TSMC and Dr. Morris Chang!

TSMC and Dr. Morris Chang!
by Daniel Nenni on 09-05-2011 at 6:14 pm

While I was in Taiwan last month battling a Super Typhoon, Morris Chang was in Silicon Valley picking up his IEEE Medal of Honor. Gordon Moore, Andrew Grove, and Robert Noyce all have medals. The other winners, including 10 Nobel prize recipients, are listed HERE. An updated wiki on Dr. Morris Chang is located HERE.

The 12+ hour plane ride home gives a person plenty of time for reflection on why TSMC is so successful. Leadership is certainly important, just take a look at the executive staff on the new TSMC corporate website ( www.tsmc.com ). But in my opinion, TSMC’s success boils down to one thing, they are a dedicated IC foundry that is dependent on its customers and ecosystem partners and TSMC has never forgotten that.

Foundry 2010 Revenues:
(1) TSMC $13B
(2) UMC $4B
(3) GFI $3.5B
(4) SMIC $1.5B
(5) Dongbu $512M
(6) Tower/Jazz $509M
(7) Vanguard $508M
(8) IBM $430M
(9) Samsung $420M
(10) MagnaChip $405M

But if you ask how TSMC and Dr. Morris Chang himself got where they are today it can be summed up in three words: Business Model Innovation. Other business model innovators include: eSilicon, ARM, Apple, Dell, Starbucks, Ebay, Google, etc…. I would argue that without TSMC some of these businesses would not even exist.

Morris Chang’s education started at Harvard but quickly moved to MIT as his interest in technology began to drive his future. From MIT mechanical engineering graduate school Morris went directly into the semiconductor industry at the process level and was quickly moved to management. After completing an electrical engineering PhD program at Stanford, Morris leveraged his process level semiconductor management success and went to Taiwan to head the Industrial Technology Research Institute (ITRI) which lead to the founding of TSMC.

In 1987 TSMC started 2 process nodes behind current semiconductor manufacturers (IDMs). Morris Chang made the first TSMC sales calls with a single brochure: TSMC Core Values: Integrity, commitment, innovation, partnership. 4-5 years later TSMC was only behind 1 node and the orders started pouring in. In 10 years TSMC caught up with IDMs (not Intel) and the fabless semiconductor industry blossomed enabling a whole new era of semiconductor design and manufacturing.

Morris Chang Awards

  • 1998, “Top 25 Managers of the Year” and “Stars of Asia” by Business Week.
  • 1998, “One of The Most Significant Contributors in the 50 years of Semiconductor Industry” by BancAmerica Robertson Stephens.
  • 2000, “IEEE RobertN. Noyce Award” for Exceptional Contributions to Microelectronics Industry.
  • 2000, “Exemplary Leadership Award” from the Fabless Semiconductor Association (GSA).
  • 2005, “Top 10 Most Influential Leaders of the World” by Electronic Business.
  • 2008, “Semiconductor Industry Association’s Robert N. Noyce Award”
  • 2009, “EE Times Annual Creativity in Electronics Lifetime Achievement Award”
  • 2011, IEEE Medal of Honor

Dr. Morris Chang turned 80 on July 10[SUP]th[/SUP] 2011, I have seen him in Fab 12 but we have not met. Morris returned to the CEO job in June of 2009 and is still running TSMC full time as CEO and Chairman. He works from 8:30am to 6:30pm like most TSMC employees and says that a successful company life cycle is: rapid expansion, a period of consolidation, and maturity. The same could be said about Morris himself.

Here is a new 5 minute video from TSMC. I highly recommend watching it:

Pioneer of Dedicated IC Foundry Business Model

Related Blogs:TSMC 28nm / 20nm Update!


Semiconductor Yield @ 28nm HKMG!

Semiconductor Yield @ 28nm HKMG!
by Daniel Nenni on 08-28-2011 at 4:00 pm

Whether you use a gate-first or gate-last High-k Metal Gate implementation, yield will be your #1 concern at 28nm, which makes variation analysis and verification a big challenge. One of the consulting projects I have been working on with the foundries and top fabless semiconductor companies is High-Sigma Monte Carlo (HSMC) verification technologies. It has been a bumpy two years certainly, but the results make for a good blog so I expect this one will be well read.

