SPCC Clean Panel Discussion(PPT)

摘要

#1 Technical 1.1 Fragmentation 1.1.1 Each customer is different, each node is different 1.2 Increasing complexity: 1.2.1 More materials, increased selectivity, lower defects 1.3 Lack of relevant test vehicles and metrology 1.3.1 Only customer wafers tell the story 1.4 Supply chain, quality and change control requirements tightening #2 Commercial 2.1 Dilutions are increasing 2.2 ASP Pressure intensifies 2.3 Volume per solution significantly reduced #3 Competition 3.1 Commodity chemicals 3.2 Traditional competitors 3.3 Customers 3.3.1 Increased activity in developing formulations and tolling 3.4 OEMs 3.4.1 Driving down chemical consumption to improve CoO for tool sales 3.5 Fast followers 3.5.1 Increasing numbers of local companies attacking N-2 business (28nm)