200mm Fab的挑战：成本、品质、延伸、维护.pdfVIP

SEMI半导体产业网 Semicon Japan 2008 Tooling Up Re-Tooling 200mm Fabs: Balancing Cost/Quality/Extendibility/Service Support Gary Robertson KLA-Tencor Corporation December 5, 2008 SEMI半导体产业网 Outline Macro Market Environment 200mm Fabs: Darkness, Innovation Selective Revival Tooling Up/Re-Tooling 200mm Fabs: Balance Tool Differentiation Inspection Metrology Summary SEMI半导体产业网 Macro Economics: Bad Is the Bottom Soon Ahead? Source: WSJ, Oct 3-7 Survey Source: Sequoia Capital, Oct ’08 SEMI半导体产业网 Semiconductor Revenue Forecast Forecast going down; Not yet bottomed out? Revenue($ bn) YoYr Growth 400.0 12.0% 350.0 10.0% 300.0 8.0% 250.0 200.0 6.0% 150.0 4.0% 100.0 2.0% 50.0 0.0 0.0% 2005 20