Semiconductor Steel Enterprise In-depth Report: Gallium, Tantalum, Tin Yuav Tsum Tau Txais Los Ntawm Cov Semiconductor Rov Qab

Lub semiconductor enterprise saw muaj xws li hlau nrog rau germanium, gallium, indium, tantalum, tooj liab, tungsten, chromium, hafnium, kub, nyiaj, tin thiab hais txog. Cov khoom siv semiconductor tuaj yeem muab faib ua cov khoom lag luam hauv ntej thiab cov khoom ntim rov qab. Ib qho ntawm cov khoom lag luam hauv ntej-channel substrate, epitaxial txuas, suav nrog germanium, gallium, indium; lub hom phiaj txuas, suav nrog tantalum, tooj liab; cov roj av digital muaj xws li tungsten; Cov qauv npog ntsej muag muaj xws li chromium; electroplating teb muaj xws li tooj liab; K ntaub ntau dhau suav nrog hafnium. Rov qab-channel ntim cov ntaub ntawv, kev sib txuas ntawm cov hlau txuas txuas nrog steel kub, nyiaj, tooj liab; txhuas lub cev hyperlink entails tooj liab; bundle solder hyperlink entails steel tin; superior ntim GMC hyperlink suav nrog Low-alpha spherical silicon / kheej kheej aluminium.

Gallium arsenide (thib ob-tiam semiconductor cov ntaub ntawv), gallium nitride (thib peb-tiam semiconductor cov ntaub ntawv) thiab sib txawv compound semiconductor tshuaj nyob rau hauv lub yav tom ntej kev ua lag luam feem tseem nce. Tam sim no, ib leeg siv lead ua silicon wafers yog lub ntsiab ntawm kev ua lag luam. Raws li peb cov kev suav, kev xa khoom, ua tiav wafer xa khoom hauv 2022 ib puas peb caug lab wafers, 2025 tiav wafer xa tuaj loj hlob mus rau 138 lab wafers (sib npaug rau 12 ntiv tes). Ntawm lawv, silicon 2022 suav txog 98.96%, 2025 poob qis rau 98.52%; gallium arsenide suav rau qhov thib ob, 2022 suav txog 0.60%, 2025 tau nce mus rau 0.72%; gallium nitride epitaxial wafers qeb thib peb, 2022 suav txog 0.26%, 2025 tau nce mus rau 0.48%. Gallium arsenide thiab gallium nitride sib koom hauv ob xyoos tom qab muaj qee qhov kev txhim kho.

Lub tsev lag luam muaj peev xwm ntawm Low- spherical silicon / spherical aluminium hauv GMC hauv 2025 yog 1.66 npaug / 2.91 piv txwv ntawm qhov ntawd hauv 2022, raws li.Low- kheej kheej txhuas / kheej kheej silicon nuj nqis txog li 80%-90% ntawm qhov hnyav ntawm GMC. Thiab Low-spherical aluminium nyob rau hauv uas qhov sib piv ntawm doping yog cuam tshuam nrog lub nti qhov sov so dissipation tag nrho cov kev xav tau kev ua tau zoo, qhov xav tau ntau dua rau qhov sov sov dissipation xwm txheej ntawm Low- kheej kheej aluminium xav tau ntau dua. Low-spherical aluminium qhov kev siv hluav taws xob tseem ceeb rau kev ntim khoom zoo tshaj plaws hauv GMC cov ntaub ntawv, thiab cov chaw siv hluav taws xob loj ntawm GMC yog HBM cov xwm txheej rau cov khoom ntim zoo tshaj plaws.

Semiconductor kev lag luam rau txhua qhov kev siv hlau nyob rau hauv tag nrho cov nyiaj pab feem pua ​​​​ntawm ntau dhau mus rau qis, qhov ntsuas ntawm lub pinnacle peb: tin, gallium, tantalum. 2022, qhov tshwj xeeb ntawm qhov sib faib ntawm txhua lub hlau yog tin (4{17}}.67%) > gallium (34.63%) > tantalum (14.39%) > tooj liab (8.80%) > tungsten (3.29%)> silicon (3.22%)> kub (3.14%)> indium (0.42%)> nyiaj (0.1%). ). Xav txog kev siv txhua yam ntawm cov hlau thiab qhov tshwj xeeb hauv kev lag luam downstream qhov loj sib xws rau cov khoom siv hluav taws xob, peb suav cov khoom lag luam semiconductor kev siv ntawm txhua cov hlau raws li feem pua ​​​​ntawm cov khoom tiav. Lub pinnacle peb hlau yog tin, gallium thiab tantalum, nrog rau kev siv feem ntau tshaj 10% lossis ntau dua.

Ua ke nrog kev nce hauv kev siv txhua cov ntaub hlau hauv kev lag luam semiconductor los ntawm 2022 txog 2025, peb xav tias gallium, tantalum thiab tin yog peb cov hlau uas yuav tau txais txiaj ntsig zoo tshaj plaws los ntawm cov khoom siv semiconductor. daim ntaub hauv kev lag luam semiconductor los ntawm 2022 txog 2025 yuav ua raws li hauv qab no: indium (49.52%)> tantalum (40.98%)> gallium (26.37%)> nyiaj (7.38%)> tungsten (5.73%)> kub (5.49%)> tooj liab (5.28%) > tin (5.27%)=silicon (5.27%). Xav txog kev siv thiab kev loj hlob yav tom ntej, peb xav tias gallium, tantalum thiab tin yog peb cov hlau uas yuav tau txais kev lag luam semiconductor tshaj plaws.