Is It Time to Redefine the UK's Role Within the Semiconductor Industry?
A missed opportunity
Rishi Sunak’s recent unveiling of the UK’s £1bn ($1.3bn) semiconductor strategy was always bound to provoke a reaction from critics. In an attempt to improve research and development and bolster international cooperation, the UK announced it will partner with Japan as part of its strategy. The aim of this collaboration is to foster knowledge sharing, increase expertise, and mitigate supply chain risks. The obscurity of the government’s strategy – as well as the delay from the original announcement date of autumn last year – tells me that they are very much still figuring this out. It appears the next step is to employ an advisory panel to help decipher what the actual actions will be before autumn of this year. A full year after the original date. Fundamentally, though, I think the UK has got this one right. It’s too late for us to start throwing huge amounts of money at building fabs, since we simply don’t have the capital or the resources to create our own security of supply. Instead, it’s much more beneficial for us to focus on specialisms that could make us globally relevant to the supply chain. However, what I’m less convinced about, is the government's understanding of the areas of expertise we already possess.
Let’s look at where the UK is particularly strong, as with a limited budget, focusing on creating that specialism makes sense. The obvious one here is chip design, which was detailed in the strategy unveiling last week. ARM has been at the forefront of this market for many years and, along with the spin-offs coming from the University of Cambridge, it’s a sector where the UK could be considered at the forefront. Other nations, such as China, have been offering a greater deal of support to their design companies for many years now, so it makes sense to match them if we want to remain competitive. Another obvious one is innovative new software and technology, which is not detailed in the government’s strategy. The skills shortage means that emerging technology like artificial intelligence will soon have to play a more central role in wafer fabs as they transition towards smart factories. We have a faster growing tech hub here than anywhere else in Europe, putting the UK in a prime position to establish itself as a global leader in smart manufacturing technology. Yet even with this opportunity sitting directly under their noses, I don't think the government has yet realised its potential.
For those who are unfamiliar, smart manufacturing refers to the integration of advanced technologies like artificial intelligence and automation into manufacturing processes and systems. It has the potential to transform traditional factories into intelligent, data-driven environments that enable much higher levels of efficiency with fewer skilled people required. Now, smart manufacturing is still very much an emerging field. At this point, only a handful of leading-edge manufacturers are concerned with it and even fewer have begun actually adopting it. But the current challenges faced by the industry, such as the skills shortage, are making its importance ever-more apparent.
The talent pool on our doorstep
The government seems to think that the best way to solve the skills shortage is to invest in the education of relevant fields. There’s no doubt that this will help somewhat, but it’s going to take a very long time. What they fail to take into consideration is that working in semiconductors used to be one of the most exciting prospects for skilled engineers. In some cases, it still may be, but now it has to compete with working for companies like Google or Apple. So as the demand for people rises with the construction of new fabs and tech companies continue to attract graduates, it’s going to be a challenge to attract the level of talent the industry needs in the time it needs it. As many of the vanguard wafer fabs are realising, a quicker and more realistic approach to solving the skills shortage is implementing smart manufacturing technologies.
The key component of smart manufacturing is software. The tech startup ecosystem here in London has a value of over £250bn ($314bn), which is over triple that of the next largest in Europe. The UK government is well aware that novel technology is a domain that the UK – and London in particular – is well positioned to become a leader in. But it seems they haven’t yet figured out that our strengths in this area could be applied to our semiconductor strategy.
The talent pool of software and data engineers we have access to here in London rivals that of anywhere else in the world. It’s one of the main drivers behind the capital’s success as a tech hub. With support from the government, this abundance of skilled engineers and software companies could be harnessed to create a specialism in smart manufacturing technology. Many of the disruptive technologies that will be used in wafer fabs over the next 20 years will come from outside of the traditional semiconductor supply chain, many of which could be already operating in London today. All of this means that the foundations for this new specialisation are already laid, giving the UK a head start to become a global leader in smart manufacturing.
