{"id":15684,"date":"2025-07-25T08:03:44","date_gmt":"2025-07-25T08:03:44","guid":{"rendered":"https:\/\/www.epicmicron.com\/?p=15684"},"modified":"2025-07-25T08:03:47","modified_gmt":"2025-07-25T08:03:47","slug":"critical-shortage-of-semiconductor-materials","status":"publish","type":"post","link":"https:\/\/www.epicmicron.com\/vi\/critical-shortage-of-semiconductor-materials\/","title":{"rendered":"Thi\u1ebfu h\u1ee5t nghi\u00eam tr\u1ecdng v\u1eadt li\u1ec7u b\u00e1n d\u1eabn"},"content":{"rendered":"<p>Recently, a major news emerged from the semiconductor industry. Japanese CMP (Chemical Mechanical Polishing) slurry giant AGC (formerly Asahi Glass Co., Ltd.) has announced a supply halt. It has been reported that its Fab1 DSTI slurry (Material Number: M2701505, AGC-TW) has been suspended. This sudden development has drawn the attention of industry insiders.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img fetchpriority=\"high\" decoding=\"async\" width=\"750\" height=\"499\" src=\"https:\/\/www.epicmicron.com\/wp-content\/uploads\/2025\/07\/AGC.webp\" alt=\"\" class=\"wp-image-15685\" style=\"width:752px;height:auto\" srcset=\"https:\/\/www.epicmicron.com\/wp-content\/uploads\/2025\/07\/AGC.webp 750w, https:\/\/www.epicmicron.com\/wp-content\/uploads\/2025\/07\/AGC-300x200.webp 300w, https:\/\/www.epicmicron.com\/wp-content\/uploads\/2025\/07\/AGC-18x12.webp 18w, https:\/\/www.epicmicron.com\/wp-content\/uploads\/2025\/07\/AGC-600x399.webp 600w\" sizes=\"(max-width: 750px) 100vw, 750px\" \/><figcaption class=\"wp-element-caption\"><em>B\u00f9n c\u1ee7a AGC<\/em><\/figcaption><\/figure>\n\n\n\n<p>C\u00e1c nh\u00e0 ph\u00e2n t\u00edch ch\u1ec9 ra r\u1eb1ng nguy\u00ean nh\u00e2n tr\u1ef1c ti\u1ebfp g\u00e2y gi\u00e1n \u0111o\u1ea1n ngu\u1ed3n cung l\u00e0 ch\u00ednh s\u00e1ch r\u00e0 so\u00e1t xu\u1ea5t kh\u1ea9u m\u1edbi c\u1ee7a \u0110\u00e0i Loan \u0111\u1ed1i v\u1edbi c\u00e1c h\u00f3a ch\u1ea5t b\u00e1n d\u1eabn quan tr\u1ecdng. Ch\u00ednh s\u00e1ch n\u00e0y \u00e1p d\u1ee5ng c\u00e1c bi\u1ec7n ph\u00e1p ki\u1ec3m so\u00e1t ch\u1eb7t ch\u1ebd h\u01a1n \u0111\u1ed1i v\u1edbi vi\u1ec7c xu\u1ea5t kh\u1ea9u m\u1ed9t s\u1ed1 v\u1eadt li\u1ec7u cao c\u1ea5p c\u1ee5 th\u1ec3. \u0110i\u1ec1u n\u00e0y \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn m\u1ed9t s\u1ed1 m\u1eabu s\u1ea3n ph\u1ea9m c\u1ea7n thi\u1ebft cho c\u00e1c quy tr\u00ecnh s\u1ea3n xu\u1ea5t ti\u00ean ti\u1ebfn.