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| It's a New Market Phase
for Flex-Based Semiconductor Packages |
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A new phase has begun in the flex-based
IC package market, a market that was earlier constrained by
the lack of two-sided circuits.
That paraphrases the view, at least, of
Dr. Marcos Karnezos, vice president of technology at ChipPAC,
the over-$400 million contract-packaging foundry that spun
out of Hyundai.
His 12-year association with flex substrates
for IC packages goes back to tape automated bonding (TAB)
at Hewlett-Packard Co.
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By
Harvey Miller
Contributing Editor
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It was at ASAT, the comparably sized contract package
supplier, that Marcos developed an early Tape Ball Grid Array package,
was convinced of its superior thermal, mechanical and electrical
performance advantages and became frustrated at the very slow TBGA
market penetration.
Enter
Tom Di Stefano
In the same, early 1990s timeframe, Dr. Tom
Di Stefano, Tessera founder, was introducing that company's µBGA
CSP. An essential stress-reducing element was the S-bend flex "circuit"
that served as lead and substrate-then single point bonded to the
die, now gang bonded.
The Tessera package's present wafer-level fabrication
technique uses the flex substrate for low resistance redistribution
from die pads.
The advances in flex-based BGA and CSP constructions,
reflected in lower cost and higher throughput, are typical of products
that have passed through early stage development and are heading
for the mainstream.
One important advance, however, has been very
slow in arriving: two-metal substrates to improve high-speed transmission
and impedance control, as well as routing capability.
Now with 2000 here, developments on that front
are coming fast and furious. The table summarizes and characterizes
some of the two-metal substrate developers and developments.
It is the IC package sales potential that motivates
so many players-a phenomenon typical of young markets with high
potential.
It's too early to predict which vendors and
formats will survive. For those that do, by 2002, over 10 billion
DRAMs, SRAMs, and ASICs will be in the leadcount sweet spots of
flex-substrate packages.
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2
- METAL FLEXIBLE SUBSTRATE and MATERIALS COMPANIES
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Company
(U.S.)
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Capabilities
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Partner
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Comments
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M=Metalize
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C=Circuitize
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| Gould
Flex |
M |
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Increasing
capacity, widest web at 58" for high throughput |
Honeywell
Electronic
Materials (ASTI)
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M |
C |
Samsung
EM |
Will
quadruple total world output capacity to ultimate 192 SM/year |
| Innovex |
M |
C |
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New
adhesiveless substrate plant in Maple Plain, MN qualified by
ASAT for fine-pitch BGA |
International
Flex Technologies
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M |
C |
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Planning
to double with new plant - 150K SF. Formerly IBM. |
| Rogers |
M |
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Mitsui
Chemical |
Building
new plant in Chandler, concentrating on FSR (for disk drive) |
| Sheldahl |
M |
C |
Looking
for partner |
Ramping
Longmont, CO plant to 45K SM near term |
| Tessera |
M |
C |
LG
Electronics |
Partnership
will pave the way to volume production |
| 3M |
M |
C |
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One
million SF in 3 plants - mainly 1 - metal but 2 - metal coming |
As the table shows, eight U.S.-based companies
are expanding production rapidly (along with at least three Japanese
companies). It is interesting to note the different market models.
Gould and Rogers are strictly materials producers,
selling to flex circuit as well as IC substrate fabricators. All
the companies are vertically integrated from metallization through
circuitization.
Honeywell Electronic Materials (formerly ASTI)
and Tessera have both recently partnered with Korean companies,
Samsung and LG Electronics, respectively, for large volume production
in Korea.
Sheldahl, with a $75 million production capacity,
is looking for an Asian partner.
IFT, Innovex and 3M have no present plans to
partner.
Rogers-Mitsui Chemical casts polyimide on copper
foil. All others use sputtering and vacuum deposition techniques.
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Mr. Miller is a longtime observer of the
electronics packaging industry, the editor of InfraFOCUS,
an industry newsletter in Palo Alto, Calif., and a peripatetic
attendee at most local, regional and national packaging conferences.
Contact him at hmiller560@aol.com
or phone 650.327.2029.
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