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Search results

  1. I

    Semiconductor R&D spending by company

    No, it's because they're throwing huge -- and unsustainable -- amounts of money at their process and fabs to try and catch up with TSMC.
  2. I

    Intel CEO Highlights the Company’s Top Three Mistakes

    Following the rules -- including voltage-dependent spacings, and gate pitches -- should ensure a reliable and high-yielding design, that's the entire point of them. But this assumes that the foundry has spotted all the possible "gotchas" in the layout, which often involves trying out a huge...
  3. I

    Intel CEO Highlights the Company’s Top Three Mistakes

    I'm sure we'll never get any public admission of *exactly* what went wrong, it would be too embarrassing for Intel and possibly helpful to IFS competitors -- the most we're likely to get is the current admission of "too hard"... ;-) There were rumours about various problems with the process...
  4. I

    Intel CEO Highlights the Company’s Top Three Mistakes

    Those "mistakes" are all focusing on products, and ignoring the massive elephant in the room which was the multi-year 10nm process disaster...
  5. I

    Intel's road back to the top, how are they able to achieve it?

    Who are famously good at coming up with really sexy advanced technology that turns out to be difficult to manufacture/yield (see also Samsung...). The perfect fit for Intel, then... ;-)
  6. I

    Intel's road back to the top, how are they able to achieve it?

    Having the performance (or density) isn't enough, that's not what lead to Intel's 10nm debacle -- it was yield and reliability problems getting the process into production, either because of too small a process window (pushing the rules too hard -- even TSMC have hit this (e.g. in N3, hence only...
  7. I

    Masks for photo-lithography: what price?

    TSMC 4nm is basically a 2% linear shrink of 5nm (plus some process tweaks to improve performance), exactly the same masks and costs.
  8. I

    Masks for photo-lithography: what price?

    Mask cost depends who you are and which process options are chosen -- but certainly well over $10M for 4nm...
  9. I

    Globalfoundries wants to invest eight billion dollars in Dresden

    22FDX is also good for analog/mixed-signal (back-gate tuning, device stacking, multiple device types up to 6.5V DMOS, high Ft for both NMOS and PMOS) which is why many customers use it -- along with good (but not state-of-the-art) digital. I think 12FDX offers little or no advantage over 22FDX...
  10. I

    Globalfoundries wants to invest eight billion dollars in Dresden

    12FDX has been on the cards for many years but has never made it into production, presumably because the added double-patterning complexity over 22FDX increases cost considerably but without much improvement in PPA -- customers wanting high-density digital will go to FinFET at 7nm and below...
  11. I

    Trying to better comprehend finFLEX

    I'm not 100% sure how FinFlex mixing works, but I believe that you define the FinFlex configuration (1-1,1-2, 2-2, 2-3) for an HLB (High Level Block) depending on speed/power/density requirements -- mixed sizes are always alternating large/small rows -- and the tools then optimise (Vth and...
  12. I

    Trying to better comprehend finFLEX

    It's not just speed-sensitive blocks but also individual gates, when doing timing closure without FinFlex the tools will choose different transistor types to trade off speed/dynamic power vs. leakage (e.g. ULVT, LVT, SVT -- which can be mixed), FinFlex just adds another set of gate options to...
  13. I

    Apple's new iPhone chip has us worried about TSMC's 3nm silicon and next-gen GPUs

    There's also the issue with N2/N2+ that this transition is *not* like previous half-nodes (e.g. N7/N6, N5/N4, N3E/N3P) where all the IP is reusable -- the PPA attraction of N2+ is BPD, but this needs a complete relayout and recharacterisation of all IP, new libraries (standard cell/RAM) and...
  14. I

    Apple's new iPhone chip has us worried about TSMC's 3nm silicon and next-gen GPUs

    Actually N3P (a tweaked 2% linear shrink of N3E) is looking more likely to be "the big one" -- I heard from our digital team that TSMC has upset a lot of people by accelerating the N3P schedule and short-cutting N3E, as a consequence everyone is moving to N3P while complaining that the libraries...
  15. I

    Will VTFET become the new chip technology?

    What is actually different about this compared to GAA/nanosheets? Is it nanosheets but rotated 90 degrees so they're on edge not flat? Or is it just another name for CFET? (NMOS and PMOS stacked vertically)
  16. I

    TSMC Begins 2-nm Process Ahead of Samsung, Intel

    That's not what I said. They won't drop FSPD, they'll bring forward BSPD and offer both, FSPD for customers who prioritise lower risk/higher yield and BSPD for those who prioritise PPD. It's what they've done for years with process variants and "half-node" steps. It's quite possible they...
  17. I

    TSMC Begins 2-nm Process Ahead of Samsung, Intel

    I see a clear dividing line between N2/FSPD and N2P/BSPD -- in terms of design/layout/tools N2 is the last member of the FSPD family (including N3) with GAA dropped in instead of FinFETs (like 16nm), N2P/BSPD is the first member of the next-generation processes -- for customers the...
  18. I

    TSMC Begins 2-nm Process Ahead of Samsung, Intel

    I suspect most TSMC N2 customers will wait for the 2nd generation N2 process with backside power (like Intel 18A), which will also have much more in common with the nodes that will follow. Apart from having better performance for both signals and power (and higher density), the layout of IP...
  19. I

    TSMC Begins 2-nm Process Ahead of Samsung, Intel

    It all depends how TSMC N2 compares to N3. From what I've seen I believe it's basically a similar metal stack (slightly reduced pitches) but with new transistors dropped in underneath -- GAA instead of FinFET, like TSMC 16nm dropped in FinFETs instead of planar MOS in 20nm -- then it won't be...
  20. I

    Trump accuses Taiwan of taking away America's semiconductor business

    Trump is completely ignorant about many things... Those American companies not IDMs, Samsung and Intel are.
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