Ed Conway Profile picture
Jul 20, 2023 26 tweets 10 min read Read on X
Here’s the story of an extraordinary journey, poss the most amazing journey in the world.
Through time, physics & around the globe, to produce the very thing you’re reading this on.
This story begins with a very simple question:
where does a silicon chip actually COME from?
🧵
That was one of the questions I set out to answer in #materialworld.
Not just how we make semiconductors - the also-extraordinary process of imprinting and etching billions of transistors onto a slice of silicon.
Amazing as that story is, it's been told many times before. Image
There's a v condensed version of that story in this thread👇. & FAR more in @crmiller1’s Chip War.
But this still didn’t answer my question.
I didn’t just want to know about what we do with silicon at fabs. I wanted to know WHERE THE SILICON COMES FROM
But when I asked people in the semiconductor industry where in the GROUND their silicon comes from, I was mostly met with blank looks. Who cares?
Those who did answer said: well, duh. It’s from sand. Eg this from @intel:
https://t.co/mEcPHH7hTFdownload.intel.com/newsroom/kits/…
Image
But then that begged another question: WHICH sand? There are hundreds of different types of sand.
There's silica sands which go into glass, angular sands, construction sands, sands rich in other elements too.
So which sands did silicon chips come from?
Again, blank looks. Image
So I set off to find the answer.
It turned out to be a far longer, more complex journey than I expected.
Because making the silicon inside a silicon chip is NOT simple at all. In fact it's one of the most exacting processes known to humankind.
It begins in a dusty quarry 👇 Image
This is a quartz quarry in North Spain (there are others, esp China).
The white rock is ground down into sand for ornamental gardens & bunkers.
But also into big fist-sized chunks high in silicon.
THIS is where silicon chips come from!
Not technically sand; we'll see why in a mo
Image
Image
These rock chunks are then carried away to a refinery where they're melted in an enormous arc furnace.
Coal & woodchips are added, the temperature goes up to 1800 degrees and lots of the impurities are sopped away.
What went in as a rock comes out as 99% or so pure silicon metal Image
When you see these furnaces you start to understand why we don't use SAND grains to make silicon chips. The temperatures are so high in that furnace that the sand would be carried up with the convection flows and gum up the extraction fans.
You need HEAVY lumps! It's that simple! Image
THIS is the material reality of how we make advanced technology (same process is how we make silicon substrates in solar panels).
And we’re still yet to work out a way to do this at scale without using coal or emitting carbon.
Computers/solar panels are a fossil fuel product! Image
This underlines a message that permeates #materialworld: solving climate change doesn’t just involve building more wind turbines.
It involves re-thinking processes all the way up the industrial food chain.
BIG challenge but also a big opportunity.
lnk.to/MaterialWorld
Anyway. Our lump of rock is now a lump of silicon metal.
99% pure.
But that’s not pure enough.
If we’re going to have computer chips with billions of transistors per cm, you cannot have ANY impurities. A lone atom will disrupt the flow of electrons and ruin the chip.
So on we go. Image
The chunks of silicon metal are transported (sometimes to the other side of the world) to a polysilicon plant.
There they undergo something called the Siemens process, where they’re effectively chemically disassembled and reassembled under heat and pressure.
It’s intense! Image
It involves (yet again) MASSIVE amounts of power and heat, but the end product are these slightly odd rods. Those are now very VERY pure silicon. At this stage they call this ultra-pure stuff "polysilicon". Here's how I describe it in #materialworld:
Image
Image
By now the silicon atom blasted out of the ground in Spain has been pummelled and smashed and heated and cooled numerous times and is part of an incredibly pure lump of silicon.
But it’s STILL nowhere near ready to get shipped off to a semiconductor plant to be turned into a chip
The issue is that while it's incredibly pure - one of the purest substances on the planet(!) the structure of the silicon atoms is amorphous.
That crystalline structure MATTERS.
Again, the more ORDERED the structure of atoms, the better electrons can flow. Image
Having a perfect crystalline structure is all the more important these days, now that transistors are so small they are nearly atom-scale.
Your smartphone simply wouldn’t have been possible without ultra pure, ultra ordered silicon - the stuff we’re making here. Image
So now the polysilicon produced via the Siemens process is ground up into a powder and shipped off to another plant (again, poss on the other side of the world) to undergo another transformative process: the Czochralski Process.
The tale of Jan Czochralski, the guy who came up with this process, is a whole fascinating side-story I'll cover another time. He was one of the great unsung heroes of the modern age. More than a century ago he (accidentally) worked out how to make truly perfect metal crystals. Image
Long story short, that ultra pure polysilicon is melted down in a crucible in a controlled environment filled with argon gas (any impurities would ruin everything!).
A seed crystal is dipped into the molten solution & is slowly pulled and rotated upwards, creating a long cylinder Image
The finished product is called a silicon boule.
This odd thing is quite literally one of the most perfect things humankind has ever made.
The closest thing to perfection.
A totally ordered, totally pure crystal of silicon.
Here I am looking v happy holding the end of one. Heavy!
Image
Image
That perfect silicon sausage is then sliced and buffed and polished over the course of weeks or months. Doing this, by the way, is super hard. Shin-Etsu, one company I talked to about this, don’t EVER let anyone in to see this in case people steal its secrets. Especially China.
The finished product is this.
A totally pure, essentially perfect circular wafer of silicon.
This is what is shipped to TSMC and other semiconductor manufacturers, where they begin their part in the wondrous process of creating computer chips.
What began as rock is now perfect! Image
The point here is that even BEFORE the bit we’re more familiar with - the etching and deposition at a semiconductor fab - the silicon has poss been around the world a few times.
It’s been transformed again and again, in mind-bending ways.
And this is the bit we rarely hear about! Image
And all to provide the silicon many semiconductor experts assume began as a grain of sand.
But it didn’t.
As you now know!
That atom of silicon’s journey is, to me at least, JUST as amazing as the journey that follows, where it’s turned into that thing in your smartphone.
It’s just one of the stories in #materialworld.
I started out asking the same thing I did re silicon:
Where the stuff we use every day actually COMES from.
What do we DO to turn it into everyday products?
If you enjoyed this👆you will def enjoy the book
lnk.to/MaterialWorld