To conclude, the UK's semiconductor strategy reveals both missed opportunities and potential for growth. While the government's collaboration with Japan and investments in chip design are steps in the right direction, our potential with emerging technologies seems overlooked. The UK's thriving tech hub, particularly in London, presents a pool of software companies and skilled engineers that could be leveraged to establish the country as a leader in smart manufacturing technology. By embracing smart manufacturing, the UK can help address the skills shortage, drive efficiency in the industry, and secure a position of relevance in the global semiconductor supply chain. However, it remains crucial for the government to recognise and harness these existing strengths to fully realise the potential for growth and competitiveness in the semiconductor industry.
Author: Jamie Potter, CEO and Cofounder
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Meet Lio, a driving force behind client success as Flexciton's Technical Customer Lead. Discover more about her keen eye for collaboration and passion for innovation in this edition of The Flex Factor.
Meet Lio, a driving force behind client success as Flexciton's Technical Customer Lead. Discover more about her keen eye for collaboration and passion for innovation in this edition of The Flex Factor.
Tell us what you do at Flexciton?
I’m a Technical Customer Lead.
What does a typical day look like for you at Flexciton?
The day is incredibly busy and passes quickly while collaborating with the customer team and other teams at Flexciton, making rapid progress day by day. My focus revolves around ongoing customer work, such as our work at Renesas (analyzing their adherence, checking the Flex Global heat map, and listening to feedback from the client). Additionally, I often work on live demos and PoC projects. The nature of my tasks varies depending on the project stage, ranging from initial data analysis and integration to final stages where I collaborate with sales on deliverables and the story of the final report. While consistently moving forward with projects and meeting weekly targets, we concurrently establish our working methods and standardize processes to improve efficiency for future projects. For lunch, I usually go to Atis, my go-to place for fresh and nutritious meals. People in the office call it a salad, but I consider it the best healthy lunch with the highest ROI.
What do you enjoy most about your role?
I find the most enjoyment in witnessing the impact our product has on customers who need it. It's fulfilling to see their reactions when they share challenges, and I appreciate understanding how Flexciton can collaborate with them, providing that extra element for improvement.
If you could summarize working at Flexciton in 3 words, what would they be?
Creative, Fast, Collaborative.
Given the fast-paced evolution of technology, what strategies do you recommend for continuous learning and skill development in the tech field?
Stay closely connected to the client side. Understanding the technology they're developing and their current tech level (MES and other systems) provides insights into their readiness for Flexciton.
In the world of technology and innovation, what emerging trend or development excites you the most, and how do you see it shaping our industry?
The semiconductor industry's rapid evolution and diversity are fascinating. The competition between TSMC and Samsung Foundry in advanced GAA (gate-all-around) technology is particularly intriguing. While Samsung claims to be ahead, industry voices suggest a bluff with poor yields. The competition is ongoing, and I wonder if TSMC will maintain its lead or if there will be a paradigm shift in the industry.
Tell us about your best memory at Flexciton?
Meeting the Renesas team at their fab in Palm Bay and witnessing one of their operators' reaction to our app was a memorable experience. Kodi, a talented young manufacturing specialist, was genuinely impacted by our technology which was amazing to see in person. After returning home, he even had a piece of code named after him by Amar.
Do you think you have what it takes to work at Flexciton? Visit our careers page to browse our current openings.
AI has unquestionably stood out as the prevailing technological theme of the year. This wave of innovation begs the question: how can the semiconductor industry, which stands at the heart of technological progress, leverage AI to navigate its own intricate challenges?
The dominant technological theme of the year is unmistakably clear: artificial intelligence (AI) is no longer a distant future, but a transformative present. From the startling capabilities of conversational ChatGPT to the seamless navigation of autonomous vehicles, AI is demonstrating an unprecedented ability to manage complexity and enhance decision-making processes. This wave of innovation begs the question: how can the semiconductor industry, which stands at the heart of technological progress, leverage AI to navigate its own intricate challenges?
