Abstract
Abstract Semiconductor industry speed up its horizontal disintegrated structure，after Taiwan’s semiconductor foundry business model enter the supply chain. In the mean time, the whole semiconductor industry supply chain become mature after over twenty years evolution and development. It also accelerated the clock speed of whole semiconductor industry and forced the industry have to face the challenge of technology barrier. It is why more Moore and extended CMOS technology development strategy have been proposed in the semiconductor development roadmap during recent years. There are two main focuses : Beyond CMOS and More Than Moore. More than Moore is trying to implement existing materials and equipments with additional devices for more application area like power devices, sensors…. Beyond CMOS is to implement more materials or processes to enhance the device performance with existing process technology or speed up the process development to match Moore’s Law requirement. In this research, we will demonstrate double helix theory of semiconductor industry’s vertical Integrate structure and horizontal disintegrated structure driving forces for Beyond CMOS and More Than Moore industry development focuses, to highlight the critical parameters we have found and try to predict the trend of the future. For beyond CMOS, the vertical integrated structure is becoming the major trend of the industry. Foundry company become stronger and dominate the capital investment and technology owner to integrate from EDA, SIP, technology, mask, manufacture and assembly/testing as virtual fab. for IDM or Fabless company. In the history of semiconductor industry in Taiwan, there is a failure starting point of DRAM semiconductor industry, it is started with a IDM model. It needs heavy human an capital resources investment and also the leading competitive technology, results in difficult business decision to continue the investment or not. On the other hand， semiconductor wafer foundry business model become a successful model. It is a typical double helix evolution of semiconductor industry, foundry company break into the supply chain base on manufacture strength of Taiwan industry and become a leader of semiconductor manufacturing and also the semiconductor technology field. Once the leading area becomes a leading edge of whole industry, it turn out to a driving force for this leader to broaden his area to vertical integration. It is a unique business model as virtual IDM that grapes business opportunities from different products and application to leverage the up and down turn of the market and among competitors. For more than Moore trend, major products are analog process, design, EDA, SIP and process technology are application and user specific, customized in this field. But through IDM release and join development technology to/with foundry is accelerating the horizontal disintegrate of the structure. In the mean time leading fabless companies are also speed up their acquisitions with analog design house to join this battle field, it also indicate that more than Moore semiconductor industry field will have a quick horizontal disintegrate moving forward. For more than Moore’s semiconductor industry, it have 10 year’s technology lag to follow Moor’s Law evolution track, lots of EDA, IP and back end package, testing … technology are booming up to be worthy for focusing on the business development and for sure the clock speed is faster than Moore’s Law before.