2012-04-19

DRAM, foundry logic in race to use EUV, says ASML

DRAM, foundry logic in race to use EUV, says ASML


LONDON – A couple of set-backs for developers of sub 20-nm manufacturing processes in recent months have accentuated the need for EUV lithography to come good and are likely to drive demand for the technology in 2014, according to Eric Meurice, CEO of lithography equipment maker AMSL Holding NV (Veldhoven, The Netherlands).

ASML has been developing extreme ultra violet (EUV) lithography for many years as a replacement for optical lithography, the technology currently used with multiple patternings to achieve leading-edge chip manufacturing at 28-nm and 22-nm. ASML's machines are still below the nominal throughput specification of about 100 wafers per hour that is generally thought to be necessary to allow volume manufacturing of chips.

While ASML expects to ship 11 NXE:3300B EUV litho machines in 2012 and 2013 for process development and pilot production there are two contenders to drive the ramp of EUV production at the end of 2013 and during 2014, according to Meurice.

Speaking to analysts on a conference call to discuss the company's financial results in the first quarter of 2012, Meurice said that the DRAM 1x or 1y generation, a process node just below 20-nm was looking very complex using multipatterned optical lithography and DRAM makers seemed prepared to wait for EUV lithograpy to be ready for production.

The race competitor is 14-nm logic process technologies, particularly when underdevelopment at foundries. "the 14-nm logic node has in particular shown two major push-backs by end customers attempting to use multipatterning. They have seen two problems. One is a cost issue which is too high to justify the shrink and the second is they have seen a shrink factor limitation to 14-nm, you do not really reduce the die size as much as with EUV."

Meurice added: "The race is on to know who is going to be the first to get into [EUV] production. That will create demand in 2014, which we believe will be not too much and not too small for a company like us." Meurice said that NAND flash memory makers were not showing great interest in EUV lithography at present because they need high throughput.

When asked if the multipatterning issues at 14-nm applied to both integrated device manufacturers (IDMs) and foundries Meurice said: "At 14-nm foundries have a challenge that the IDMs would not have. The challenge is that thay have to deliver design rules which are less restrictive and they have to deliver a shrink that is very aggressive." As such the decision to go to EUV for 14-nm concerns the foundry environment more than the microprocessor environment, Meurice said.

However, timings are becoming extremely tight for some of those decisions. On the same call Meurice said ASML expects to raise the source power to 100-W, and therefore the throughput for its EUV lithography machines to 60 wafers per hour, by the end of the summer.

But Meurice also said customers' EUV insertion decisions have to be frozen in the summer.


Related links and articles:

Profit decline at ASML clouds outlook

Source problems cause EUV revenue delay, says ASML

VLSI: ASML was No. 1 in tool sales in 2011

ASML touts EUV progress, guides for better Q1 sales

ASML says EUV on track for 2013

TAG:DRAM foundry logic EUV lithography semiconductor

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