<\/p>\n\n\n\n<p>AGC c\u00f3 c\u01a1 s\u1edf s\u1ea3n xu\u1ea5t t\u1ea1i \u0110\u00e0i Loan, ch\u1ee7 y\u1ebfu cung c\u1ea5p cho th\u1ecb tr\u01b0\u1eddng ch\u00e2u \u00c1. Do \u0111\u00f3, m\u1ed9t s\u1ed1 nh\u00e0 m\u00e1y s\u1ea3n xu\u1ea5t wafer h\u1ea1 ngu\u1ed3n \u1edf Trung Qu\u1ed1c \u0111\u1ea1i l\u1ee5c \u0111ang kh\u1ea9n tr\u01b0\u01a1ng \u0111\u00e1nh gi\u00e1 c\u00e1c ph\u01b0\u01a1ng \u00e1n thay th\u1ebf. M\u1ed9t s\u1ed1 \u0111\u00e3 b\u1eaft \u0111\u1ea7u t\u0103ng c\u01b0\u1eddng mua s\u1eafm t\u1eeb c\u00e1c nh\u00e0 cung c\u1ea5p n\u01b0\u1edbc ngo\u00e0i kh\u00e1c v\u00e0 c\u00e1c th\u01b0\u01a1ng hi\u1ec7u trong n\u01b0\u1edbc. Tuy nhi\u00ean, t\u00ecnh tr\u1ea1ng khan hi\u1ebfm ngu\u1ed3n cung c\u00f3 th\u1ec3 s\u1ebd ti\u1ebfp t\u1ee5c trong ng\u1eafn h\u1ea1n.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">CMP: S\u00e2n kh\u1ea5u si\u00eau ph\u1eb3ng cho wafer<\/h2>\n\n\n\n<p>V\u1edbi s\u1ef1 ti\u1ebfn b\u1ed9 c\u1ee7a c\u00f4ng ngh\u1ec7 m\u1ea1ch t\u00edch h\u1ee3p - \u0111\u1eb7c bi\u1ec7t l\u00e0 trong k\u1ef7 nguy\u00ean d\u01b0\u1edbi micron - vi\u1ec7c gi\u1ea3m k\u00edch th\u01b0\u1edbc linh ki\u1ec7n v\u00e0 th\u00fac \u0111\u1ea9y m\u1eadt \u0111\u1ed9 thi\u1ebft b\u1ecb cao h\u01a1n \u0111\u00e3 khi\u1ebfn \u0111\u1ed9 ph\u1eb3ng gi\u1eefa c\u00e1c l\u1edbp tr\u1edf n\u00ean ng\u00e0y c\u00e0ng quan tr\u1ecdng. Do \u0111\u00f3, nhu c\u1ea7u v\u1ec1 x\u1eed l\u00fd b\u1ec1 m\u1eb7t si\u00eau ch\u00ednh x\u00e1c v\u00e0 ch\u1ea5t l\u01b0\u1ee3ng b\u1ec1 m\u1eb7t cao c\u1ee7a \u0111\u1ebf b\u00e1n d\u1eabn ti\u1ebfp t\u1ee5c t\u0103ng.<\/p>\n\n\n\n<p>Hi\u1ec7n nay, \u0110\u00e1nh b\u00f3ng c\u01a1 h\u1ecdc h\u00f3a h\u1ecdc (<a href=\"https:\/\/en.wikipedia.org\/wiki\/Chemical-mechanical_polishing\">CMP<\/a>) l\u00e0 c\u00f4ng ngh\u1ec7 then ch\u1ed1t duy nh\u1ea5t c\u00f3 kh\u1ea3 n\u0103ng \u0111\u1ea1t \u0111\u01b0\u1ee3c \u0111\u1ed9 ph\u1eb3ng h\u00f3a to\u00e0n c\u1ee5c. Khi k\u00edch th\u01b0\u1edbc linh ki\u1ec7n t\u1ed1i thi\u1ec3u c\u1ee7a c\u00e1c th\u00e0nh ph\u1ea7n m\u1ea1ch t\u00edch h\u1ee3p gi\u1ea3m xu\u1ed1ng c\u00f2n 7nm v\u00e0 th\u1eadm ch\u00ed 5nm, c\u00f4ng ngh\u1ec7 CMP \u0111\u00e3 ph\u00e1t tri\u1ec3n nhanh ch\u00f3ng trong nh\u1eefng th\u1eadp k\u1ef7 g\u1ea7n \u0111\u00e2y. \u0110\u1ed9 ch\u00ednh x\u00e1c \u0111\u00e1nh b\u00f3ng c\u1ee7a n\u00f3 hi\u1ec7n \u0111\u1ea1t \u0111\u1ebfn c\u1ea5p \u0111\u1ed9 nanomet v\u00e0 \u0111\u01b0\u1ee3c \u00e1p d\u1ee5ng r\u1ed9ng r\u00e3i trong s\u1ea3n xu\u1ea5t ch\u1ea5t b\u00e1n d\u1eabn.