TSMC 2023 North America Technology Symposium Overview Part 2

TSMC 2023 North America Technology Symposium Overview Part 2
by Daniel Nenni on 04-26-2023 at 8:00 pm

TSMC N3 Update 2023

The next topic I would like to cover is an update to the TSMC process node roadmap starting with N3. As predicted, N3 will be the most successful node in the TSMC FinFET family. The first version of N3 went into production at the end of last year (Apple) and will roll out with other customers in 2023. There is a reported record amount of N3x design starts in process and from what I have heard from the IP ecosystem, that will continue.

Not only is N3 easy to design to, the PPA and yield is exceeding expectations. While I’m hearing good things about N2 I still think the mainstream chip designers will stick to N3 for quite some time and the ecosystem agrees.

Meanwhile the competition is still working on 3nm. Intel 3 for foundry customers is still in process and Samsung 3nm was skipped by all. I still have not heard of a successful tape-out to Samsung 3nm from a customer name that I recognize.

Here are the TSMC N3 accomplishments from the briefing:

  • N3 is TSMC’s most advanced logic technology and entered volume production in the fourth quarter of 2022 as planned; N3E follows one year after N3 and has passed technology qualification and achieved the performance and yield targets.
  • Compared with N5, N3E offers 18% speed improvement at the same power, 32% power reduction at the same speed, a logic density of around 6X, and a chip density of around 1.3X.
  • N3E has received the first wave of customer product tape-outs and will start volume production in the second half of 2023.
  • Today, TSMC is introducing N3P and N3X to enhance technology values and offer additional performance and area benefits while preserving design rule compatibility with N3E to maximize IP reuse.
  • For the first 3 years since inception, the number of new tape-outs for N3 and N3E is 5 to 2X that of N5 over the same period, because of TSMC’s technology differentiation and readiness.
  • N3P: Offers additional performance and area benefits while preserving design rule compatibility with N3E to maximize IP reuse. N3P is scheduled to enter production in the second half of 2024, and customers will see 5% more speed at the same leakage, 5-10% power reduction at the same speed, and 1.04X more chip density compared with N3E.
  • N3X: Expertly tuned for HPC applications, N3X provides extra Fmax gain to boost overdrive performance at a modest trade-off with leakage. This translates to 5% more speed versus N3P at drive voltage of 1.2V, with the same improved chip density as N3P. N3X will enter volume production in 2025.
  • Today, TSMC introduced the industry’s first Auto Early technology on 3nm, called N3AE. Available in 2023, N3AE offers automotive process design kits (PDKs) based on N3E and allow customers to launch designs on the 3nm node for automotive applications, leading to the fully automotive-qualified N3A process in 2025.

TSMC N3 will be talked about for many years. Not only did TSMC execute as promised, the competition did not, so it really is a perfect semiconductor storm. The result being a very N3 focused industry ecosystem that will be impossible to beat, absolutely.

Here are the TSMC N2 accomplishments from the media briefing:

  • N2 volume production is targeted for 2025; N2P and N2X are planned for 2026.
  • Performance of the nanosheet transistor has exceeded 80% of TSMC’s technology target while demonstrating excellent power efficiency and lower Vmin, which is a great fit for the energy-efficient compute paradigm of the semiconductor industry.
    • TSMC has exercised N2 design collateral in the physical implementation of a popular ARM A715 CPU core to measure PPA improvement: Achieved a 13% speed gain at the same power, or 33% power reduction at the same speed at around 0.9V, compared to the N3E high-density 2-1 fin standard cell.
  • Part of the TSMC N2 technology platform, a backside power rail provides additional speed and density boost on top of the baseline technology.
    • The backside power rail is best suited for HPC products and will be available in the second half of 2025.
    • Improves speed by more than 10-12% from reducing IR drop and signal RC delays.
    • Reduces logic area by 10-15% from more routing resources on the front side.

Remember, N2 is nanosheets, which, unlike FinFETs, is not open source technology so this is really going to be a challenge for design and the supporting ecosystem which gives TSMC a very strong advantage. TSMC also mentioned what follows nanosheets which I found quite interesting. I’m sure we will hear more about this at IEDM 2023:

  • Transistor architecture has evolved from planar to FinFET and is about to change again to nanosheet.
  • Beyond nanosheet, TSMC sees vertically stacked NMOS and PMOS, known as CFET, as one of the key process architecture choices going forward.
    • TSMC estimates the density gain would fall between 5 to 2X after factoring in routing and process complexity.
  • Beyond CFET, TSMC made breakthroughs in low dimensional materials such as carbon nanotubes and 2D materials which could enable further dimensional and energy scaling.

For the record, TSMC has deployed 288 distinct process technologies and manufactured 12,698 products for 532 customers and counting. There is no stopping this train so you might as well jump on with the rest of the semiconductor industry.

Also Read:

TSMC 2023 North America Technology Symposium Overview Part 1

TSMC 2023 North America Technology Symposium Overview Part 3

TSMC 2023 North America Technology Symposium Overview Part 4

TSMC 2023 North America Technology Symposium Overview Part 5


TSMC 2023 North America Technology Symposium Overview Part 1

TSMC 2023 North America Technology Symposium Overview Part 1
by Daniel Nenni on 04-26-2023 at 6:00 pm

Advanced Technology Roadmap

The TSMC 2023 North America Technology Symposium happened today so I wanted to start writing about it as there is a lot to cover. I will do summaries and other bloggers will do more in-depth coverage on the technology side in the coming weeks. Having worked in the fabless semiconductor ecosystem the majority of my 40 year semiconductor career and writing about it since 2009 I may have a different view of things than the other media sources so stay tuned.

