SEMI Texas Spring Forum
Outline




Industry Roadmap / Concerns
Supply Chain Issues
Manufacturing Challenges
Human Resource Needs
2
Industry Roadmap: Foundry Business
 Who is missing from this chart?
3
Industry: Convergence Competition Begins
STMicroelectronics has selected
Samsung's foundry business unit for
the production of ICs using a 32/28nm high-K metal gate manufacturing
process.
Intel Corp has agreed to make chips
on behalf of Altera, a significant step
toward opening its prized
manufacturing technology to
customers on a larger scale,
potentially including Apple.
4
Industry: The Race to 14nm
 Will the field of competitors become limited?
5
Industry: The Race to 14nm
 What size investment will next generation of FAB be?
 How will we manage capital cost at this speed?
45nm
32nm
When do you go to 450mm?
28nm
New Materials / New Tools
20nm
EUV Litho?
14nm
5 year depreciation on Tools
6
Samsung Austin Supply Chain
City Water
Electricity
Natural Gas
Propane & Diesel
Chemicals
Gases
Targets/Pads
PCB Boards
Motors/Robots
Filters
Water
1
Facilities
SAS OPERATIONS
Energy
Product
4
Raw Materials
243
Parts
7490
Waste
Fab Process
7
Global Supply Risks: Helium
 He is a byproduct of Natural Gas
– Lower demand = less He
Helium
Federal Helium Reserve – “Bush Dome”
 Federal Helium Program developed
in 1917
 Generates 50% of world He supply
 35% is in the Amarillo “Bush Dome”
– BLM (Bureau of Land Management)
– Wants to get out of selling He
Amarillo, TX
8
Regional Supply Chain
Optimization Required
 Localize
– Reduce logistics complications and delivery risks
 Maximize supply sources
– Parts cleaning, repairs, construction, machining, etc.
 Reduce energy requirements
– Global energy demand, local effluents, increased energy costs
 Reduce water requirements
– Texas is in a state of drought, driving up water supply concerns
 Sustainability!
9
Samsung Austin Specific
What we are seeing or worrying about:
 Transporting of clean parts
– Plastic bags are not good at 20nm
 Chemicals
– All must improve in quality
– Requires us to improve our filter technology.
 More waste?
– Cleans seems to be the fastest solution but creates
more waste.
10
Manufacturing Challenges
 Process complexity
– New materials
– New equipment
– 3D technology
 Numerous work-arounds and lost productivity
– Double patterning
– Additional cleans
– Increased PMs
11
HR: Workforce Solutions
Engineering
Technicians
Employee Referrals
Employee Referrals
Hourly Hires
 Referrals from current
employees
 Referrals from current
employees
 Operators: train, evaluate,
hire
Location Interviews
Job Fairs
 Target talent
 Sponsored open call
Austin/Dallas/San
Antonio/Phoenix/etc.
Supervisors: promote from
within
CORP program
 Hire new college
graduates from top
universities from Texas &
around US
Military Hires
Mfg
Marketing of Jobs
 Navy Nukes/Submarine
most effective
Social Media
Military Hires
School Affiliations
PR Ad’s & Video
Sponsor H1B Visa’s
 ACC Apprenticeship
program
 Placed in related
magazines/social media
 ITT Tech relationship
Texas Workforce Commission
 FaceBook/LinkedIn/Twitter
12
HR: Cultivation
 Technical Forums
 STEM Day at SAS
 Scholars Program
 High Tech U, SEMI
 Educational Reimbursement
 E3 Alliance
 Conference attendance
 Communities in Schools
 Engineering Institute at SAS
 Austin Workforce
Commission
 Educational Reimbursement
at SAS Tech Institute
 Texas State BOD
 ACC Apprentice Technician
Program
 Texas State Women in
Engineering Conference
 UT BOD
 Engineering
Fraternity/Sororities
support
 UofH Relationship
13
Quality
 Is “World’s Best” possible? What does that look like?
Cost
Create
and deliver
value
Quality
 How do we build high value at a low cost?
Productivity
 How do we improve the efficiency of the Supply Chain?
Quality – Part of the core framework
Family – Work  Life balance
Learning – Engineering/Leadership training
Teamwork
Integrity
Respect
Team members’ acceptance of personal
responsibility for meeting their goals,
commitments, and promises.
14