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SK海力士已经确认与台积电在下一代高带宽存储器(HBM)的量产上合作。SK海力士决定将HBM4基础芯片的半导体前端工艺(FEOL)、硅通孔(TSV)形成、BEOL等交由台积电负责,而从晶圆测试到HBM组装、已知良好堆叠芯片(KGSD)测试等后续工艺则在自家的后端工艺工厂进行。这意味着传统的前道工艺将由台积电承担,之后的工艺则由SK海力士负责。
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一定要熟悉系统和规程,实际电气工作大多是很死板的停送电工作而已,如果熟悉系统,干活利索,这也是挺不错的。当然安全是要保证的,学电气,不该动的千万不要动,否则会吃不少亏,相信大家看了我的帖子,也发现我这人缺点不少,比如干活太冲动,马马虎虎,有时爱逞能等等,但是无论怎样,必须要有自己的底线,就拿停送电来说,不管你再马虎,哪怕干错了,都没什么说的,但是切记保命的两点,一是查开关在断,二是查地刀在拉开。切记,安全。
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虽然部分半导体领域的需求正在恢复,但复苏的步伐并不一致。目前需求的设备包括人工智能(AI)芯片和高带宽(HBM)存储芯片,这导致这些领域的投资和产能都在增长。然而,AI芯片对IC出货量增长的影响仍然有限,因为它们主要依赖于少数关键供应商。
TechInsights市场分析主管麦托迪夫(Boris Metodiev)表示,今年上半年的半导体需求喜忧参半。生成式AI需求的激增推动了存储和逻辑芯片的回升,但模拟、离散和光电芯片的需求有所回调,原因是消费者市场的复苏缓慢以及汽车和工业市场需求的减弱。麦托迪夫认为,随着AI边缘计算预计将刺激消费者需求的增长,半导体产业有望在下半年实现复苏。汽车和工业市场也有望在今年晚些时候恢复增长,这得益于利率下降提振消费者购买力以及库存的减少。
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