半導(dǎo)體市場(chǎng)的供應(yīng)短缺問(wèn)題已經(jīng)進(jìn)入了第二個(gè)年頭。為了滿足消費(fèi)者的需求,,各大芯片廠商都在不擇手段地?cái)U(kuò)大產(chǎn)能,,有的甚至直接放棄了設(shè)備測(cè)試環(huán)節(jié),,提前幾周接收有可能存在質(zhì)量問(wèn)題的光刻機(jī),這一切只是為了盡可能多地生產(chǎn)芯片,。
“芯片荒”問(wèn)題是從2020年下半年開(kāi)始發(fā)酵的,。當(dāng)時(shí)為了促進(jìn)經(jīng)濟(jì)復(fù)蘇,世界各國(guó)都出臺(tái)了一定的經(jīng)濟(jì)刺激計(jì)劃,,致使從汽車到游戲機(jī)在內(nèi)的各種產(chǎn)品需求大幅上揚(yáng),,而所有這些產(chǎn)品都要用到芯片。由于先進(jìn)芯片的制造工藝十分復(fù)雜,,所以它的供應(yīng)彈性相對(duì)較小,。從零開(kāi)始新建芯片產(chǎn)能可能需要好幾年的時(shí)間,而在需求如此不穩(wěn)定的當(dāng)下,,芯片供給自然是很難跟上需求的變化的,。
在此背景下,全球光刻機(jī)行業(yè)的龍頭老大阿斯麥公司(ASML)日前表示,,它的很多客戶最近已經(jīng)放棄對(duì)芯片設(shè)備進(jìn)行測(cè)試,,以盡量節(jié)省寶貴的時(shí)間和金錢——即便這樣有可能導(dǎo)致以后出現(xiàn)問(wèn)題。
1月19日,,阿斯麥(ASML Holdings)的首席執(zhí)行官溫彼得(Peter Wennink)在公布年報(bào)后表示:“我們的客戶迫切渴望額外產(chǎn)能,,這是一種前所未有的局面,我以前從未見(jiàn)過(guò)這種情況,?!?/p>
真正“針尖上的舞蹈”:只有幾個(gè)原子寬的電路圖
來(lái)自半導(dǎo)體產(chǎn)業(yè)協(xié)會(huì)(Semiconductor Industry Association)的數(shù)據(jù)顯示,當(dāng)前全球芯片行業(yè)的出貨量正在迅速增長(zhǎng),。2021年前11個(gè)月,,全球芯片出貨量達(dá)到1.05萬(wàn)億個(gè),創(chuàng)下了新的年度紀(jì)錄(雖然最后一個(gè)月的出貨量未計(jì)算在內(nèi)),。據(jù)半導(dǎo)體產(chǎn)業(yè)協(xié)會(huì)估算,,2021年11月,全球半導(dǎo)體行業(yè)的總體銷售額已經(jīng)逼近500億美元大關(guān),。
這一數(shù)額比2020年11月同比增長(zhǎng)了24%,,但還遠(yuǎn)遠(yuǎn)不足以滿足全球快速飆升的芯片需求。比如豐田(Toyota)算是汽車行業(yè)里應(yīng)對(duì)芯片短缺做得最好的公司,,但是在1月19日,,豐田也表示,由于芯片短缺問(wèn)題,,該公司有價(jià)值數(shù)十億美元的商品或?qū)o(wú)法按計(jì)劃投產(chǎn),。而在此之前,芯片不足問(wèn)題已經(jīng)迫使豐田調(diào)整了2月的生產(chǎn)計(jì)劃,。
生產(chǎn)一個(gè)芯片要比生產(chǎn)一輛汽車?yán)щy得多,。芯片所需的生產(chǎn)設(shè)施極為繁巨,,廠商至少要投入幾年的時(shí)間和幾十億美元的前期成本。這些晶圓廠的核心設(shè)施是操作光刻機(jī)的潔凈室,,光刻機(jī)需要在極其苛刻的潔凈環(huán)境下,,進(jìn)行直徑僅為幾個(gè)原子大小的微電路蝕刻,而整個(gè)生產(chǎn)過(guò)程需要幾周的時(shí)間才能夠完成,。
潔凈室里只要混入一?;覊m,就有可能使晶圓上的幾百萬(wàn)個(gè)晶體管慘遭報(bào)廢,,因此,,工人們必須穿上特制的超凈防護(hù)服,確保連一根頭發(fā)絲也不能落在光刻機(jī)上,。潔凈室的溫度和濕度也必須保持恒定,,甚至空氣的流通度也受到嚴(yán)格控制,而且還會(huì)被反復(fù)過(guò)濾和循環(huán),。