<\/p>\n\n\n\n<p>CMP \u0111\u00e3 tr\u1edf th\u00e0nh m\u1ed9t quy tr\u00ecnh ti\u00eau chu\u1ea9n trong s\u1ea3n xu\u1ea5t m\u1ea1ch t\u00edch h\u1ee3p nano, h\u1ed7 tr\u1ee3 s\u1ef1 ph\u00e1t tri\u1ec3n li\u00ean t\u1ee5c c\u1ee7a \u0110\u1ecbnh lu\u1eadt Moore. Trong qu\u00e1 tr\u00ecnh x\u1eed l\u00fd b\u00e1n d\u1eabn, CMP \u0111\u1ea3m b\u1ea3o b\u1ec1 m\u1eb7t wafer c\u1ef1c k\u1ef3 ph\u1eb3ng, t\u1ea1o n\u1ec1n t\u1ea3ng v\u1eefng ch\u1eafc cho c\u00e1c b\u01b0\u1edbc ti\u1ebfp theo nh\u01b0 in th\u1ea1ch b\u1ea3n v\u00e0 kh\u1eafc. \u0110\u00e2y l\u00e0 m\u1ed9t quy tr\u00ecnh thi\u1ebft y\u1ebfu trong s\u1ea3n xu\u1ea5t chip ti\u00ean ti\u1ebfn.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Nhu c\u1ea7u c\u1ea5p thi\u1ebft v\u1ec1 \u0111\u1ed9t ph\u00e1 trong v\u1eadt li\u1ec7u ch\u00ednh c\u1ee7a b\u00f9n<\/h2>\n\n\n\n<p>CMP lo\u1ea1i b\u1ecf v\u1eadt li\u1ec7u v\u00e0 \u0111\u1ea1t \u0111\u01b0\u1ee3c \u0111\u1ed9 ph\u1eb3ng b\u1ec1 m\u1eb7t to\u00e0n di\u1ec7n th\u00f4ng qua s\u1ef1 k\u1ebft h\u1ee3p c\u00e1c ph\u1ea3n \u1ee9ng h\u00f3a h\u1ecdc gi\u1eefa dung d\u1ecbch \u0111\u00e1nh b\u00f3ng v\u00e0 v\u1eadt li\u1ec7u m\u1ee5c ti\u00eau. T\u00e1c \u0111\u1ed9ng c\u01a1 h\u1ecdc c\u1ee7a c\u00e1c h\u1ea1t m\u00e0i m\u00f2n trong h\u1ed7n h\u1ee3p.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img decoding=\"async\" width=\"574\" height=\"349\" src=\"https:\/\/www.epicmicron.com\/wp-content\/uploads\/2025\/07\/\u56fe\u72471_\u526f\u672c.webp\" alt=\"\" class=\"wp-image-15686\" style=\"width:754px;height:auto\" srcset=\"https:\/\/www.epicmicron.com\/wp-content\/uploads\/2025\/07\/\u56fe\u72471_\u526f\u672c.webp 574w, https:\/\/www.epicmicron.com\/wp-content\/uploads\/2025\/07\/\u56fe\u72471_\u526f\u672c-300x182.webp 300w, https:\/\/www.epicmicron.com\/wp-content\/uploads\/2025\/07\/\u56fe\u72471_\u526f\u672c-18x12.webp 18w\" sizes=\"(max-width: 574px) 100vw, 574px\" \/><figcaption class=\"wp-element-caption\"><em>S\u01a1 \u0111\u1ed3 quy tr\u00ecnh CMP<\/em><\/figcaption><\/figure>\n\n\n\n<p>Do \u0111\u00f3, dung d\u1ecbch \u0111\u00e1nh b\u00f3ng l\u00e0 m\u1ed9t trong nh\u1eefng v\u1eadt t\u01b0 ti\u00eau hao c\u1ed1t l\u00f5i trong quy tr\u00ecnh CMP. Hi\u1ec7u su\u1ea5t c\u1ee7a n\u00f3 \u1ea3nh h\u01b0\u1edfng tr\u1ef1c ti\u1ebfp \u0111\u1ebfn hi\u1ec7u qu\u1ea3 \u0111\u00e1nh b\u00f3ng v\u00e0 ch\u1ea5t l\u01b0\u1ee3ng b\u1ec1 m\u1eb7t phoi.