Complexity-driven Challenges
Semiconductor wafer fabs are marvels of modern engineering, embodying a complexity that rivals any known man-made system. These intricate networks of toolsets and wafer pathways require precision and adaptability far beyond the conventional methods of management. The difficulty of this task is compounded by the current challenges that hinder its dynamic pace: a protracted shortage of skilled labor, technological advancement in product designs, and the ever-present volatility of the supply chain.
The latest generation of products is the pinnacle of complexity, with production processes that involve thousands of steps and incredibly intricate constraints. This complexity is not just a byproduct of design; it is an inherent challenge in scaling up production while keeping costs within reasonable limits.
The semiconductor supply chain is equally complicated and often susceptible to disruptions that are becoming all too common. In this context, the requirement for skilled labor is more pronounced than ever. Running fab operations effectively demands a workforce that's not just technically skilled but also capable of innovative thinking to solve problems of competing objectives, improve processes, and extract more value. No small task in an environment already brimming with complexity.
The Need for AI in Semiconductor Manufacturing
As we delve into Industry 4.0, we find ourselves at a crossroads. The software solutions of today, while advanced, are not the panacea we once hoped for. The status quo has simply reshuffled the problems we face; we've transitioned from relying on shop floor veterans' tacit knowledge and intuition to a dependency on people who oversee and maintain the data in digital systems. These experts manning the screens are armed with MES, reporting, and legacy scheduling software, all purporting to streamline operations. Yet, the core issue remains: these systems still hinge on human intelligence to steer the intricate workings of the fabs.
At the core of these challenges lies a common denominator: the need for smarter, more efficient, and autonomous systems that can keep pace with the industry's rapid evolution. This is precisely where AI enters the frame, poised to address the shortcomings of current Industry 4.0 implementations. AI is not just an upgrade—it's a paradigm shift. It has the capability to assimilate the nuanced knowledge of experienced engineers and operators working in a fab and translate it into sophisticated, data-driven decisions. By integrating AI, we aim to break the cycle of displacement and truly solve the complex problems inherent in wafer fabs management. The potential of AI is vast, ready to ignite a revolution in efficiency and strategy that could reshape the very fabric of manufacturing.
Building AI for the Semiconductor Industry
Flexciton is the first company that built an AI-driven scheduling solution on the back of many years of scientific research and successfully implemented it into the semiconductor production environment. So how did we do it?
Accessing the Data
The foundation lies in data – clean, accessible, and comprehensive data. Much like the skilled engineers who intuitively navigate the fab's labyrinth, AI requires a map – a dataset that captures the myriad variables and unpredictable nature of semiconductor manufacturing.
Despite the availability of necessary data within fabs, it often remains locked in silos or relegated to external data warehouses, making it difficult to access. Yet, partnerships with existing vendors can unlock these valuable data reserves for AI applications.
Finding People Who Can Build AI
The chips that enable AI are designed and produced by the semiconductor industry, but the AI-driven applications are developed by people who are not typically found within the sector. They align with powerhouses like Google and Amazon or deep-tech companies working on future-proof technologies. This reveals a broader trend: the allure of semiconductors has diminished for the emerging STEM talent pool, overshadowed by the glow of places where state-of-the-art tech is being built. Embracing this drift, Flexciton planted its roots in London, a nexus of technological evolution akin to Silicon Valley. This strategic choice has enabled us to assemble a diverse and exceptional team of optimization and software engineers representing 22 nationalities among just 43 members. It's a testament to our commitment to recruiting premier global talent to lead the charge in tech development, aiming to revolutionize semiconductor manufacturing.
AI Needs Cloud
The advent of cloud computing marks a significant milestone in technological evolution, enabling the development and democratization of technology based on artificial intelligence. At the core of AI development lies the need for vast computing power and extensive data storage capabilities. The cloud environment offers the ability to rapidly provision resources at a relatively low cost. With just a few clicks, a new server can be initialized, bypassing the traditional complexities of hardware installation and maintenance typically handled by IT personnel.
