Wednesday, August 16, 2017

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Tuesday, August 15, 2017

Oxford Instruments Plasma Technology announces a new partner in Korea

Oxford Instruments Plasma Technology is delighted to announce that it has signed an Agent Agreement with Woowon Technology Co. Ltd. in Korea. Woowon, established in 1990, are experts in the semiconductor industry, offering a wealth of experience to customers engaged in the development and manufacture of Semiconductor, LED, Solar Energy and MEMS devices.

Source : Nanotechnology Now (LINK)


Wonik IPS looks promising on increased demands for semicon equipment

As reported by Pulse: According to Seoul-based market data provider FnGuide, Wonik IPS’s operating profit for the second quarter ended June is estimated to have been a record-high of 42.1 billion won ($37.4 million). Sales and operating profit for full 2017 are also expected to reach 581.1 billion won and 123.1 billion won, respectively, versus 244.1 billion won and 28.7 billion won last year, according to the data provider. Market analysts forecast the corresponding figures could go higher to 660.8 billion won and 144 billion won next year. 



Wonik IPS, separated from Wonik Holdings in April 2016, runs two mainstay operations. Its semiconductor business manufactures plasma-enhanced chemical vapor deposition (PECVD) and atomic layer deposition (ALD) equipment, while display business is responsible for supplying in-factory delivery equipment. As of last year, sales from its semiconductor business accounted for 70.6 percent of its entire sales while display business for the remainder. 

Thursday, August 10, 2017

Dow & DuPont Set Aug. 31 for Closing of Historic Chemical Merger

Bloomberg reports that: Dow Chemical Co. and DuPont Co., the two largest U.S. chemical makers, have received all the regulatory approvals needed to close their historic merger.

The deal will be completed after the stock market closes on Aug. 31, the companies said in a statement Friday. Shares of DowDuPont Inc. will begin trading Sept. 1 under the ticker DWDP.

KKR puts planned buyout of Hitachi Kokusai on hold

TOKYO (Reuters) - U.S. buyout firm KKR has put on hold a planned acquisition of Hitachi Ltd's chip making equipment and video solution business, the companies said, citing issues over the terms of the deal.

KKR in April agreed to buy Hitachi Kokusai Electric in a deal valuing the company at about $2.3 billion and was due to buy up to 48.33 percent of the company at 2,503 yen per share through a tender offer as a first step in the process. The tender offer was due to start as early as Thursday. 


But a third-party committee reported to board of directors at Hitachi Kokusai Electric that it no longer supported the terms of the planned transaction which could be disadvantageous to minority shareholders of Hitachi Kokusai.

On April 26, when KKR announced the deal, Hitachi Kokusai shares closed at 2,675 yen, 6.9 percent higher than the KKR's offer price. The stock has since risen above that level and closed at 2,894 yen on Wednesday.

KKR said the third-party committee "finds it difficult at the current time to maintain its opinion that the legitimacy and propriety of the tender offer price and share repurchase price are ensured..."

As part of the deal, Hitachi Kokusai was also planning to buy a 51.67 percent stake held by its parent Hitachi at 1,710 yen a share and then cancel the shares.

KKR is also planning to sell a 40 percent stake in Hitachi Kokusai's video solutions business to Hitachi and a Japanese investment fund, Japan Industrial Partners Inc.

KKR said that it would continue discussions with Hitachi Kokusai, Hitachi and Japan Industrial Partners on its plans regarding the tender offer, whether to go ahead with it and its possible timing.

Tuesday, August 8, 2017

Silicon Wafer Shortage Starts in 2018

TECHCET's model shows all slack soon gone from supply-chain for both 300mm and 200mm diameter

San Diego, CA, July 27, 2017:  TECHCET CA—the advisory service firm providing electronic materials information—today announced that the silicon wafer supply for semiconductor device fabrication is forecasted to appreciably lag demand starting next year, and could remain in shortage through the year 2021 despite investments in China. Silicon wafer area demand is forecasted to steadily increase at a CAGR of ~3.1% over the 2016-2021 period to reach over 13,000 million square inches (MSI). Executives of silicon wafer suppliers have stated that average selling prices have remained too low to allow for investment in 300mm expansions, as detailed in a quarterly update to the TECHCET Critical Materials Report™, “Silicon Wafers Market & Supply-Chain."

 
The silicon wafer supply-chain is dominated by two suppliers--Shin-Etsu Handotai and SUMCO--combining to capture almost two-thirds of the global wafer market in 2016, and the top five representing over 92% of total revenues. The silicon wafer market is maturing as evidenced by recent mergers and acquisitions, the two most notable being the acquisition of SunEdison Semi by GlobalWafers (Taiwan) and the assumption of majority ownership of LG Siltron by SK Holdings (Korea).

"Over the last five years, the average selling price per square inch of semiconductor-grade silicon wafers has declined by about a third and more than a half from the 2007 level," explained Michel Walden, lead author of the report and senior technology analyst with TECHCET. “However, current tightness in the supply-chain has led to greater stability and even price increases in some cases, all of which is likely needed for the long-term health of the wafer suppliers.”

Over the past few years, silicon suppliers decommissioned roughly 25% of the peak capacity for 200 mm wafers. Of the remaining 200 mm capacity, roughly 65 % of the total demand is for epitaxial (epi) wafers, and a series of epi service companies have embraced this opportunity and provide a variety of layer configurations for their customers.

