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Artificial Intelligence

METIS, a Sector Skills Alliance project co-funded by the European Commission’s Erasmus+ Program and coordinated by SEMI, recently launched an online questionnaire aimed at gauging the skills and expertise the industry needs to drive continued growth over the next five years. The survey, which will stay online until 15 October 2020, is a part of the METIS project’s efforts to involve a broad range of stakeholders in the microelectronics industry to assess workforce, future technology and economic trends influencing talent development and the skills needed most today and in the next five years. The survey aims to highlight the skill mismatches in specific job profiles that are of increasing importance to the microelectronics industry. It elaborates on the upskilling and reskilling needs for design engineers. Given that semiconductor design is becoming increasingly crucial for Europe’s competitiveness and technological sovereignty, the new skills required from design engineers are a priority area for the METIS project. Other examples are the manufacturing and maintenance technicians, two job profiles that are currently experiencing significant shifts in their skillsets, as COVID-19 has thoroughly transformed their way of work.While the microelectronics industry has been very aware of the importance of the high level of investment in R D, it is equally crucial to ensure that the workforce of the industry is equipped with knowledge and skills for the rapid technological developments. Maintaining high levels of investment in workforce including attracting talent, updating their knowledge and skills with the latest technological development, and supporting them to lead innovations, is essential for this industry. There is a growing demand for specific requirements for this sector to support innovation in many other sectors such as automotive, energy, healthcare, and government, to foster benefits from emerging digital technologies such as Cloud Services, Internet of Things (IoT), Artificial Intelligence (AI), Digital Reality, and Blockchain.In addition to the online questionnaire, the METIS project consortium is interviewing top experts from leading microelectronics companies, education representatives from universities and training academies, and experts from government agencies and industry associations. The interview outcomes provide inputs on what kind of employee profiles are the most difficult to find, what skills this sector is looking for in a candidate, and what kind of training and policy frameworks are needed to improve employers’ skills. Those inputs are essential to develop the skill strategy and form recommendations on training modules.Furthermore, the METIS project consortium is organizing 10 focus groups. Each of the focus groups is dedicated to a key topic, such as SC design, SC materials, semiconductor manufacturing equipment, etc. For example, one of the METIS focus groups is dedicated to Edge AI, a top priority for the microelectronics industry. Strengthening the AI talent pipeline is essential to harness the potential of Edge AI in Europe and to facilitate the shift from the Cloud to the Edge when possible in order to meet specific demands (e.g. for autonomous driving), reduce energy consumption for data communications, and to increase efficiency. The EU’s White Paper “Artificial Intelligence - A European approach to excellence and trust”[1] , published this February, also emphasizes the importance of upskilling and reskilling to position Europe among the global leaders in AI. Hence, the focus group will work towards pinpointing the skills necessary for the semiconductor workforce to capture the potential of the trend.The results of the survey, interviews and focus groups will be used to form the Microelectronics Skills Strategy. Based on this strategy, the METIS project will design 43 training modules for 1,100 hours learning in four key areas of the microelectronics sector:Component designSystem designBasic of manufacturingKey competencies and innovative thinkingThe METIS project is planning to recruit 2,000 learners in companies and education and training institutes to participate in the trainings and validate the impact. The METIS project will also work with companies, education and training providers to ensure continuity of the initiative and foster cooperation.During the METIS project course (2019 – 2023), the Skills Strategy will be updated yearly to reflect the latest technology and market trends. To enable the Skills Strategy to continue serving the industry, METIS is working on forming a permanent instrument, named Observatory and Skills Council, to continue developing the skills strategy, update the training and facilitate cooperation between industry and education and training providers.Laith Altimime, president of SEMI Europe, and 50 members of the Microelectronics Training, Industry and Skills (METIS) consortium The METIS consortium invites companies and associations involved in microelectronics training and education provision, human resources and career services professionals, technology strategists and policy makers to complete the online questionnaire. Stakeholders are also welcome to subscribe to the METIS newsletter for the latest on METIS programs. For more details, please contact Yanying Li at [email protected].[1] EU’s White Paper on Artificial Intelligence available at: https://ec.europa.eu/info/sites/info/files/commission-white-paper-artificial-intelligence-feb2020_en.pdfDr. Yanying Li is senior manager of Collaborative Projects at SEMI Europe.
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To attract and cultivate new talent across the microelectronics industry, virtual SEMICON West 2020 offered wide-ranging career insights for engineering students seeking that vital first job and young employees embarking on their careers. They learned about overcoming challenges at work and gained a competitive edge by connecting with industry leaders for insider knowledge. These are just some examples of how the SEMI Foundation and the SEMI Workforce Development and Diversity, Equity and Inclusion (DEI) initiatives serve as a springboard to careers in the industry and help close its talent gap.Following are experiences of aspiring engineers at SEMICON West and career lessons presented to help them shape the future of our semiconductor industry.Jump-Starting Careers at SEMICON West 2020More than 600 students from over 50 colleges and universities across the Unites States joined SEMICON West 2020 to jump-start their careers in the semiconductor industry. With free access to SEMI’s first virtual expo, they connected with recruiters and companies in the exhibit hall, and sponged up insights from speakers about digital internships, job opportunities, and key trends shaping the digital future.“It was almost overwhelming,” said Jason Wong, 20, a junior at San Jose State University working toward an advanced degree in mechanical engineering. “It was kind of like an engineering student’s dream for contacts and knowledge all on one platform.”Wong visited about 15 booths in the online exhibit hall to speak with company representatives about his field of interest – microelectromechanical systems (MEMS).“MEMS is a pretty niche area, so it was really surprising how many companies were there in this category alone,” Wong said.Through the expo’s chat tool, Wong made some solid contacts and has followed up with several engineers via email, LinkedIn and Zoom meetings, cultivating what he believes will be “some long-lasting and valuable connections.”“I’m not really looking for a job at the moment, but I hope to get an internship at some point,” Wong said. “With the current (COVID-19) outbreak, a lot of events with opportunities to interact are no longer available, so this was an enlightening and useful experience for me I plan to attend again.”On the other side of the country in Virginia, Devayani Pawar, 23, found it easy to network at SEMICON West. She especially appreciated the free pass for students and practical sessions in the Smart Workforce Pavilion tailored to help early-career job seekers find opportunities, build contacts, and polish resumes.She was drawn to the Smart Manufacturing Pavilion because of her skills and interests in toolmaking and wafers.“I understand manufacturing and it’s a hot field right now,” said Pawar, who recently earned her master’s degree in data science from George Mason University. “It’s interesting to me how such tiny components can do so much powerful work.”“A lot of people my age aren’t very aware of the microchip industry – they’re mostly focused on information technology and companies like Google, Amazon, or Facebook,” Pawar said.After landing an internship at Micron Technology analyzing wafers and working in clean rooms, she was wowed by the potential of nanotechnology. Pawar learned about the strong demand for data scientists in semiconductor manufacturing. After making connections at SEMICON West and absorbing information, she now has a better handle on career opportunities.“The recruiters and other contacts I made have been so responsive, and now I have a better understanding of use cases and what companies are seeking,” she said.A Day in the Life of an EngineerRight after college in 2017, Erika Gabrielle Hansen joined Applied Materials as an engineer. She told management she wanted to travel, learn about the “big picture” behind the company’s products, and work with customers.In her presentation A Day in the Life of an Engineer at the SEMICON West Smart Workforce Pavilion, she recalled a whirlwind of unforeseen opportunities, soul-searching challenges, and the rewards of personal, professional, and community growth. She also candidly shared lessons learned about pride, collaboration, and resilience.Her journey began when she had the opportunity to share her aspirations for her at career at Applied and landed a dual role as a process engineer and customer account technologist.In her job as a process engineer, Hansen puts her materials engineering degree from Cal Poly, San Luis Obispo to good use analyzing data, solving technical problems, developing new processes to meet customer requirements, and working with cutting-edge technologies. At one moment she might be in a clean-room laboratory wearing a bunny suit doing hands-on work with tools. In another, she could be videoconferencing with hardware, software, and systems engineers worldwide, or preparing a report for upper management.