Bulk vs. SOI FinfetThe “Killer Ap” to get SOI Over the Top

• Application demands have continued to drive additional requirements for SOI silicon.

• Besides all things mobile companies like Google and Facebook have disruptive applications and purchasing criteria that bode well for SOI

• The increased adoption of FD-SOI will be a tipping point for SOI Suppliers that Purchasing and

Supply Chain groups at Device Companies and Foundries need to watch carefully

Bill Kohnen Notes For Semiconductor Technical

Purchasing Conference November 2013

FinFets really are great. But the manufacturing process seems complex certainly more lithography and related process steps. How about high supply voltage?Also I am not sure we even have a plan at the 14nm mode even if it were ready

FinFets Everywhere

Channel Gate Control Leakage

Bulk Planar Transistors

In Silicon Low High

FinFet Created as a ‘Fin”

High Low

Leakage

Power

IntelTSMC

Bill Kohnen Notes For Semiconductor Technical Purchasing Conference

November 2013

FD-SOI is an Alternative

Channel Gate Control Leakage

FD SOI Build Channel above silicon on thin insulation layer

High Low

• Production similar to a regular bulk CMOS transistor• Less variability due to the lack of implant• Lower Supply Voltage for memories means big power savings• Available now at 28nm node with path down to 14nm

SOI Industry Consortium, ST, Freescale, IBM, Global Foundries, Samsung and UMC,

Hold on though – SOI wafers are all ready expensive how can you control an ultrathin top layer within a few Angstroms and make this cost effective?

Bill Kohnen Notes For Semiconductor Technical

Purchasing Conference November 2013

Total Cost for FD-SOI

• Lower cap Ex• Lower Opex• Higher Throuput• Leverage existing CMOS process for faster

time to market• At this point cost neutral if not lower total cost

for production plus additional value creation to drive higher ASP

Bill Kohnen Notes For Semiconductor Technical

Purchasing Conference November 2013

So any concerns?Yes Supply of SOI Starting Material

• Capacity of supply– Not just sheer capability which is a concern– Ability to provide consistently to requirements

• This is a challenge because material planners will want to created safety stock:– Initial sticker shock – Potential to create industry wide supply “Bullwhip

Effect” resulting in large osciallation of demand. Industry Consortiums should help to keep this in check

Bill Kohnen Notes For Semiconductor Technical

Purchasing Conference November 2013