正是因?yàn)樾酒纳a(chǎn)過(guò)程極為復(fù)雜,,而且要耗費(fèi)巨量資本,因此整個(gè)芯片行業(yè)走的都是外包路線,。包括超微半導(dǎo)體(AMD)在內(nèi)的多家芯片公司都把主要精力放在芯片設(shè)計(jì)上,,而把大部分甚至全部生產(chǎn)環(huán)節(jié)都外包了給亞洲的晶圓代工廠。
唯一的供應(yīng)商
一旦政府出臺(tái)了經(jīng)濟(jì)刺激計(jì)劃,,或者出臺(tái)了減稅等利好政策,,消費(fèi)者加大了商品購(gòu)買力度,這些亞洲的晶圓代工廠的產(chǎn)能就會(huì)顯得捉襟見(jiàn)肘,。為了解決產(chǎn)能問(wèn)題,,像臺(tái)積電(Taiwan Semiconductor Manufacturing Company)等代工企業(yè)最近都在忙著采購(gòu)新設(shè)備。
晶圓代工廠最急需的設(shè)備,,就是阿斯麥公司的最新產(chǎn)品,,比如它的極紫外光刻機(jī)。目前,,全球僅有阿斯麥的極紫外光刻機(jī)能夠蝕刻出5納米制程的晶體管,,蘋果(Apple)的M1微處理器使用的就是這種5納米制程的芯片。除了阿斯麥外,,全球迄今還沒(méi)有任何一家公司可以生產(chǎn)如此復(fù)雜的設(shè)備,,美國(guó)政府甚至強(qiáng)力干預(yù)阿斯麥公司,禁止它將這種光刻機(jī)向中國(guó)出口,。
阿斯麥光刻機(jī)的價(jià)格一般在幾千萬(wàn)美元到幾億美元不等,,取決于具體機(jī)型??蛻敉ǔ8敢庠诤商m當(dāng)?shù)剡M(jìn)行測(cè)試,,設(shè)備測(cè)試時(shí)間一般在兩周到一個(gè)月左右。測(cè)試結(jié)束后,,才會(huì)將設(shè)備打包發(fā)往目的地,。
不過(guò),阿斯麥公司的首席執(zhí)行官溫彼得在近日表示,,由于所有客戶都忙著擴(kuò)大產(chǎn)能,,他們已經(jīng)沒(méi)有了等到做完全套測(cè)試的耐心和余裕。
他說(shuō):“實(shí)際上,,我們已經(jīng)跳過(guò)了測(cè)試環(huán)節(jié),,直接把設(shè)備運(yùn)往客戶的工廠,這就意味著客戶只會(huì)進(jìn)行一次驗(yàn)收測(cè)試,。這一切都是為了盡量擴(kuò)大芯片產(chǎn)能,。”
雖然芯片行業(yè)主要依賴歐洲的光刻機(jī),,但在產(chǎn)能方面則要依賴于亞洲,,特別是中國(guó)臺(tái)灣地區(qū)。
為了彌補(bǔ)這一戰(zhàn)略短板,,歐盟委員會(huì)(European Commission)在1月20日表示,,歐盟將于今年2月制定一份新的針對(duì)歐盟27國(guó)的芯片法案。該法案將包含五大戰(zhàn)略支柱,,包括放寬原本較為嚴(yán)格的政府補(bǔ)貼規(guī)定,,其目標(biāo)是在2030年前,將歐洲占全球芯片產(chǎn)能的份額從10%提高到20%,。
歐盟委員會(huì)的主席烏爾蘇拉·馮德萊恩于1月20日在世界經(jīng)濟(jì)論壇(World Economic Forum)上表示:“我們要記住,,全球芯片產(chǎn)能(到2030年)將翻一番?!痹谶@樣一個(gè)快速增長(zhǎng)的市場(chǎng)上,,要確保提高歐洲芯片所占的比重,“歐洲的產(chǎn)能就至少要在今天的基礎(chǔ)上翻兩番,?!保ㄘ?cái)富中文網(wǎng))
譯者:樸成奎
半導(dǎo)體市場(chǎng)的供應(yīng)短缺問(wèn)題已經(jīng)進(jìn)入了第二個(gè)年頭。為了滿足消費(fèi)者的需求,,各大芯片廠商都在不擇手段地?cái)U(kuò)大產(chǎn)能,,有的甚至直接放棄了設(shè)備測(cè)試環(huán)節(jié),提前幾周接收有可能存在質(zhì)量問(wèn)題的光刻機(jī),,這一切只是為了盡可能多地生產(chǎn)芯片,。
