Seyeon Lee 2025.03.19 07:00:37
The number of EUV layers will be reduced by 30% compared to the plan 2~3 years ago
Samsung Electronics, which is making an all-out effort to secure yields, has decided to reduce the number of layers of extreme ultraviolet (EUV) lithography equipment from the original plan. In the 10nm-class 6th generation (1c) DRAM, the plan to add an EUV application layer was revised, and in the 7th generation (1d) DRAM, the growth rate is said to have slowed down significantly.
It is inevitable that the number of EUV layers itself will increase as the transition to the state-of-the-art process increases, but it is analyzed that the plan has been partially modified as the difficulty of the subsequent process has increased along with it. If the number of layers decreases, the cost competitiveness itself decreases. However, since the introduction of EUV, the depreciation and cost burden on infrastructure investment have increased due to the decrease in yield, so the company plans to reduce the cost in the long term by increasing the yield.
According to the industry, EUV is a lithography equipment that projects light using a light source with extreme ultraviolet wavelengths in the semiconductor manufacturing process, and it is a technology necessary to engrave microscopic circuits on wafers. EUV light sources have a shorter wavelength than argon fluoride (ArF) light sources used in conventional processes, which has the advantage of being able to engrave patterns much more finely. In addition, in the existing process, it was necessary to repeat the lithography process several times to engrave the microcircuit, but EUV has the effect of increasing productivity by drastically reducing these process steps.
An industry insider said, "Samsung Electronics has recently reduced the number of EUV layers by about 30% compared to what was planned 2~3 years ago" and added, "Originally, we planned to use 8~9 EUV layers in 1C DRAM, but we are trying to keep it at the level of 6~7 (currently known). In the case of 1D DRAM, the increase in EUV layers appears to be even more significant."
The reason for the reduction of EUV layers is that as the number of layers increases, the process becomes more complex and it becomes difficult to increase stability. The advantage of using EUV is that it can control the number of process steps and implement circuit patterns more finely, but as the number of EUV application layers increases, the difficulty of subsequent processes increases dramatically. As a result, Samsung Electronics is also moving in the direction of reducing its reliance on EUV in consideration of stability.
"In the case of DRAM, it is necessary to draw a circuit finely using EUV in the exposure process, and then remove unnecessary parts of the circuit in the etching process (which is the subsequent process)," the previous official said, adding, "However, the finer the circuit, the more difficult the removal work becomes. The more layers EUV applied, the more detailed technology is required, so we are trying to reduce the amount of use."
There is also an intention to reduce the cost burden due to the decline in yield. Samsung Electronics recently switched to the 1C process, and when the yield was at a low level, it began to change the design of the 1C DRAM. In this process, the chip size is larger than originally planned, and instead of giving up some of the productivity, the company is trying to improve the degree of completion.
In a situation where there is already a cost burden due to a decrease in productivity, it is evaluated that increasing the EUV application layer does not necessarily improve performance and reduce costs. If the yield rate drops due to the company's lack of technology, it may have the opposite effect, such as increasing the cost, so Samsung Electronics seems to have chosen to reduce the existing cost by reducing the number of EUV layers compared to the original plan.
In fact, Samsung Electronics is expected to take a cautious approach to introducing new equipment as it has secured enough EUV equipment. For now, it is expected that the company will make the most of its idle equipment and proceed towards the purchase of a small addition to new equipment. An official from the securities industry said, "It costs about 3,000~500 billion won per EUV device, and if we reduce it, we can reduce depreciation expenses as well," adding, "There are so many processes in DRAM that EUV is not everything that determines the price, but there is a positive part in reducing the cost as it has a lot of impact."
Samsung Electronics has been criticized for unreasonably introducing new technologies and advanced processes in the face of competitors, which negatively affected stability and yield. The 10nm-class DRAM process technology is being developed in the following order: 1x (1st generation), 1y (2nd generation), 1z (3rd generation), 1a (4th generation), 1b (5th generation), and 1c (6th generation), and Samsung Electronics has been gradually expanding the EUV process from 1z DRAM to a single layer. However, since EUV was an early-stage technology at the time, it was difficult to secure yield, and it is analyzed that the aftermath continued until the 1c process.
On the other hand, SK hynix, which delayed the introduction of equipment, actually increased its profit margin and improved its yield. A Samsung Electronics official said, "Internally, there are voices of self-reflection about the unreasonable introduction of EUV in DRAM."
Meanwhile, SK hynix, a competitor, has introduced EUV equipment for DRAM since 2021 and is gradually increasing the utilization of EUV equipment as the process is advanced to 1a→1b→1c. Micron also introduced new EUV equipment from 1γ (corresponding to gamma and 1c), and it is known that it is currently only applied to one layer.
Lee Se-yeon leesy@dealsite.co.kr
(c) Look at the market with fresh eyes. All rights reserved.
