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GLOBALFOUNDRIES and GlobalWafers Partnering to Expand Semiconductor Wafer Supply

GLOBALFOUNDRIES (GF ), the global leader in feature-rich semiconductor manufacturing, and GlobalWafers Co., Ltd. (GWC), one of the top silicon wafer manufacturers in the world, today announced an $800 million agreement to add 300 mm silicon-on-insulator (SOI) wafer manufacturing and expand existing 200 mm SOI wafer production at GWC's MEMC facility in O'Fallon, Missouri.

The silicon wafers produced by GWC are key input materials for semiconductors and an integral part of GF's supply chain. The wafers are used in GF's multi-billion dollar manufacturing facilities, or fabs, where they are used to manufacture the computer chips that are pervasive and vital to the global economy. Today's announcement expands GF's domestic silicon wafer supply from the United States.

Alphacool Introduces Four New Extremely Large Radiators

Alphacool introduces four new extremely large radiators. The first two radiators are for 180 or 200 mm fans and are a thickness of 86 mm. The 200 and 400 mm NexXxoS Monsta radiators offer a huge cooling surface. Both radiators have 7x standard G1/4" ports. 6 of the ports are for inlet/outlet and the 7th port is located at the end chamber and can only be used for filling, draining, or bleeding the radiator. The fin density has been reduced from 16 to 12 FPI to allow the use of lower static pressure fans and lower RPMs.

The new Nova 1080 UT60 radiator is a thicker version of the Nova 1080 XT45 radiator. The enormous cooling surface is comparable to three 360 mm UT60 radiators. This makes it easy to cool more than 1000 W of excess heat with extremely quiet to silent spinning fans. This is equivalent to a 64 core AMD Threadripper of the latest generation and at least two GeForce RTX 3090 graphics cards.

China Gobbling Up Supply of Used Semiconductor Manufacturing Machines

As the tensions between China and the US seem to have come to stay for the foreseeable future, Chinese companies are now opting to resort to older technologies so as to shore up their semiconductor manufacturing capability and reduce dependency from US-based imports. With several companies feeling the tight rope of US-imposed sanctions on their ability to purchase critical supplies (which brought even giant Huawei to its proverbial knees), it seems like a safe bet that China doesn't really care to be on the cutting edge for all but the most mission-critical applications. This happens at a time when the world is still reeling from general semiconductor shortages (some 30% below demand levels). This results in used semiconductor manufacturing equipment - which according to some sources, was "worthless several years ago" - to now be flying from storage warehouses and directly onto factory floors as fast humanly possible. And sometimes, that equipment is acquired for a cool $1 million.

The litography equipment being bought-up (apparently, 90% of the available supply is headed to China) mostly churns out 200 mm wafers, as opposed to today's most modern processes' 300 mm. This means that it's not only the wafer etching machines that are required, but also all the other peripheral equipment that is indispensable to the manufacturing process, such as etching and cleansing machines. This has prompted certain companies, such as Canon, to re-release litography equipment for 200 mm processes - nine years after their last offering was put to sale. This could actually be a way to supplement existing semiconductor requirements, as not everything has to be in the cutting edge of semiconductor capabilities - the old "satisficing" adage could indeed prove a good solution to the increasing demand for semiconductors.
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