“芯片荒”問(wèn)題是從2020年下半年開(kāi)始發(fā)酵的。當(dāng)時(shí)為了促進(jìn)經(jīng)濟(jì)復(fù)蘇,世界各國(guó)都出臺(tái)了一定的經(jīng)濟(jì)刺激計(jì)劃,,致使從汽車到游戲機(jī)在內(nèi)的各種產(chǎn)品需求大幅上揚(yáng),,而所有這些產(chǎn)品都要用到芯片。由于先進(jìn)芯片的制造工藝十分復(fù)雜,,所以它的供應(yīng)彈性相對(duì)較小,。從零開(kāi)始新建芯片產(chǎn)能可能需要好幾年的時(shí)間,而在需求如此不穩(wěn)定的當(dāng)下,,芯片供給自然是很難跟上需求的變化的,。
在此背景下,全球光刻機(jī)行業(yè)的龍頭老大阿斯麥公司(ASML)日前表示,,它的很多客戶最近已經(jīng)放棄對(duì)芯片設(shè)備進(jìn)行測(cè)試,,以盡量節(jié)省寶貴的時(shí)間和金錢——即便這樣有可能導(dǎo)致以后出現(xiàn)問(wèn)題。
1月19日,,阿斯麥(ASML Holdings)的首席執(zhí)行官溫彼得(Peter Wennink)在公布年報(bào)后表示:“我們的客戶迫切渴望額外產(chǎn)能,,這是一種前所未有的局面,我以前從未見(jiàn)過(guò)這種情況,?!?/p>
真正“針尖上的舞蹈”:只有幾個(gè)原子寬的電路圖
來(lái)自半導(dǎo)體產(chǎn)業(yè)協(xié)會(huì)(Semiconductor Industry Association)的數(shù)據(jù)顯示,當(dāng)前全球芯片行業(yè)的出貨量正在迅速增長(zhǎng),。2021年前11個(gè)月,,全球芯片出貨量達(dá)到1.05萬(wàn)億個(gè),創(chuàng)下了新的年度紀(jì)錄(雖然最后一個(gè)月的出貨量未計(jì)算在內(nèi)),。據(jù)半導(dǎo)體產(chǎn)業(yè)協(xié)會(huì)估算,,2021年11月,全球半導(dǎo)體行業(yè)的總體銷售額已經(jīng)逼近500億美元大關(guān),。
這一數(shù)額比2020年11月同比增長(zhǎng)了24%,,但還遠(yuǎn)遠(yuǎn)不足以滿足全球快速飆升的芯片需求。比如豐田(Toyota)算是汽車行業(yè)里應(yīng)對(duì)芯片短缺做得最好的公司,,但是在1月19日,,豐田也表示,由于芯片短缺問(wèn)題,,該公司有價(jià)值數(shù)十億美元的商品或?qū)o(wú)法按計(jì)劃投產(chǎn),。而在此之前,芯片不足問(wèn)題已經(jīng)迫使豐田調(diào)整了2月的生產(chǎn)計(jì)劃,。
生產(chǎn)一個(gè)芯片要比生產(chǎn)一輛汽車?yán)щy得多,。芯片所需的生產(chǎn)設(shè)施極為繁巨,廠商至少要投入幾年的時(shí)間和幾十億美元的前期成本,。這些晶圓廠的核心設(shè)施是操作光刻機(jī)的潔凈室,,光刻機(jī)需要在極其苛刻的潔凈環(huán)境下,,進(jìn)行直徑僅為幾個(gè)原子大小的微電路蝕刻,而整個(gè)生產(chǎn)過(guò)程需要幾周的時(shí)間才能夠完成,。
潔凈室里只要混入一?;覊m,就有可能使晶圓上的幾百萬(wàn)個(gè)晶體管慘遭報(bào)廢,,因此,,工人們必須穿上特制的超凈防護(hù)服,,確保連一根頭發(fā)絲也不能落在光刻機(jī)上,。潔凈室的溫度和濕度也必須保持恒定,甚至空氣的流通度也受到嚴(yán)格控制,,而且還會(huì)被反復(fù)過(guò)濾和循環(huán),。
正是因?yàn)樾酒纳a(chǎn)過(guò)程極為復(fù)雜,而且要耗費(fèi)巨量資本,,因此整個(gè)芯片行業(yè)走的都是外包路線,。包括超微半導(dǎo)體(AMD)在內(nèi)的多家芯片公司都把主要精力放在芯片設(shè)計(jì)上,而把大部分甚至全部生產(chǎn)環(huán)節(jié)都外包了給亞洲的晶圓代工廠,。
