Archive for July, 2007

Saving Moore’s Law With High-k Materials

It has been more than 4 decades, but Moore’s Law is still relevant and the leading semi-conductor companies, along with their suppliers, are moving forward with breakthrough advancements in materials, processes and fabrication technologies. I was quite fascinated by some of these developments as I read the cover story in the July 9, 2007 issue of C&E News. There is tremendous excitement about “high-k” (high dielectric constant) materials for their potential use as transistor gate insulators in semi-conductor chips.

Early this year, Intel announced the successful commercial development of a 45-nm transistors using new high-k materials and metal gates. The current state-of-the art45nmCPUIntel process is the 65 nm process which Intel uses in the current generation of Core(TM) and Core2 microprocessors. Commercial production for the 45-nm transistors is on track for the second half of 2007 in Fab 32 at Ocotillo, Arizona (under construction) and Fab 28 in Israel (first half of 2008). IBM and Advanced Micro Devices have also announced similar plans for first quarter of 2008.

Silicon dioxide is currently used as the gate insulator material (k=4.2). Shrinking chip size forces the gate oxide layer to be thinner, which has now been reduced to below 2 nm in the current transistors. At this level, chip performance is compromised due to electron leakage across the thin gate insulator. According to Intel’s press release, transistor gate leakage associated with the ever-thinning gate dielectric made of SiO2 has been recognized by the industry as one of the most formidable technical challenges facing Moore’s Law in this decade.

Hafnium based high-k materials provide a solution to this problem by allowing a thicker layer of the gate insulator to be used in the transistor which solves the leakage problem and facilitates high performance. However, before this technology can be implemented, two associated problems need to be solved:

  • A suitable precursor which can be applied on silicon using an appropriate technique that can be integrated with the current process, and;
  • A metal-based gate electrode which can replace the currently used polysilicon material

Intel seems to have solved both of these problems, however the specific details of the materials and process recipe are trade secrets. Here is a sketch of their High-k + Metal Gate Transistor:

IntelHighkTransistor

Excellent details are provided in a presentation by Mark Bohr, a Senior Fellow in Intel’s Logic Technology and Development Group.

Texas Instrument has provided a glimpse of this technology by disclosing that their high-k material in SoC processors for wireless products will be hafnium silicon oxynitride (HfSiON), which is formed by depositing hafnium silicon oxide and then reacting it with nitrogen plasma. Here is an excerpt from their press release, which highlights the success of this technology:

Through a modular addition to the typical CMOS gate stack process, HfSiON integration has been demonstrated offering mobility that is 90 percent of the silicon dioxide universal mobility curve, with effective oxide thicknesses (EOTs) below 1-nm. These results were accomplished without sacrificing reliability or adding significant cost to the CMOS process. Precise tuning of the film composition, tight controls, and high throughput also make HfSiON suitable for high volume manufacturing.

Hafnium oxide has a dielectric constant of about 30, however it is a challenging material to integrate into a silicon-based semiconductor. HfSiON seems to be a good compromise material although the dielectric constant is lower. We can expect to see continued development of these materials to optimize the balance of performance and large scale manufacturability.

European Bioplastics – A Promising Industry Association

I am quite impressed by the industry association European Bioplastics – an association of about 68 members ranging from bioplastics manufacturers, converters, end users, research groups and machinery suppliers. Registered in 2006 as a successor to the “International Biodegradable Polymers Association and Working Groups” (IBAW), itsEUBioplastics main mission is to support and promote market introduction of bioplastics. In particular, I liked their balanced approach reflected by the maxim “promote bioplastics rather than discriminate against conventional plastics”. Certainly, a key aspect of their strategy is to lobby for subsidies that can promote mass commercialization of bioplastics and lower risks for the much-needed investment of several billion euros in manufacturing capacities and infrastructure. To this effect, they have proposed several ideas on potential subsidies/developmental opportunities under Framework Conditions.

Although bioplastics account for only 1% of the total current plastics consumption in Europe, they are estimated to have the potential of nearly 4 million tons; i.e. about 10% of the current total market. This is huge – it translates to about 9 billion pounds, which nearly equals the estimated 9.7 billion pounds of low density polyethylene film for packaging applications (see my previous post) by 2010. Even if only 50% of this potential is eventually realized, it will still be about 10 times higher than what is projected for the US market for bioplastics by 2010. Therefore, the projected demand in Europe is much higher than anywhere else in the world.

There seem to be a few major trends driving this demand:

  • Environmentally sensitive consumer population willing to pay a little more for products made from renewable sources
  • Companies responding to the consumer sentiments by creating an image of sustainable development through such products
  • Government regulations such as the EU landfill directive and German packaging directive, plus the overall EU political strategies on renewable resources and recycle
  • Sharp rise in material and energy prices, not to mention the extreme volatility arising from crude oil prices

Contrast this to the near-term projected capacity for PLA and starch-based bioplastics. According to my post “Bioplastics Production Capacity Building Up” of May 12, the total projected production capacity of PLA and starch polymers is not even 5% of this ultimate demand of 4 million tons! Also, strangely enough, most of the PLA capacity is being established in the US, while a majority of the demand is projected in Europe (or even Japan). How come investment is not flowing into the EU for new capacity in bioplastics? Are these projections realistic?

I am hoping that the European Bioplastics will provide better research in future so we can gain a better understanding of this interesting market dynamics.

Strong Growth Projections for Bioplastic Film Packaging

Biophan-Film

The June 2007 issue of Plastics Engineering provides several interesting facts about the demand, usage and production of bioplastics in the cover story. Quoting a Freedonia Group report (Degradable Plastics, September 2006), it estimates that the demand for biodegradable and compostable plastics in the U.S. is expected to increase 20% per year through 2010. Led by polylactic acid (PLA) and starch-based bioplastics, the total volume by 2010 is estimated to be around 420 million pounds. Packaging industry presents the best opportunity for these materials in applications such as films, bottles and food service products.

Contrast that to the following growth projections for some of the major plastics film markets (see Freedonia Report Plastic Film, August 2006):

  • Low density polyethylene film used in produce and snack packaging, shrink wraps and trash bags: 2.8% per year growth to 9.7 billion lbs by 2010
  • Polypropylene film used in produce, grain mill and dairy products packaging: 3.4% per year to 1.5 billion lbs by 2010

Certainly, market growth rates for bioplastic film packaging are significantly higher than those for the conventional plastics, although the total market is still quite small. In order to compete with low density polyethylene and polypropylene, PLA and starch-based bioplastics will need to be cost-effective on both resin and film processing costs. Although, petroleum-based plastics have recently seen various price increases/volatility and supply interruptions, cost of corn-derived bioplastic such as PLA is still sky-high in comparison. According to one estimate, currently PLA is at an average of $1.3/lb, which is expected to fall below $1/lb within a year as more capacity becomes available. Still, there is considerable risk to PLA cost due to volatility in corn and energy prices. Starch-based bioplastics are likely to be less expensive; however they too are not immune to rising energy prices. Therefore, resin cost is likely to remain a key barrier for growth of these bioplastics.

Despite the cost challenge, several interesting examples of packaging applications are emerging. A few are listed below:


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