Upload
others
View
10
Download
0
Embed Size (px)
Citation preview
Memory in Taiwan
Rod Morgan President of Inotera Memories, Inc.
Amazing Island
IC
Electronic
parts and
components
OEM
ODM
EMS
Taiwan: Broader electronic component / system manufacturer
2015 Semiconductor Market
Worldwide
Semiconductor
Market
US$335B
Taiwan
Semiconductor
Market
US$ 71B
Manufacturing
US$ 39B
Packaging
US$ 8B
Source: TSIA, IEK-ITRI
Design
US$ 19B
Testing
US$ 4B
0
10
20
30
40
50
60
70
2007 2008 2009 2010 2011 2012 2013 2014 2015
Semiconductor Capital Spending
Unit: Billion US$
WW Semiconductor Capital Spending
Unit: Billion US$
Taiwan Semiconductor Capital Spending
Source: Gartner
0
5
10
15
20
2007 2008 2009 2010 2011 2012 2013 2014 2015
65
15
Semiconductor Revenue
Unit: Billion US$
WW Semiconductor Revenue
Unit: Billion US$
Taiwan Semiconductor Revenue
0
50
100
150
200
250
300
350
2007 2008 2009 2010 2011 2012 2013 2014 2015
0
10
20
30
40
50
60
70
80
2007 2008 2009 2010 2011 2012 2013 2014 2015
335 71
Source: Gartner, TISA, IEK-ITRI
Taiwan: A Key Player in Global Manufacturing Ecosystem
Top IC Manufacturing Base
#1 in total IC Wafer Fab capacity
Undisputed leader in pure-play foundry sales
Leader in fabless design
Taiwan headquarter firms are #2 in total
fabless sales
Leader in backend assembly, test, and
package
#1 in total semiconductor assembly and test
sales
SMALL ISLAND,
GLOBAL IMPACT
Importance of Taiwan to Micron
DRAM Cluster in Taiwan
Source: DRAMeXchange
WW DRAM Capacity (4Q’15)
Unit: 300mm equiv. wafer Inotera
Nanya
Powerchip
MMT
(Rexchip)
Winbond
Micron accounted for
~57% of DRAM
capacity in Taiwan
Taiwan
31%
Korea
58%
U.S.
2% Japan
9%
Micron’s Global Manufacturing Locations
Taiwan
Virgini
a Singapore
DRAM Non-Volatile*
Japan
Utah
(IMFT) Virginia Taiwan
*Includes NAND, NOR, and 3DXpoint™
The Emergence of Taiwan in Memory Manufacturing
Manufacturing cost advantages
Increased value supply chain to Asian countries
Export-oriented trade policy
Rich, labor-intensive talent pool
Micron Footprint in Taiwan
• Micron and Nanya
partner in DRAM
Joint venture
• Micron acquires
~36% stake from
Qimonda in Inotera
• Inotera begins
running Micron
process technology
• Transitions to 50nm
DRAM
• Inotera transitions
to 42nm DRAM
• JV Restructure – Micron
gains rights to 100% of
Inotera Memories
output
• Inotera transitions to
30nm DRAM
• Micron acquires
• Inotera 100%
converted to
20nm
• 1xnm DRAM
manufacturing
start in MMT
• Micron announces acquisition of
Inotera
• DRAM Output: ~200K WPM
(~18% of worldwide DRAM
production)
2008 2010 2011 2013 2014 2015 2016
Micron’s DRAM Deployment
20nm DRAM ramp
1X DRAM manufacturing enablement; production ramp in FY-17
1Y and 1Z development
IMFT
Intel
Rexchip
Elpida
TI
Toshiba
Inotera
Hynix
Hyundai
LG Semi
ProMOS
Thomson
Intel
DRAM
IBM
National
Semi Motorola
Matsushita
Inmos
AT&T
Fairchild
AMD
NMB Semi
Nippon
Steel
NEC
Mitsubishi
Hitachi
Siemens
AG
Infineon
Qimonda
NMB Semi
Nippon
Steel
NEC
Mitsubishi
Hitachi
IMFT
Intel
Rexchip
Elpida
TI
Toshiba Hynix
Hyundai
LG Semi
ProMOS
Thomson
Intel
DRAM
IBM
National
Semi Motorola
Matsushita
Inmos
AT&T
Fairchild
AMD
Nanya
Siemens
AG
Infineon
Qimonda
SK Hynix
PSC
Winbond
Cypress
Macronix
Samsung
SanDisk /
Toshiba
Micron
Inotera
Memory Consolidation
Business
Partnership
CapEx
Technology
Q & A