GLOBALFOUNDRIES Selects Solido Variation Designer for High-SigmaMonte Carlo
and PVT Design in its AMS Reference Flow

“We are pleased to work with Solido to include variation analysis and design methodology in our AMS Reference Flow,” said Richard Trihy, director of design enablement, at GLOBALFOUNDRIES. “SolidoVariation Designer together with GLOBALFOUNDRIES models makes it possible to perform high-sigma design for high-yield applications.”

Solido HSMC is a fast, accurate, scalable, and verifiable technology that can be used both to improve feedback within the design loop, as well as for comprehensive verification of yield critical high-sigma designs.

Since billions of standard Monte Carlo (MC) simulations would be required for six sigma verification, most yield sensitive semiconductor designers use a small number of MC runs and extrapolate the results. Others manually construct analytical models relating process variation to performance and yield. Unfortunately, both approaches are time consuming and untrustworthy at 28nm HKMG.

Here are some of the results I have seen during recent evaluations and production use of Solido HSMC:

Speed:

  • 4,700,000x faster than Monte Carlo for 6-sigma analysis
  • 16,666,667x fewer simulations than Monte Carlo for 6-sigma analysis
  • Completed in approximately 1 day, well within production timelines

Accuracy:

  • Properly determined performance at 6-sigma, with an error probability of less than 1e-12
  • Used actual Monte Carlo samples to calculate results
  • Provided high-sigma corners to use for design debug

Scalable:

  • Scaled to 6-sigma (5 billion Monte Carlo samples)
  • Scaled to more than 50 process variables

Verifiable:

  • Error probability was reported by the tool
  • Results used actual Monte Carlo samples – not based on mathematical estimates


Mohamed Abu-Rahma of Qualcomm did a presentation at #48DAC last June in San Diego. A video of his presentation can be seen HERE. Mohamed used Solido HSMC and Synopsys HSPICE for six sigma memory design verification.

Other approaches to six-sigma simulation include:

  • Quasi Monte Carlo (QMC)
  • Direct Model-based
  • Worst-Case Distance (WCD)
  • Rejection Model-Based (Statistical Blockade)
  • Control Variate Model-Based (CV)
  • Markov Chain Monte Carlo (MCMC)
  • Importance Sampling (IS)

None of which were successful at 28nm due to excessive simulation times and the inability to correlate with silicon. Especially the Worst-Case Distance approach, which is currently being peddled by an EDA vendor who’s name I will not mention. They claim it correlates to silicon but it does not! Not even close! But I digress…..

Being from Virage Logic and working with Solido the last two years, this blog is based on my personal experience. If you have hard data that suggests otherwise let me know and I will post it.

I would love to describe in detail how Solido solved this very difficult problem. Unfortunately I’m under multiple NDA’s with the penalty of death and dismemberment (not necessarily in that order). You can download a Solido white paper on high-sigma Monte Carlo verification HERE. There is another Solido white paper that goes into greater detail of how they solved this problem but it requires an NDA. You can also get a Webex HSMC briefing by contacting Solido directly HERE. I observed one just last week and it was quite good, I highly recommend it!


TSMC 28nm and 20nm Update!

TSMC 28nm and 20nm Update!
by Daniel Nenni on 08-15-2011 at 3:00 pm

First, I would like to congratulate Samsung on their first 20nm test chip press release. Some will say it is a foundry rookie mistake since real foundries do not discuss test chip information openly. I like it because it tells us that Samsung is 6-9 months BEHIND the number one foundry in the world on the 20nm (gate-last HKMG) process node. Samsung gave up on gate-first HKMG? 😉

Unfortunately, the latest news out of TSMC corporate is that 28nm revenues will be 1% of total revenues in 2011 versus the forecasted 2%. Xbit Labs did a nice article here. The official word is that:

“The delay of the 28nm ramp up is not due to a quality issue, we have very good tape-outs. The delay of ramp up is mainly because of softening economy for our customers. So, customers delayed the tape-outs. The 28nm revenue contribution in the Q4 2011 will be roughly about 1% of total wafer revenue,” said Lora Ho, senior vice president and chief financial officer or TSMC.

TSMC’s competitors on the other hand, are whispering that there is a 28nm yield problem, using the past 40nm yield ramping issues as a reference point. Rather than speculate and pull things out of my arse I asked people who actually have 28nm silicon how it is going. Unanimously it was, “TSMC 28nm yield is very good!” Altera and Xilinx are already shipping 28nm parts . The other markets I know with TSMC 28nm silicon are microprocessors, GPUs, and MCUs.