Global suppliers of silicon wafers covered in this report include:
  • GlobalWafers Silicon,
  • LG Siltron,
  • National Silicon Industry Group,
  • Okmetic Ojy,
  • Siltronic,
  • Shin-Etsu Chemical Co. Ltd. (SEH),
  • SUMCO Corp.,
  • SunEdison Semiconductor,
  • Wafer Works, and
  • Zing Semiconductor.


ABOUT TECHCET:  TECHCET CA LLC is an advisory service firm focused on process materials supply-chains, electronic materials technology, and materials market analysis for the semiconductor, display, solar/PV, and LED industries. Since 2000, the company has been responsible for producing the SEMATECH Critical Material Reports, covering silicon wafers, semiconductor gases, wet chemicals, CMP consumables, Photoresists, and ALD/CVD Precursors. For additional information about these reports or CMC Fabs membership please contact Diane Scott or Michel Walden at info@cmcfabs.org  +1-480-332-8336, or go to www.techcet.com or www.cmcfabs.org  +1-480-332-8336, or go to www.techcet.com or www.cmcfabs.org
 

Friday, August 4, 2017

Semiconductor Capital Spending Is Forecast to Grow 10.2 Percent in 2017

Gartner Says Worldwide Semiconductor Capital Spending Is Forecast to Grow 10.2 Percent in 2017

(Gartner press release, August 2, 2017) Worldwide semiconductor capital spending is projected to increase 10.2 percent in 2017, to $77.7 billion, according to Gartner, Inc. This growth rate is up from the previous quarter's forecast of 1.4 percent, due to continued aggressive investment in memory and leading-edge logic which is driving spending in wafer-level equipment (see Table 1).

"Spending momentum is more concentrated in 2017 mainly due to strong manufacturing demand in memory and leading-edge logic. The NAND flash shortage was more pronounced in the first quarter of 2017 than the previous forecast, leading to over 20 percent growth of etch and chemical vapor deposition (CVD) segments in 2017 with a strong capacity ramp-up for 3D NAND,"
said Takashi Ogawa, research vice president at Gartner.

According to Gartner's latest view, the next cyclical down cycle will emerge in 2018 to 2019 in capital spending, compared with 2019 to 2020 in the previous quarter's forecast. "Spending on wafer fab equipment will follow a similar cycle with a peak in 2018. While the most likely scenario will still keep positive growth in 2018, there is a concern that the growth will turn negative if the end-user demand in key electronics applications is weaker than expected," said Mr. Ogawa.

Worldwide Semiconductor Capital Spending and Equipment Spending Forecast, 2016-2020(Millions of Dollars)
 

Thursday, August 3, 2017

Silicon wafer shortage starts in 2018

TECHCET CA, an advisory service firm providing electronic materials information, today announced that the silicon wafer supply for semiconductor device fabrication is forecasted to appreciably lag demand starting next year, and could remain in shortage through the year 2021 despite investments in China. Silicon wafer area demand is forecasted to steadily increase at a CAGR of ~3.1% over the 2016-2021 period to reach over 13,000 million square inches (MSI). Executives of silicon wafer suppliers have stated that average selling prices have remained too low to allow for investment in 300mm expansions, as detailed in a quarterly update to the TECHCET Critical Materials Report, “Silicon Wafers Market & Supply-Chain.”

Full story - Source: Solid State Technology LINK

 

Tuesday, August 1, 2017

Versum Materials Reports Third Quarter Fiscal 2017 Financial Results

TEMPE, Ariz.-(BUSINESS WIRE)-Versum Materials, Inc. (NYSE: VSM), a leading global materials and equipment supplier to the semiconductor industry, today reported results for the fiscal third quarter ended June 30, 2017. Sales of $290.8 million were up 19.8% from the same quarter a year ago, driven by robust volume growth from both business segments, Delivery Systems.

Source: Blackbird LINK


Materials:
Sales for the fiscal third quarter ended June 30, 2017 were $206.4 million, up 6.7% from the same quarter a year ago. This increase was led by strong growth in Advanced Materials with flat results in Process Materials due to capacity limitations and unfavorable price/mix. Currency contributed 1% to the increase.

Delivery Systems & Services (DS&S):
Sales for the fiscal third quarter ended June 30, 2017 were $83.5 million, up 69.7% from the same quarter a year ago, primarily driven by continued strong equipment sales growth due to robust demand from the memory market, next generation nodes and growth in China.





San’an Optoelectronics qualifies AIXTRON Showerhead Reactor for production of Deep UV LEDs

Novel process chamber design enables enhanced fabrication of high performance Deep UV LEDs

AIXTRON SE (FSE: AIXA), a worldwide leading provider of deposition equipment to the semiconductor industry, announced today that globally leading Chinese optoelectronics manufacturer San’an has successfully completed the qualification of AIXTRON’s novel Close Coupled Showerhead (CCS) process chamber designed for the production of Deep Ultra Violet (DUV) LEDs.

The new process chamber is based on AIXTRON’S well proven CCS technology. It is the first commercially available MOCVD reactor that offers the extremely high process temperatures as needed for the production of DUV LEDs. The enhanced chamber performance facilitates cost-efficient high volume manufacturing of DUV LEDs as used for water and air purification. The configuration of 19 x 2-inch wafers represents the largest capacity currently available in the market for this high end MOCVD application.