“I was very nervous at first as a process engineer,” Hansen said. “I was the only person in my group who didn’t have a Ph.D. and tried to compensate for that by doing things on my own and not asking for help.”After making a few mistakes, she began to turn to her team for their expertise and sharing the results of her work – both good and bad – with them.“Having humility to ask for help and not let pride get in the way was a huge learning point for me,” she said.As a customer account technologist, she has made a dozen trips to customer sites in four countries to implement new processes or resolve technical issues. By seeing tools in action, she now has what she calls a “whole picture” perspective on their effectiveness, while enjoying the camaraderie of colleagues and sampling local cuisines, sites, and scenes around the world.At one point, she was assigned to lead an international team to resolve an issue with a major customer – her greatest challenge yet and her first time in such a role. She struggled to overcome language barriers and eventually told her boss she might not be the best person to lead the project. He promised to provide more support, and her team went on to resolve the customer’s problem.“I picked myself up, reached out to people with international experience, and changed my communication style,” Hansen said. “I learned it’s okay to be uncomfortable, to flex my leadership style, and be resilient, which is a learned skill.”Building a Better Network: Crucial ConnectionsAndrew Carnegie, one of history’s richest industrialists and most generous philanthropists, said 85 percent of a person’s success is based on “interpersonal relationships” and “abilities to be a human being.” Professional skills account for just 15 percent of success.While advancing to her current role as Chief Marketing Officer for FormFactor, Amy Leong found this advice critical to her career trajectory. Just like the challenge of raising a strong family, building a successful career “takes a village… you can’t do it alone,” she said in her Smart Workforce Pavilion presentation Building a Better Network: Crucial Connections.Outperforming expectations might be essential early in one’s career to get promotions, raises, and the attention, but that mindset goes only so far.“As seniority levels increase, people already know you’re a phenomenal performer and expect nothing less,” Leong said. “So, the higher you go the more vital it is to spend almost a disproportionate amount of effort on building relationships.”Building your network isn’t about the quantity of one’s business cards or LinkedIn connections; it’s about building quality relationships with mutual benefits over the long run.“We need to be smart about return on investment when building our professional network,” she said. “You help me, and I help you. It’s win-win horse trading.”And the most important factor in career success? For Leong, a strong family foundation has mattered most.“Family comes first,” said Leong, who has twin teenagers. “Take care of the ones you love. Check in with your family whenever you can. Family relationships are bound by blood. Thanks to my retired parents and a helpful husband, we tough it through.”She reemphasized the importance of mutually beneficial relationships, noting “A rising tide will lift all boats.”Fostering Talent for the Industry’s FutureDeveloping young talent and future leaders in microelectronics stands as a persistent and growing need – and a critical challenge to realizing expected growth. Emerging technologies such as artificial intelligence, quantum computing, and augmented/virtual reality are expected to impact a huge range of markets, leading to projections that the semiconductor industry will double in size in the next 10 to 15 years.The opportunities for growth and technologies that promise to improve the quality of human life worldwide are breathtaking. The industry’s talent pool will need to scale accordingly, magnifying the importance of expanding industry-wide programs such as the Workforce Development and DEI initiatives that the SEMI Foundation are building. Learn more about how you and your company can get involved with these initiatives on the SEMI Foundation website.Shari Liss is executive director of the SEMI Foundation. She oversees SEMI Workforce Development programs from K-12 through re-skilling for veterans.
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Tracking and quickly diagnosing COVID-19 infections, working from home and telemedicine recently came into sharp focus as technology executives and other subject matter experts from microelectronics heavyweights recently gathered for the first-ever virtual SEMI CTO Forum to explore how the microelectronics industry and their own companies can leverage future technology trends to drive growth. Themed Intelligent Medtech and Wearable Technologies, the forum drew CTOs from ARM, Babblelabs, Brewer Science, Dell, Dow/Dupont, E-Ink, Hewlett Packard Enterprise, Intel, Lam Research, KLA, Microchip, ON Semiconductor, Qualcomm, Tokyo Electron, Ulvac, Veeco and Xilinx. The event is designed as a strategic driver of pre-competitive innovation. Following are key takeaways from the forum. Microfluidics Promises to Speed COVID-19 Diagnosis More than 240 companies worldwide are developing microfluidics solutions to improve diagnosis and treatment of COVID-19 and other conditions, said forum speaker Dr. Kurt Petersen, a member of Band of Angels, Silicon Valley's oldest angel investment group, with an illustrious background1 in technology. And their innovations are bearing fruit. Cepheid, a company founded by Dr. Petersen, has developed a disposable microfluidic cartridge, Xpert Xpress SARS-CoV-2, used by doctors to swab the inside of a patient’s mouth. Highlighting the vital role of MEMS in medical electronics, the tiny powerful devices are behind a test that can detect COVID-19 infection in under 40 minutes. Dr. Petersen also cited a few examples of implantables and injectables under development, including: In vivo chemical sensing: Profusa developed a continuous glucose monitoring sensor via an optical patch. Glaucoma pressure monitors: Injectsense built a silicon chip the size of a grain of rice that is embedded in the eye to measure eye pressure. Retinal implants: Second Sight implanted a 60-electrode array chip that projects images onto the retina to improve vision. Microelectronics Takes Aim at Battling COVID-19 The event’s CTO roundtable, a platform for discussing societal and technology issues, revealed microelectronics technology will likely give rise to solutions for combatting pandemics and new business opportunities both in the short and long run. Areas of the greatest interest included: Tracking and Security: Infection tracking accuracy is key to limiting the spread of viruses yet comes with inherent privacy and security challenges. The consensus view of the executives was that developing trusted hardware capabilities is critical for adoption of accurate infection-tracking technologies. Remote Operation: Executives expect working from home or the use of telehealth to continue building momentum long after pandemic. To give staying power to the remote communications at the heart of these trends, microelectronics ecosystems will need to boost compute performance, both at the edge and in the cloud, while increasing bandwidth to enable applications such as augmented reality/virtual reality (AR/VR), artificial intelligence (AI), machine learning and advanced data analytics. Edge intelligence: The challenge of remote communications spans both people and the Internet of Things (IoT). Questions persist about how hundreds of billions of sensors will connect to the cloud and how much power they will consume. The need to push computing to where data is generated – at the edge – is rising and the necessary underlying technologies will only come by combining various forms of distributed computing and analytics. The microelectronics industry’s ability to seize these opportunities will only be possible with huge strides in innovation, raising concerns among the CTOs about the financial viability of cutting-edge devices because of increasing device complexity and R D costs. Technology partnerships and collaborations – an area where SEMI is contributing and will continue to expand its efforts as it works with the CTO community – will be critical to containing R D costs. SEMI will help the executives identify and mobilize the resources key to future innovation. Improving Home, Work Productivity and Experiences Key to AR Adoption Smart wearables also offer great promise. In just over a decade, AR and VR have grown from science fiction to practical uses such as AR applications for smart contact lenses, said Dr. Mike Wiemer, Co-Founder and CTO of Mojo Vision2. Dr. Wiemer said that while many AR applications remain under development, the technology will only see widespread adoption once it starts to improve productivity and efficiency at home and work and the quality of other experiences. The smart augmented reality contact lens developed by Mojo Vision is a step in that direction. The product’s built-in display gives users timely information about everything they see while remaining invisible by packing 70,000 pixels into a space smaller than a half a millimeter across, making it the smallest and densest dynamic display ever made. The contact lens is powered by an ARM-based processor, with later versions adding an image sensor, eye-tracking sensors and a communications chip. SEMI thanks EMD Performance Materials and Telit for sponsoring the CTO Forum. For more information on the CTO Forum and SEMI’s Smart Data-AI initiative, please sign up on our webpage. 1 Dr. Kurt Petersen is a member of the National Academy of Engineering, an IEEE Medal of Honor winner, and a Life Fellow of the IEEE for his contributions to the commercialization of MEMS technology. 2 Dr. Wiemer also co-founded Solar Junction, where he led technical teams to two world records in solar cell efficiency (43.5% and 44%). He also has patents and papers in Semiconductor Devices Applications, Silicon Photonics, Materials Integration, Lasers, Solar Cells, Solar Systems, and Analog Circuits. Tom Salmon is Vice President of Collaborative Technology Platforms at SEMI. Pushkar P. Apte, Ph.D., is Strategic Technology Advisor for the Smart Data AI Initiative at SEMI.