First some items from the opening presentation. As I have mentioned before, AI is driving the semiconductor industry and North America is leading the way with a reported 43% of the world wide AI business. With AI you have 5G since tremendous amounts of data have to be both processed and communicated from the edge to the cloud and back again and again and again.

Due to this tremendous industry driver, TSMC expects the global semiconductor market to approach $1 trillion by 2030 as demand surges from HPC-related applications with 40% of the market, smartphone at 30%, automotive at 15%, and IoT at 10%.

Of course in 2023 we will experience a revenue pothole which C.C. Wei joked about. C.C. said he would not give a forecast this year since he was wrong in saying TSMC would again experience double digit growth in 2023. It is now expected to be single digit decline and it could be even worse than that if you believe other industry sources. Since the TSMC forecast is derived from customer forecasts they were wrong too, there is plenty of blame to share and joke about, which C.C. did.

I still blame the pandemic for the horrible forecasting of late, truly a black swan event. Personally I think the foundry business and TSMC specifically is in the strongest position today so I have no worries whatsoever.

I had flashbacks to when Morris Chang spoke at the symposiums during the C.C. Wei presentation. I see a lot of Morris in C.C. but I also see a very focused man who is not afraid to ask for purchase orders. I also see a much stronger competitive nature in C.C. and I would never want to be on the wrong side of that, absolutely.

“Our customers never stop finding new ways to harness the power of silicon to create innovations that shall amaze the world for a better future,” said Dr. C.C. Wei, CEO of TSMC. “In the same spirit, TSMC never stands still, and we keep enhancing and advancing our process technologies with more performance, power efficiency, and functionality so their pipeline of innovation can continue flowing for many years to come.”

I sometimes tell my family that I don’t want to talk about my accomplishments because it will seem like bragging and I’m much too humble to brag. This is actually true with TSMC so here are some of their accomplishments from the briefing:

  • Together with partners, TSMC created over 12,000 new, innovative products, on approximately 300 different TSMC technologies in 2022.
  • TSMC continues to invest in advanced logic technologies, 3DFabric, and specialty technologies to provide the right technologies at the right time to empower customer innovation.
  • As our advanced nodes evolve from 10nm to 2nm, our power efficiency has grown at a CAGR of 15% over a span of roughly 10 years to support the semiconductor industry’s incredible growth.
  • The CAGR of TSMC’s advanced technology capacity growth will be more than 40% during the period of 2019 to 2023.
  • As the first foundry to start volume production of N5 in 2020, TSMC continues to improve its 5nm family offerings by introducing N4, N4P, N4X, and N5A.
  • TSMC’s 3nm technology is the first in the semiconductor industry to reach high-volume production, with good yield, and the Company expects a fast and smooth ramping of N3 driven by both mobile and HPC applications.
  • In addition, to push scaling to enable smaller and better transistors for monolithic SoCs, TSMC is also developing 3DFabric technologies to unlock the power of heterogeneous integration and increase the number of transistors in a system by 5X or more.
  • TSMC’s specialty technology investment experienced more than 40% CAGR from 2017 to 2022. By 2026, TSMC expects to grow specialty capacity by nearly 50%.

The two customer CEO presentations that followed C.C. were quite a contrast. ADI has been a long and trusted TSMC customer where as Qualcomm has been foundry hopping since the beginning of fabless time. I remember working with QCOM on a 40nm design that was targeted to four different fabs. TSMC did the hard work first then it went to UMC, SMIC, and Chartered for high volume manufacturing.  QCOM has a new CEO and TSMC has CC Wei so that may change. The benefits of being loyal to TSMC have grown dramatically since the planar days so we shall see.

Also Read:

TSMC 2023 North America Technology Symposium Overview Part 2

TSMC 2023 North America Technology Symposium Overview Part 3

TSMC 2023 North America Technology Symposium Overview Part 4

TSMC 2023 North America Technology Symposium Overview Part 5


TSMC has spent a lot more money on 300mm than you think

TSMC has spent a lot more money on 300mm than you think
by Scotten Jones on 04-06-2023 at 10:00 am

Slide1

Up until November of 2022, IC Knowledge LLC was an independent company and had become the world leader in cost and price modeling of semiconductors. In November 2022 TechInsights acquired IC Knowledge LLC and IC Knowledge LLC is now a TechInsights company.

For many years, IC Knowledge has published a database tracking all the 300mm wafer fabs in the world. Compiled from a variety of public and private sources, we believe the 300mm Watch database is the most detailed database of 300mm wafer fabs available. IC Knowledge LLC also produces the Strategic Cost and Price Model that provides detailed cost and price modeling for 300mm wafer fabs as well as detailed equipment and materials requirements. The ability to utilize both products to analyze a company provides a uniquely comprehensive view and we recently utilized these capabilities to do a detailed analysis of TSMC’s 300mm wafer fabs.

One way we check the modeling results of the Strategic Cost and Price Model is to compare the modeled spending on 300mm fabs for TSMC to their reported spending. Since the early 2000s nearly all of TSMC’s capital spending has been on 300mm wafer fabs and the Strategic Model covers every TSMC 300mm wafer fab.

Figure 1 presents an analysis of TSMC’s cumulative capital spending by wafer fab site from 2000 to 2023 and compares it to the reported TSMC capital spending.

Figure 1. TSMC Wafer Fab Spending by Fab.