“We are far better prepared for 28nm than we were for 40nm. Because we took it so much more seriously. We were successful on so many different nodes for so long that we all collectively, as an industry, forgot how hard it is. So, one of the things that we did this time around was to set up an entire organization that is dedicated to advanced nodes. We have had many, many tests chips run on 28nm, we have working silicon,” said Jen-Hsun Huang, chief executive officer of Nvidia.

It is easy to blame the economy for reduced forecasts after what we went through in 2009 and the current debt problems being over reported around the world. The recent US debt debacle is an embarrassment to every citizen of the United States who votes. Next election I will not vote for ANY politician currently in office, but I digress….

So the question is: Why do you think TSMC is REALLY reporting lower 28nm revenues for 2011?

Consider this: TSMC is the first source winner for the 28nm process node, without a doubt. All of the top fabless semiconductor companies will use TSMC for 28nm including Apple, AMD, Nvidia, Altera, Xilinx, Qualcom, Boradcom, TI, LSI, Marvell, Mediatek, etc……. These companies represent 80%+ of the SoC silicon shipped in a year (my guess).

One of the lessons semiconductor executives learned at 40nm is that silicon shortages delay new product deliveries, which cause billions of dollars in lost stock valuation, which gets you fired. Bottom line is semiconductor executives will be much more cautious in launching 28nm products until there is excess capacity, which will be mid 2012 at the earliest.

Other relevant 2011 semiconductor business data points:

[LIST=1]

  • The Android tablet market is DOA (iPad2 rules!)
  • The PC market is dying (Smartphone and tablets, Duh)
  • Mobile phones are sitting on the shelf (Are we all waiting for the iPhone5?)
  • Anybody buying a new car this year? Not me.
  • Debt, debt, unemployment, debt, debt, debt…….

    Not all bad news though, last Friday was the 30[SUP]th[/SUP] anniversary of the day I met my wife and here is how great of a husband I am: First I went with my wife to her morning exercise class. 30+ women and myself dancing and shaking whatever we got. It was a very humbling experience, believe me! Next was a picnic on Mt Diablo recreating one of our first dates, then dinner and an open air concert at Blackhawk Plaza. Life as it should be!



  • TSMC Financial Status Plus OIP Update!

    TSMC Financial Status Plus OIP Update!
    by Daniel Nenni on 07-05-2011 at 8:00 am

    Interesting notes from my most recent Taiwan trip: Taiwan unemployment is at a record low. Scooters once again fill the streets of Hsinchu! TSMC will be passing out record bonuses to a record amount of people. TSMC Fab expansions are ahead of schedule. The new Fab 15 in Taichung went up amazingly fast with equipment moving in later this year. When was the last time you saw a fab built ahead of schedule and under budget? Simply amazing! Taiwan is also ready to overtake Japan as the world’s largest semiconductor materials market. The Taiwan market grew from $6.9 billion in 2009 to estimated $9.1 billion in 2010, showing 36%+ growth. Go Taiwan!

    The Motley Fool did a nice TSMC financial article with pretty pictures. I like pretty pictures. The bottom line is that not only is TSMC the largest semiconductor foundry, TSMC is also the most profitable. The important point here is margins. Margins translates into pricing flexibility as supply outpaces demand, which is coming, believe it! Semiconductor manufacturing capacity utilization today is running at 90%+ in most segments. With all the new fab space coming online from TSMC, Samsung, Intel, and GlobalFoundries in 2012 it may be a different story. Either way TSMC wins.

    Unfortunately Motley Fool does not know semiconductors as they listed NVIDIA and LDK Solar as industry peers/competitors! DOH! One of the most amusing things I do for money is consult with Wall Street types and explain exactly what the semiconductor market is and who the real players are. I also slip in some EDA and Semi IP information whenever possible. Even with the recent acquisitions, Wall Street simply does not care about EDA, but I digress.

    The one semi-relevant example Motley Fool uses is number four foundry, SMIC. TSMC Gross Margins are 49.6% versus SMIC at 20.8%. UMC, the number two foundry, is at 27.5%. GlobalFoundries financials are private but I will see what I can find out. Intel and Samsung will never tell foundry capacity or margin numbers so I shouldn’t even be mentioning them in the same paragraph as the real foundries.