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At SEMICON West 2020, the Honorable Al Gore, former U.S. Vice President and recipient of the Nobel Peace Prize for environmental activism, commented on the world being in the midst of a “sustainability revolution.” Just what did he mean by that, and why bring that message to us? The answer is that he believes the digital transformation wields the magnitude of the agricultural and industrial revolutions, but with the exponential speed that the semiconductor industry created and enabled. Ok, that would put him in the right place… SEMICON West.Among a rich lineup of speakers to mark the 50th anniversary of the event – and 50 years of the semiconductor industry facilitating the innovation of the Information Age -- Gore joined other icons in their fields who graced the virtual stage for our featured keynotes. Each analyzed how microchip advances are critical to solving some of the world’s greatest challenges.As host of the conference, I had the privilege of introducing Gore; Gary Dickerson, President and CEO of Applied Materials; and, Dr. John Kelly III, Executive Vice President and Director of IBM Research, along with other renowned speakers. Their insights seemed especially timely for how our global supply chain can help to build a more sustainable future. Following are a few of the highlights from their discussions. Al Gore – The Planet Faces Existential CrisisIn his keynote conversation with Greenbiz editorial director Heather Clancy kicking off SEMICON West 2020, Gore emphasized that digital technology advances – and in particular microchip innovation – provide the greatest opportunities to overcome the world’s most epic challenges. Chip breakthroughs will be the cutting edge of what he called the rapidly growing sustainability revolution to improve energy efficiency, reduce our reliance on fossil fuels, and optimize the performance of renewable energy generated by solar, wind, and electric battery sources.“We face an inflection point as we rely more on data and communications technology, particularly in areas like cloud computing and artificial intelligence,” Gore said. “Industry is aware of this and working on it, but this meeting (SEMICON West 2020) with your present leadership marks a real turning point. It’s something to be proud of, something to be celebrated. It’s what gives me hope.”Citing Moore’s Law and enormous strides made in chip efficiency and effectiveness, Gore said that within two years smart chips will make everything from solar panels and batteries to renewable energy plants and electric vehicles to be both cost- and performance-competitive with traditional energy sources. Afterwards, renewable energy will be more attractive. Gore urged the energy-intensive semiconductor industry to shift to more renewable power sources for manufacturing. To meet this challenge, Gore encouraged the industry to embrace strategies for “step changes”: First, collaborate and share best practices more transparently across the entire microelectronics value chain. Examples already abound where “cutting-edge apps, AI, and deep learning reduced data server energy use significantly without hardware changes,” he said. Second, reduce electricity required to manufacture smarter and smaller semiconductors. Gore encouraged “all of the equipment manufacturers to work together to reduce the amount of carbon dioxide emissions in manufacturing these advanced semiconductors.” Third, follow the lead of a growing number of companies that “continue decarbonizing the power supply on which data centers operate,” he said. Fourth, work with government through the Science Based Target Initiative, which sets decarbonization limits that keep global temperatures no more than two degrees Celsius above preindustrial levels. Finally, rely on “diversity of thought” and “collective thinking” when innovating for the digital future. Research and experience prove that different points of view lead to better decisions. The technology industry has made progress in workforce diversity, but more can be done, Gore said. This last point plays to our collaborative strengths as SEMI members and an industry. “It is just unbearable to imagine a future generation living with the kinds of consequences scientists tell us would ensue if we don’t heed their warnings and solve this crisis,” Gore said, drawing parallels to the COVID-19 pandemic. “We have to accept the situation and make sure we do everything we can. I am inspired by this industry’s leadership, innovation, and spirit to rise to the challenge and make a difference.”Gary Dickerson – Making Possible A Better FutureTo ensure another 50 years of accelerating growth and innovation, today’s semiconductor leaders must share a deep commitment to a more sustainable and just supply chain industrywide.“The first thing we need to do is decouple our growth from environmental impacts,” Dickerson said in his keynote. “Our responsibility as leaders is to leave the world a better place.”Dickerson said that while he firmly believes the explosion of processing and storage data has “the potential to change the world,” the downside is that it also has the potential to rapidly expand our industry’s carbon footprint. Without dramatic change, electrical usage will continue to rise as machines generate and consume more data, compute performance progresses, and workloads from the edge to the cloud grow.“It will be impossible to create neural networks (using AI) with the rate of today’s power consumption,” Dickerson said, noting that more improvements must be made in the performance and efficiency of semiconductor devices, architectures, structures, materials, and advanced packaging.Dickerson urged the electronics ecosystem to “permanently think and act differently” by breaking down communication barriers among systems integrators, equipment suppliers, design and manufacturing service providers, and other industry players. Sharing learnings and best practices will be vital to this change, he said. Dickerson unveiled SuCCESS2030 (Supply Chain Certification for Environmental and Social Sustainability) – Applied Materials’ 10-year roadmap for creating a more sustainable supply chain – during his talk. Under the SuCCESS2030 initiative, Applied Materials will hold its suppliers to the company’s own high standards for committing to renewable energy and workforce diversity by setting targets such as: Reducing supply chain carbon emissions 15 percent in four years by relying more on intermodal shipping than air freight Transitioning the supply chain to recycled content packaging, with a target of 80 percent by the end of 2023 Eliminating phosphate-based, pre-treatment of metal surfaces by 2024 Working with trade associations like SEMI to develop diversity and inclusion strategies to increase underrepresented minorities in the workplace Dickerson said that deeper and more open partnerships between Applied Materials and its customers and suppliers have led to a number of promising outcomes. Examples include hardware and software upgrades, product and service optimizations, and improvements in chip architectures that increased throughput density for higher system performance while decreasing power and chemical consumption, costs, and space requirements. What’s more, Applied Materials recently introduced its Selective Tungsten Process Technology, which uses new materials, atomic-level designs, and ultra-clean rooms to improve the performance of interconnected transistors while lowering power consumption.Dickerson said the COVID-19 pandemic has awakened the world to the power of digital technologies that make it possible to communicate, collaborate, and share data across the globe while sheltering in place. “When I think of the world’s grand challenges, it’s clear the semiconductor industry has a critical role to play,” Dickerson said. “I strongly believe we’re in a position to shape the future and leave the world a better place.”John E. Kelly III – 50 Years That Changed The World … And We’re Just Getting Started During the past half century, semiconductors have given rise to essentially every major technology advance, Kelly said in his keynote. Microchip innovation has played a central role in rocketing humans to the moon, simulating nuclear weapons on a supercomputer, connecting people to nearly everything via mobile devices, and keeping people alive with pacemakers and other electronic medical devices.The strides in innovation have been staggering. In 1970, a semiconductor chip featured a few thousand components. Today, that number stands at 50 billion. Breakthroughs in everything from materials and chemicals to polishing, processes and interconnectivity have driven gains in power-efficiency and performance while reducing chip size.Moore’s Law is far from dead. Paraphrasing Winston Churchill, Kelly said, semiconductor innovation today is not at “the beginning of the end, but at the end of the beginning, and the best is yet to come – driven by extreme collaboration and extreme innovation to solve the world’s biggest challenges.”Kelly said he believes technology is the only answer to the onslaught of grand challenges confronting societies and people today, including air and water pollution, climate change, diminishing natural resources, storm-related disasters, food supply shortages, and the COVID-19 pandemic.Kelly lamented that the world’s response to COVID-19 illustrates that “not much has changed” since the Spanish Flu crisis a century ago. The same technology – masks – remains the primary defense. “I think if we had used digital technologies and computer modeling earlier on, we could have detected the spread of this flu” to minimize its impact, Kelly said.Today’s computer modeling and analytics capabilities aren’t quite ready yet to tackle such complex problems as pandemics, global warming, or water contamination. However, Kelly said, several game-changing technologies – all powered by semiconductors – are emerging as promising answers to our most daunting challenges.“It’s all about the data, and artificial intelligence is the way forward – it’s analytics on steroids, and many new devices will be required to drive AI at the scale of these problems,” Kelly said. “The second technology revolves around not just cloud computing but edge computing and cloud at the edge. Data will be generated in enormous amounts at the edge, which is where we will need to store and compute the data. The next is Quantum Computing. Frankly, we do not have enough computing power yet to look at some of the biggest challenges we have.”All these advances will present new challenges for the semiconductor industry, such as developing new materials, new chip architectures and new mapping structures for AI-embedded devices to reach their full potential.With many of these disruptive innovations too large for any company to solve singlehandedly, Kelly advised industry players to form more “radical partnerships.”“Extreme collaboration and extreme innovation will drive solutions to all these world challenges,” Kelly said. “The best is yet to come.”Radical partnerships… Sustainable revolutions… Extreme innovation… It’s been 50 years of SEMICON West, but it sounds like we’re just getting the real magic started. Like John Kelly said and the other keynoters emphasized, the best is yet to come.Dave Anderson is president of SEMI Americas.
