and critical subsystems at the recent Critical Materials Council (CMC) Seminar (http:cmcfabs.org/seminars) held in Shanghai. At the same event, representatives from Intel and TI discussed supply-chain dynamics in China, and Secretary General Ingrid Shi of the Integrated Circuit Materials Industry Technology Innovative Alliance (ICMITIA) presented on “The China Materials Supply Consortium and China’s 5 Year Technology Plan.”
The 2016 CMC Seminar also saw a presentation of China’s first semiconductor-grade 300mm silicon wafer supplier: the recently unveiled Zing Semiconductor (www.zingsemi.com). Founder and CEO Richard Chang, co-founder of SMIC, has assembled a team and funding to start creating wafers in the Pudong region of Shanghai. He showed a photo of his company’s first 300mm silicon boule at the event.
[DISCLOSURE: Ed Korczynski is also Marketing Director for TECHCET CA, an advisor firm that administers the Critical Materials Council and CMC events.]
Kudos to Dr. Larry J. Hornbeck, the extended team at Texas Instruments (TI) that has worked on Digital Micromirror Device (DMD) technology, and to the TI executives who continued to fund the R&D through years of initial investment losses. Hornbeck has been awarded an Academy Award® of Merit (Oscar® statuette) for his contribution to revolutionizing how motion pictures are created, distributed, and viewed using DMD technology (branded as the DLP® chip for DLP Cinema® display technology from TI).
The technology now powers more than eight out of 10 digital movie theatre screens globally. Produced with different resolutions and packages, DLP chips also see use in personal electronics, industrial, and automotive markets. The present good-times with DMD are enjoyed only because TI was willing to make a major long-term bet on this novel way to modulate pixel-arrays, which required building the most complex Micro-Electro-Mechanical System (MEMS) the world had ever seen.
Development of the DLP chip began in TI’s Central Research Laboratories in 1977 when Hornbeck first created an array of “deformable mirrors” controlled with analog circuits. In 1987 he invented the DMD, and TI invested in developing multiple money-losing generations of the technology over the next 12 years. Finally, in 1999 the first full-length motion picture was shown with DLP Cinema technology, and since then TI claims that the technology has been installed in more than 118,000 theaters around the globe. We understand that TI now makes a nice profit from each chip.
“It’s wonderful to be recognized by the Academy. Following the initial inventions that defined the core technology, I was fortunate to work with a team of brilliant Texas Instruments engineers to turn the first DMD into a disruptive innovation,” said Hornbeck, who has 34 U.S. patents for his groundbreaking work in DMD technology. “Clearly, the early and continuing development of innovative digital cinema technologies by the DLP Cinema team created a definitive advancement in the motion picture industry beyond anyone’s wildest dreams.”