Supply Chain Working Group

  • Overview
  • Meeting Schedule
  • Presentations
  • Minutes
  • Tools
  • Conflict Minerals
  • News

Overview

What's New in this Group?

An efficient and effective semiconductor supply chain addresses every aspect of wafer fabrication, die assembly and test, and product delivery.  The supply chain performs Capacity versus Demand analysis; Capacity Trending, and other issues that could impact successful flow of product.  With the rapid rise of decreased cycle times due to quickly changing consumer markets, the supply chain is under new stresses to ensure a steady supply flow.

Vision

Analyze wafer and assembly pricing trends.   Address supply chain impacts and risks due rapidly changing development needs.  Provide an efficient response capability to statutory regulations.

Mission

Provide an open forum where supply chain executives openly discuss risks and impact due to semiconductor industry consolidation, single point failures, advanced packaging initiatives, and other areas of supply chain management.

Objectives
  • Quarterly wafer and assembly pricing trend analysis
  • Generate reports to address the changing landscape of semiconductor supply chain management
  • Risk assessment and mitigation techniques
  • Best practices sharing
  • Provides information and guidance for Conflict Minerals and other statutory regulations
Initiatives

Wafer Fabrication & Assembly Pricing Survey/Report – The Wafer Fabrication & Assembly Pricing Survey queries fabless companies and IDMs on pricing trends for outsourced wafers and assembly services.  The report includes a written analysis of results and  an interactive online database that allows tailored analysis of wafer pricing, mask set pricing, and assembly pricing.

Contact Information

Harrison Beasley
Director, Techlogy
972.489.0248
hbeasley@gsaglobal.org

Working Group Chair
Dan Wark, Vice President, Supply Chain Management, Exar Corporation

Meeting Schedule

What's New in this Group?
Q3 2015 Meeting

Supply Chain Working Groupc
Date: August 20, 2015
Time: 9:00 a.m. – 12:00 p.m.
Location: Exar, Fremont, CA

Q4 2015 Meeting

Supply Chain Working Group
Date:  November 11, 2015
Time: 9:00 a.m. – 12:00 p.m.
Location: Exar, Fremont, CA

Presentations

What's New in this Group?
NOV 13, 2014
AUG 21, 2014
FEB 23, 2014
NOV 13, 2013
AUG 22, 2013
MAY 13, 2013
FEB 13, 2013

Minutes

What's New in this Group?

2015 Meeting Minutes

2014 Meeting Minutes

2013 Meeting Minutes

Tools

What's New in this Group?

Introduction to the Supply Chain Merger & Acquisition and Integration Due Diligence

The Global Semiconductor Alliance (GSA) formed a Supply Chain Technology Team several years ago. This team meets quarterly to review Supply Chain Best Practices and develop tools that enhance the flow of material and information throughout the supply chain.

Objective of this document

Define a broad spectrum of items that must be considered by Supply Chain management of both companies in a merger or acquisition.  This initial release is targeted toward the Supply Chain Professional and is not yet all encompassing.  Future work will extend the checklist to include Legal, Financial, Human Resources, and IT aspects.

Checklist Usage

  • This Checklist assumes that first order Due Diligence has been completed and companies are moving toward integration.
  • This checklist does not try to capture all aspects of M&A / Integration requirements.
  • This checklist does try to provide food for thought in the areas of Manufacturing, Operations, and Supply Chain.
  • Purpose of this checklist is to facilitate integration
  • In numerous areas, answering yes a particular line item will lead to a much deeper investigation.
  • We have not attempted to answer or provide Financial or Legal advice or interpretation.
  • Moving forward with an M&A / Integration, this Checklist should be tailored to reflect your situation.
  • Treat as M&A Audit Tool
  • Confirm Checklist & Procedures meet your requirements and situation
  • Generate Test Cases to Confirm
  • This checklist is openly available to anyone in the industry.
  • Feedback should be sent to hbeasley@gsaglobal.org

Notes

  • Treat as M&A Audit Tool
  • Confirm Checklist & Procedures meet your requirements and situation
  • Generate Test Cases to Confirm
  • This checklist is openly available to anyone in the industry.
  • Feedback should be sent to hbeasley@gsaglobal.org

Initial Release Date: October 15, 2014

Conflict Minerals

What are Conflict Minerals?