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Humanity has survived almost unimaginable challenges over the past 5,000 years of documented human history. From war, famine and natural disasters to the first global pandemic in the last 100 years, more often than not, people have relied on one another to survive and thrive again. As the industry association representing the global microelectronics industry, SEMI has similarly made collaboration and community integral to the fabric of its organization. From helping members to succeed through the COVID-19 pandemic to facilitating member-driven industry standards around environmental health and safety, materials, and manufacturing capabilities, this approach shows members that standing together is better than standing alone.On the eve of the 50th annual SEMICON West (July 20-23, 2020) — the first virtual edition in SEMI’s history — I spoke with SEMI’s vice president of technology communities, Michael Ciesinski, about the role of SEMI in tackling big challenges through an active member community intent on solving problems through collaboration.SEMI: How long have you worked with SEMI and in what capacity?Ciesinski: In January 2016, I started my second tour at SEMI when FlexTech, the industry consortium I’d been leading, became SEMI’s first strategic partner. Nearly two years into that role, SEMI President CEO Ajit Manocha asked me to form Technology Communities to engage members with common interests. After FlexTech, we brought on the Fab Owners Alliance, then MEMS Sensors Industry Group (MSIG), and later the Electronic System Design Alliance (ESD Alliance).SEMI now has more than 20 communities in all, including Smart MedTech, Smart Data AI, Smart Manufacturing, Electronic Materials, and Integrated Packaging, Assembly and Test.SEMI: What is your role with Technology Communities — and how do members stand to benefit?Ciesinski: The leadership of Technology Communities ensures that SEMI’s benefits and services align to our members’ interests so we can provide member benefits that matter most. This spans forming communities where people hold common interests (e.g., advanced packaging) to facilitating standards that will promote intelligence in manufacturing (e.g., data standards for AI and machine learning) as well as providing R D funding.I’m especially proud that over the past three years, SEMI has brought more than $40 million in R D funding to our members, with most grants in the $500,000-$1 million range. We’ve been especially successful in securing funding in flexible hybrid electronics (FHE) through U.S. Army Research Laboratories (ARL), a model we first developed through FlexTech.Two recent recipients of FHE funding, GE Research and ITN Energy Systems, show how the grants are spawning partnership opportunities among commercial enterprises, R D organizations and universities. In developing lightweight, non-invasive wearables, including a human-performance sweat-monitoring patch that remotely analyzes sweat to detect hydration levels and other vital signs, GE Research is using key components such as sensors and lightweight batteries in its designs.ITN Energy Systems designed a flexible all-solid-state lithium battery that’s printed on light, flexible substrates to power small and incredibly thin applications.Universities are also benefiting by plugging into the SEMI ecosystem. In fact, 40-50 percent of funded projects are seeding commercialization by universities. This is another validation that SEMI’s collaborative, community approach to microelectronics is working.SEMI: Position, Timing and Navigation (PNT) is another hot area where SEMI has secured ARL funding. What makes this funding different and why is it important?Ciesinski: The PNT grant makes ARL funding available to the MEMS Sensors Industry Group (MSIG) members through SEMI for the first time. If you’ve ever lost GPS signal while coming out of a tunnel, you know how frustrating that is. For us, that’s an inconvenience, but for a healthcare worker in a remote location who’s waiting for a delivery of medication by drone, it could be life-critical. While that’s just one example of why we need PNT to operate when GPS isn’t available, I can imagine dozens of other important dual-use cases, including autonomous driving.SEMI: How else do Technology Communities benefit under SEMI?Ciesinski: Technology Communities need access to diverse resources to spur continuous innovation. Electronic Materials Group participants, for example, need to stay informed on regulations coming out of Asia, the U.S. and Europe that may affect their businesses. Where else other than SEMI can like-minded stakeholders congregate with people up and down the supply chain to determine whether industry-wide action is needed on regulation?SEMI: What is the importance of SEMI’s global footprint?Ciesinski: I’ve worked with many associations and managed major industry consortia. The clear advantage of SEMI is our global footprint. And that’s vital because microelectronics is a global industry involving a multitude of stakeholders that play essential roles in the supply chain.Let’s say you want to discuss EU regulations on hazardous chemicals. Rather than decipher these complexities alone, you can pick up the phone to speak with someone on SEMI’s European team to learn what’s critical.What if you’d like more information on the 20-plus new fabs that are going up in China? You can explore that question with our SEMI China or SEMI Industry Research and Statistics teams.SEMI: How has SEMI evolved over the years?Ciesinski: SEMI has a long history of providing what the industry cares about. We started in trade shows and pivoted to industry standards. We began with small silicon wafers and wafer carriers, and now within the span of 50 years we’re working on data-format standards that will support the application of AI and machine learning (ML) in the semiconductor industry.While highly varied today, data-format standards will help component manufacturers refine processes to create more efficient solutions. This ARL-funded program, which pairs SEMI members with the grant recipient, Cornell University, may offer dramatic gains in the productivity of semiconductor manufacturing.SEMI: How does SEMI’s approach to COVID-19 reflect core values of collaboration and community?Ciesinski: Together with Ajit Manocha, CMO Terry Tsao and other team members at SEMI, we pulled together a task force to help SEMI members navigate the pandemic.We tapped two existing groups, Environment, Health and Safety (EHS) and Information Technology Leadership (ITL) from the start, documenting their strategic and tactical approaches to help all members through the COVID-19 resource section of our website. The EHS section provides tips on facilities and meetings, employee policies, business travel and communications, while the ITL section lists insights on computing hardware for staff, licensing, networks, security and employee policies.Our EHS leadership team, which includes Entegris, Axcelis, Versum, and Intel, immediately started sharing best practices for sanitizing facilities. As a result of team meetings, SEMI EHS shared best practices on keeping the workforce remote and guidelines for returning people to work safely. From securing PPE and safeguarding employees and visitors by performing thermal scanning to outlining communications around potential employee exposures, EHS has provided meaningful resources for the benefit of all members.SEMI also took immediate steps in the area of advocacy. Our advocacy team in Washington, D.C., together with regional SEMI presidents around the world, have ensured that semiconductor facilities were and still are considered essential businesses in the U.S., Europe and Asia. That’s because microelectronics are foundational to fighting the pandemic.Microfluidics are critical to the Reverse Transcription (RT) Polymerase Chain Reaction (PCR) tests most commonly used for COVID-19. Sensors are embedded in the pulse oximeters that allow patients and healthcare professionals to monitor a vital rubric: oxygen saturation level. If oxygen saturation level drops into the low 90 percentiles or below, it may be time to go to the hospital for treatment.Microcontroller units are essential components in a wide range of hospital equipment, including the ventilators that may make the difference between life and death in the most seriously ill patients.SEMI: How can the ingenuity realized through microelectronics continue to help us tackle other big problems? Ciesinski: We have MEMS and sensors to thank for distributed intelligence, giving us the ability to put sensors anywhere, locally based in the field or in the packaging house.Food production is a prime example. Leveraging miniaturized wirelessly connected sensors, we can trace food through the entire production lifecycle, from the seed in the ground to the food in the warehouse and, ultimately, to the product that lands on the table.From larger enterprise such as IBM Food Trust to small startups, we’re using MEMS and sensors to improve crop yields so we can feed a human population that’s growing each year.There’s a sustainability piece as well. We’re using MEMS and sensors to reduce the amount of fertilizer or other nutrients or