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  • 學位論文

電子設計自動化工具供應商與晶圓專製廠互動關係演進之探索性研究

An Exploratory Study on the Evolutionary Interaction between EDA Tool Vendors and Foundry

指導教授 : 郭瑞祥
共同指導教授 : 蘇雅惠(Yea-Huey Su)

摘要


半導體產業發展至今不過半世紀,逐漸從垂直整合的IDM,解構成今日專業分工的型態,而EDA Tool供應商與晶圓專製廠則分別相繼出現。為了完成無晶圓廠IC設計公司的產品設計,兩造廠商間的合作與互動便應運而生。隨著深次微米製程之持續發展,設計問題愈加複雜,加以與設計相關的良率問題嚴重性大幅增加,進而促成兩造廠商間更頻繁且密切的互動。然而關於此垂直合作之風潮,學界迄今仍缺乏系統性的分析與探討,本研究希冀探索EDA Tool供應商與晶圓專製廠間在核心業務與支援業務上的合作內容與流程,分析兩造廠商間互動業務對於無晶圓廠IC設計公司以及交易雙方之影響。 本研究首先採用質性研究方法,以目前業界具代表性之世界前三大EDA Tool供應商以及前兩大晶圓專製廠為研究個案,透過各公司初始與次級資料的蒐集,佐以個案公司之深度訪談,歸納出兩造廠商在核心業務與支援業務的演變歷程,並且針對上述五家研究公司之可製造性設計、參考流程、製程設計套件以及矽智財相關業務之合作內容、過程與資訊交換作深入剖析,進而推導本研究之準命題。最後發展EDA Tool供應商與晶圓專製廠在互動上的重要管理意涵,提供業界些許的啟示與洞見。 本研究發現,隨著奈米製程發展,可製造性設計業務上之互動愈加蓬勃,兩造廠商協力解決的設計問題,也逐漸從設計後階段(Post-Design)的準備製造步驟逐漸擴張到各個設計階段。此外,兩造廠商間概念性的合作內涵,也從單純的Input-Output合作,逐漸演變成Know-how Sharing,並於90奈米製程進一步提升為Know-how Creation的層次。此外,由於策略的考量,兩家晶圓專製廠在參考流程以及製程設計套件之合作業務上,做法亦有所不同。藉由交易成本理論之分析,本研究推論當技術的自動化程度越高,製程技術越為複雜,則參考流程的價值越高。

並列摘要


With the migration to deep-submicron process technology, foundries face more challenges than ever to help their customers to develop IC product. In recent years, foundries have looked for design-for-yield (DFY) and design-for-manufacturability (DFM) solutions via collaborating with EDA tool vendors. For example, TSMC and UMC have proposed reference flow/reference design to facilitate the collaboration with major EDA tools vendors. This new business paradigm, however, is unclear to most academia and the DFM/DFY solutions are still developing in the semiconductor industry. The goal of this research is then to explore how foundries and EDA-tools vendors collaborate with each other under the new business paradigm. Case study method has been adopted for this exploration study. Two leading dedicated foundries (TSMC and UMC) and three leading EDA tool vendors (Cadence, Synopsys, and Mentor Graphics) have been selected as the target cases. Through literature survey and in-depth interviews, this study summarizes three collaboration stages, released DFM/DFY information from foundries to EDA tools vendors, and the collaboration processes from the perspectives of reference flow, process design kits and intellectual property. Results of the study show that in the era of DFM, both parties have expanded their collaboration activities, from post-design manufacturing stage to all stages of design. In addition, the collaboration pattern has transformed from input-output coordination to know-how sharing and then to know-how creation in 90nm technology. It is also found that two foundries in the case study adopt different collaboration processes in terms of reference flow and process design kits. Through the use of Transactions Cost theory, the study concludes that as design automation and process technology become more advanced, the value of reference flow becomes higher.

參考文獻


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