飓风“海伦妮”席卷美国东南部,造成了严重的洪水灾害。北卡罗来纳州的斯普鲁斯派恩镇(Spruce Pine)是受灾最严重的地区之一。比利时Sibelco矿业公司在此经营的两座矿山,产出了世界上大部分的高纯度石英(HPQ),这种石英对半导体制造至关重要。
当地基础设施严重依赖一条通往Sibelco矿区的道路。洪水问题依然存在,几乎整个地区都停电了。目前尚不清楚道路何时能安全通行,也不确定何时能恢复供电。根据美国类似情况,洪水可能需要三到五天才能退去,停电可能会持续七到十四天。只有眼前的威胁得到缓解后,才能评估洪水对矿区的影响并进行修复。
亿万年前形成的地质构造使斯普鲁斯派恩地区的石英砂成为世界上纯度最高的石英砂,非常适合用于高温制造工艺。
开采出的HPQ用于制造石英坩埚,这些坩埚在晶圆制造的初始阶段被制成半导体晶锭。
根据所要生产的晶圆尺寸,石英坩埚的重量可达 5-50 公斤。坩埚通常可使用三至十二次,之后才会变形或产生杂质。每个生产半导体晶锭的晶圆厂都会使用这些坩埚。
目前尚不清楚此次停产的具体影响,但任何石英供应的中断都可能严重影响生产。全球只有少数几家公司供应这种材料——尤尼明Unimin (Sibelco)、挪威天阔石(The Quartz Corp)和太平洋石英(Pacific Quartz)。虽然石英可以人工合成,但这种工艺既缓慢又昂贵,且目前的生产能力非常有限。
2023年,随着人工智能应用的发展,半导体材料的需求增加,Sibelco公司开始对其位于斯普鲁斯派恩镇的两座矿山进行大规模升级。第一次升级计划于2025年完成,第二次更大规模的升级则预计在2027年完成。
目前尚不清楚该地区运营设施的停产会对市场产生何种影响。据推测,坩埚制造商和晶圆厂目前可提供30至60天的库存,以及一些额外的缓冲库存。
2008年,斯普鲁斯派恩镇发生火灾,导致采矿停工六个月,给半导体制造商造成了重大影响:交货时间延长、生产率下降、价格上涨。幸运的是,没有出现大面积的 IC 短缺。
我们将继续关注事态发展,并及时分享最新进展。
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