Furthermore, the inherent scalability of the cloud means that not only can we meet our current computing needs but we can also seamlessly expand our resources as new technologies emerge. This flexibility provides collaborating fabs with the latest technology while avoiding the pitfalls of significant initial investment in equipment that requires regular maintenance and eventually becomes obsolete.
Security within the cloud is an area where misconceptions abound. As a cloud-first company, we often address queries about data security. It's crucial to understand that being cloud-first does not equate to possessing your data. In fact, your data is securely stored in Microsoft Azure data centers, which are bastions of security. Microsoft's commitment to cyber security is reflected in its employment of more than 3,500 professionals whose job is to ensure that data centers are robust and a fortress for data, offering peace of mind that often surpasses the security capabilities of private data centers.
Effective Deployment of AI in Fabs
The introduction of AI-driven solutions within a fab environment entails a significant change in existing processes and workflows and often results in decision-making that diverges from the traditional. This can unsettle teams and requires a comprehensive change management strategy. Therefore the implementation process must be planned as a multifaceted endeavor and deeply rooted in human collaboration.
A successful deployment begins with assembling the right team—a blend of industrial engineers with intimate knowledge of fab operations, and technology specialists who underpin the AI infrastructure. This collective must not only include fab management and engineers but also those who are the lifeblood of the shop floor—individuals who intimately understand the fab's heartbeat.
When it comes to actual deployment, the process is iterative and data-centric. Setting clear objectives is pivotal. The AI must be attuned to the Fab's goals—be it enhancing throughput or minimizing cycle times. Often, the first output may not align with operational realities—a clear indication of the AI adage that the quality of input data dictates the quality of output. It is at this juncture that the expertise of Fab professionals becomes crucial, scrutinizing and correcting the data, and refining the schedules until they align with practical Fab dynamics. With objectives in place and a live scheduler operational, the system undergoes rigorous in-FAB testing.
Change management is the lynchpin in this transformative phase. The core of successful AI adoption is rooted in the project team's ability to communicate the 'why' and 'how'—to educate, validate, and elucidate the benefits of AI decisions that, while novel, better align with overarching business goals and drive performance metrics forward.
Making AI Understandable and Manageable
The aversion to the enigmatic 'black box' is universal. In the world of fabs, it can be a barrier to trust and adoption —operational teams must feel empowered to both grasp and guide the underlying mechanisms of AI models.
We made a considerable effort to refine our AI scheduler by incorporating a feature that enables the user to influence the objective of what our AI scheduler is tasked to achieve and also to understand the decision. Once a schedule is created, engineers can look through those decisions and inspect and interrogate them to understand why the scheduler made these decisions.
Case Studies: Success Stories of AI Deployment
I firmly believe that we are on the cusp of a transformative era in semiconductor manufacturing, one where AI-driven solutions will yield unprecedented benefits. To illustrate this, let's delve into some practical case studies.
The first involves implementing Flexciton's AI scheduler within the complex diffusion area of a wafer fab—a zone notorious for its intricate processes. We aimed to achieve a trifecta of goals: maximize batch sizes, minimize rework, and significantly reduce reliance on shop floor decision-making. The challenge was magnified by the fab's limited IT and IE resources at the time of deployment. Partnering with an existing vendor whose systems were already integrated and had immediate access to essential data facilitated a rapid and efficient implementation with minimal engagement of the fab's IT team. This deployment led to remarkable improvements: clean tools saw 25% bigger batches, and rework in the diffusion area was slashed by 36%.
Another case study details a full fab deployment, where the existing rules-based scheduling system was replaced with Flexciton's AI scheduler. The goal was to enhance capacity and reduce cycle times. The deployment was staged, beginning with simpler areas starting with metrology tools, through the photolithography area and eventually scaling to the entire fab, yielding a global optimization of work-in-process (WIP) flow. The result was a significant increase in throughput and a staggering 75% reduction in manual flow control transactions, a testament to the AI's ability to autonomously optimize WIP flow and streamline operations.
