DB HiTek 8英寸SiC代工业务接近量产
DB HiTek于9月9日宣布，已完成其8英寸碳化硅（SiC）晶圆代工业务的可靠性验证，接近量产。该公司正为8英寸SiC代工业务的大规模生产做最后准备。
原文深度解读
本文报道了韩国DB HiTek公司8英寸碳化硅（SiC）晶圆代工业务接近量产的消息。DB HiTek于9月9日宣布完成1200V SiC MOSFET的可靠性验证，计划11月向客户提供第三代PDK，目标明年上半年量产。文章还提及竞争对手SK keyfoundry和三星电子，并分析了SiC市场现状及DB HiTek的产能规划。该事件与电子元器件供应链相关，涉及SiC功率半导体代工产能的扩张。
- DB HiTek于9月9日宣布完成1200V SiC MOSFET的可靠性验证，并计划11月提供第三代PDK。
- 第三代PDK目标比导通电阻为2.3 mΩ·cm²（18V栅极电压），较第二代2.5 mΩ·cm²有所降低，并设计可承受2.5微秒的短路。
- DB HiTek称第三代PDK可将半导体设计时间缩短一年以上。
- DB HiTek计划明年上半年量产，竞争对手SK keyfoundry也预计同期开始量产8英寸SiC代工产品。
- SiC市场目前以150mm晶圆为主，200mm晶圆量产全球罕见，且200mm SiC晶圆良率低于150mm。
- DB HiTek将在其阴城Sangwoo园区运营SiC代工线，初始产能为每月800片，约占该园区总产能63,000片的1.3%。
供应链影响
- DB HiTek的8英寸SiC代工量产可能增加SiC功率器件的供应来源，影响相关供应链的产能分配。
- 量产时间取决于明年上半年的准备情况，可能影响客户的设计周期和产品上市时间。
- 初始产能较小（每月800片），可能限制短期内对市场的供应量，但后续扩产取决于市场需求。
- 与SK keyfoundry的竞争可能影响SiC代工市场的价格和客户选择，具体取决于双方量产进度。
- 8英寸SiC晶圆良率较低可能影响生产成本和供应稳定性，取决于技术成熟度的提升。
系统解读，仅作为判断线索，不构成备货、出货、涨价或投资建议。
(图片来源：DB HiTek)
DB HiTek正处于其8英寸碳化硅（SiC）晶圆代工业务量产准备的最后阶段。
DB HiTek于9月9日表示，已完成1200伏SiC MOSFET的可靠性验证。该公司计划于11月向客户提供其第三代工艺设计套件（PDK），以推进其代工业务的启动。
第三代PDK的目标是在18伏栅极电压下实现2.3 mΩ·cm²的比导通电阻，低于第二代的2.5 mΩ·cm²。其设计还允许器件承受2.5微秒的突然短路而不损坏。DB HiTek表示，第三代PDK可将半导体设计时间缩短一年以上。
“我们已为全球首个8英寸SiC代工服务确保了核心技术和量产基础，”DB HiTek表示。“我们将按计划准备量产，并争取在市场上建立早期领先地位。”
量产目标定于明年上半年。竞争对手SK keyfoundry也有望在明年上半年开始8英寸SiC代工产品的量产。SiC代工运营要求与客户共同开发和建立生产线，这意味着两家公司实际上已在量产前确保了客户。三星电子也拥有一条8英寸SiC生产线，但不对外部代工客户开放。
SiC半导体市场目前以150毫米晶圆为中心，而使用200毫米晶圆的大规模生产在全球仍属罕见。SiC半导体使用经过特殊处理的晶圆，与传统硅（Si）晶圆不同。由于该技术成熟度较低，200毫米SiC晶圆的生产良率低于150毫米晶圆，导致产量较低。
DB HiTek将在其位于忠清北道阴城的Sangwoo园区运营其SiC代工线，将目前的开发线转换为量产线。初始产能将相对较小，为每月800片，约占Sangwoo工厂每月总产能63,000片的1.3%。该公司已建立了涵盖设计、制造、表征、可靠性验证和外延片供应的集成流程。
目前，DB HiTek主要为其已确保的客户运营开发线。它计划在建立量产体系后增加客户，并根据市场需求逐步扩大产能。
(Photo: DB HiTek)
DB HiTek is in the final stages of preparing for mass production of its 8-inch silicon carbide (SiC) wafer foundry business.
DB HiTek said Sept. 9 that it had completed reliability verification of a 1,200-volt SiC MOSFET. The company plans to provide customers with its third-generation process design kit (PDK) in November as it moves to launch its foundry business.
The third-generation PDK targets specific on-resistance of 2.3 mΩ·cm² at an 18-volt gate voltage, down from 2.5 mΩ·cm² for the second generation. It is also designed to allow the device to withstand a sudden short circuit for 2.5 microseconds without damage. DB HiTek said the third-generation PDK could shorten semiconductor design time by more than a year.
“We have secured the core technology and mass-production foundation for what will be the world’s first 8-inch SiC foundry service,” DB HiTek said. “We will prepare for mass production as planned and move to establish an early lead in the market.”
Mass production is targeted for the first half of next year. Rival SK keyfoundry is also expected to begin mass production of 8-inch SiC foundry products in the first half of next year. SiC foundry operations require production lines to be developed and established jointly with customers, meaning both companies have effectively secured customers ahead of mass production. Samsung Electronics also has an 8-inch SiC production line, but does not offer it to external foundry customers.
The SiC semiconductor market currently centers on 150-millimeter wafers, while mass production using 200-millimeter wafers remains rare globally. SiC semiconductors use specially processed wafers that differ from conventional silicon (Si) wafers. Due to the technology’s lower maturity, production yields for 200-millimeter SiC wafers are lower than for 150-millimeter wafers, resulting in lower output.
DB HiTek will operate its SiC foundry at its Sangwoo Campus in Eumseong, North Chungcheong Province, converting the current development line into a mass-production line. Initial capacity will be relatively small at 800 wafers a month, about 1.3% of the Sangwoo facility’s total monthly capacity of 63,000 wafers. The company has established an integrated process covering design, manufacturing, characterization, reliability verification and epiwafer supply.
For now, DB HiTek is operating the development line primarily for customers it has already secured. It plans to add customers after establishing the mass-production system and gradually expand capacity in line with market demand.