    Coming this fall from TSMC is the new and improved Open Innovation Platform Ecosystem Forum. TSMC is preparing a massive design ecosystem event on Tuesday, October 18th at the San Jose Convention Center. A call for papers already went out, 18 papers will be presented to an open forum of industry executives from TSMC, ecosystem partners, and customers. This is a DO NOT MISS event! There will be focused breakout sessions on all manner of design issues AND a pavilion with around 80 TSMC Design Ecosystem partners showing their wares. Plus, I will be there (free food), such a deal. The food is always good at TSMC events!

    The Open Innovation Platform® is the substantiation of TSMC’s Open Innovation model that brings together the thinking of customers and partners under the common goal of shortening design time, minimizing time-to-volume and speeding time-to-market, and ultimately time-to-money.

    No doubt this event will be sold out. Follow SemiWiki.com for TSMC OIP updates coming soon.

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    TSMC Versus Intel: The Race to Semiconductors in 3D!

    TSMC Versus Intel: The Race to Semiconductors in 3D!
    by Daniel Nenni on 06-26-2011 at 4:00 pm

    While Intel is doing victory laps in the race to a 3D transistor (FinFet) @ 22nm, TSMC is in production with 3D IC technology. A 3D IC is a chip in which two or more layers of active electronic components are integrated both vertically and horizontally into a single circuit. The question is which 3D race is more important to the semiconductor industry today?

    Steve Liebson did a very nice job in his blogs: Are FinFETs inevitable at 20nm? “Yes, no, maybe” says Professor Chenming Hu (Part I) and (Part II). DR. Chenming Hu is considered an expert on the subject and is currently a TSMC Distinguished Professor of Microelectronics at University of California, Berkeley. Prior to that he was he was the Chief Technology Officer of TSMC. Hu coined the term FinFET 10+ years ago when he and his team built the first FinFETs and described them in a 1999 IEDM paper. The name FinFET because the transistors (technically known as Field Effect Transistors) look like fins. Hu didn’t register patents on the design or manufacturing process to make it as widely available as possible and was confident the industry would adopt it. Well, it looks like he was right!

    In May of this yearIntel announced Tri-Gate (FinFET) 3D transistor technology at 22nm for the Ivy Bridge processor citing significant speed gains over traditional planar transistor technology. Intel also claims the Tri-Gate transistors are so impressively efficient at low voltages they will make the Atom processor much more competitive against ARM in the low power mobile internet market. Intel has a nice “History of the Transistor” backgrounder HERE in case you are interested.

    Time will tell but I think this could be another one of Intel’s billion dollar mistakes. A “significant” speed-up for Ivy Bridge I will give them, but a low power competitive Atom? I don’t think so. TSMC’s 3D IC technology on the other hand is said to achieve performance gains of about 30% while consuming 50% less power. Intel already owns the traditional PC market so trading the speed-up of 3D transistor technology for lower power planar transistors is a mistake. A mistake that will allow ARM to continue to dominate the lucrative smartphone and tablet market.

    Intel also does not mention 22nm Tri-Gate manufacturing costs which is key if they are serious about the foundry business. I still say they are not serious and this is another supporting data point. Foundry capacity will soon outpace demand so low manufacturing costs will be a critical competitive advantage.

    TSMC has chosen to wait until 14nm to bring 3D transistor technology to the foundry business. Given that TSMC is the undisputed foundry champion and the father of the FinFet is a “TSMC Distinguished Professor of Microelectronics at University of California”, my money is again on TSMC. I won my previous bet of Gate-last HKMG (TSMC) versus Gate-first (IBM/Samsung) so I’m letting it ride on 14nm being the correct node for FinFets.

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    New TSMC 28nm Design Ecosystem!

    New TSMC 28nm Design Ecosystem!
    by Daniel Nenni on 05-28-2011 at 9:23 pm

    TSMC rolled out the new reference flows for 28nm design as part of the Open Innovation Platform. The biggest surprise (to me) is that Cadence is STILL in the TSMC reference flows!

    The updated TSMC OIP wiki is here, the Reference Flow 12.0 wiki can be found here, the AMS 2.0 reference flow wiki is here, and the official TSMC PR is here. The latest slides are included in the wikis for your viewing pleasure. TSMC customers can download the official materials at TSMC Online.

