FD-SOI could be “tipping point” for SOI, says supply chain expert

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FD-SOI could be the “tipping point” for SOI, supply chain expert Bill Kohnen indicated in a presentation at the Semiconductor Technical Purchasing Conference last fall. (See his ppt here.) He suggested, “Purchasing and Supply Chain Organizations at Foundries and Device Manufacturers that need SOI wafers need to closely monitor the supply chain as demand resulting from FD-SOI applications may be the tipping point for capacity issues.”  He concludes that the industry consortiums will be helpful in avoiding a “bullwhip effect”.

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