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Q3 2018

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GLOBALFOUNDRIES 300MM & 200MM TOOL ASSETS

In conjunction with their recent strategy announcement, GLOBALFOUNDRIES (GF) is realigning their tool set to better support their differentiated offerings. GF has appointed ATREG and Macquarie Equipment Trading (MET) to remarket semiconductor manufacturing tools located at facilities around the globe. This equipment includes a variety of 200mm and 300mm tools as well as other tools such as test, lab equipment, etc.

WaferHighest consideration will be given to bids which encompass the most significant portion of the tool assets for the highest prices. Bidders who seek or place bids on small lots of tools will likely not be considered during the Initial Bid Period and may not receive a response. Initial bids are due by October 26, 2018. Approved bidders will be notified after the Initial Bid Period deadline and will be allowed to continue as part of the process.

On-site tool inspections will be allowed only during the second stage of the process, and best and final bids will be submitted at its conclusion. All tools will be sold in an ‘as-is, where-is’ condition. Process technology IP may be available as part of this sales process (please inquire for more details).

Tools are located in a variety of facilities in Germany, Singapore, Taiwan, and the U.S. and in varying conditions, including in warehouses, idled and running wafers. For more information about this opportunity, please call Nick Papa, Vice President, Client Services at ATREG, at +1.206.268.7804.

 

 

EXECUTIVE Q&A: DARYL KARCZEWSKI, SENIOR MANAGING DIRECTOR, MACQUARIE EQUIPMENT TRADING

Headquartered in San Diego, Calif., Macquarie Equipment Trading is a global provider of pre-owned semiconductor manufacturing equipment, lease financing, equipment remarketing, and sourcing services to the Macquarie Equipment Trading logoelectronics manufacturing industry. The company maintains one of the largest inventories of industry equipment and actively purchases excess or underutilized production for resale. We recently caught up with Senior Managing Director and Business Head Daryl Karczewski to discuss the state of the global secondary semiconductor tools market.

What secondary equipment is most in demand right now – 200mm or 300mm?  Where is demand coming from geographically?

Demand for secondary equipment is primarily driven by the limited availability of new equipment, for example legacy equipment that is no longer manufactured or equipment that is sold out for the next 12 to 18 months. Many 200mm models still in use are no longer available or have very limited availability as new systems and equipment being released  still falls several 100,000 wspm (wafer starts per month) short of what the industry needs. Therefore the global demand for 200mm secondary equipment is very strong, with the exception of leading-edge applications only available from 300mm equipment.

The demand for used 300mm equipment is currently driven by long lead times for new equipment. Regions that have the greatest need for used 300mm equipment include China, Japan, Taiwan, the United States, and original equipment manufacturers (OEMs). Leading-edge technology is more complicated and there remains a shortage of qualified third-party service providers for 300mm equipment. This means that in many cases, end-users are working with OEMs to refurbish and install 300mm equipment or even purchase certified pre-owned from OEMs.

Former Renesas Roseville fabWhat are the alternatives for semiconductor manufacturers if they can’t get a hold of secondary 200mm tools?

There are several alternatives, including wafer size conversions, qualifying processes on alternative OEM tools, or outsourcing some manufacturing. The first option is to convert either 300mm equipment or 150mm equipment to 200mm equipment, but this can be limited by the availability of parts and forward / backward process compatibility. A second option is to purchase comparable process tools from alternative OEMs where there is more secondary equipment available. For example, if an ASML stepper is preferred, but there are none available on the market, the customer could purchase a Nikon equivalent tool and qualify the process onto the Nikon tool. The third option is to outsource some product manufacturing through a foundry to increase effective manufacturing capacity. While this avoids the need to find and purchase equipment, and can provide flexible capacity, it reduces operational control over the end product and may not meet schedule and quality requirements.

Alternatively, a manufacturer could migrate its product to a different wafer size. This is generally very costly and difficult as the entire fabrication facility would have to be upgraded, with many existing fab spaces limited and unable to accommodate larger tools.

What key trend(s) do you see in the global secondary equipment market that is going to affect semiconductor manufacturers the most?

The key trends affecting the secondary equipment market are availability, service, and technology. The shortage of 200mm equipment is one of the biggest trends affecting IC manufacturers today. The lack of availability of new and used equipment is limiting the industry’s ability to increase capacity to meet increasing demand. However, spot pricing is increasing due to supply-and-demand constraints, which is allowing many semiconductor manufacturers to prepare for increased capital expenditures in the future.

The limitations in third-party servicing of more advanced equipment continues to put pressure on OEMs to resource both new equipment production and support equipment in the field with limited trained staff. The service and support limitations are affecting what equipment can be effectively repurposed in the secondary market and continue to be a resource balancing act for OEMs.

Finally, as technology continues to move forward, the mix of leading-edge and established technologies is affecting the demand mix for new vs. used tools. While AI, 5G, and data storage are driving leading-edge capacity demands, there is still strong growth for secondary equipment due to increasing semiconductor content in consumer devices such as internet of things (IoT) and automotive applications.

CleanroomHow has the scarcity of equipment affected market prices? 

In general, market values for second-hand equipment dramatically rise when compared to the same tools during a downturn. The market has been very robust for several years now and so have market prices for 200mm equipment.

For companies looking to acquire a significant set of secondary market 300mm equipment, where might they need to augment with new equipment?

The need to purchase new equipment is driven by availability and technology. Lithography equipment is traditionally the most expensive in the fab and is therefore managed as the capacity constraint. This means that there is usually a shortage of lithography equipment during peak market periods like we are currently experiencing, and while there are some lithography tools available in the used market today, this is not enough to meet demand.

Leading-edge technology capability is generally not available in the secondary market. Technology requirements are being driven by critical dimension, 3D stacking, and new materials. Leading-edge lithography, atomic layer deposition, and high aspect ratio etch tools are needed to support these technology requirements.

These are areas where IC manufacturers may have to go directly to OEMs to fill that shortage and / or meet leading-edge technology requirements.

About Daryl Karczewski

Daryl Macquarie 2Daryl has served as the Business Head for Macquarie Equipment Trading for the past five years, after working as Global Head of Sales for the company for six years. During that time, he has led the company through a successful reorganization to ensure subsequent recovery from the impact of the global financial crisis of 2008-2009.

During his 35 years of extensive industry experience, Daryl has worked early in his career for GCA in the service sector of the semiconductor industry, followed by several years with GE Capital as Global Sales Manager.

Daryl holds a Bachelor of Science degree in Electrical Engineering Technology from the DeVry Technology Institute.

 

 

CONNECT WITH US AT Q4 GLOBAL EVENTS

Meet ATREG at an industry eventPlease email us to set up an appointment with a member of our team at any of these upcoming global industry events to discuss your manufacturing asset needs, whether planning the divestment or acquisition of infrastructure-rich brownfield manufacturing assets or cleanrooms or looking for a brand-new greenfield opportunity, extra loading capacity, or used fab tools.

  • ITPC, November 4-7, Maui, USA
  • SEMICON Europa, November 13-16, Munich, Germany
  • SIA Awards Dinner, November 29, San Jose, USA
  • GSA Awards Dinner, December 6, Santa Clara, USA
  • SEMICON Japan, December 12-14, Tokyo, Japan

We look forward to seeing you there!