    “TSMC customers can immediately take advantage of our 28nm advanced technology and manufacturing capacity while preparing for 20nm in the near future,” said Cliff Hou, TSMC Senior Director, Design and Technology Platform. “We have enabled customers to achieve their product design goals by closely collaborating with our EDA and IP partners to deliver a solid 28nm design ecosystem. In addition, the introduction of Reference Flow 12.0 and AMS Reference Flow 2.0 address critical design issues for the next generation of 28nm and 20nm applications.”

    This announcement is a big fat hairy deal for several reasons:

    [LIST=1]

  • Cadence is still partners with TSMC
  • 2.5D design
  • Emerging companies dominate
  • 28nm Power, Performance and DFM Design Enablement

    While Cadence executives pledge their allegiance to the open TSMC iPDK standard, Cadence product people continue to release INCOMPATIBLE products. The upcoming release of Virtuso GXL 6.1.5 (the high end version) will NOT allow a non SKILL based PDK to run (core dumps). My guess is that Virtuoso XL and L versions will soon follow. How will Cadence get away with this travesty? Big Cadence customers (80% of their revenue base) build their own PDK’s even if they use TSMC. Closed skill based PDK’s for Cadence customers versus open PDK’s for everyone else, great corporate strategy……. NOT! Cadence will be punished for this short sighted behavior by customers, it’s coming, believe it.

    TSMC will be the first fully 3D IC design capable foundry, no argument there. 2.5D design includes multiple dies to be integrated with a silicon interposer. Reference Flow 12.0 features new design capabilities in: floor planning, P&R, IR-drop, and thermal analysis to accommodate multiple nodes simultaneously. Also included is a new design for test methodology for 2.5D design.

    In addition to the “EDA Monopoly”, emerging companies continue to impregnate the TSMC reference flows:

    Apache, Arteris, AtopTech, Carbon Design System, CLK DA, Extreme DA, Sigrity, Sonics, SpringSoft, Berkeley DA, Ciranova, CST, EdXact SA, CWS, Helic, Integrand, Lorentz, and my personal favorite Solido DA. EDA innovation comes from emerging companies so TSMC is doing the semiconductor design ecosystem a big fat hairy favor here by putting new tools in silicon. NO OTHER FAB DOES THIS!

    Timing degradation from wire and via resistance, power leakage, hotspot checking and fixing are also addressed in the reference flows. Smaller geometries bring bigger problems, believe it.

    TSMC has a monster booth at DAC with a partner pavilion. The TSMC DAC page is herewith:

    In case you don’t follow my Twittering @DanielNenni: TSMC and UMC will be back at 95% utilization in Q3 due to surging orders from the mobile internet craze. Most of which include ARM processors @ 40nm bearing the names: Snapdragon for Qualcomm, Tegra2 for NVIDIA, Armada for Marvell, and i.MX for Freescale at TSMC and OMAP4 for Texas Instruments at UMC. TSMC also has 100+ tape-outs coming in at 28nm so don’t expect excess fab capacity anytime soon.

    Taiwan was absolutely crazy this month. The drought continues, the streets of Hsinchu were packed with scooters, and at2pmon Wednesday there was a bombing drill. For 30 minutes we were required to stay inside while the streets were cleared. This has been going on for years and it reminded me of elementary school where we hid from atomic bombs (cold war) under our desks.

    Don’t forget to share this on LinkedIn:


  • TSMC Conference Call is a 6.5 on the Richter Scale

    TSMC Conference Call is a 6.5 on the Richter Scale
    by Daniel Nenni on 04-28-2011 at 12:17 am

    TSMC continues to drive the economic recovery with impressive Q1 numbers and an even more impressive Q2 and Q3 outlook. TSMC is my economic bellwether due to its diverse customer base and shear volume of consumer electronics silicon. The big surprise in the 1 hour Q1 conference call is a new Giga Fab (#15) ground breaking this year for added 40nm and 28nm production. This is TSMCs 3[SUP]rd[/SUP] Giga Fab which can produce 100,000+ wafers per month. So the TSMC strategy is clear, economies of scale, out produce your competitors and prepare for a wafer price war like no other.