The Autonomous Future of Semiconductor Manufacturing
In closing, the semiconductor industry stands on the precipice of a new era marked by autonomy. AI technology, with its capacity to make informed decisions without human input, has demonstrated not only the potential for improved KPIs but also a significant reduction in the need for human decision-making. The future of semiconductor manufacturing is one where AI-driven solutions consistently deliver superior production results, alleviating the human workload and steering fabs towards their objectives with unprecedented precision and efficiency.
As we embrace this autonomous future, it becomes clear that the integration of AI in semiconductor manufacturing is not just an enhancement of the status quo but a reinvention of it. With each fab that turns to AI, the industry moves closer to realizing a vision where technology and human ingenuity converge to create a landscape of limitless potential.
Author: Jamie Potter, CEO and Cofounder, Flexciton
Introducing Will, Lead Backend Engineer at Flexciton. Explore his daily tasks, ranging from crafting backend architecture to overseeing the codebase and managing technical debt in this month's edition of The Flex Factor.
Introducing Will, Lead Backend Engineer at Flexciton. Explore his daily tasks, ranging from crafting backend architecture to overseeing the codebase and managing technical debt in this month's edition of The Flex Factor.
Tell us what you do at Flexciton?
I am a lead backend engineer and the software development practice lead. My work involves designing the backend architecture, managing the codebase structure and technical debt, pushing for best practices across the wider engineering team and contributing features to my delivery team.
What does a typical day look like for you at Flexciton?
I usually start my morning by scanning through the production logs from our deployments and seeing if anything looks suspect and in need of an investigation. From there it will depend on what I am focused on for that week which tends to vary a fair amount. The majority of my time is spent coding features or doing large scale design work. Some days I get to spend refactoring and restructuring our codebase, occasionally I will get to work in the devops or optimisation space which I always look forward to. In any given week there will be a handful of ongoing projects at various stages, from architectural designs to software development practice work that needs to be structured and prioritised. No day goes by without me writing at least some code, but there is a fair amount of admin work to do as well.
What do you enjoy most about your role?
The diversity of the work I get to do. My work often overlaps with optimisation and devops so I can find myself speaking the lots of different people throughout the day. There are many opportunities to dive deeper into a topic with various team members willing to support you. Since joining I have worked with terraform, CI pipelines, infrastructure, hardware configuration, optimisation, frontend, customer deployments, database optimisation and management, the application backend and much more.
If you could summarise working at Flexciton in 3 words, what would they be?
Collaborative, Challenging, Diverse.
What emerging technology do you believe will have the biggest impact on our lives in the next decade?
I think the next decade is going to be made great by lots of smaller contributions made across technology from both hardware and software. I don’t have much hope for AGI / useful AGI this decade but there is a lot going on to be excited about. From a hardware perspective we have companies making huge progress in designing chips specifically for model training, and at the other end of the spectrum more companies are putting satellites into orbit to enable global access to high speed internet. AI has fuelled the search in identifying stable structures for proteins and crystals, pushing frontiers of new medicines and treatments, as well as material science. Memory safety in programming languages has started to draw attention from governments too with languages like Rust (and potentially Hylo in the future) likely to lead for memory safe applications. It will be interesting to see how the landscape changes over the next few years and see companies start to shift their codebases over.
What’s the best piece of advice you’d give to someone starting a career in the tech industry today?
I think the best piece of advice would be to throw away any notion of imposter syndrome from the start. Programming, and tech in general, is massive, and its certainly true that the more you know, the more you realise you do not know. Everyone will take a different path throughout their career and find themselves being expert in one topic and (momentarily) hopeless in another. When the topics that you know nothing about come along, its best to embrace that and start finding opportunities to learn. It is important to convince yourself that while you may not be able to learn everything, you could learn anything and find joy in accruing that knowledge as you progress in your career. Bearing this in mind, I would say come into tech because you love it and because you want to learn. There is such as good community across programming languages and industries, anyone who wants to learn can easily find help.
Tell us about your best memory at Flexciton?
I can’t think of one great memory that stands out, but what makes Flexciton great is all the little things that happen week after week such that by Sunday evening, I am looking forward to speaking with my team in Monday standup.