We value your privacy
We and our selected partners use cookies to enhance your browsing experience, serve personalized content, and analyze our traffic. By clicking "Accept All", you consent to our use of cookies. 阅读更多
We and our selected partners use cookies to enhance your browsing experience, serve personalized content, and analyze our traffic. By clicking "Accept All", you consent to our use of cookies. 阅读更多
Moov brings you a round-up of used semiconductor equipment developments, semiconductor manufacturer announcements, semiconductor market updates, and more semiconductor industry news and views worth reading this week.
TSMC announces plans to build 2-nanometer fab
In Short: TSMC plans to mass produce semiconductors using 2-nanometer technology by 2024. The largest global foundry announced plans to open an R&D fab research in Hsinchu next year to develop 2-nano technology.
Read more in Business Korea.
China plans to spend $300b importing semiconductors in 2020
In Short: Despite new U.S. sanctions, the vice chairman of the China Semiconductor Industry Association announced China still plans to spend $300b importing semiconductors in 2020 at last week’s World Semiconductor Conference.
Read more in Fortune.
__VLSI sees chip stockpiling, still predicts industry growth __
In Short: In an interview with Reuters, industry market research group VLSI Research reports stockpiling of chips amidst concerns the U.S. will be cut off from semiconductor global chip supply with proposed incentives for U.S. manufacturing falling $50b. Despite geopolitical tensions, VLSI predicts 7% global growth for the semiconductor industry in 2020.
Read more insights in Reuters.
Techno-nationalism in US-China row: Q&A with Alex Capri, senior fellow at NUS
In Short: What is techno-nationalism and what does that mean for the global semiconductor industry post 2020 U.S. election?
Read this interview to find out.
TSMC flexes muscles at Technology Symposium last week
In Short: TSMC predicts that they have ~50% of all the active EUV machines installed worldwide. Beyond that, the company also has a number of ~60% for cumulative EUV wafer production.
Get the scoop here.
__Want to get Moov's weekly news round-up delivered directly to your inbox? Sign up for our weekly news brief, exclusive content, and data from Moov's global marketplace for second source semiconductor equipment. Sign up here. __
While competitors typically take an average of one month (and some up to 6) to pay a seller for a tool, this refurbisher received payment 1 day after the contract was signed through Moov’s global marketplace.
A large US refurbisher had entered into a deal with an end user for a top of market tool. However, when the end user was acquired, the deal fell through leaving the refurbisher with a costly asset on their books. When the refurbisher finally turned to Moov, they had already been paying storage fees for this unused asset for 9 months. The refurbisher had tried utilizing numerous brokers to offload the tool to no avail, due in part to the specific requirements of their original buyer. The refurbisher needed this asset off of their books in the new year – so they turned to Moov’s global marketplace for used semiconductor manufacturing equipment in hopes of finding a buyer.
After months of searching for buyers, the refurbisher was able to quickly secure an international buyer through Moov’s global marketplace. The entire process from contract through arrival, uncrating, and installation took a mere 35 days. Whatsmore, the refurbisher received payment one day after contract signing thanks to Moov’s buyer verification and payment support.
Moov worked with this end user to rapidly recapitalize 11 underutilized assets in order to secure production line budget for a critical tool they needed.
A production line team at a US manufacturer needed an ICP downstream asher but only had partial funding to acquire this system. Knowing Moov’s marketplace offers the largest selection of pre-owned tools from reliable suppliers, they turned to Moov to explore their options.
After consulting with Moov’s team of experts with over $1bn in experience helping manufacturers recoup capital on idle and underutilized assets, this manufacturer identified several idle systems they could sell through Moov’s global marketplace. The manufacturer was able to rapidly sell 11 tools in order to gain the capital they needed to acquire a YES Ecoclean system.
Moov was able to work with this manufacturer to ensure that capital from the sales of their used assets went back to a specific fabrication center and production line budget — ensuring this production line team had the funding they needed to acquire their plasma resist strip/descum system.
The end-to-end process of procuring a replacement tool, deinstallation, crating, air freight, rigging and installation would typically take 6 months. Through Moov, the entire process only took 4 weeks, enabling this fabrication center to minimize revenue loss when a critical machine went down.
A high volume wafer fabrication center in the western US was already in the market for a new ion implanter. When a second tool went down, their situation shifted from “opportunistic” to “critical.” Their senior facilities manager reached out to Moov to learn how they could expedite procuring a VIISion 200 replacement through Moov’s global marketplace.
Moov’s experienced managed service team quickly identified a tool from an international supplier that matched this fabrication center’s exact requirements. Thanks to Moov’s ecosystem of aftermarket service providers, Moov was able to provide an end-to-end solution for not only procuring the tool but also deinstallation, crating, air freight, rigging and installation. This process would typically take up to 6 months, but Moov was able to provide a 4-week solution to help this fabrication center get back up and running.
Knowing this fabrication center needed to avoid any further delays, Moov proactively sourced the exact model of pump the fab needed, at a discount, from a refurbisher partner, to ensure the client was able to get their new implanter up and running smoothly.
Since the process of procuring and delivering this replacement system moved so fast, it took longer for payment to process than it did to ship and install the tool itself. Thanks to Moov’s flexible payment options, the team was able to accommodate expedited delivery while still ensuring the seller was paid in a timely fashion.
In 2022, the semiconductor industry faced challenges including slowing sales growth and tensions in the global supply chain. However, the industry also saw record levels of investment in research and development by U.S. companies and the passage of the CHIPS Act, which provides incentives for domestic chip manufacturing, bringing total business Private Investments for U.S. Semiconductor Production to over 200 billion dollars. The US CHIPS Act has already prompted new commitments to construct manufacturing facilities in the US, and it is expected to create jobs and drive economic investment. The Act provides $52 billion in funding for a range of technologies, including large-scale fabrication facilities and projects for current-generation chips, new and specialty technologies, and manufacturing equipment and material suppliers. It also includes a 25% advanced manufacturing investment tax credit. In addition to manufacturing incentives, the CHIPS Act also focuses on research and development, with $13 billion in funding to foster collaboration between government, industry, academia, and other stakeholders and to develop the pipeline of scientists and engineers necessary to fuel future innovation in the semiconductor industry. The Act establishes several programs to support R&D, including the National Semiconductor Technology Center, the National Advanced Packaging Manufacturing Program, Manufacturing USA Institutes, and the CHIPS Defense Fund. Other countries that have implemented their own chips acts include Europe, Taiwan, China, South Korea, and Japan, with hundreds of billions of dollars added to the global investment in semiconductor manufacturing and research. Despite these efforts, significant challenges remain for the semiconductor industry, including developing a skilled workforce, maintaining leadership in chip design, and maintaining access to global markets and supply chains. To overcome these challenges, it is essential for the industry to maintain a strong partnership with local governments and other key players, to ensure that the industry is able to meet the increasing demand for semiconductors.