Congress passed the Dodd-Frank Act in 2010, with S1502 addressing the use of Conflict Minerals (Tantalum, Tin, Tungsten, Gold) that are mined in the Democratic Republic of Congo (DRC) and surrounding countries.

This Act applies to any company that files periodic reports under Sections 13(a) or 15(d) of the Exchange Act who:

  • Manufactures or contracts to manufacture products, and
  • Conflict minerals are necessary to the functionality or production of those products

Each company must determine at a product level how S1502 applies.  The company is then required to develop and conduct reasonable country of origin inquiry (RCOI) and due diligence (DD).  The results must be disclosed with annuals filings.  The purpose of this reporting requirement is to reduce funding for armed groups in the DRC and surrounding countries.

GSA is gathering information for our membership to help ensure everyone is fully informed of these requirements.  Below is a recent presentation from PwC, as well as links to other pertinent material.

Questions may be directed to the Director, Technology:

Harrison Beasley
hbeasley@gsaglobal.org
C 972.489.0248

News

What's New in this Group?

PDKs Can Enable an Open Market for Interposer and 3D Solutions
Tuesday, November 25, 2014
3D InCites
As an integral part of the established integrated circuit (IC) supply chain, Outsourced Assembly and Test (OSAT) companies offer IC packaging services on the open market, independent of the chip manufacturer or foundry. OSATs are a subset of the total worldwide IC packaging market, since some IC package assembly is still performed in-house at integrated semiconductor manufacturers (ISM).

Texas Instruments announces 22B copper wire bond technology units shipped
Friday, October 17, 2014
Solid State Technology
Texas Instruments today announced it has shipped more than 22 billion units of copper wire bonding technology from its internal assembly sites and is now in production for major high reliability applications including automotive and industrial. The majority of TI's existing analog and CMOS silicon technology nodes have been qualified with copper, and all new TI technologies and packages are being developed with copper wire bond. Along with its quality, reliability and cost benefits, copper wire offers equal or better manufacturability compared to gold. It also delivers 40 percent higher electrical conductivity to give customers a boost in overall product performance with a number of TI's analog and embedded processing parts.

Litho Options Sparse After 10nm
Thursday, October 16, 2014
Semiconductor Engineering
With EUV's viability still uncertain, multi-patterning may be the cheapest option at 7nm. Beyond that, 3D architectures could be a game changer. Leading-edge foundries are ramping up their 16nm/14nm logic processes, with 10nm and 7nm in R&D. Barring a major breakthrough in Lithography [KC], chipmakers will use 193nm immersion and multiple patterning for both 16nm/14nm and 10nm.

200mm fabs: Older but thriving
Wednesday, October 15, 2014
EETimes Asia
With shrinking device geometries, semiconductor companies are upgrading to larger wafer sizes to reap cost benefits resulting from larger number of dice per wafer. Worldwide, many fabs moved to 300mm wafers more than a decade ago, and Europeans are now talking about the 450mm transition as "opportunities for Europe." The case notwithstanding, there is still plenty of life remaining in 200mm fabs, according to IC Insights, noting that not all semiconductor devices can take advantage of the cost savings 300mm wafers can provide.

Designing in 3D? Don't Make These DFT Mistakes
Wednesday, October 8, 2014
3D InCites
The semiconductor industry hasn't adopted 3D ICs as quickly as many in the industry expected. There are some barriers that perhaps have kept the cost/benefit analysis stuck in the 'scaling' camp rather than moving it to the '3D' camp. However, many companies are preparing for the move to 2.5D and 3D in the future. From a DFT perspective, the barriers are actually quite low; designers have methodologies now to stack their memory on logic, including the ability to test stacked ICs. The test strategy for 3D ICs has two goals: to support high yields and to establish plug-and-play DFT and test patterns. From our DFT perspective, there are a few mistakes you can avoid when thinking about designing, or beginning the design, of 3D ICs.

MEMS treads logic road
Wednesday, August 6, 2014
EETimes Asia
Across the industry, it is becoming more and more evident that the MEMS sector will follow a similar path to CMOS logic. That path is one in which integrated device manufacturers (IDMs) that do everything thing under one roof will progressively give way to those choosing one side or other of a dual fabless-foundry business model, where there are those that specialise in manufacturing in volume and those that specialise in design.

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