In figure 1 there is a cumulative area plot by wafer fab calculated using the Strategic Cost and Price Model – 2023 – revision 01 – unreleased, and a set of bars representing TSMC’s reported capital spending. One key thing to note about this plot is the Strategic Cost and Price Model is a cost and price model and fabs don’t depreciate until they are put on-line, therefore the calculated spending from the model is for when the fabs come on-line whereas the reported TSMC spending is when the expenditure is made regardless of when it comes on-line. TSMC’s capital spending also includes some 200mm fab, and mask and packaging spending. The TSMC reported spending is adjusted as follows:

  1. In the early 2000s estimated 200mm spending is subtracted from the totals. In some cases, TSMC announced what portion of capital spending was 200mm. In the overall cumulative total through 2022 this is a not a material amount of spending.
  2. Recently roughly 10% of TSMC’s capital spending is for masks and packaging, TSMC discloses this and it is subtracted from the total.
  3. When capital equipment is acquired but not yet put on-line, it is accounted for as assets in progress and this number is disclosed in financial filings. We subtract this number from the reported spending because the Strategic Model calculates on-line capital.

Note that fabs 12 and 20 are/will be in Hsinchu – Taiwan, Fabs 14 and 18 are in Tainan – Taiwan, Fab 15 is in Taichung – Taiwan, Fab 16 is in Nanjing – China, Fab 21 is in Arizona – United States, Fab 22 is planned for Kaohsiung – Taiwan and Fab 23 is being built in Kumamoto – Japan.

Some interesting conclusions from this analysis:

TSMC has spent roughly $135 billion dollars on 300mm wafers fabs through 2022. This number should break $200 billion dollars in 2024.

Fab 18 is TSMC’s most expensive fab (5nm and 3nm production), we expect that site to exceed $100 billion dollars in investment next year. Interestingly Fab 18 is right next to Fab 14 where an investment of more than $30 billion dollars has taken place and the combination next year will approach $140 billion dollars!

The capital investment of roughly $135 billion dollars in 300mm fabs just by TSMC is an amazing number, perhaps even more amazing is the investment is accelerating, should break $200 billion dollars in 2024 and could break $400 billion dollars by 2030.

Customers that license our 300mm Watch channel not only get the 300mm watch database along with regular updates, they also get access to this recent TSMC analysis and will also get access to a similar analysis we are doing of Samsung. For information on the 300mm Watch database or Strategic Cost and Price Model please contact sales@techinsights.com

Also Read:

SPIE Advanced Lithography Conference 2023 – AMAT Sculpta® Announcement

IEDM 2023 – 2D Materials – Intel and TSMC

IEDM 2022 – TSMC 3nm

IEDM 2022 – Imec 4 Track Cell


3DIC Physical Verification, Siemens EDA and TSMC

3DIC Physical Verification, Siemens EDA and TSMC
by Daniel Payne on 02-07-2023 at 10:00 am

3DIC min

At SemiWiki we’ve written four times now about how TSMC is standardizing on a 3DIC physical flow with their approach called 3Dblox, so I watched a presentation from John Ferguson of Siemens EDA to see how their tool flow supports this with the Calibre tools. With a chiplet-based packaging flow there are new physical verification challenges, so the response at Siemens EDA was to develop Calibre 3DSTACK, which supports 3DIC and enables thermal analysis.

2.5DIC Interconnect

Physical checks for DRC ensure that substrate interfaces are correct with: alignment, overlaps, scaling and die-to-die spacings. LVS checking determines if connectivity through the interposer or package RDL are correct, compared to the golden netlist. Even the parasitics formed through the packaging interconnect need to be extracted and analyzed, as it impacts signal integrity and timing margins.

3D DRC and LVS

An early approach at 3DIC for LVS verification was to run it separately for each die to die interface, but that is impractical, instead the approach used with Calibre 3DSTACK is to check the full assembly, both DRC and LVS, with one deck, using one run.

To actually design and plan your 3DIC package assembly there’s another Siemens EDA tool called Xpedition Substrate Integrator (XSI), and that allows you to create the heterogeneous rule file, plus generate the source netlist. 3DIC package design and verification tools are shown below:

XSI and Calibre 3DSTACK

TSMC supplies the Assembly Design Kits (ADK) to support their 3Dblox tool flow, where it’s like a LEF/DEF flow, but in 3 dimensions now.

3Dblox package

Physical verification checking using the 3Dblox format is automated in this tool flow with Calibre 3DSTACK, and is independent of which tool creates the 3Dblox data.

3Dblox to Calibre 3DSTACK tool flow

In addition to 3DIC physical verification, there are new reliability issues like thermal, as the chiplets are placed in closer proximity. Temperature increases slow down silicon switching times and shorten semiconductor lifespan, which could lead to a timing or reliability failure. To find out how the package assembly impacts each chiplet, there’s another Siemens EDA tool, Simcenter Flotherm, to support the development of a thermal digital twin. With this you can get fast analysis, while in the early planning steps. Analysis results as static or dynamic heat maps are shown at the assembly, die or IP level. You can even get a post-layout netlist with the temperature coefficients of each device, which is used for signal integrity and timing analysis.

Simcenter Flotherm flow

Starting from a 3Dblox file, this thermal flow uses a 3DSTACK syntax, creating individual chip power maps across the assembly. Engineers will see wave forms or animated heat maps of the temperatures, or power can be shown at the chip or assembly level. Constraints can be specified, and then during thermal simulation any warnings or failures are noted.

Calibre and 3Dblox thermal flow

Adding thermal capabilities to support 3DIC packaging at Siemens EDA required close collaboration with TSMC.