chemicals in the soil. That’s good for the environment and for the agricultural workers who labor in the fields.MEMS and sensors can also condense the time it takes to perform a specific task, conserving human resources.SEMI: Where do you think SEMI will go in the next decade?Ciesinski: Ten years from now, I believe we will still have our global footprint in place. I expect it will expand, particularly in Asia.We may also expand into new areas such as Latin America and Central America, which would provide at least two major benefits: People working in microelectronics would, I hope, have access to better quality of life. And diversifying the supply chain would allow nations and regions to have more control over the products they need, from PPE to medications, which may help us to better manage through the next pandemic.I am also hopeful that SEMI will be on the leading edge of helping our members communicate in much different fashion from what we have today. We’re already expanding beyond the paradigm of in-person meetings for standards meetings and conferences. As we move forward, I think we’ll see a hybrid solution to doing business, combining in-person meetings with virtual conferences and digital content that’s available 24/7.Whatever changes we see in SEMI, I’m confident that we will continue to see a global footprint in an industry association that prioritizes connections among members.Engage in the SEMI experience at upcoming SEMICON WestRegister today to hear from keynote speakers such as environmental advocate and former U.S. Vice President Al Gore, futurist and author Steve Brown, and IBM Research senior vice president and director Dr. John E. Kelly III, and Lea Gabrielle, special envoy of the Global Engagement Center for the U.S. State Department, at SEMICON West , July 20-23, 2020. Content will be live streamed and available on-demand. Michael Ciesinski is vice president of Technology Communities for SEMI, the global microelectronics industry association, appointed in August 2018. At SEMI, he directs activity for more than 20 industry groups, oversees the association’s R D funding program, and develops new technology initiatives to serve SEMI’s 2,400 members. Prior to re-joining SEMI, Ciesinski was president/CEO of FlexTech Alliance, an industry consortium focused on new methods of creating electronics. From 1995-2008, Ciesinski served in a similar role at the U.S. Display Consortium (USDC), a private/public partnership chartered with building the infrastructure for electronic display and flexible electronics manufacturing. Both FlexTech and USDC annually sponsor multimillion dollar technology development programs and provide industry technical, financial and market services. Ciesinski is a graduate of the University of Albany, NY, and a former member of the Dean’s Advisory Committee at California Polytechnic State University.Maria Vetrano is a PR consultant at SEMI.
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Emerging applications powered by 5G and artificial intelligence (AI) are expected to be a boon to the semiconductor industry, but only once chipmakers overcome a key challenge: Architecting chips that meet the exacting performance, power consumption, size and cost requirements of devices for mid- to high-end applications. One technology – heterogeneous integration – promises to meet these demands and help drive future leaps in semiconductor innovation in the post-Moore era. To help the industry better grasp the technology challenges and business opportunities associated with deploying highly integrated chip and packaging technologies, SEMI and AI on Chip Taiwan Alliance recently gathered industry leaders from organizations including ASE, Unimicron, Dialog Semiconductor, Cadence and AITA to discuss technology trends and the vital importance of building a cross-industry exchange platform to advance next-generation manufacturing processes critical to heterogeneous integration. Following are key takeaways from the forum, Heterogeneous Integration Enables 5G and AI. Overcoming Heterogeneous Integration Technology Challenges Key to Advances in Taiwan High-End Semiconductor Manufacturing The introduction of the Heterogeneous Integration Roadmap (HIR) by the International Technology Roadmap for Semiconductors team in 2016 was an important first step, Dr. C.P. Hung, Vice President of ASE Group, noted in his opening remarks. The HIR is designed to stimulate pre-competitive collaboration to advance heterogeneous integration technology development and accelerate electronics innovation. The roadmap provides a long-term vision for the electronics industry, identifying future technology requirements and potential solutions. Today, the HIR working group focuses on high-performance computing (HPC), 5G and other leading-edge technologies.Dr. Hung predicted that heterogenous integration will reshape traditional collaborations between the semiconductor ecosystem and supply chain in order to clear I/O bottlenecks that hamstring high-performance applications. The retooled industry connections will also need to enable high I/O pin counts, ultra-thin devices, and high-frequency signal shields. In an important step forward, the chip industry today is developing a platform that enhances wafer-level advanced packaging services and deepens cooperation with Oversea Assembly and Testing (OSAT) and substrate supply chain partners. Overcoming the current limits of IC substrates – the connection between IC chips the PCB – is one key for heterogeneous integration technology to flourish, said Dr. Yu-Hua Chen, Vice President, Carrier SBU, RD Division of Unimicron. He noted that the industry must tackle limits to PCB thickness, substrate density, fine pitch and automation to meet the needs of high-end packaging customers. Another barrier the industry must be surmounted is to make the currently inscrutable confidentiality requirements for patents of foreign materials – key to improving chip yields – easier to access and understand for substrate engineers. Chen said partnerships across the entire industry will be necessary to break through this and other technology breakthroughs. Supply Chain and Cross-Border Ecosystem to Strengthen Partnerships for Further DevelopmentTaiwan has long invested heavily in advancing semiconductor manufacturing and application engineering technologies to become a top global chipmaking hub and, in the process, has been behind significant leaps in optimizing chip functionality, said Leroy Liu, General Manager, Asia Headquarters, of Dialog Semiconductor (Germany). With its semiconductor manufacturing prowess, Taiwan can also play a central role in maturing advanced heterogeneous integration packaging technology while managing development costs by partnering with its international supply chain community to overcome technical challenges more effectively, Liu said. The region can also help forge partnerships, even among competitors, to build the ecosystem essential for heterogeneous integration technology to shine.EDA tools will be critical in understanding and resolving heterogeneous integration technical issues since IC substrate, packaging and chip design all pose interdisciplinary engineering challenges, said Julian Sun, Product Marketing Director at Cadence. To help the industry navigate these challenges, Cadence has launched intelligent system design products – solutions that address a wide range of design problems with semiconductor nanometers, micrometers on packaging and testing, and PCB level micro/millimeters to Pin/Pitch, I/O models, and thermals and electricity. By supporting various technical designs, Cadence helps customers shorten the design cycle to strengthen design quality and reduce costs.Sun also pointed to the vital importance of overcoming the significant challenge of designing silicon interposers for heterogeneous integration. Today’s EDA tools are capable of optimizing the design of complex structures including 5GAiP and HBM and are instrumental in aiding Taiwan’s semiconductor ecosystem players to quickly adapt to shifts in the evolving heterogeneous integration market.Heterogeneous Integration Enables 5G and AI speakers (L-R): Julian Sun, Product Marketing Director at Cadence, Dr. Yu-Hua Chen, Vice President, Carrier SBU, RD Division of Unimicron, Dr. C.P. Hung, Vice President of ASE Group, Leroy Liu, General Manager, Asia Headquarters, of Dialog Semiconductor (Germany), Dr. Shih-Chieh Chang, AITA Executive Secretary Designing AI chips is particularly difficult as semiconductor makers struggle with high costs and low yields, said Dr. Shih-Chieh Chang, AITA’s Executive Secretary. That’s why the chip industry now uses FPGAs for small-volume production of AI chips, which makes it easier to improve manufacturing yield through redundant design. For its part, AITA has formed a special interest group (SIG) to help form connections among the chip industry, academia and research institutes. The association’s goal is to build a platform for mass production of AI chips.To get involved in SEMI Taiwan Heterogeneous Integration related events, please contact Ula Huang, outreach senior specialist, at [email protected] Fang is a coordinator and Ashley Huang is a specialist in marketing and public relations at SEMI Taiwan.