唯一的供應(yīng)商
一旦政府出臺(tái)了經(jīng)濟(jì)刺激計(jì)劃,,或者出臺(tái)了減稅等利好政策,消費(fèi)者加大了商品購(gòu)買力度,,這些亞洲的晶圓代工廠的產(chǎn)能就會(huì)顯得捉襟見(jiàn)肘,。為了解決產(chǎn)能問(wèn)題,像臺(tái)積電(Taiwan Semiconductor Manufacturing Company)等代工企業(yè)最近都在忙著采購(gòu)新設(shè)備,。
晶圓代工廠最急需的設(shè)備,,就是阿斯麥公司的最新產(chǎn)品,比如它的極紫外光刻機(jī),。目前,,全球僅有阿斯麥的極紫外光刻機(jī)能夠蝕刻出5納米制程的晶體管,蘋果(Apple)的M1微處理器使用的就是這種5納米制程的芯片,。除了阿斯麥外,,全球迄今還沒(méi)有任何一家公司可以生產(chǎn)如此復(fù)雜的設(shè)備,美國(guó)政府甚至強(qiáng)力干預(yù)阿斯麥公司,,禁止它將這種光刻機(jī)向中國(guó)出口,。
阿斯麥光刻機(jī)的價(jià)格一般在幾千萬(wàn)美元到幾億美元不等,取決于具體機(jī)型,??蛻敉ǔ8敢庠诤商m當(dāng)?shù)剡M(jìn)行測(cè)試,設(shè)備測(cè)試時(shí)間一般在兩周到一個(gè)月左右,。測(cè)試結(jié)束后,,才會(huì)將設(shè)備打包發(fā)往目的地,。
不過(guò),阿斯麥公司的首席執(zhí)行官溫彼得在近日表示,,由于所有客戶都忙著擴(kuò)大產(chǎn)能,,他們已經(jīng)沒(méi)有了等到做完全套測(cè)試的耐心和余裕。
他說(shuō):“實(shí)際上,,我們已經(jīng)跳過(guò)了測(cè)試環(huán)節(jié),,直接把設(shè)備運(yùn)往客戶的工廠,這就意味著客戶只會(huì)進(jìn)行一次驗(yàn)收測(cè)試,。這一切都是為了盡量擴(kuò)大芯片產(chǎn)能,。”
雖然芯片行業(yè)主要依賴歐洲的光刻機(jī),,但在產(chǎn)能方面則要依賴于亞洲,,特別是中國(guó)臺(tái)灣地區(qū)。
為了彌補(bǔ)這一戰(zhàn)略短板,,歐盟委員會(huì)(European Commission)在1月20日表示,,歐盟將于今年2月制定一份新的針對(duì)歐盟27國(guó)的芯片法案。該法案將包含五大戰(zhàn)略支柱,,包括放寬原本較為嚴(yán)格的政府補(bǔ)貼規(guī)定,,其目標(biāo)是在2030年前,將歐洲占全球芯片產(chǎn)能的份額從10%提高到20%,。
歐盟委員會(huì)的主席烏爾蘇拉·馮德萊恩于1月20日在世界經(jīng)濟(jì)論壇(World Economic Forum)上表示:“我們要記住,,全球芯片產(chǎn)能(到2030年)將翻一番?!痹谶@樣一個(gè)快速增長(zhǎng)的市場(chǎng)上,,要確保提高歐洲芯片所占的比重,“歐洲的產(chǎn)能就至少要在今天的基礎(chǔ)上翻兩番,?!保ㄘ?cái)富中文網(wǎng))
譯者:樸成奎
Chipmakers are resorting to increasingly desperate measures to keep up with the voracious demand of consumers as the semiconductor crunch enters its second year. That includes foregoing quality assurance tests and taking deliveries of potentially faulty equipment weeks in advance just to squeeze out every last processor they can get.