Summary

The market excitement of 3DIC design also brings about new technology challenges, like how to perform physical verification with DRC and LVS in the most efficient method. TSMC has standardized in one format, the physical stacking and logic connectivity information, calling it 3Dblox. Siemens EDA with Calibre 3DSTACK fully supports the 3Dblox format in their DRC and LVS flows. Designing and planning 3D package assemblies is done with XSI, and new thermal analysis also uses the 3Dblox format. Thermal analysis for 3DIC packaging is also possible, allowing products to be designed to meet reliability goals.

The EDA, foundry and IP communities have collaborated together to face the new 3DIC design and verification challenges, allowing our economy to enjoy a steady stream of new products that are now reaching 100 billion transistors. The future of 3DIC is bright indeed.

Related Blogs


Advances in Physical Verification and Thermal Modeling of 3DICs

Advances in Physical Verification and Thermal Modeling of 3DICs
by Peter Bennet on 02-07-2023 at 6:00 am

Fig 1 3DIC

If, like me, you’ve been paying too little attention to historically less glamorous areas of chip design like packaging, you’ll wake up one day and realize just how much things have changed and continue to advance and how interesting it’s become.

One of the main drivers here is the increasing use of chiplets to counter the decreasing – indeed vanishing – cost gains from the latest process shrinks by allowing finer grain mapping of large sub-system blocks to their optimal process technology and optimise block reuse and design resources.

This is the sort of package scenario we’re dealing with (let’s call this an assembly of components).

The expanding world of 2.5D and 3D packaging falls between monolithic chip and PCB design, so both EDA and system level tools must be brought together to automate the process. Tasks like properly automating intra-package connectivity, checking vertical plane connections and more precise thermal modeling.

As with almost everything else in EDA these days, that means ever closer cooperation between EDA tool vendors, manufacturing and designers.

Siemens and TSMC’s work on 3DIC to jointly develop the TSMC 3Dblox standard unified design ecosystem based around Siemens’ Calibre 3DSTACK and c tools is a good example. John Ferguson’s presentation at TSMC OIP last October covered the advances here in both logical and physical verification and thermal analysis. Let’s take a closer look.

Closing the gaps in 3D Physical Verification

There are some obvious challenges here with 3DIC structures.

  • Processes may share layer names, whilst having different characteristics
  • Pin and pad names on components may be equivalent, but use different names
  • Tools need to create a combined PV deck, netlist and physical DB to verify the entire assembly and still maintain the correct rules for individual components
  • Potentially different input file formats for the components.

Packaging with heterogeneous process die creates new challenges for physical verification (PV), mainly in preparing a complete and accurate DB. Calibre 3DSTACK (see diagram below) already handled much of this PV prep – tasks like compiling the assembly physical DB with a single PV deck and computing the correct coupling between stacked die.

Adding Siemens’ Xpedition Substrate Integrator (XSI) planning tool closes the remaining gaps of describing the required components and connectivity (analagous to a spec or custom schematic), creating a merged netlist and managing the design DB; even automating the Calibre 3DSTACK verification.

One thing remains – finding a way to create adequate “library models” and “design rules” for the components. TSMC’s new 3DBlox approach does this with Assembly Design Kits (APDK) to describe the connectivity, process and assembly characteristics and design rules for each component.

Putting this all together we get a flow where can we prepare, run and debug the full assembly PV.

Thermal Analysis

3D packaging also creates greater thermal challenges including:

  • greater interaction between die
  • tougher heat dissipation challenge – greater power density due to 3D stacking
  • modeling vertical thermal gradients becomes necessary
  • modeling heatsink interaction for 3D die

Transistor performance strongly depends on temperature, so such thermal effects cannot be ignored. And these aren’t just signoff checks – we need good thermal and power modeling very early in the design and integrated into the ASIC design flow, since late changes here will create major rework.

With physical verification, the challenge was more one of verifying the top-level and component interfaces. Here it’s more about understanding the impact of the overall system on the components – and then how that feeds back into the top-level system.

A further collaboration with TSMC extended a flow built around the existing Siemens Calibre 3DSTACK and SimCenter Flotherm tools, reusing much of the infrastructure from the PV flow.

Analysis, including static and dynamic heat maps, can be carried out at assembly, die or IP level and power analysis run using mPower. Device temperature coefficients can be extracted for more precise signal and timing analysis.

Summary

Siemens and TSMC have put together a design methodology and flow to support current and future 3DICs based on proven tools (Calibre 3DSTACK and SimCenter Flotherm and with particular attention on simplifying configuration and modeling (3DBlox) and early design use. It’s something that should continue to scale as increasingly sophisticated 3D packaging technology arrives.

It’s also noteworthy that Siemens won a TSMC OIP Partner of the Year award for this work.

Further Information

The TSMC OIP presentation (“TSMC 3Dblox™ simplifies Calibre verification and analysis”) is available until May for readers with the original event registration link and code provided by TSMC.

Find out more about Calibre physical verification and 3DSTACK here:

https://eda.sw.siemens.com/en-US/ic/calibre-design/physical-verification/

https://eda.sw.siemens.com/en-US/ic/calibre-design/physical-verification/3DSTACK/

A white paper “Taking 2.5D/3DIC physical verification to the next level” is also available.

For Siemens Flotherm thermal analysis check here:

https://www.plm.automation.siemens.com/global/en/products/simcenter/flotherm.html

Also Read:

Achieving Faster Design Verification Closure

Siemens Aspires to AI in PCB Design

Building better design flows with tool Open APIs – Calibre RealTime integration shows the way forward


IEDM 2022 – TSMC 3nm

IEDM 2022 – TSMC 3nm
by Scotten Jones on 01-02-2023 at 6:00 am

TSMC CPP

TSMC presented two papers on 3nm at the 2022 IEDM; “Critical Process features Enabling Aggressive Contacted Gate Pitch Scaling for 3nm CMOS Technology and Beyond” and “A 3nm CMOS FinFlexTM Platform Technology with Enhanced Power Efficiency and Performance for Mobile SOC and High Performance Computing Applications”.