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During the COVID-19 pandemic, the SEMI Global Advocacy team has been working tirelessly to ensure the microelectronics manufacturing and design supply chain is classified as an “essential business” in the United States and for similar designations in several other countries so that SEMI member companies can maintain operations. Their efforts have included direct lobbying and letters to the governors of 16 states in the U.S., 23 European countries and several European Union officials across the continent, as well as government officials in Japan, Mexico and Malaysia. The bedrock of these efforts, and the reason they have been highly effective, is that our industry enables both modern digital infrastructure and technology critical in the fight against the virus.SEMI takes immense pride in highlighting the role of our industry in providing the building blocks for innovations that improve social and economic prosperity the world over. It is never more apparent that necessity is the mother of invention than during a crisis, and the pandemic has created a diverse range of demands for technological advancements to address the myriad of challenges it presents. Our SEMI Tech Spotlight blog series highlights some of the many ways that our industry and member companies are enabling technology employed on the front lines of this fight – and that we strongly believe will ultimately help to win it. Our first piece in this series focuses on platforms enabled by big data and artificial intelligence.Fighting the Pandemic with Big Data-AI Enabled PlatformsThe COVID-19 pandemic is testing humanity in unprecedented ways, but it is also uniting us to fight this crisis with the best weapons we have. Big data and Artificial Intelligence (AI) technologies – built with microelectronic chips and systems that generate, transmit, store and analyze data – are making a profound contribution to our arsenal for this protracted war. Big data-AI technologies are enabling platforms such as data analytics, robotics, augmented/virtual reality (AR/VR), 3D printing, and others that are already being applied to address many facets of this crisis.Big Data and Analytics Inform Policy In the fight against COVID-19, data analytics platforms are being used first and foremost to slow the rapid spread and to inform policy decisions. This requires analysis of massive amounts of data about public health and travel, often using AI algorithms. The state of California, for example, is partnering with companies such as BlueDot, Esri and Facebook to build a software platform that uses smartphones and location intelligence to track people’s movement and predict hospital needs. Taiwan owes its considerable success in limiting the spread of the virus to the extensive use of big data analytics for identifying and tracking carriers. Google and Apple are driving a joint effort that connects Bluetooth with their popular iOS and Android platforms to trace contacts of infected people. India has developed Aarogya Setu, a mobile app based on Bluetooth and location-mapping platforms, designed to alert citizens if they have crossed paths with another app user who has tested positive for the virus. This app was launched in 11 languages, and despite being entirely voluntary, it was downloaded by 50 million people in 13 days, making it the world’s fastest-ever to reach that number. Such contact-tracing apps, now being rolled out in at least 26 countries, carry inherent privacy and security challenges due to the sensitive data they access. While mitigation strategies like strict data anonymity and opt-in protocols are being implemented, these will need to be refined over time.Robotics Protect Frontline SoldiersToday’s robust robotics platforms are enabled by huge amounts of data from sensors and guidance from predictive AI algorithms. These robots can learn on the job, adapt to the environment, and work safely with humans. In this pandemic, they are perfect for minimizing human interaction with infectious environments. Companies around the world such as Boston Dynamics, Akara Robotics, UBTECH Robotics and CloudMinds have already deployed robots on the front lines of this war to assess patient health, disinfect hospital surfaces, and help health workers with Personal Protective Equipment (PPE).Robot drones are also delivering blood and other lab samples. For example, WakeMed hospitals in North Carolina launched the first drone delivery program approved by the U.S. Federal Aviation Administration with Matternet drones operated by UPS; while Terra Drone from Japan executed similar tasks in the hard-hit Wuhan province of China.3D Printing Speeds ManufacturingBig data-AI technologies enable 3D printing platforms by providing accurate 3D models for optimized designs and defect-free manufacturing. Low-cost, fast-cycle-time 3D printing has helped to alleviate at least some of the medical equipment shortages. For example, the U.S. Food and Drug Administration (FDA) has approved the first 3D-printed “Stopgap Face Mask” for liquid barrier protection from the SARS-CoV-2 coronavirus for healthcare workers. The U.S. Veterans Health Administration has developed this in collaboration with America Makes using an open-source database – the 3D Print Exchange from the National Institutes of Health. In another example, Formlabs worked with Northwell Health, New York’s largest healthcare provider, and University of South Florida (USF) Health to develop and test a nasal swab prototype over just one weekend, and it is now producing up to 150,000 test swabs daily. Prisma Health in South Carolina received emergency FDA authorization for VESper, a 3D printed device that allows a single ventilator to support two patients, and possibly up to four.Telehealth Becomes a “New Normal”Telehealth is not a new concept but is much enhanced by today’s microelectronics platforms that can collect and transmit rich datasets with very low latency. Further, rapid data analysis is increasingly supported by AI systems. The requirement for social distancing makes telehealth a perfect solution for many healthcare consultations. U.S. government data indicates that the daily average of telehealth claims from private insurance for upper respiratory infections increased nearly 12 times over the previous month from March 14 to April 1. Similarly, Teladoc Health coordinated 100,000 patient “televisits” in the week of March 8 – a 50 percent spike over the previous week, taking pressure off the healthcare system. The next generation of telehealth is likely to use AR/VR platforms, which use even richer datasets and AI to improve the accuracy and predictive capability of their underlying models. Consequently, these platforms can provide more realistic experiences and improved outcomes. At least 11 states in the U.S. are already working with AR/VR companies such as XRHealth and AppliedVR for primary care and many medical specialties. Accelerating the Search for a Vaccine or TreatmentThe way out of this pandemic depends on swiftly finding a vaccine and a treatment, ideally by fast-tracking the traditionally slow drug development process. Big data-AI technologies are at the forefront of such efforts globally, often using the most powerful supercomputers available. For example, researchers at the University of California, San Diego (UCSD) are using the Frontera supercomputer to build a complete model of the SARS-CoV-2 coronavirus envelope – a formidable task, requiring analysis of data from 200 million atoms and interactions between them. Researchers at Argonne National Laboratory are combining AI with physics-based models to search for a molecule that might disrupt the activity of the virus, a precursor to finding a treatment. Also, several companies around the globe such as BenevolentAI (UK), Gero (Singapore), Innoplexus (Germany-India), and Insilico Medicine (US-Hong Kong) are using AI platforms to accelerate the search for a solution. ConclusionUltimately, the success of technology is not measured by the number of bits and bytes or by the speed of algorithms. It is measured by every janitor who did not have to clean a hazardous surface because a robot did, by every doctor and nurse protected by a 3D-printed mask, and by every person whose life may be saved by the accelerated discovery of a vaccine or treatment. Big data-AI technologies, and the platforms they enable, are just coming of age – they give us hope that as they evolve in the future, we can use them to build a more resilient society and economy.Note/Disclaimer: The examples cited above are purely for illustration – they are neither comprehensive, nor intended to endorse any particular product or solution.The SEMI Smart Data AI initiative helps members realize full value in the intelligent future enabled by Big Data and Artificial Intelligence – including the large revenue upside, and the transformational potential for operational and supply-chain efficiency. For more information on the initiative, contact Pushkar Apte at [email protected] Manocha is President and CEO of SEMI. Pushkar P. Apte, Ph.D., is the Strategic Technology Advisor for the Smart Data AI Initiative at SEMI.
