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0021-23106  AMAT 半导体系统

0021-23106  AMAT 半导体系统

0021-23106  AMAT 半导体系统

半导体行业出现一股整合之风，也成为本周在旧金山召开的一个大型年会上的热门话题，参加年会的都是那些销售芯片生产工具和材料的公司。一个代表制造工具生产商的行业团体周二预计，2016年该行业的全球收入或将仅增长1%，至369.4亿美元，去年收入曾下降近3%。

Globalfoundries Inc.首席执行长杰哈(Sanjay Jha)称，现在的问题增长动力何在?Globalfoundries按订单为其他公司生产芯片。

杰哈和其他高管称，他们正采用新材料和制造技术来作为应对，这一定程度上受到市场对类别不断扩大的连接设备可能有新需求的启发，这些设备可能需要的芯片和过去开发的功能不同。这一名为物联网(Internet of Things)的新兴市场可能要求把芯片的成本控制在1美元以下，而且能在不更换电池的前提下运行数年时间。

Globalfoundries和竞争对手三星电子(Samsung Electronics Co., 005930.SE)已采用了一种名为FD-SOI的技术，这一技术可以让那些没有使用如今小电路的芯片获得功耗和成本方面的益处。这一技术的全称是全耗尽绝缘硅片(fully depleted silicon-on-insulator)，依赖于由法国公司Soitec提供的经过特别准备的半导体薄片。

与此同时，英特尔公司(Intel Co., INTC)、台湾半导体(Taiwan Semiconductor Co., 5425.OT)、三星电子和Globalfoundries等巨头继续尝试在每个小型硅片上安装更多晶体管。近来，由于技术和资金方面的挑战，微型化的速度已较摩尔定律(Moore's Law)每两年增加一倍的速度有所放缓。摩尔定律以英特尔联合创始人摩尔(Gordon Moore)命名。

但杰哈称，对于一些高性能不可或缺的大容量芯片市场和领域而言，更小的晶体管至关重要，比如数据中心设备和自动驾驶汽车等机器学习应用。

一些公司开始在不生产更小晶体管的情况下进一步挖掘芯片的潜能。NAND闪存的生产商已开始通过所谓的3-D NAND方式叠加多层电路来扩大容量。NAND闪存在多数移动设备中被用于存储数据。

这一技术变革要求对不同制造工具进行投资，这令一些供应商受益。应用材料(Applied Materials Inc., AMAT)就是其中之一，该公司将订单大增归结为三个因素：3-D NAND、显示器需求及中国提振国内芯片制造业的努力，该公司预计这三个因素的动能将进一步增强。

