Kann mir jemand verraten was das genau ist und ob das wirklich soon großes Ding in der zukünftigen Chipindustrie ist? (Eine-Billion-Markt?)
ALD Volume Production in 2002 Predicts Genus: $1 Billion Market Within Five Years States
VLSI Research
MONDAY, MARCH 04, 2002 8:02 AM
- PRNewswire
SUNNYVALE, Calif., Mar 4, 2002 /PRNewswire-FirstCall via COMTEX/ -- With confidence brewing following the
launch of its commercialization phase and early-year atomic layer deposition (ALD) wins, Genus (GGNS) CEO Bill
Elder claimed, during his company's recent fourth quarter conference call, that volume production of atomic layer
deposition (ALD) technology in semiconductor manufacturing will occur in 2002.
"ALD is solving many of the semiconductor industry's key technological problems in deposition," said Risto
Puhakka, vice president of VLSI Research. "We expect ALD to be a billion dollar market opportunity for companies
with the right technological solution to enable the chip makers roadmaps. Genus is clearly positioned to exploit this
opportunity."
Genus ALD is already qualified for volume production in the data storage industry. Volume production within the
semiconductor industry is expected during the second half of 2002 for DRAM and embedded DRAM manufacturing.
Genus has shipped systems to four of the top-five DRAM manufacturers worldwide.
"As DRAM manufacturers transition to smaller geometry sizes of 0.13 micron and below, ALD becomes the enabling
deposition technology," stated Werner Rust, Genus' vice president of sales and marketing. "With the data storage
industry already reaping the benefits, we predict ALD will be in volume production lines in semiconductor
manufacturing in the second half of 2002. With all the work we have done with the tier-one manufacturers since
identifying this market as the first semiconductor segment to adopt ALD, we consider ourselves as the supplier of
choice. We have not lost a technology run-off against any ALD competitor in more than a year."
Genus identified four keys segments of the thin film deposition market that require ALD capability. In addition to
DRAM manufacturing and non-semiconductor applications like data storage, Genus also highlighted gate stack for
logic and back end of line (BEOL) interconnect as future markets.
The gate stack market is a potentially larger market than capacitors. However, material choices are still to be made
in this area prior to the adoption of ALD technology. Genus believes ALD will be a 300 mm requirement in this
market and envisages volume production in 2004. Genus has shipped what is believed to be the industry's first 300
mm ALD system into this market to the Azuka project, a Japanese 300 mm consortium. Regarding the BEOL
interconnect market, Genus predicts that ALD will not be required until the 0.07-micron node and is not currently
pursuing this market.
About ALD
Both the semiconductor and data storage industries continue to migrate toward products with higher density and
higher topology. As a result, conformality of deposited films has also become a critical factor. With current
technology unable to meet the degree of conformality required to manufacture today's leading-edge technology, the
use of Genus' ALD technology in the data storage market has been adopted. ALD enables manufacturers to extend
current semiconductor and data storage manufacturing processes by offering greater deposition conformality in
smaller feature components with higher aspect ratios.
About Genus
Genus, Inc. manufactures critical deposition processing products for the global semiconductor industry and the data
storage industry. To enable the production of intricate micro computer chips and electronic storage devices, Genus
offers its LYNX series production-proven equipment for 200mm and 300mm semiconductor production, and offers thin
film deposition products for chemical vapor deposition (CVD), atomic layer deposition (ALD), and pre-clean
capabilities. Genus is at the forefront of market and technology developments in the ALD marketplace, which is
gaining acceptance worldwide as a critical technology for sub 0.13-micron production of computer chips and
electronic storage devices. Genus' customers include semiconductor manufacturers located throughout the United
States, Europe and the Pacific Rim including Korea, Japan and Taiwan. Founded in 1981, the company is
headquartered in Sunnyvale, California. For additional information visit Genus' web site at www.genus.com.
LYNX2(R) and LYNX3(TM) are trademarks of Genus, Inc.
Ich habe mit dem Wert schon mehr oder weniger erfolgreich getradet, aber vielleicht sollte man länger investiert bleiben? Wenn das so stimmt, könnten mittelfristig locker 100% drin sein, oder? (4$ auf 8$)
Würde zum Einstieg aber einen Pullback abwarten wg. überkauft und Widerstand bei 4$.
Gruß Doc Broemme
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