When I read these two papers prior to the presentations, my initial reaction was the first paper was describing TSMC’s N3 process and the second paper is describing the N3E process, this was confirmed by the presenter during the second presentation.

My second reaction was these papers continue TSMC’s habit of minimizing the amount of technical detail they present. As I discussed about TSMC’s 5nm paper in 2019 here there is minimal critical pitch information and in 2019 all the electrical results were normalized. In these two papers the electrical results are at least in real units, but the first paper only has Contacted Gate Pitch and the second paper only has a minimum metal pitch. I find this very frustrating, the critical pitches will be measured and disclosed as soon as parts hit the open market and insiders and TSMC’s competitors likely already know what they are, I don’t see how presenting a quality technical paper would be a problem. When Intel presented Intel 4 at the VLSI Technology Symposium last year they presented an excellent paper with all of the key data (I wrote about that paper).

N3 Paper

In the first paper, a Contacted Gate Pitch (Contacted Poly Pitch, CPP as I describe it) of 45nm is disclosed. CPP is made up of Gate Length (Lg), Contact to Spacer Thickness (Tsp), and Contact Width (Wc), as illustrated in figure 1.

Figure 1. CPP.

From figure 1. We can see TSMC has been reducing CPP for each new node by reducing all three elements that make up CPP. Logic designs are done by using standard cells and CPP is a major driver of standard cell width, therefore shrinking CPP is a key part of improving density for a new node.

Minimum Lg is a function of gate control of the channel, for example moving from single gate planar devices with unconstrained channel thickness to FinFETs with 3 gates surrounding a thin channel enabled shorter Lg. Gate control of a FinFET is weakest at the base of the fin and optimization is critical. Figure 2 illustrates DIBL versus Lg for multiple TSMC nodes and also how optimizing the fin reduced DIBL for the current work.

Figure 2. DIBL versus Lg.

The second element in shrinking CPP is the Tsp thickness. Reducing Tsp drive up parasitic capacitance unless the spacer is optimized to lower the k value. Figure 3 illustrates TSMC’s investigation of low-k spacers versus an air gap spacer. TSMC found that a low-k spacer was the best solution for scaled CPP.

Figure 3. Contact to Gate Spacer.

The final element of CPP is contact width. In this work an optimized self-aligned contact (SAC) scheme was developed that provided lower contact resistance. The left side of figure 4 illustrates the SAC and the right side illustrates the resistance improvement.

Figure 4. Self-Aligned Contact.

This work enabled the N3 process with a high-density SRAM size of 0.0199μm2. This work will also be important as TSMC moves forward to their 2nm process. At 2nm TSMC is going to move to a type of gate-all-around (GAA) architecture known as a horizontal nanosheet (HNS) and HNS enables shorter Lg (4 gates instead of three surrounding a thin gate), but Wc and Tsp will still have to be optimized.

N3E

The N3E process is described by TSMC as an enhanced version of N3, interestingly N3E is believed to implement relaxed pitches versus N3, for example CPP, M0 and M1 are all believed to be relaxed for performance and yield reasons. There are varying stories about TSMC N3 and whether it is on time or not. The way I look at it is N5 entered risk starts in 2019 and by Christmas 2020 there were Apple iPhones in store with N5 chip. N3 entered risk starts in 2021 and iPhones won’t hit the market with N3 chips until next year. In my view the process is at least 6 months late. In this paper a high-density SRAM cell size of 0.021 μm2 is disclosed. Larger than the N3 SRAM cell of 0.0199 μm2. The yields for N3 are generally described as being good with 60% to 80% mentioned.

There are two major features of this process discussed in this paper:

  1. FinFlexTM
  2. Minimum metal pitch of 23nm with copper interconnect with an “innovative” liner for low resistance.

FinFlexTM is a kind of mix and match strategy with double height cells that can be 2 fins cells on top with 1 fin cells on the bottom for maximum density, 2 fin cells over 2 fin cells as kind of mid performance and density and 3 fin cells over 2 fin cells for maximum performance. This give designers a lot of flexibility to optimize their circuits.

Figure 5 illustrates the various FinFlexTM configurations and figure 6 compares the specifications for each configuration to a standard 2 over 2 fin cell at 5nm.

Figure 5. FinFlexTM cells.

 

Figure 6. 3nm FinFlexTM cell performance versus 5nm cells.

 A plot in this paper is the via resistance distribution for the 15 level metal stack at approximately 550 ohms. In current processes power comes in through the top of the metal stack and has to travel through the via chain down to the devices, 550 ohms in a lot of resistance in a power line. This is why Intel, Samsung and TSMC have all announced backside power delivery for their 2nm class processes. With extreme wafer thinning the vias bringing power in from the backside should offer a >10x improvement in via resistance.

Comparisons

One question you may have as a reader is how this process compares to Samsung’s 3nm process. TSMC is still using FinFETs while Samsung has transitioned to GAA – HNS they call multibridge.