<\/p>\n\n\n\n<p>Hi\u1ec7n nay, th\u1ecb tr\u01b0\u1eddng b\u00f9n CMP to\u00e0n c\u1ea7u r\u1ea5t t\u1eadp trung, v\u1edbi c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t M\u1ef9 v\u00e0 Nh\u1eadt B\u1ea3n ki\u1ec3m so\u00e1t h\u01a1n 80% th\u1ecb tr\u01b0\u1eddng. C\u00e1c c\u00f4ng ty Nh\u1eadt B\u1ea3n th\u1ed1ng tr\u1ecb ph\u00e2n kh\u00fac cao c\u1ea5p.<\/p>\n\n\n\n<p>M\u1eb7c d\u00f9 m\u1ed9t s\u1ed1 c\u00f4ng ty Trung Qu\u1ed1c \u0111\u00e3 \u0111\u1ea1t \u0111\u01b0\u1ee3c m\u1ee5c ti\u00eau thay th\u1ebf \u1edf ph\u00e2n kh\u00fac s\u1ea3n ph\u1ea9m t\u1ea7m th\u1ea5p v\u00e0 t\u1ea7m trung, nh\u01b0ng t\u1ef7 l\u1ec7 t\u1ef1 cung t\u1ef1 c\u1ea5p \u0111\u1ed1i v\u1edbi c\u00e1c s\u1ea3n ph\u1ea9m t\u1ea7m trung v\u00e0 cao c\u1ea5p v\u1eabn \u1edf m\u1ee9c d\u01b0\u1edbi 20%, cho th\u1ea5y nhu c\u1ea7u c\u1ea5p thi\u1ebft v\u1ec1 c\u00e1c gi\u1ea3i ph\u00e1p thay th\u1ebf trong n\u01b0\u1edbc.<\/p>\n\n\n\n<p>M\u1ed9t l\u00fd do ch\u00ednh khi\u1ebfn vi\u1ec7c t\u1ef1 cung t\u1ef1 c\u1ea5p c\u00e1c lo\u1ea1i ch\u1ea5t l\u1ecfng \u0111\u00e1nh b\u00f3ng t\u1ea7m trung v\u00e0 cao c\u1ea5p kh\u00f4ng kh\u1ea3 thi l\u00e0 do ch\u01b0a x\u00e1c \u0111\u1ecbnh \u0111\u01b0\u1ee3c \u0111\u1ecba \u0111i\u1ec3m cung c\u1ea5p nguy\u00ean li\u1ec7u th\u00f4 ch\u00ednh.<br>L\u1ea5y ch\u1ea5t m\u00e0i m\u00f2n l\u00e0m v\u00ed d\u1ee5: trong CMP, ba ch\u1ea5t m\u00e0i m\u00f2n \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng ph\u1ed5 bi\u1ebfn nh\u1ea5t l\u00e0 Al\u2082O\u2083, SiO\u2082 v\u00e0 CeO\u2082. Ch\u00fang t\u1ea1o ra l\u1ef1c c\u01a1 h\u1ecdc c\u1ea7n thi\u1ebft \u0111\u1ec3 lo\u1ea1i b\u1ecf v\u1eadt li\u1ec7u kh\u1ecfi b\u1ec1 m\u1eb7t wafer v\u00e0 l\u00e0 nguy\u00ean li\u1ec7u th\u00f4 thi\u1ebft y\u1ebfu cho b\u00f9n CMP.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">B\u1ea3n t\u00f3m t\u1eaft<\/h2>\n\n\n\n<p>C\u00f3 b\u00e1o c\u00e1o cho bi\u1ebft c\u00e1c d\u00e2y chuy\u1ec1n s\u1ea3n xu\u1ea5t chip 14nm tr\u1edf xu\u1ed1ng t\u1ea1i c\u00e1c c\u00f4ng ty nh\u01b0 SMIC v\u00e0 Huahong Semiconductor ti\u00eau th\u1ee5 h\u01a1n 1.000 t\u1ea5n dung d\u1ecbch \u0111\u00e1nh b\u00f3ng m\u1ed7i th\u00e1ng. Vi\u1ec7c c\u1eaft gi\u1ea3m ngu\u1ed3n cung c\u00f3 th\u1ec3 d\u1eabn \u0111\u1ebfn vi\u1ec7c ng\u1eebng ho\u1ea1t \u0111\u1ed9ng d\u00e2y chuy\u1ec1n s\u1ea3n xu\u1ea5t.<\/p>\n\n\n\n<p>M\u1ed9t nh\u00e0 m\u00e1y s\u1ea3n xu\u1ea5t wafer h\u00e0ng \u0111\u1ea7u ti\u1ebft l\u1ed9 r\u1eb1ng l\u01b0\u1ee3ng t\u1ed3n kho b\u00f9n \u0111\u00e1nh b\u00f3ng th\u01b0\u1eddng ch\u1ec9 \u0111\u1ee7 d\u00f9ng trong 1-2 th\u00e1ng. N\u1ebfu t\u00ecnh tr\u1ea1ng gi\u00e1n \u0111o\u1ea1n ngu\u1ed3n cung ti\u1ebfp t\u1ee5c, c\u00f4ng su\u1ea5t s\u1ea3n xu\u1ea5t trong qu\u00fd 3 c\u00f3 th\u1ec3 gi\u1ea3m 101 t\u1ea5n, khi\u1ebfn t\u00ecnh h\u00ecnh tr\u1edf n\u00ean v\u00f4 c\u00f9ng c\u1ea5p b\u00e1ch.