AMAT 0150-04505 CABLE ASSY SYSTEM INTLK GAS PNL INTLK, P
AMAT 0100-20214 PCB Assembly FA/RGA Interface
AMAT 0050-04994 WELD MNFLD, LOCC, 1.6" STD, RTP
XYCOM XYCOM 3300ACT RQAUS1
AMAT 0050-05380 MANIFOLD, 4 STATION VALVE, N/O, LEFT, RT
AMAT 0226-31554 Voltage Sensor PCB
AMAT 50480555000 CK TN #555 MAGNETIC
AMAT 0040-79916 LINER, CATHODE, DIRECT-COOLED, BAFFLE, 3
XYCOM PROFACE 3615T-1000-256-CDF-2K RQAUS1
MRL 4620798979 GATE OXIDE FURNACE ELEMENT 33010500
AMAT 0190-02977 ASTEX ABX-X355; CONTROLLER,2.0/13.56MHZ ETO RF, M VERSION
AMAT 9010-01384ITL PNEUMATIC PANEL, GRIPPER
Cymer 05-10000-08 KAISER SYSTEMS INC (KSI) 1101071-2 MODEL LS6000; 1kV
AMAT 0020-12397 Lower Plate Heater ECP 300MM Anneal
XYCOM XYCOM 94872446616010000 RQAUS1
XYCOM XYCOM 9487-2486616010000 RQAUS1
XYCOM PROFACE AST3301S1D24 RQAUS1
XYCOM XYCOM XVME-661 (723479-3G4) RQANS1
AMAT 0195-00178 ANALOG2 COLUMN CONTROL BOARD II (A2 CCB-
XYCOM XYCOM 97011 RQAUS1
AMAT 0227-06816 ASSY, RETROFIT FINGERS KIT
AMAT 0021-19705 Upper Shield, 60/70 MM P.D., 300mm
AMAT 0200-09995 RING, INNER, ALN 8"/5MM NOTCH 201 WxZ
XYCOM XYCOM 5100-0002000000000 RQAUS1
AMAT 0190-40183 Ring, Cooling DOS,Centering Style MESH GR
XYCOM XYCOM 9462-0163040016014 RQAUS1
AMAT 0660-01642 CARD VME SNGL BRD CMPTR 68040 33MHZ 8MB DRAM
AMAT 0190-A0001 THETA AXIS STAGE
AMAT 0240-A6770 AutoFocus Kit Sting
Waters 186002572 SunFire C18 OBD Prep Column, 100?, 5 μm, 30 mm X 100 mm, 1/pkg
Omni MultiMix 200 Homogenizer
AMAT 0020-42122 HEATER, 8", WXZ
AMAT 3250-01136 CNTNR WFR CARRIER 300MM 13SLOT AUTOPOD
BROOKS 105947 Series 8 Robot Controller
AMAT 0040-83384 LINER CHAMBER CT, W/LEAK CHECK PORT, EHA
AMAT 1200-01514 RLY CNTOR 3P AC/DC CONTROL 1KV 335KW PNL MTG
AMAT 0010-c5840 GUN HEAD I4 / GX
XYCOM XYCOM GLC150-SC41-XY32KF-24V RQAUS1
VAT 01034-KE11-AAR2-0232 SPRING ACTUATED VALVE NC
XYCOM XYCOM PM101769 RQAUS1
NOVELLUS 04-055160-00 KIT,FINAL ASSY,H/W INDEXER
Xycom Operator Interface Module 98500-001 Scratch & Dent #65970
XYCOM XYCOM XVME-655 RQAUS1
AMAT 0010-35384 Assembly, Wafer Lift, RTP Chamber
XYCOM XYCOM XVME-677 RQAUS1
AMAT 0050-32954 WLDMNT L6 & 7 & 8 PG WXZ VERIFLO VALVE
XYCOM XYCOM 9460-0101020011004 RQAUS1
XYCOM XYCOM 4615T RQAUS1
XYCOM PROFACE AST3501-C1-AF RQANS1
AMAT 3380-00013 HE COLD TRAP WATER COOL DBL-COIL 12.00OD NKL-PLT
XYCOM WORKSTATION 300 SERIES W/ KEYBOARD *USED*
XYCOM XYCOM 3010T RQAUS1
XYCOM / Precision Gage Dearborn Operator Panel 515/L24A24F10 _ 61116-90A
ASML RHB LABORATORIES MODEL 120 INTEGRATING RADIOMETER
ASML PAS 2500 5000 STEPPER REMA BLADES 4022.428.0863 4022.502.26218
DAINIPPON SCREEN DNS PMC I/O BASIC ASSY 5 BOARD SLOTS
KLA-Tencor Tropel Optical 12X Anamorphic 1 Lens AIT 1 Used
Nikon 4L992-058AN FILTER,MAIN,INTERFRNC,B11
AMAT 0010-09845 BEARING AND SHAFT ASSY, DRIVE SIDE, Q.C.
AMAT 0010-76323 Assembly, Circuit Breaker, 250A
AMAT 0020-31664 Baffle, Purge, Chamber, BWCD
AMAT 0020-35452 Cooldown/Centerfinder Chamber
AMAT 0090-00240 Assembly, MF RF ON Rotation L
AMAT 0090-09276 ESC Shell Assembly 195MM DPS
AMAT 0190-00695 Cable Assembly, High Voltage Y-JUNCTION
AMAT 0190-14006 w60HZ BLOWER ASSY-TAHOE
MKS 0190-15840 REGULATOR AIR MKS 148365-2XX05-001625622
AMAT 0190-A0018 Spindle Shaft/Ball Bearing Assy Opal
AMAT 0200-40189 DOME,THERMALLY CONTROLLED, FIRE POLISHED
AMAT 0220-40173 10 TORR BARATRON KIT
IMTEC 10-000-1460 Tank Process Dual 200mm QUARTZ ACCUBATH AQRT/S-A2002-51, Inter
DNS 2-39-64334 ARM ROBOT ASSY TRANSFER UNIT SK2000; KAWASAKI 50480-1006
ASM 2587998-01 KIT ASSY, LOADARM BOAT ROTATION
Jordan Valley Semiconductors 60-023195-000 20MM Z-STAGE
AMAT 70409150000 SE MCP Assembly, MCP Number: 203, Mount Type: SE Opal 7830i
AMAT 9010-01802 Load/Tilt Motor Assembly
AMAT 9240-05347 KIT,X-RAY SHIELDING, B/LINE QXP
AMAT 9240-05923 ROBOT MOUNTING KIT
Tokyo Electron (TEL) CT1380-036898-12 ACT 8 AC Power Box, TKLCT8-M499/TKLCT8-M49
SEAGATE TECHNOLOGY PA8K2A HD800 EXPANSION MODULE, 967001-002, PA82KA, A8K2A09
ELECTRO SCIENTIFIC INDUSTRIES 110M-V803 LASER POWER SUPPLY, LIGHT WAVE DIODE PUM
SUMITOMO 11D1525 RESONATOR 400
HITACHI KOKUSAI D4EX02725-003 F-330C-82V-4Z-A, HEATER ELEMENT
MACTRONIX LB2850P5 Wafer Transfer and Handling-Eureka IV
MACTRONIX LB2850P5 Wafer Transfer and Handling-Eureka IV
Pro-face XYCOM 4615-KPMT Industrial PC Color Touch/Keypad, Very Nice Used Tested
Pro-face XYCOM 4615T Industrial Computer Color Touchscreen(New), Very Nice Used
Fisher Semiautomatic Model 21 Tensiomat Tensiometer
KD Scientific KDS 410 Legacy Syringe Pump KDS410
Radleys Classic Greenhouse Parallel Synthesizer RR99600
Pfeiffer TPH-500 TPH500 Turbomolecular pump
Moore IPC3512A400MAN XYCOM 3512KPT Flat Panel Industrial Computer Monitor OP
Moore IPC3512A400MAN XYCOM 3512KPT Flat Panel Industrial Computer Monitor OP
AMAT 0190-09291 Ring, Wafer Lift, REV 1 CERAMIC, 200 MM
AMAT 0200-01725 RING, 6" PEDESTAL, B101 HTR, CERAMIC, SL
XYCOM PROFACE GLC2600-TC41-24V RQAUS1
AMAT 0200-35671 CYLINDER, RTP SHORT SUPPORT, 300MM
TOKYO ELECTRON TEL NESLAB CHILLER BOM 399299999902 MERLIN MP