    Coincidently I’m in Taiwan this week and yes, another earthquake hit, this time just hours before my arrival. As I blogged before, my Taiwan friends think I bring California earthquakes to Taiwan. My first was in September 1999, then again in July 2009. This year my earthquake karma is better. My Taiwan trips usually start with a 6am Monday morning arrival and a 7pm Thursday evening departure. My March trip ended early so I was in the air for the Thursday 6.9 earthquake. This trip started late with a Monday evening arrival so again I was in the air for the Monday 6.5 quake. I am now required by the Taiwan government to give 30 days advance notice upon my arrival so they can be earthquake prepared. No Fab damage was reported after Monday’s quake.

    The other big surprise for some is that TSMC 28nm production will start the end of Q2 2010. Dr. Shang-Yi Chiang, Vice President of TSMC R&D, confirmed that “TSMC plans to start trial-run production of 28-nanometer technology in June”, which is what he told me personally at our April 13th meeting. GlobalFoundries told me 28nm trial-run production is scheduled for Q1 2011 so TSMC is still 6 months ahead. GlobalFoundries also announced a 20nm node, again following TSMC.

    On the financial side, TSMC’s balance sheet can be found here, conference call materials here, management report here, earnings release here, and the conference call transcript here. The most interesting numbers to me are the Revenue by Applications which showed gains in communications and consumer electronics but a decrease in computers. Also Revenue by Technology: Advanced process technologies (0.13-micron and below) accounted for 71% of wafer revenues, 90-nanometer process technology accounted for 17% of wafer revenues, 65-nanometer 27%, and 40-nanometer jumped to 14% of total wafer sales.

    Moving forward, TSMC expects Q2 sales to reach T$100-102 billion from Q1 T$92.19 billion, beating market expectations. TSMC also said second-quarter gross profit margin should be 48-50 percent, compared with the 47.9 percent in the previous three months. TSMC expects an operating profit margin of 36.5-38.5 percent, versus the first quarter’s 37%.

    Clearly semiconductor manufacturing outsourcing is moving forward at a rapid pace. TSMC Chairman and CEO Morris Chang forecast 2010 sales in the global semiconductor market (+22%) will again be outpaced by foundry market growth (+36%). Unfortunately, with all electronics sectors showing stronger than seasonal demand, wafer rationing is amongst us.

    According to Morris Chang:

    “We have been building capacity as fast as we could and the result is still that demand is 30 per cent greater than supply”

    “TSMC’s plants are likely to continue to run at full capacity for the next year”

    “In the very short term [over the next nine to 12 months], it makes no sense to ask our customers to give us more orders [because of the lack of capacity]“

    “Perhaps in a year or two our utilisation will drop below 100 per cent, but we’ll take that in stride”


    Process Design Kits: PDKs, iPDKs, openPDKs

    Process Design Kits: PDKs, iPDKs, openPDKs
    by Paul McLellan on 03-24-2011 at 5:28 pm

    One of the first things that needs to be created when bringing up a new process is the Process Design Kit, or PDK. Years ago, back when I was running the custom IC business line at Cadence, we had a dominant position with the Virtuoso layout editor and so creating a PDK really meant creating a Virtuoso PDK, and it was a fairly straightforward task for those process generations.

    The PDK contains descriptions of the basic building blocks of the process: transistors, contacts etc and are expressed algorithmically as PCells so that they automatically adjust depending on their parameters. For example, as a contacted area gets larger, additional contact openings will be created (and perhaps even removed, depending on the design rules).

    Two things have changed. Firstly, Virtuoso is no longer the only game in town. All the major EDA companies have their own serious offerings in the custom layout space, plus there are others. But none of these other editors can read a Virtuoso PDK which is based on Cadence’s SKILL language. The second thing that has changed is that design rules are so much more complex that creating the PDK is a significant investment. Creating multiple PDKs for each layout editor is more work still, and work that doesn”t really bring a lot of value to either the foundry or the user.

    Since Cadence isn’t about to put its PDKs (and PCells) into the public domain as a standard everyone can use, a new standard was needed. The Interoperable PDK Libraries Alliance (IPL), working with TSMC, standardized on using Ciranova’s PyCell approach (based on Python rather than SKILL) and created the iPDK which is supported by all the layout editors (even Virtuoso, at least unofficially).

    But if one standard is good, two is even better right? Well, no. But there is a second portable PDK standard anyway called OpenPDK, being done under the umbrella of Si2, although the work just started last year and hasn’t yet delivered actual PDKs.

