日本一直把持光阻劑市場? - 工程師
By Carolina Franco
at 2022-12-07T19:41
at 2022-12-07T19:41
Table of Contents
※ 引述《mytaiwan (轉角遇到困難)》之銘言:
: 如題,小弟雖然理組,但搞不懂半導體相關的化學劑品竟然需要日本提供(如:日本JS
R
: 集團、信越化學、富士電子、東京應化...)台灣讀化學系的也不少,應該可以調配吧
!?
: 在哪裡?
你拿先進國家跟台灣鬼島比?
不要整天被霉體洗腦台積好棒棒就真以為自己會飛天了好嗎?
台灣的基礎科學真的沒有很強 但 台灣是厲害在花樣很多 ,例如 :明明就是KrF的 laye
r 硬是玩到用MUV來量產
或是 cost down的能力可以讓日本人嘆為觀止
(比如說 :可以得諾貝爾獎的無薪假)
像光阻這種高科技的產品 我也是略懂略懂
光阻的主成分都是差不多 都是PGMEA/PGME
混一些固型劑 再加一些感光劑
COA上都還告訴你大概的比例
但問題是感光劑的成分你永遠不會知道
更不用說合成 我化學式寫給你看 你還是做不出來
(反應順序先後,哪個會產出先驅物 哪個會是催化…這種高深學問不是台灣慣老闆有耐
心等待的)
純度那是不用講了 小數點後3個0是基本的
檢驗的機台都是一台幾千萬的安捷倫的icp ms. (你台灣慣老闆捨的嗎)
再來是最重要的實績
一支光阻如果沒有晶圓廠背書 基本上是不可能被採用
台積也曾經要求日本供應商在地化生產
(欸,有沒有既視感啊 現在換台積被米國要求在地化生產,以前玩供應商 現在換被米國
玩,出來混總要還的)
TOK,信越跟fujigilm也不敢得罪大客戶
就在台灣蓋了幾間工廠 然後把半成品拿來台灣做最後調和跟過濾 應付應付
所以人家大廠賣給台積也是有保稅區的
關稅上你台灣慣老闆也沒什麼優勢
每個batch在調和時 人家都是直接拿英特格貴鬆鬆一支好幾萬的奈米級filter 在過濾
你台灣老闆捨得嗎?
講光阻可能太看的起台灣了
換講顯影液就好 這種2.38%TMAH 專利已經過期30年的老東西
到現在連台積聯電 都還是跟tok叫貨
原因很簡單 因為這東西是劇毒
臺灣慣老闆工安跟環安萬一沒弄好出事 賠到你脫褲子 (看看日月光偷倒廢水那個死人樣
)
人家日商起碼在工安跟環安上掛保證
日本原物料供應鏈除了有實績優勢 一大堆你看不見的軟實力
鬼島還是玩cost dwon 卡實在拉
--
: 如題,小弟雖然理組,但搞不懂半導體相關的化學劑品竟然需要日本提供(如:日本JS
R
: 集團、信越化學、富士電子、東京應化...)台灣讀化學系的也不少,應該可以調配吧
!?
: 在哪裡?
你拿先進國家跟台灣鬼島比?
不要整天被霉體洗腦台積好棒棒就真以為自己會飛天了好嗎?
台灣的基礎科學真的沒有很強 但 台灣是厲害在花樣很多 ,例如 :明明就是KrF的 laye
r 硬是玩到用MUV來量產
或是 cost down的能力可以讓日本人嘆為觀止
(比如說 :可以得諾貝爾獎的無薪假)
像光阻這種高科技的產品 我也是略懂略懂
光阻的主成分都是差不多 都是PGMEA/PGME
混一些固型劑 再加一些感光劑
COA上都還告訴你大概的比例
但問題是感光劑的成分你永遠不會知道
更不用說合成 我化學式寫給你看 你還是做不出來
(反應順序先後,哪個會產出先驅物 哪個會是催化…這種高深學問不是台灣慣老闆有耐
心等待的)
純度那是不用講了 小數點後3個0是基本的
檢驗的機台都是一台幾千萬的安捷倫的icp ms. (你台灣慣老闆捨的嗎)
再來是最重要的實績
一支光阻如果沒有晶圓廠背書 基本上是不可能被採用
台積也曾經要求日本供應商在地化生產
(欸,有沒有既視感啊 現在換台積被米國要求在地化生產,以前玩供應商 現在換被米國
玩,出來混總要還的)
TOK,信越跟fujigilm也不敢得罪大客戶
就在台灣蓋了幾間工廠 然後把半成品拿來台灣做最後調和跟過濾 應付應付
所以人家大廠賣給台積也是有保稅區的
關稅上你台灣慣老闆也沒什麼優勢
每個batch在調和時 人家都是直接拿英特格貴鬆鬆一支好幾萬的奈米級filter 在過濾
你台灣老闆捨得嗎?
講光阻可能太看的起台灣了
換講顯影液就好 這種2.38%TMAH 專利已經過期30年的老東西
到現在連台積聯電 都還是跟tok叫貨
原因很簡單 因為這東西是劇毒
臺灣慣老闆工安跟環安萬一沒弄好出事 賠到你脫褲子 (看看日月光偷倒廢水那個死人樣
)
人家日商起碼在工安跟環安上掛保證
日本原物料供應鏈除了有實績優勢 一大堆你看不見的軟實力
鬼島還是玩cost dwon 卡實在拉
--
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工程師
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