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A quarry in North Carolina to the chip in your phone

溯源记录 · 起始于 United States

A quarry in North Carolina to the chip in your phone

The most valuable sand on Earth, and almost all of it comes from one small district.

Pegmatitic granite (Spruce Pine Pegmatite District, Devonia… · James St. John · CC BY 2.0 · Wikimedia Commons
1,000 kg of high-purity quartz sand
8,000 wafers of 300 mm silicon, roughly
United States → Germany · Container Germany → China China → Japan Japan → Taiwan · Air freight Taiwan → Vietnam United States — An unremarkable-looking quarry 1 United States Germany — Made into crucibles 2 Germany China — Meanwhile, the silicon itself 3 China Japan — Growing the crystal 4 Japan Taiwan — Hundreds of steps on a wafer 5 Taiwan Vietnam — Millions of chips 6 Vietnam
按材料流转顺序编号。点击国家可打开其页面。 等距矩形投影,以各国质心为基点绘制——弧线表示跨越的边境,而非实际航行路线。

实际流转的物质

A silicon crystal is grown in a crucible of fused quartz, and any impurity in that crucible ends up in the chip. Only a few deposits on the planet are clean enough. The sand is not the product — it is the container the product is grown in, and it is consumed every time.

材料
High-Purity Quartz
品种
High-purity quartz sand, impurities measured in parts per million
起点
United States — Spruce Pine, North Carolina — the source of most of the world's crucible-grade quartz
为何走这条路线而非其他路线。 The crucible touches molten silicon at 1,400 °C for days. At that temperature it slowly dissolves, so every atom of contamination in it migrates into the crystal. That is why crucible quartz is specified to parts per billion and why so few deposits qualify.
最薄弱的环节。 A handful of quarries, and one district in particular. It is the most cited single-point-of-failure in the semiconductor supply chain.
阅读每个环节的两个数字:投入量与产出量。观察数字不断缩小,正是重点所在。到最后,你将追踪到一千吨矿石如何变为数千克真正发挥作用的物质。

逐步追踪,逐境跨越

01 开采 1,000kg

United States · Spruce Pine, North Carolina 持有方 Quartz producers (矿业公司)

An unremarkable-looking quarry

Pegmatite is mined and the quartz separated from feldspar and mica. It then goes through a long purification sequence — flotation, acid leaching, chlorination — to strip aluminium, iron, titanium and sodium down to parts per million.

1,000 kgquartz sand 1,000 kggraded high-purity sand

为何选择此地: An accident of geology. These pegmatites formed with unusually little of the trace elements that ruin quartz for this purpose.

weeks Quartz →
An unremarkable-looking quarry
Pegmatitic granite (Tamminen Pegmatite,… · CC BY 2.0 via Wikimedia Commons
02 组件 1,000kg

Germany · Fused-quartz manufacturers 持有方 Crucible makers (制造商)

Made into crucibles

The sand is fused into crucibles — bowls that will hold molten silicon while a crystal is pulled from it.

1,000 kgsand 1,000 kgcrucibles

为何选择此地: Fused-quartz manufacture is its own specialised industry, separate from both mining and chipmaking.

Container weeks High-Purity Quartz →
Made into crucibles
Czochralski method used crucible wall 2… · Public domain via Wikimedia Commons
03 加工

China · Polysilicon plant 持有方 Polysilicon producers (化学品)

Meanwhile, the silicon itself

Ordinary quartzite is reduced with carbon to metallurgical silicon at about 99%, then converted to trichlorosilane, distilled and redeposited as polysilicon — up to eleven nines of purity for semiconductors.

其余部分的去向: This step is essentially electricity turned into purity, which is why it migrated to wherever power is cheapest.

为何选择此地: Solar-grade polysilicon needs six or seven nines; semiconductor-grade needs eleven. The extra nines are what separate the two industries.

未走的那条路 Another chain with a single hard step Both are limited by one process almost nobody can do.
Hemlock Semiconductor Polysilicon Plant
Pueblo Chemical Agent-Destruction Pilot… · CC BY 2.0 via Wikimedia Commons
04 组件 8,000wafers

Japan · Crystal growers 持有方 Wafer manufacturers (制造商)

Growing the crystal

Polysilicon is melted in the quartz crucible and a seed crystal is slowly pulled and rotated out of it, growing a single cylindrical crystal up to 300 mm across and two metres long.

1,000 kgcrucibles 8,000 wafers300 mm wafers this quartz can support

其余部分的去向: The crucible is consumed. That is the whole reason this journey starts at a sand quarry rather than a silicon plant.

为何选择此地: Crystal growing is dominated by a small number of Japanese, Korean, German and Taiwanese firms.

days per ingot Silicon →
Growing the crystal
Si-crystal floatingzone growing · CC BY-SA 3.0 via Wikimedia Commons
05 组件 8,000wafers

Taiwan · Fab, Hsinchu or Tainan 持有方 Foundry (制造商)

Hundreds of steps on a wafer

Deposition, lithography, etch, repeated hundreds of times, building transistors and copper wiring layer by layer. Tungsten fills the contacts; hafnium oxide forms the gate dielectric; neon lases the light that prints the pattern.

8,000 wafersblank wafers 8,000 waferspatterned wafers

为何选择此地: Leading-edge fabs are among the most capital-intensive facilities ever built and exist in very few places.

Air freight ~3 months per wafer TSMC Fab 18, Tainan →
Hundreds of steps on a wafer
Clean room · Public domain via Wikimedia Commons
06 终端市场 8,000wafers

Vietnam · Assembly and test, then the world 持有方 Assemblers and device makers (制造商)

Millions of chips

Wafers are diced, packaged, tested and soldered onto boards. From 1,000 kg of a specific sand from one American county, a few million finished chips.

8,000 waferspatterned wafers 8,000 wafersdiced into millions of chips

为何选择此地: Six countries and roughly six months, for something that weighs a few grams.

Millions of chips
SIP integrated circuits package · CC BY-SA 4.0 via Wikimedia Commons

本文为示例演算,以公开的典型产率和回收率对既定起始量逐步推算,各比例可供核验;这不是某批具体货物的记录。路线事实——途经哪些国家、经历哪些工序,以及为何该材料不能在其他地方简单处理——均来源于公开报道。

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