At 5nm by our calculations TSMC’s densest logic cells are 1.30x the density of Samsung’s densest logic cells. If you look at TSMC density values in figure 6., the 2-2 fin cells are 1.39x denser than 2-2 cells in 5nm, and the 2-1 cells offer a 1.56x density improvement. Samsung has two versions of 3nm with the SF3E (3GAE) version 1.19x denser than 5nm and the SF3 (3GAP) version 1.35x denser than 5nm, falling further behind TSMC’s industry leading density. I also believe TSMC has better performance at 3nm and slightly better power although Samsung has closed the power gap likely due to the HNS process.

Also Read:

IEDM 2022 – Ann Kelleher of Intel – Plenary Talk

Does SMIC have 7nm and if so, what does it mean

SEMICON West 2022 and the Imec Roadmap


TSMC OIP – Analog Cell Migration

TSMC OIP – Analog Cell Migration
by Daniel Payne on 12-12-2022 at 10:00 am

Analog Cell min

The world of analog cell design and migration is quite different from digital, because the inputs and outputs to an analog cell often have a continuously variable voltage level over time, instead of just switching between 1 and 0. Kenny Hsieh of TSMC presented on the topic of analog cell migration at the recent North American OIP event, and I watched his presentation to learn more about their approach to these challenges.

Analog Cell Challenges

Moving from N7 to N5 to N3 the number of analog design rules have dramatically increased, along with more layout effects to take into account. Analog cell heights tend to be irregular, so there’s no abutment like with standard cells. Nearby transistor layout impacts adjacent transistor performance, requiring more time spent in validation.

The TSMC approach for analog cells starting at the N5 node is to use layout with fixed cell heights, support abutment of cells to form arrays, re-use pre-drawn layouts of Metal 0 and below, and that are silicon validated. Inside the PDK for analog cells are active cells, plus all the other parameters for: CMOS, guard ring, CMOS tap, decap and varactor.

Analog cells now use fixed heights, placed in tracks, where you can use abutment, and even customize the transition, tap and guardring areas. All possible combinations of analog cells are exhaustively pre-verified.

Analog Cell

With this analog cell approach there is a uniform Oxide Diffusion (OD) and POlysilicon (PO), which improve silicon yields.

Analog Cell Layout

Automating Analog Cell Layout

By restricting the analog transistors inside of analog cells to use more regular patterns, then layout automation can be more readily used, like: automatic placement using templates, automatic routing with electrically-aware widths and spaces, and adding spare transistors to support any ECOs that arrive later in the design process.

Regular layout for Analog Cells

Migrating between nodes the schematic topology is re-used, while the width and lengths per device do change. The APR settings are tuned for each analog component of a cell. APR constraints for analog metrics like currents and parasitic matching make this process smarter. To support an ECO flow, there’s an automatic spare transistor insertion feature. Both Cadence and Synopsys have worked with TSMC since 2021 to enable this improved analog automation methodology.

Migrating analog circuits to new process nodes requires a flow of device mapping, circuit optimization, layout re-use, analog APR, EM and IR fixes and post-layout simulations. During mapping an Id saturation method is used, where devices are automatically identified by their context.

Pseudo post-layout simulation can use estimates and some fully extracted values to shorten the analysis loop. Enhancements to IC layout tools from both Cadence and Synopsys now support schematic migration, circuit optimization and layout migration steps.

A VCO layout from N4 was migrated to the N3E node using automation steps and a template approach, reusing the placement and orientation of differential pair and current mirror devices. The new automated approach for migration was compared to a manual approach, where the time required for manual migration was 50 days and with automation only 20 days, so a 2.5X productivity improvement. Early EM, IR and parasitic RC checks was fundamental to reaching the productivity gains.

N4 to N3E VCO layout migration

A ring-based VCO was also migrated both manually and automatically from the N40 to N22 node, using Pcells. The productivity gain was 2X by using the automated flow. Pcells had more limitations, so the productivity gain was a bit less.

Summary

TSMC has faced the challenges of analog cell migration by: collaborating with EDA vendors like Cadence and Synopsys to modify their tools, using analog cells with fixed heights to allow more layout automation, and adopting similar strategies to digital flows. Two migration examples show that the productivity improvements can reach 2.5X when using smaller nodes, like N5 to N3. Even with mature nodes like N40, you can expect a 2X productivity improvement using Pcells.

If you registered for the TSMC OIP, then you can watch the full 31 minute video online.

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Achieving 400W Thermal Envelope for AI Datacenter SoCs

Achieving 400W Thermal Envelope for AI Datacenter SoCs
by Kalar Rajendiran on 12-05-2022 at 10:00 am

Alchip BlockDiagram Oct 26 2022 tsmc na oip presentation

Successful ASIC providers offer top-notch infrastructure and methodologies that can accommodate varied demands from a multitude of customers. Such ASIC providers also need access to best-in-class IP portfolio, advanced packaging and test capabilities, and heterogeneous chiplet integration capability among other things. Of course, to deliver the above in a viable fashion, the provider needs to pick a focus in terms of what markets it serves. Alchip chose the high-performance markets for its dedicated focus many years ago and has stayed the course. As of last year, more than 80% of its $372M revenue was derived from high performance computing (HPC) related markets.

Prior posts on SemiWiki have spotlighted many of Alchip’s capabilities and accomplishments. Here is one of the latest achievements by Alchip for which it collaborated with Synopsys. Alchip delivered a TSMC 7nm process-based SoC capable of 2.5GHz performance, consuming less than 400 watts of dynamic power on a 480 sq.mm die. Such a performance, power, area (PPA) metric on an AI-enabled data center SoC is noteworthy, with particular attention to be paid to the 400 watts power number.

AI-enabled Data Center SoC

A high-level block diagram of the Alchip implemented SoC (see below) showcases the complexity and highlights the need for a collaborative, multi-company effort.