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Japan’s Prime Minister Shinzo Abe declared a state of emergency for Tokyo, Osaka and five other prefectures[1] on April 7 in response to a startling increase of COVID-19 infections in the region’s cities in an uneasy moment for its domestic semiconductor industry. The declaration, effective through May 6, authorized the six prefectural governors to strengthen curbs on the spread of the virus and included guidance for citizens to stay home and restrictions on operations of non-essential businesses.With Japan supplying some 40 percent of the world’s chip production equipment and materials, the declaration stirred fears among semiconductor manufacturers that their uninterrupted operations – critical to sustaining the global industry – might be at risk. Japan Government Designates Semiconductor Industry as EssentialIn April 7 and 11 revisions to its Basic Policies for Novel Coronavirus Disease Control, the Japanese government allayed those concerns by designating semiconductor manufacturers essential businesses – a stark acknowledgment of the chipmakers’ vital role in combatting the novel coronavirus. The policy stated:“Among medical and manufacturing industries, we request the continuation of the following business operators in consideration of infection prevention: operators who are difficult to stop production line due to the characteristics of the equipment (such as blast furnaces and semiconductor factories); and operators who produce essentials (including important items in supply chains) for protection of the people who need medical care and support, as well as for maintenance of social infrastructure. We also request the continuation of the business operators who sustain medical care, the lives of the people, and maintenance of the national economy.”[2]SEMI Japan Reaches Out to Prefectures to Urge Essential Business Designation Equipment and materials shortages can halt production of an entire fab line and ripple through intricately connected global supply chains to stifle the production of end devices including the electronics critical to COVID-19 treatments. Electronic devices also play a central role in containing the virus’s spread by enabling artificial intelligence (AI), data analytics, digital communications, telemedicine, robotics, remote health monitoring, telecommuting, online shopping and other digital services.The essential business designation was explicit recognition that Japan’s semiconductor supply chain is integral to the global chip production ecosystem and worthy of the same protections the government has implemented for semiconductor companies. With SEMI members operating in Japan’s 47 prefectures, I sent letters to all prefectural governors three days after the second policy revision, urging them to apply the same designation, and the SEMI Japan team is following up to secure their support.SEMI Japan Encourages Government to Exempt Members from Travel Restrictions The Japan Foreign Ministry on March 31 raised to level 3 its travel advisory for 49 regions including the U.S., China, Taiwan and South Korea, encouraging Japanese citizens to avoid travel regardless of purpose to blunt the international spread of the coronavirus. SEMI Japan is working with the Semiconductor Equipment Association of Japan to urge the government to exempt semiconductor supply chain companies from the level 3 travel restrictions if they implement measures to prevent domestic infections and contagion in the visited regions. The exemptions would allow supply chain companies to install and service equipment at fabs – one key to maintaining smooth, uninterrupted operations.SEMI Supports Members with COVID-19 ResourcesSEMI international headquarters and regional offices are here to help you, our members. For more information on our webinars, surveys, best practices and other information designed to help you meet the challenges of the pandemic, please visit the SEMI Coronavirus Updates Resources page.[1] The six prefectures are Tokyo, Kanagawa, Chiba, Saitama, Osaka, Hyogo and Fukuoka.[2] Provisional translation by Ministry of Health, Labour and Welfare. Full document is available at https://www.mhlw.go.jp/content/10900000/000620733.pdf.Jim Hamajima is president of SEMI Japan.
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SEMI has urged government representatives around the U.S. and world to designate the semiconductor industry as an essential business so operations at companies across the chip supply chain can continue without interruption as the spread of COVID-19 continues. SEMI President and CEO Ajit Manocha assured the U.S. and global officials that SEMI members – the device makers and suppliers of chemicals, materials, components, design tools and equipment at the heart of chip manufacturing – “are employing all measures necessary to maintain the health and safety of their employees and local communities” to help contain the virus. Manocha last week sent letters to the governors of 16 states and the chairs of the National Governors Association, U.S. Conference of Mayors, National League of Cities, and National Association of Counties requesting consideration of the semiconductor industry as an essential business if shelter-in-place or similar orders are issued to curb the spread of COVID-19. More than half of U.S. states have imposed shelter-in-place or stay-at-home orders in the past month. The designation would allow SEMI members to maintain continuous operations to ensure that manufacturing of components for critical infrastructure equipment, the defense industrial base, and other vital technological products and services is not jeopardized. Semiconductors are the foundation of modern electronics and information technology and are critical in helping health workers effectively treat COVID-19 symptoms, Manocha told the officials. The devices also play a central role in containing its spread by enabling artificial intelligence (AI), data analytics, digital communications, telemedicine, robotics, remote health monitoring, telecommuting, online shopping and other digital services.Manocha urged state and local officials to follow guidelines issued on March 19 by the Department of Homeland Security (DHS) Cybersecurity Infrastructure Security Agency (CISA) identifying “manufacturers and supply chain vendors that provide hardware and software, and information technology equipment (to include microelectronics and semiconductors) for critical infrastructure as ‘essential critical infrastructure workers.’” Most states issuing shelter-in-place or stay-at-home orders have followed the DHS guidelines and/or separately designated the semiconductor industry an essential business. Likewise, other nations have recognized the power of technology in effectively containing COVID-19 and similarly designated the semiconductor industry an essential business.On March 27, SEMI, the Semiconductor Industry Associations in China, Europe, Japan, Korea, Singapore, Taiwan and the U.S., as well as several other trade associations in Asia issued a statement “calling on all governments to specify semiconductor industry operations as ‘essential infrastructure’ and/or ‘essential business’ to allow continuity in operations.” The global semiconductor supply chain forms a highly intricate network consisting of research, design and manufacturing operations. Operating restrictions in one region can compromise production in others, leading to inefficiencies and breakdowns that cascade across the supply chain.With semiconductors underpinning vital sectors of the global economy, the chip associations called on all global governments at all levels – central, states, provinces and localities – to help protect the uninterrupted operations of domestic semiconductor companies and their suppliers by applying the essential infrastructure or essential business designation.Joe Pasetti is Vice President of Global Public Policy and Advocacy at SEMI.
