X-FAB Company Presentation Q1 2015 (full version)
Transcription
X-FAB Company Presentation Q1 2015 (full version)
Project Objectives • Task 2.1 Develop an open, “device agnostic” 6-inch commercial SiC foundry leveraging X-FAB’s existing 65k ft2, 30k wafer/month capacity cleanroom and Si equipment set. – Convert existing equipment to process Si and SiC – Purchase, install & qualify SiC specific tools – Characterize generic unit process modules 2 SiC Foundry at the Scale of Silicon Wafer fabrication dominated by fixed O/H costs (Mgmt, Quality, EHS, IT) Economies of scale the greatest factor in reducing cost Use the scale established in Si to accelerate SiC 3 Global Presence – Serving Customers Worldwide 18 April 2016 4 X-FAB Corporate Business Overview Sales of $330 million in 2014 Sales split by region and markets (2014) Other 4% PC & Peripherals 1% 8% Consumer 15% 24% Communications 10% 68% Medical 54% 2% Automotive 14% Industrial EMEA 18 April 2016 Asia North America 5 X-FAB Texas Site History 1978: Start up of 3” line - 8k DRAM production (Texas Instruments) 1984: Start up of 5” line - 64k-512k EPROM production 1986: Class 100 clean-room removed (3” line) for expansion of class 10 1994: Converted from 5” to 6" - 1M-4M EPRO 1997: Clean-room expansions completed (TI capacity ~30k wpm) 1999: Acquired by Elex and reopened as X-FAB Texas on February 1st 2000/2001: Equipment capacity expansion from 15 to 18.9k wafers/month 2007/2008: Capacity expansion from 18.9k to 27k wafers/month 2013: Wide Band-Gap Strategy begins 18 April 2016 6 Staying Static in a Dynamic Industry ST Micro Fab 6, Carrollton Maxim Irving Fab Cypress, Round Rock National ARL Fab, Arlington AMD, Austin Sony Fab 11, San Antonio 18 April 2016 TI HFAB, Houston 7 X-FAB / PA Accomplishments 43 existing tools converted to handle Si and SiC wafers All BP1 SiC specific tools installed • High Temp Anneal Furnace, Backgrind Tool, Backside Metal Sputter, Laser Anneal Tool, Laser Marker 18 April 2016 8 X-FAB / PA Accomplishments SiC Foundry Promotional Campaign • Released prior to APEC • References to PA, NCSU 18 April 2016 9 X-FAB / PA Accomplishments 2013: X-FAB Texas made a strategic decision to develop a SiC Foundry in TX facility as business continuity plan. 2013/2014: Slow progress, minimal investment, conservative approach 2015: PowerAmerica/DOE engagement. Accelerated investments, business engagements. Public – Private PowerAmerica partnership has accelerated our offering by min 2 years!! 18 April 2016 10 Thoughts on Collaboration Foundry business model is built on collaboration Wafer Foundry is only successful if our customers are successful Fully support DOE’s efforts to foster more industry, academic collaboration Academic collaboration Much of academic focus is device / system design Need for advanced manufacturing training / research Industry collaboration IP protection focused on blocking SiC rivals Our competition is Silicon Can we develop cross-licensing agreements that rewards generation of IP, but allows industry to join forces to displace Si 18 April 2016 11 Thank you for your attention. 18 April 2016 12