Of course, for the above SoC which is data center oriented, memory and I/O operations consume an even higher percentage of the total chip power consumption.

With HPC data centers handling increasingly large data sets, memory and other high-speed I/O operations reach extreme levels, leading to elevated thermal conditions inside the server rooms. In addition to the cooling mechanisms deployed within server rooms, lower thermal dissipation from data center chips will go a long way in keeping thermal levels under control. 400 watts of power dissipation is a pretty aggressive target for a data center chip, which in turn calls for aggressively reducing the power consumed by memory and other I/Os.

Alchip-Synopsys Collaboration

A number of members of the TSMC Open Innovation Platform (OIP) teamed up on the AI-Enabled Data Center SoC project, with Synopsys EDA tools, foundation IP and interface IP bringing a lot to bear.

Synopsys offers the broadest portfolio of IP across TSMC technology nodes ranging from 180nm to 3nm FinFET through its continuous innovation cycle for optimizing SoC PPA. Alchip leveraged Synopsys IP portfolio including its optimized cell set tailored for HPC market applications. Included with the IP set are memory design for testability (DFT) and power management support.

Standby Power

Synopsys memory compilers are optimized for power hungry applications: memory standby power is reduced by up to 50% in light sleep mode, by up to 70% in deep sleep mode and by up to 95% in shut down mode.

Switching Power

Clock power is a significant component of a chip’s total power. Through a fully automated multibit-mapping flow from the RTL stage, Synopsys was able to reduce clock power by more than 30%, resulting in more than 19% reduction of the total power. The optimization techniques involved mapping sequential multibits to combinational multibits through De-Banking and Re-Banking.

Optimized Cell Set

Low active power versions of the combinational cells helped reduce dynamic power significantly. Special wide muxes, compressors and adders helped minimize routing congestion and total power. Fast adders help ensured performance was met post route.

PPA Benefits

In addition to reducing power, multibit combinational cells also reduced area. The logic restructuring done as part of optimization techniques reduced congestion to achieve better timing. Flops optimized for Setup/Hold enabled faster timing closure.

Summary

Alchip met its cloud-infrastructure customer’s PPA challenge through its tight collaboration with Synopsys. For Alchip’s press release on this, visit here. With the TSMC N7 based SoC success under its belt, the partners are working together on TSMC N5 and TSMC N3 engagements. For more details contact Alchip.

Also Read:

Alchip Technologies Offers 3nm ASIC Design Services

The ASIC Business is Surging!

Alchip Reveals How to Extend Moore’s Law at TSMC OIP Ecosystem Forum


Samsung Versus TSMC Update 2022

Samsung Versus TSMC Update 2022
by Daniel Nenni on 12-02-2022 at 6:00 am

TSMC Versus Samsung

After attending the TSMC and Samsung foundry conferences I wanted to share some quick opinions about the foundry business. Nothing earth shattering but interesting just the same. Both conferences were well attended. If we are not back to the pre pandemic numbers we are very close to it.

TSMC and Samsung both acknowledged that there could be a correction in the first half of 2023 but over the next 5 years semiconductors and the foundry business will see very healthy growth rates. Very good news and I agree completely. The strength and criticality of semiconductors has never been more defined and the foundry ecosystem has never been stronger, absolutely.

At their recent Foundry Forum Samsung forecasted (citing Gartner) that by 2027 the semiconductor industry will approach $800B at a 9% Compound Annual Growth Rate and the foundry industry will experience a 12% CAGR. Samsung Foundry predicts advanced nodes (< 7nm) to outgrow the foundry industry at a 21% CAGR over the next five years and predicts its business will grow to approximately $26B by 2027 with a 20% CAGR.

It will be interesting to see what TSMC guides for 2023 during the Q4 2022 earnings call. Any guesses? Double digits (10-20%) growth is my guess. N3 will be in full production and it will be the biggest node in the history of TSMC, my opinion.

According to the World Semiconductor Trade Statistics (WSTS) the semiconductor industry is now expected to grow 4% in 2022 and drop 4% in 2023. After a 26% gain in 2021 this should not be a surprise. TSMC still expects 35% growth in 2022 and based on their monthly numbers that sounds reasonable.

For Samsung the FinFET era has come to an end with the R&D focus being on GAA. Samsung had a good run at 14nm even getting a piece of the Apple iPhone 6s business. And let’s not forget that Globalfoundries licensed Samsung 14nm so that success belongs to Samsung as well as GF.

Unfortunately, Samsung 10nm was an utter failure in both yield and PPAC (performance, power, area, cost). TSMC 10nm did not fair well either with the exception of Apple. The ROI between 14/16nm and 10nm just was not enough for most customers and the promise of 7nm was worth the wait.

7nm did much better and Samsung again came back to the competitive table. Samsung 14nm was still a stronger node but 8/7nm is doing very well. This can be seen with the current TSMC 7nm slump as Samsung is a cheaper alternative. Unfortunately, Samsung 5/4nm had serious PDK and yield problems so the lion’s share of the leading edge FinFET market went back to TSMC and will stay there, my opinion.

This leaves the door wide open for Intel Foundry Services to get back in the foundry game. IFS will be spending time with us at IEDM this coming week so we can talk more after that. If Intel executes on their process roadmap down to 18A this could get really interesting.

All three foundries are talking about GAA and Samsung is even in very limited production at 3nm GAA but personally I think the FinFET era will continue on for a few more years as we get the kinks worked out of GAA. In talking to the ecosystem at the conferences, HVM GAA is still years away and the PPAC (power/performance/area and cost) is still a big question. Based on the papers I have seen we should get a pretty good GAA update next week at IEDM. Scott Jones and I will be there amongst the media masses.