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The march of innovation in semiconductor microfabrication technology over the past 60 years has produced electronic devices and information systems that have transformed industries and lives around the world. And while advances in chip technology continue to make it possible to collect, transmit, store and process more data for a rapidly growing universe of applications, the pace of innovation is now facing strong headwinds. Powered by chip innovation, data centers have become massive centers of information processing but, on the downside, enormous consumers of electricity. Today, the power-hungry hubs account for five percent of the world's electricity usage, a proportion that is growing every year, raising important questions about sustainability. Compounding the challenge, the pace of Moore's Law, for decades the engine of electronic device and information system innovation, has slowed. While the research and development of state-of-the-art semiconductor fine processing technology remains robust, developing the advanced manufacturing technology for mass-producing more sophisticated electronics devices is becoming harder, as is ensuring business profitability."It has become difficult for semiconductor technology to continue to evolve as it has in the past," said Akira Minamikawa, Research Director of Technology Research at IHS Markit, who moderated the Semiconductor Executive Forum – View by Top Two in the Era of Digitalization on opening day of SEMICON Japan 2019 at Tokyo Big Sight. Held at the SuperTHEATER, the forum featured Terushi Shimizu, representative director and president at Sony Semiconductor Solutions, and Atsuyoshi Koike, president at Western Digital Japan, two industry powerhouses that could figure heavily in the future of digital technology. SuperTHEATER, the main stage at SEMICON Japan 2019 Image sensors evolve to become eyes of AIImage sensors are becoming eyes of artificial intelligence (AI) and intelligent systems that monitor people and events worldwide, collecting data that one day could help puzzle out growing social challenges such as energy conservation and traffic congestion. With 51 percent market share on the strength of its industry-leading technology, Sony Semiconductor Solutions dominates the image sensor market. Despite last year’s global semiconductor industry slump, the company’s “business continues to enjoy strong growth and we are very busy,” said Shimizu, who attributed the company’s robust performance to the rising importance of the social role of image sensors and the expanding number of applications they support.The success of the company’s image sensors can also be traced to its division of the image sensor market into two application categories: "Imaging" focuses on capturing beautiful image data, while "sensing" aims to collect data that accurately describes the state of a subject and its surroundings."In 2019, sales of imaging products for smartphones grew rapidly,” Shimizu said in his market overview. “This is due to the average annual 15 percent growth rate of multi-camera smartphones, with some phones today featuring seven cameras, and an average annual growth rate of 20 percent in sensor size to produce higher image quality."But Shimizu cautioned that Sony Semiconductor Solutions doesn’t expect the smartphone sensor market to maintain that fast growth rate."The imaging market is expected to grow until 2022, but after that, the sensing market will drive market growth,” he said, adding that the company’s “capital investment plan is based on this scenario."AI will be key in catalyzing growth of the sensor market as integrations of AI processing engines and sensing images grow in sophistication to capture images undetectable by the human eye, Shimizu said. AI will extract insight from captured image data. For its part, Sony will apply its layer stacking technology to sensing products."By stacking an AI processing engine, we want a significant portion of the recognition processing done within the sensor chip," Shimizu said.One sensor the company already offers collects in-depth information for indirect time-of-flight (ITOF) 3D ranging for new user interfaces relying on autonomous or gesture control for robotics. The sensor “was first used in smartphones in 2018 and saw widespread adoption in 2019," Shimizu said.Sony Semiconductor Solutions plans to focus on developing new sensors for integration with their ultrasonic cousins. Aided by optical deflection technology, the sensors will be used for product quality inspections during manufacturing.With the company’s growing strengths in sensor technology, it hopes “to increase sales of sensors from a few percent of the company’s total sales in 2018 to 30 percent in 2025,” Shimizu said, pointing to its goal "to capture 60 percent share of the image sensor market by 2025."Data as one way to spread happinessAt the heart of consumer devices such as smartphones and computers and also cloud servers, NAND flash has made it possible to process vast troves of data anytime, anywhere. In recent years, the technology has enjoyed stronger adoption for use as the storage medium of choice for edge computing, stationed between end devices and the cloud to help streamline data utilization. But the technology isn’t merely about making smarter use of bits and bytes."We would like to promote the technology development that can support the use of data to bring happiness to people around the world," Koike of Western Digital Japan said. The company calls data that contributes to individual happiness and helps solve social issues "data for good" and, like the Sony Semiconductor Solutions bifurcated classification of the image sensor market, categorizes information into “big data” and “fast data.”For example, big data can leverage AI to drive dramatic improvements in the interpretation of test data and, ultimately, the diagnostic accuracy of mammography for breast cancer screening, aiding in early detection to help save lives, Koike said. Fast data can be harnessed to analyze data collected from a manufacturing equipment line in real time to improve production efficiency. The company’s plant in Yokkaichi, Mie Prefecture, which the company operates in cooperation with Japanese memory manufacturer Kioxia, already uses fast data to bolster production.More NAND flash innovation and greater supply capacity are critical to developing "data for good," Koike said. "It is difficult to expand clean rooms at the same pace as data usage grows. In order to continue to advance technology and enhance supply capacity, we need to adopt new ideas for building production lines. We need a smaller equipment footprint, shorter cycle time and higher throughput."Semiconductor market shows signs of recoveryIn their discussion of the short-term outlook for the semiconductor market, Shimizu and Koike pointed to the importance of strengthening the talent pool of Japan’s semiconductor industry as global competition heats up with China’s pursuit of semiconductor independence and the industry pulls out of the 2019 slowdown fueled by weak memory prices. While Sony’s business has been buoyed by strong image sensor demand for smartphones, the devices “did very well, but other applications didn't," Shimizu said. Even the image sensor market stagnated.Despite the 2019 slump, market conditions and capital investments by semiconductor manufacturers have been on the upswing."In the second half of 2019, the Chinese market showed signs of recovery triggered by 5G,” Shimizu said. “In 2020, this movement is going to be in full swing around the world and we will be busier than last year."Koike agreed: "The semiconductor market for data centers will recover with 5G. The hard disk shortage is already an indication of a recovery, a turnaround that will undoubtedly extend to solid state drives (SSDs). In addition, advances in autonomous driving technology will ensure continued growth of the automotive semiconductor industry.”Japan should embrace international competition, not fear China's pursuit of chip independenceIt's no secret that China is investing heavily in its semiconductor development capabilities to move up the microprocessor value chain. Minamikawa posed the question: How should Japanese chip companies navigate the shifting regional balance of power? "It is natural for China to strive to establish domestic procurement of semiconductors that are fundamental technologies for various industries,” Koike said, “I think the efforts of Chinese companies are outstanding in that they are not pursuing short-term results, such as improving yields in the near future, but are making efforts with an eye to achieving results in 10 years. Japan has a variety of options including working with China to create joint ventures and competing head-on. Regardless of which choice we make, however, it is imperative for the survival of domestic companies that Japan maintains its technological competitiveness to remain ahead of China."Shimizu said that Sony’s “Chinese customers are quick to take action and study extremely hard. We often have opportunities to share our roadmap with them and explore innovation opportunities together. Before, they were passive and relied on us for insights into new technologies, but now they are more assertive and I sense that they will start to drive innovation.”Koike added that "although Japanese companies often talk about business globalization, neither Chinese nor American companies say much about it. While global expansion is a major requirement for business, I think Japanese companies need to focus more on the Japanese market overall, not just when they think about the growing competitiveness of Chinese companies." L-R: Akira Minamikawa, Research Director of Technology Research at IHS Markit; Atsuyoshi Koike, president at Western Digital Japan; Terushi Shimizu, representative director and president at Sony Semiconductor Solutions Talent key to bolstering competitiveness of Japan’s semiconductor industryMinamikawa of IHS Markit didn’t mince words in describing the talent shortage in the Japanese semiconductor industry as “grave,” saying that “the workforce challenge is not endemic to the electronics industry as evidence grows that the number of people obtaining doctorates in Japan is falling and the educational level of the Japanese population as a whole is in decline.”Three years ago, Shimizu interviewed professors on Kyushu island for insights into Japan’s talent shortfall. He came away feeling that “Japanese semiconductor companies were not sufficiently communicating the industry's talent and innovation needs to professors. To help professors and students better grasp the appeal and potential of the industry, we have started to send frontline engineers to universities to educate students and instructors about their work and careers. Expecting corporate HR departments to alone solve the talent shortage won’t work.”"In Japan, if you advance to a doctoral course, you will have a hard time getting a job, which is a strange situation,” Koike said. “Companies and universities need to work together more closely to better understand how to attract and hire doctoral graduates."Minamikawa said companies must have strong leaders with clear missions to attract the right talent, but Koike pointed to the drawbacks: "The image of a company with a strong leader seems to be cool, but it also has a downside because engineers stop thinking for themselves and wait for instructions from the top. I believe it is important for company leaders to have ongoing discussions at all organizational levels and lead the way in times of confusion."Shimizu agreed, citing his own company as an example."Thankfully, our company is very busy right now,” he said. “However, some employees are starting to request more time to think about how to improve the quality of their work. To maintain and strengthen our competitiveness and continue business growth, I believe it is important to cultivate an environment that encourages each employee to take more time to think for themselves."Motoaki Ito is the CEO of Enlight, Inc. and a reporter for SEMI. Mayumi Amagai is a marketing manager at SEMI Japan.
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