    There is a lot of suspicion around the control of these standards. iPDK is seen as a TSMC standard and, as a result, Global Foundries won’t support it. They only support the Virtuoso PDK, which seems a curious strategy for a #2 player wanting to steal business from TSMC and its customers. Their Virtuoso-only strategy makes it unnecessarily hard for layout vendors to support customers who have picked other layout systems.

    Si2 is perceived by other EDA vendors as being too close to Cadence (they also nurture OpenAccess and CPF, which both started off internally inside Cadence) and so there is a suspicion that it is in Cadence’s interests to have an open standard but one that is less powerful than the Virtuoso PDK. Naturally, Cadence would like to continue to be the leader in the layout space for as long as possible.

    It remains to be seen how this will all play out. It would seem to be in the foundries interests to have a level playing field in layout systems, instead of a de facto Cadence monopoly. TSMC clearly thinks so. However, right now Global seems to be doing what it can to prop up the monopoly, at least until OpenPDK delivers.

    lang: en_US


    Moore’s Law and Semiconductor Design and Manufacturing

    Moore’s Law and Semiconductor Design and Manufacturing
    by Daniel Nenni on 03-12-2011 at 4:51 am

    The semiconductor design and manufacturing challenges at 40nm and 28nm are a direct result ofMoore’s Law, the climbing transistor count and shrinking geometries. It’s a process AND design issue and the interaction is at the transistor level. Transistors may be shrinking, but atoms aren’t. So now it actually matters when even a few atoms are out of place. So process variations, whether they are statistical, proximity, or otherwise, have got to be thoughtfully accounted for, if we are to achieve low-power, high-performance, and high yield design goals.

    "The primary problem today, as we take 40 nm into production, is variability,” he says. “There is only so much the process engineers can do to reduce process-based variations in critical quantities. We can characterize the variations, and, in fact, we have very good models today. But they are time-consuming models to use. So, most of our customers still don’t use statistical-design techniques. That means, unavoidably, that we must leave some performance on the table.”Dr. Jack Sun, TSMC Vice President of R&D

    Transistor level design which lnclude Mixed Signal, Analog/RF, Embedded Memory, Standard Cell, and I/O, are the most susceptible to parametric yield issues caused by process variation.

    Process variation may occur for many reasons during manufacturing, such as minor changes in humidity or tempature changes in the clean-room when wafers are transported, or due to non uniformities introduced during process steps resulting in variation in gate oxide, doping, and lithography; bottom line it changes the performance of the transistors.

    The most commonly used technique for estimating the effects of process variation is to run SPICE simulations using digital process corners provided by the foundry as part of the spice models in the process design kit (PDK). This concept is universally familiar to transistor level designers, and digital corners are generally run for most analog designs as part of the design process.

    Digital process corners are provided by the foundry and are typically determined by Idsat characterization data for N and P channel transistors. Plus and minus three sigma points maybe selected to represent Fast and Slow corners for these devices. These corners are provided to represent process variation that the designer must account for in their designs. This variation can cause significant changes in the duty cycle and slew rate of digital signals, and can sometimes result in catastrophic failure of the entire system.
    However, digital corners have three important characteristics that limit their use as accurate indicators of variation bounds especially for analog designs:

    • Digital corners account for global variation, are developed for a digital design context and are represented as “slow” and “fast” which is irrelevant in analog design.
    • Digital corners do not include local variation effects which is critical in analog design.
    • Digital corners are not design-specific which is necessary to determine the impact of variation on varying analog circuit and topology types.

    These characteristics limit the accuracy of the digital corners, and analog designers are left with considerable guesswork or heuristics as to the true effects of variation on their designs. The industry standard workaround for this limitation has been to include ample design margins (over-design) to compensate for the unknown effects of process variation. However, this comes at a cost of larger than necessary design area, as well as higher than necessary power consumption, which increases manufacturing costs and makes products less competitive. The other option is to guess at how much to tighten design margins, which can put design yield at risk (under-design). In some cases under and over-design can co-exist for different output parameters for a circuit as shown below. The figure shows simulation results for digital corners as well as Monte Carlo simulations which are representative of the actual variation distribution.

    To estimate device mismatch effects and other local process variation effects, the designer may apply a suite of ad-hoc design methods which typically only very broadly estimate whether mismatch is likely to be a problem or not. These methods often require modification of the schematic and are imprecise estimators. For example, a designer may add a voltage source for one device in a current mirror to simulate the effects of a voltage offset.