Translated from https://dealsite.co.kr/articles/138336
The number of EUV layers will be reduced by 30% compared to the plan 2~3 years ago
Samsung Electronics, which is making an all-out effort to secure yields, has decided to reduce the number of layers of extreme ultraviolet (EUV) lithography equipment from the original plan. In the 10nm-class 6th generation (1c) DRAM, the plan to add an EUV application layer was revised, and in the 7th generation (1d) DRAM, the growth rate is said to have slowed down significantly.
It is inevitable that the number of EUV layers itself will increase as the transition to the state-of-the-art process increases, but it is analyzed that the plan has been partially modified as the difficulty of the subsequent process has increased along with it. If the number of layers decreases, the cost competitiveness itself decreases. However, since the introduction of EUV, the depreciation and cost burden on infrastructure investment have increased due to the decrease in yield, so the company plans to reduce the cost in the long term by increasing the yield.
According to the industry, EUV is a lithography equipment that projects light using a light source with extreme ultraviolet wavelengths in the semiconductor manufacturing process, and it is a technology necessary to engrave microscopic circuits on wafers. EUV light sources have a shorter wavelength than argon fluoride (ArF) light sources used in conventional processes, which has the advantage of being able to engrave patterns much more finely. In addition, in the existing process, it was necessary to repeat the lithography process several times to engrave the microcircuit, but EUV has the effect of increasing productivity by drastically reducing these process steps.
An industry insider said, "Samsung Electronics has recently reduced the number of EUV layers by about 30% compared to what was planned 2~3 years ago" and added, "Originally, we planned to use 8~9 EUV layers in 1C DRAM, but we are trying to keep it at the level of 6~7 (currently known). In the case of 1D DRAM, the increase in EUV layers appears to be even more significant."
The reason for the reduction of EUV layers is that as the number of layers increases, the process becomes more complex and it becomes difficult to increase stability. The advantage of using EUV is that it can control the number of process steps and implement circuit patterns more finely, but as the number of EUV application layers increases, the difficulty of subsequent processes increases dramatically. As a result, Samsung Electronics is also moving in the direction of reducing its reliance on EUV in consideration of stability.
"In the case of DRAM, it is necessary to draw a circuit finely using EUV in the exposure process, and then remove unnecessary parts of the circuit in the etching process (which is the subsequent process)," the previous official said, adding, "However, the finer the circuit, the more difficult the removal work becomes. The more layers EUV applied, the more detailed technology is required, so we are trying to reduce the amount of use."
There is also an intention to reduce the cost burden due to the decline in yield. Samsung Electronics recently switched to the 1C process, and when the yield was at a low level, it began to change the design of the 1C DRAM. In this process, the chip size is larger than originally planned, and instead of giving up some of the productivity, the company is trying to improve the degree of completion.
In a situation where there is already a cost burden due to a decrease in productivity, it is evaluated that increasing the EUV application layer does not necessarily improve performance and reduce costs. If the yield rate drops due to the company's lack of technology, it may have the opposite effect, such as increasing the cost, so Samsung Electronics seems to have chosen to reduce the existing cost by reducing the number of EUV layers compared to the original plan.
In fact, Samsung Electronics is expected to take a cautious approach to introducing new equipment as it has secured enough EUV equipment. For now, it is expected that the company will make the most of its idle equipment and proceed towards the purchase of a small addition to new equipment. An official from the securities industry said, "It costs about 3,000~500 billion won per EUV device, and if we reduce it, we can reduce depreciation expenses as well," adding, "There are so many processes in DRAM that EUV is not everything that determines the price, but there is a positive part in reducing the cost as it has a lot of impact."
Samsung Electronics has been criticized for unreasonably introducing new technologies and advanced processes in the face of competitors, which negatively affected stability and yield. The 10nm-class DRAM process technology is being developed in the following order: 1x (1st generation), 1y (2nd generation), 1z (3rd generation), 1a (4th generation), 1b (5th generation), and 1c (6th generation), and Samsung Electronics has been gradually expanding the EUV process from 1z DRAM to a single layer. However, since EUV was an early-stage technology at the time, it was difficult to secure yield, and it is analyzed that the aftermath continued until the 1c process.
On the other hand, SK hynix, which delayed the introduction of equipment, actually increased its profit margin and improved its yield. A Samsung Electronics official said, "Internally, there are voices of self-reflection about the unreasonable introduction of EUV in DRAM."
Meanwhile, SK hynix, a competitor, has introduced EUV equipment for DRAM since 2021 and is gradually increasing the utilization of EUV equipment as the process is advanced to 1a→1b→1c. Micron also introduced new EUV equipment from 1γ (corresponding to gamma and 1c), and it is known that it is currently only applied to one layer.
Lee Se-yeon leesy@dealsite.co.kr
(c) Look at the market with fresh eyes. All rights reserved.
Translated from https://dealsite.co.kr/articles/138336
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