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More from @EdConwaySky

Dec 9
🧵
What does a trade war look like?
Much of what you've heard about tariffs is prob soundbites from politicians & economists.
But what does a trade war actually FEEL like at ground level?
We've spent the past year working on a film on just that.
Here's some highlights
👇
Best place to start is with this👇
It may look like a lump of metal but don't be fooled.
This is a die: a sort of mould used to shape plastics. Looks simple but it's super-engineered - designed to withstand enormous pressure.
Without dies like this there's no manufacturing... Image
Dies and moulds are the unsung champions in modern mass production.
One of the single most impressive things about Tesla's manufacturing processes is what @elonmusk calls the Gigapress: a massive machine that shapes metal. And at the heart of the gigapress are enormous dies. Image
Read 24 tweets
Dec 1
The PM keeps repeating the figure £16bn in relation to the OBR's latest forecasts - giving the impression that this would have left a big hole in the public finances. What he fails to acknowledge is that that this is LITERALLY ONLY ONE PART OF THE STORY.
Here's why...
Yes: the OBR downgraded the fiscal numbers by £16bn (actually £15.6bn) due to weaker productivity (red bar below).
But it also simultaneously UPGRADED them by a whopping £32bn (blue bars).
This chart from @TheIFS shows it pretty clearly👇 Image
Banging on about the £16bn productivity - as the PM did repeatedly in his press conference today - without also mentioning the £14bn inflation UPGRADE and the £17bn of other UPGRADES seems... pretty misleading to me.
It's simply NOT the full picture...
Read 5 tweets
Nov 21
NEW
UK abolishes its "de minimis" rules which exclude cheap imports below £135 from paying tariffs.
A massive deal for the fast fashion/cheap Chinese imports sector: this is the so-called loophole used to great effect by SHEIN and Temu.
Should also bring in some tariff revenue Image
For more background on this, here's our investigation from earlier this year on de minimis and what it means in practice - including a glimpse inside the planes carrying these imports into the UK 👇
The flip side to this policy is:
a) stuff (yes, a lot of it is tat but even so) will get more expensive
b) it primarily hits lower income households
c) as you'll see from my thread, de minimis was a lifesaver for small regional airports. Its demise is v bad news for them...
Read 4 tweets
Oct 21
NEW
"Data center alley" in North Virginia.
Home to the biggest cluster of server centres in the world.
Here, more than anywhere else, is the global epicentre of AI.
It's where the recent AWS outage happened.
And we've secured rare access INSIDE one of the data centres...
The inside of one of the centres, run by Digital Realty, one of the biggest datacenter companies in the world.
Extremely high security. Long, long corridors, flanked by rooms in which those servers are operating.
This is the very heart of the biggest economic story right now Image
And inside one of those rooms, here is one of the supercomputers powering the AI boom. This Nvidia DGX H100 is the physical infrastructure making AI a reality. Image
Read 8 tweets
Oct 16
🚨EXCLUSIVE
The firm at the heart of Britain's critical minerals strategy has ditched plans for a rare earths refinery in the UK, and will build it in the US instead.
It's a serious blow to the Chancellor and her plans for "securonomics" ahead of next month's Budget👇
Not long ago Pensana was being hailed as key to Britain's industrial future.
It had plans to ship rare earth ores to the UK and refine them in a plant just outside Hull, creating 126 jobs and bringing in hundreds of millions of pounds of investment... Image
Its Saltend site was where the then Biz sec Kwasi Kwarteng launched the govt's official critical minerals strategy a few years ago, saying: "This incredible facility will be the only of its kind in Europe and will help secure the resilience of Britain's supplies into the future" Image
Read 8 tweets
Sep 2
📽️Is Britain REALLY facing a 1970s-style fiscal crisis?
Why are investors so freaked out about UK debt?
Is this REALLY worse than under Liz Truss?
Who's to blame? Rachel Reeves? The Bank of England?
And would a bit of productivity really solve everything?
📈 Your 6 min primer👇
OK, so let's break it down.
Start with the chart everyone (well, everyone in Whitehall) is talking about.
The 30yr UK government bond yield. Up to the highest level since 1998. And it's still rising.
Does this mean the UK is facing a fiscal crisis? Let's look at the evidence Image
First let's compare the UK to other G7 countries.
There's two ways to do this.
First, look at absolute levels👇
And it looks pretty awkward for the UK.
Pre-mini Budget we were middle of the pack. That changed post-Truss. And now, under Labour, the UK is even more of an outlier. Image
Read 18 tweets

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