<\/p>\n\n\n\n<p>S\u1ef1 c\u1ed1 n\u00e0y \u0111\u00f3ng vai tr\u00f2 nh\u01b0 m\u1ed9t l\u1eddi c\u1ea3nh b\u00e1o: an ninh chu\u1ed7i cung \u1ee9ng kh\u00f4ng ch\u1ec9 gi\u1edbi h\u1ea1n \u1edf thi\u1ebft b\u1ecb v\u00e0 chip m\u00e0 c\u00f2n bao g\u1ed3m c\u00e1c v\u1eadt t\u01b0 ti\u00eau hao quan tr\u1ecdng nh\u01b0 b\u00f9n \u0111\u00e1nh b\u00f3ng v\u00e0 v\u1eadt li\u1ec7u \u0111\u1ea7u v\u00e0o nh\u01b0 nh\u00f4m oxit c\u00f3 \u0111\u1ed9 tinh khi\u1ebft cao - c\u1ea3 hai \u0111\u1ec1u l\u00e0 nh\u1eefng \u0111i\u1ec3m ngh\u1ebdn d\u1ec5 b\u1ecb t\u1ea5n c\u00f4ng.<\/p>\n\n\n\n<p>Ng\u00e0nh v\u1eadt li\u1ec7u b\u00e1n d\u1eabn c\u1ee7a Trung Qu\u1ed1c c\u1ea7n \u0111\u1ea9y nhanh n\u1ed7 l\u1ef1c gi\u1ea3m s\u1ef1 ph\u1ee5 thu\u1ed9c v\u00e0o b\u00ean ngo\u00e0i. N\u1ebfu kh\u00f4ng, nh\u1eefng cu\u1ed9c kh\u1ee7ng ho\u1ea3ng t\u01b0\u01a1ng t\u1ef1 c\u00f3 th\u1ec3 t\u00e1i di\u1ec5n, \u0111e d\u1ecda s\u1ef1 ph\u00e1t tri\u1ec3n l\u00e2u d\u00e0i c\u1ee7a ng\u00e0nh c\u00f4ng nghi\u1ec7p b\u00e1n d\u1eabn n\u01b0\u1edbc n\u00e0y.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">B\u1ed9t s\u1eed thi<\/h2>\n\n\n\n<p>L\u00e0 \u0111\u1ed1i t\u00e1c \u0111\u00e1ng tin c\u1eady trong l\u0129nh v\u1ef1c ch\u1ebf bi\u1ebfn v\u1eadt li\u1ec7u, <a href=\"https:\/\/www.epicmicron.com\/vi\/products\/\">M\u00e1y m\u00f3c b\u1ed9t Epic<\/a> chuy\u00ean s\u1ea3n xu\u1ea5t thi\u1ebft b\u1ecb nghi\u1ec1n v\u00e0 ph\u00e2n lo\u1ea1i hi\u1ec7u su\u1ea5t cao. V\u1edbi chuy\u00ean m\u00f4n s\u00e2u r\u1ed9ng v\u1ec1 c\u00f4ng ngh\u1ec7 b\u1ed9t m\u1ecbn, ch\u00fang t\u00f4i h\u1ed7 tr\u1ee3 ng\u00e0nh c\u00f4ng nghi\u1ec7p b\u00e1n d\u1eabn v\u00e0 v\u1eadt li\u1ec7u \u0111i\u1ec7n t\u1eed b\u1eb1ng c\u00e1ch cung c\u1ea5p c\u00e1c gi\u1ea3i ph\u00e1p t\u00f9y ch\u1ec9nh \u0111\u1ec3 chu\u1ea9n b\u1ecb c\u00e1c v\u1eadt li\u1ec7u ch\u00ednh nh\u01b0 nh\u00f4m oxit, silica v\u00e0 c\u00e1c lo\u1ea1i b\u1ed9t c\u00f3 \u0111\u1ed9 tinh khi\u1ebft cao kh\u00e1c.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"M\u00e1y nghi\u1ec1n b\u1ed9t PVA-EPIC\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/V0gQbmLiY7k?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" 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