Eighty-Year-Old Japanese Firm May Be Key to Next-Gen Chip Tech

Bloomberg2021-06-30

(Bloomberg) -- One Japanese company that got its start making grinding wheels for machinery more than 80 years ago believes it holds the key to helping manufacturers create ever slimmer and more ...

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精彩评论

Limpek
2021-06-30
Limpek
Good. Advance tech
- 超群yibo:
  Good time is coming to this co.
Scuttlebutt
2021-06-30
Scuttlebutt
Watching this
Werkohderkoh
2021-06-30
Werkohderkoh
👌👍
MonaMaMa
2021-06-30
MonaMaMa
Another semi con. Excellent!
4e6e78ce
2021-06-30
4e6e78ce
Go semiconductors!
WTurtle
2021-06-30
WTurtle
Bonuses are good too

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That knowhow will allow chipmakers to stack integrated circuits on top of each other in a process called 3D packaging, promising smaller chip footprints, reduced power consumption and higher bandwidth between various parts.\n“Imagine having to cut a croissant cleanly in half,” Disco’s Chief Executive Officer Kazuma Sekiya said in an interview. “That takes a special kind of knife and considerable craftsmanship.”\nThe semiconductor industry has long relied on Moore’s Law as a model for chip-technology breakthroughs, but makers are now approaching the physical limits of their ability to cram more transistors onto silicon as leaders like Taiwan Semiconductor Manufacturing Co. migrate to ever-smaller nodes such as 3 nanometers. That’s prompting manufacturers to turn to solutions like 3D packaging to provide an edge. Disco’s technology has been in the making for four to five years and it’s finally ready for practical use, Sekiya said.\nThe small number of specialized machines Disco has already shipped have had very high gross margins, the CEO said, without providing details. Dicers are typically used toward the end of the fabrication process to cut individual chips from a wafer. Slicing more chips earlier in the process, where per-unit prices are higher, resulting in a boost for Disco’s revenues, he added, declining to give a specific timeline.\n“Disco has grown at twice the semiconductor industry’s pace because of this need for precision grinding and dicing equipment,” Damian Thong, an analyst at Macquarie Group Ltd., said. “Over the last 40 years, they have worked on every kind of cutting application imaginable, so they are well positioned for this next shift to 3D integration and packaging.”\nSome memory chips and image sensors -- devices that convert light into ones and zeros -- already make use of vertical integration. TSMC has said it will spend about one tenth of its $30 billion capital expenditure budget this year on advanced packaging and masking technologies.\nSekiya’s grandfather founded the company in 1937 to cash in on demand for grinding equipment amid Japan’s pre-war military buildup. 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Sekiya said there are still no signs of slack in demand and Disco is shopping for land in Hiroshima and Nagano prefectures to expand its factories.\n“This momentum will definitely continue through the fiscal first half,” he said. “There are zero signs of a slowdown right now.”","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":153664182,"gmtCreate":1625022354046,"gmtModify":1633945722851,"author":{"id":"3585026211789841","authorId":"3585026211789841","authorIdStr":"3585026211789841","name":"Limpek","avatar":"https://static.tigerbbs.com/e38d5e6a0aa567606fd0fd668de77588","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3585026211789841"},"htmlText":"Good. Advance&nbsp; tech","listText":"Good. Advance&nbsp; tech","text":"Good. Advance tech","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/153664182","repostId":2147860000,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5099266,"gmtCreate":1625198131423,"gmtModify":1635239119296,"authorId":3576231291459124,"author":{"id":3576231291459124,"authorId":3576231291459124,"name":"超群yibo","avatar":"https://static.tigerbbs.com/6594cf6901beda8fdf0f00a0e5853f18","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":153664182,"type":1,"supId":0,"prevId":0,"content":"Good time is coming to this co.","text":"Good time is coming to this co.","html":"Good time is coming to this co."}],"langContent":"EN"},{"id":153845365,"gmtCreate":1625019130657,"gmtModify":1633945775821,"author":{"id":"3576802536242665","authorId":"3576802536242665","authorIdStr":"3576802536242665","name":"Scuttlebutt","avatar":"https://static.tigerbbs.com/311d9dc7e09f0bd058964ad44b4d0212","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3576802536242665"},"htmlText":"Watching this","listText":"Watching this","text":"Watching this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/153845365","repostId":2147860000,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":153849438,"gmtCreate":1625018908524,"gmtModify":1633945779981,"author":{"id":"3571138623117037","authorId":"3571138623117037","authorIdStr":"3571138623117037","name":"Werkohderkoh","avatar":"https://static.tigerbbs.com/15f00b0aef0edf959d4cceebd1513729","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3571138623117037"},"htmlText":"👌👍","listText":"👌👍","text":"👌👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/153849438","repostId":2147860000,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":153122511,"gmtCreate":1625014399933,"gmtModify":1633945874849,"author":{"id":"3574563425538377","authorId":"3574563425538377","authorIdStr":"3574563425538377","name":"MonaMaMa","avatar":"https://static.tigerbbs.com/a0368c85249a7a2f30679720235bb7a7","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3574563425538377"},"htmlText":"Another semi con. Excellent!","listText":"Another semi con. Excellent!","text":"Another semi con. Excellent!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/153122511","repostId":2147860000,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":153120089,"gmtCreate":1625014205141,"gmtModify":1633945880693,"author":{"id":"4087351235415740","authorId":"4087351235415740","authorIdStr":"4087351235415740","name":"4e6e78ce","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4087351235415740"},"htmlText":"Go semiconductors!","listText":"Go semiconductors!","text":"Go semiconductors!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/153120089","repostId":2147860000,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":153137539,"gmtCreate":1625013115921,"gmtModify":1633945908216,"author":{"id":"3561975721283567","authorId":"3561975721283567","authorIdStr":"3561975721283567","name":"WTurtle","avatar":"https://static.tigerbbs.com/f365603f5d6014baec364bc1bdd93afd","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3561975721283567"},"htmlText":"Bonuses are good too","listText":"Bonuses are good too","text":"Bonuses are good too","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/153137539","repostId":2147860000,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":148,"commentSize":13,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.28.1","shortVersion":"4.28.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2147860000"}