Paper Title: Chip shortage, dynamics & outlook - a Si technology & Supply Chain perspective

Paper Abstract: The widespread impact of the Semiconductor supply-chain challenge is very real. It has already impacted automobile manufacturing; consumer electronics, and the refresh of cloud infrastructure and data-center infrastructure worldwide. Although many of the supply-chain challenges are closely coupled with imbalances in short-term supply-and-demand, this is a complex problem that is being driven by the deep investments required to build and update new fabs (chip-fabrication sites). Chip designs are continually refreshed, due to new designs that address changing customer requirements and due to fluctuating memory prices. This presentation focuses on the critical factors related to Semiconductor supply-chain challenges. These include: technology scaling, changes in fab equipment (300mm vs. 200mm fabs); and the difficulty of acquiring engineering talent for design, fab process, testing, and quality assessment. The scope of this supply-chain disruption is unprecedented. Semiconductor shortages are impacting IT infrastructure, cloud infrastructure, the mobile market, the automotive market, and the gaming market – and many other market segments. We will discuss specific areas of semiconductor technologies that are influencing flash technology and memory technology in the context of the broad trends of digital transformation and AI-driven growth at customer sites worldwide.

Paper Author: Jung Yoon, Distinguished Engineer and CTO, Supply Chain, IBM

Author Bio: Jung Yoon is a Distinguished Engineer & CTO of Supplier Technology & Quality, IBM Supply Chain. He leads a worldwide supply chain engineering team focusing on semiconductor technologies used across all IBM Systems and products. He is a recognized industry leading expert in DRAM, 3D-NAND, SSDs, voltage regulators, and logic semiconductor devices, and drives technology convergence between industry capabilities and IBM’s strategic product offerings. Jung has over 30 years of experience in the field of Semiconductor R&D, technology enablement and quality. He earned his PhD in Solid State Physics from Columbia University, an MS in Materials Science from University of California Berkeley, and a BS in Metallurgical Engineering from Seoul National University.