The seeds of the shortage, now entering its second year, were sown in the latter half of 2020, when a stimulus-fueled recovery worldwide saw consumers snap up everything from passenger cars to Sony PlayStations. Supply of advanced silicon circuits is broadly inflexible due to the complex manufacturing process involved: It can take years to build new capacity from scratch, making it difficult to keep pace when demand is so volatile.
Now the world's leading supplier to the?chip?industry says its clients are starting to take shortcuts, foregoing the usual barrage of quality assurance tests to which they subject his exorbitantly-priced semiconductor equipment in order to save precious time and money—even if it risks problems arising later.
“Our customers are in bad need of extra capacity,” said Peter Wennink, chief executive of ASML Holdings after reported annual results on January 19. “I think it’s unprecedented. I have never seen this before.”
Only atoms in width
Global sales of chips today are booming, according to the Semiconductor Industry Association. Cumulative shipments through the first 11 months of last year reached 1.05 trillion microchips, already marking a new annual record with one month of sales still left to be tabulated. The total value of semiconductors sold across the world, according to SIA's estimates, came just shy of breaching the $50 billion mark in the month of November.
Even though this already represented a 24% year-on-year increase over November 2020, far more chips are actually needed just to maintain the blistering pace of global growth. On January 19, Toyota, one of the few carmakers that coped best with the shortage, warned billions of dollars worth of merchandise would not be built as planned, after a lack of semiconductors forced it to slash its production plans for February.
Building a microchip is far more difficult than building a Toyota, however. Semiconductors are manufactured in enormous fabrication plants that cost companies billions of dollars in upfront capital and take years to build. At the heart of these "fabs" are clean rooms that employ photolithography machines, which etch miniature circuitry sometimes only a few atoms in width onto silicon wafers in a painstaking process requiring weeks to complete.
Since a single dust particle can destroy millions of transistors on a wafer, workers wear bunny suits that cover their whole body to ensure not so much as a hair lands in ASML's sensitive equipment. Temperature and humidity must be kept constant in a clean room, and even the air descends to the floor in a controlled manner where it is repeatedly filtered and recycled.
The process is so complex and capital intensive that entire swathes of the industry decided to go "fab-less". These chip suppliers, such as Advanced Micro Devices, focus on their expertise in chip design and outsource some if not all of their production to specialist manufacturers called foundries mainly located in Asia.
Sole supplier
When consumers—either flush from stimulus checks or capitalizing on government tax breaks—ramped up their purchases, these Asia foundries were overwhelmed. To address the ensuing crunch, companies such as Taiwan Semiconductor Manufacturing Company (TSMC) have been busy bulking up on new equipment.
At the top of their list are Wennink's latest machines, such as the extreme ultra-violet photolithography systems. ASML is the sole supplier of EUV technology needed to print 5 nanometer transistors like those found in Apple's vaunted M1 processor. No other company in the world has proven capable of mastering the complexity of these devices, and the U.S. government has intervened to ban their export to China.
Since ASML's equipment can typically run in the tens or even hundreds of millions of dollars depending on the machine, customers prefer to run tests in the Netherlands that can last anywhere from two weeks to a full month before these are packed up and delivered to their final destination.
Yet with so much of the economy riding on their every move, Wennink said chipmakers no longer have the patience, desire or luxury to wait for the entire gamut of tests to be performed.
"We actually skip that and we ship the system to the customer’s site, which actually means there is only one acceptance test," he explained. "It’s all about getting wafers out there. More wafer output."
While chipmakers may be dependent on Europe for its photolithography machines, Europe is dependent on Asia for its supply of semiconductors — and Taiwan in particular.
To mitigate this strategic weakness, the European Commission on January 20 said it would unveil a new chips act for the 27-member EU bloc in February. Its five strategic pillars, including loosening otherwise strict rules around government subsidies, is designed to increase the share of chips manufactured in Europe from 10% to 20% of the world’s supply by 2030.
“Keep in mind that the world’s production itself will double (by the end of this decade),” EU Commission President Ursula von der Leyen told the World Economic Forum on January 20. In order to hike its share of the market amid an already growing market then, she said, "this means quadrupling today’s European production.”