    The most reliable and commonly used method for measuring the effects of process variation is Monte Carlo analysis, which simulates a set of random statistical samples based on statistical process models. Since SPICE simulations take time to run (seconds to hours) and the number of design variables is typically high (1000s or more), it is commonly the case that the sample size is too small to make reliable statistical conclusions about design yield. Rather, Monte Carlo analysis is used as a statistical test to suggest that it is likely that the design will not result in catastrophic yield loss. Monte Carlo analysis typically takes hours to days to run, which prohibits its use in a fast, iterative statistical design flow, where the designer tunes the design, then verifies with Monte Carlo analysis, and repeats. For this reason, it is common practice to over-margin in anticipation of local process variation effects rather than to carefully tune the design to consider the actual process variation effects. Monte Carlo is therefore best suited as a rough verification tool that is typically run once at the end of the design cycle.

    The solution is a fast, iterative AMS Reference Flow that captures all relevant variation effects into a design-specific corner based flow which represents process variation (global and local) as well as environmental variation (temperature and voltage).

    Graphical data provided by Solido Design Automation‘s Variation Designer.


    TSMC 2011 Technology Symposium Theme Explained

    TSMC 2011 Technology Symposium Theme Explained
    by Daniel Nenni on 03-09-2011 at 6:49 pm

    The 17[SUP]th[/SUP] Annual TSMC Technology Symposium will be held in San Jose California on April 5[SUP]th[/SUP], 2011. Dr. Morris Chang will again be the keynote speaker. The theme this year is “Trusted Technology and Capacity Provider”and I think it’s important to not only hear what people are saying but also understand why they are saying it, so that is what this blog is all about.

    You can bet TSMC spent a lot of time on this theme, crafting every word. When dealing with TSMC you have to factor in the Taiwanese culture which is quite humble and reserved. Add in the recent semiconductor industry developments that I have been tweeting and I offer you an Americanized translation for “Trusted Technology and Capacity Provider”, a phrase made famous by the legendary rock band Queen “We are the Champions!”

    DanielNenni #TSMC said to make 40nm Chipset for #INTEL’s Ivy Bridge CPU:
    http://tinyurl.com/46qk89b March 5

    DanielNenni #AMD contracts #TSMC to make another CPU Product:
    http://tinyurl.com/4lel5zy March 2

    DanielNenni #Apple moves #SAMSUNG designs to #TSMC:
    http://tinyurl.com/64ofq67 February 15

    DanielNenni #TSMC 2011 capacity 2 rise 20%
    http://tinyurl.com/4j5v6qtFebruary 15

    DanielNenni #SAMSUNG orders 1M #NVIDIA #TEGRA2 (#TSMC) chips:
    http://tinyurl.com/4aa2xo6February 15

    DanielNenni #TSMC and #NVIDIA ship one-billionth GPU:
    http://tinyurl.com/4juzdvd January 13

    TRUST in the semiconductor industry is something you earn by telling people what you are going to do then doing it. After inventing and leading the pure-lay foundry business for the past 21 years you have to give them this one: TSMC is the most trusted semiconductor foundry in the world today.

    TECHNOLOGY today is 40nm, 28nm, and 20nm geometries. Being first to a semiconductor process node is a technical challenge, but also a valuable learning experience, and there is no substitute for experience. TSMC is the semiconductor foundry technology leader.

    CAPACITY is manufacturing efficiency. Capacity is yield. Capacity is the ability to ship massive quantities of wafers. From MiniFab to MegaFab to GigaFab,TSMC is first in semiconductor foundry capacity.

    Now that you have read the blog let me tell you why I wrote it. The semiconductor foundry business is highly competitive which breeds innovation. Innovation is good, I like innovation, and would like to see more of it. Other foundries take note, the foundry business is all about TRUST, TECHNOLOGY, and CAPACITY.

    Right now I’m sitting across from Tom Quan, TSMC Design Methodology & Service Marketing, in the EVA Airways executive lounge. Both Tom and I are flying back from Taiwan to San Jose early to participate in tomorrow’s Design Technology Forum. Tom is giving a presentation on “Successful Mixed Signal Design on Advanced Nodes”. I will be moderating a panel on “Enabling True Collaboration Across the Ecosystem to Deliver Maximum Innovation”. I hope to see you there.