One of the more interesting battles between Samsung and TSMC became clear at the conferences and that is RF. I fully expect IFS to hit this market hard as well. Based on the talk inside the ecosystem, Samsung 8nm RF is a cheaper non EUV version of TSMC N6F and it seems to be experiencing a surge in popularity. TSMC N6F however is set to fill the N7 fabs so we should see a big push from TSMC in that direction. At the recent TSMC OIP analog automation, optimization, and migration were popular topics( TSMC OIP – Enabling System Innovation , TSMC Expands the OIP Ecosystem! ). But again, RF chips are very price sensitive so if the design specs can be met at Samsung 8RF and the ecosystem is willing then that is where the chips will go, my opinion.

Source: Samsung

Capacity plans were discussed in detail at both conferences. If you look at TSMC, Samsung, and Intel fab plans you will wonder how they will be filled. TSMC builds fabs based on customer demand which now includes pre payments so I have no worries there. Samsung and Intel however seem to be following the Field of Dreams strategy as in “build it and they will come”. I have no worries there either. If all of the fab expansion and build plans that I have seen announced do actually happen we will have oversupply in the next five years which is a good thing for the ecosystem and customers. TSMC, Samsung, and IFS can certainly weather a pricing storm but the 2nd, 3rd, and 4th tier foundries may be in for rougher times.

Just my opinion of course but since I actively work inside the semiconductor ecosystem I am more than just a pretty face.

Also Read:

TSMC OIP – Enabling System Innovation

TSMC Expands the OIP Ecosystem!

A Memorable Samsung Event

Intel Foundry Services Forms Alliance to Enable National Security, Government Applications


TSMC OIP – Enabling System Innovation

TSMC OIP – Enabling System Innovation
by Daniel Payne on 11-25-2022 at 6:00 am

TSMC OIP roadmap min

On November 10th I watched the presentation by L.C. Lu, TSMC Fellow & VP, as he talked about enabling system innovation with dozens of slides in just 26 minutes. TSMC is the number one semiconductor foundry in the world, and their Open Innovation Platform (OIP) events are popular and well attended as the process technology and IP offered are quite compelling to many semiconductor design segments. The TSMC technology roadmap showed a timeline of both FinFET and Nanosheet plans out through 2025.

Starting with N3 there’s something new called FinFlex that used Design Technology Co-Optimization (DTCO), promising an improved Power, Performance and Area (PPA) for segments like energy-efficient and high-performance. With the FinFlex approach a designer can choose from three transistor configurations, based on their design goals:

  • 3-2 fin blocks, for high-performance
  • 2-2 fin, for efficient performance
  • 2-1 fin, for lowest-power, best density

The history of fin block choices used in process nodes N16 to N3 are shown below:

EDA vendors Synopsys, Cadence, Siemens EDA and ANSYS have updated their tools to support FinFlex, and within a single SoC you can even mix the fin block choices. Along timing critical paths you can use high-fin cells, while non-critical path cells can be low fin. As an example of process scaling benefits, Lu showed an ARM Cortex-A72 CPU implemented in N7 with 2 fin, N5 with 2 fin, and finally N3E with 2-1 fin:

IP cells for N3E come from several vendors: TSMC, Synopsys, Silicon Creations, Analog Bits, eMemory, Cadence, Alphawave, GUC, Credo. There are three states of IP readiness: silicon report ready, pre-silicon design kit ready, and in development.

Analog IP

At TSMC their analog IP is using a more structured regular layout, which produces a higher yield and lets EDA tools automate the analog flow to improve productivity. The TSMC Analog Cell has a uniform poly and oxide density, helping with yield. Their analog migration flow, automatic transistor sizing and matching driven Place and Route enables design flow automation with Cadence and Synopsys tools.

Analog cells can be migrated through steps of: Schematic migration, circuit optimization, auto placement and auto routing. As an example, migrating a VCO cell from N4 to N3E using their analog migration flow took 20 days, versus a manual approach requiring 50 days, some 2.5X faster.

3DFabric

TSMC has three types of packaging to consider:

There are eight choices of packaging in 3DFabric:

A recent example using SoIC packaging was the AMD EPYC Processor, a data center CPU, which showed a 200X interconnect density improvement over 2D packaging,  a 15X density improvement over traditional 3D stacking, producing a 50-80% better CPU performance.

3D IC design complexity is addressed through 3Dblox, a methodology using a generic language for EDA tool interoperability, covering the physical architecture and logic connectivity. The top four EDA vendors (Synopsys, Cadence, Siemens, Ansys) have readied their tools for the 3Dblox approach by completing a series of five test cases: CoWoS-S, InFO-3D, SoIC, CoWoS-L 1, CoWoS-L 2.

TSMC has created a 3DFabric alliance by collaborating with vendors across the realms of: IP, EDA, Design Center Alliance (DCA), Cloud, Value Chain Alliance (VCA), Memory, OSAT, Substrate, Testing. For memory integration TSMC partners with Micron, Samsung Memory and SK hynix, to enable CoWoS and HBM integration. EDA test vendors include: Cadence, Siemens EDA and Synopsys. IC test vendors include: Advantest and Teradyne.

Summary

Semiconductor design companies like AMD, AWS and NVIDIA are using the 3DFabric Alliance, and that number will only increase over time as the push to use 2D, 2.5D and 3D packaging attract more product ideas. TSMC has a world-class engineering team working on DTCO, with enough international competition to keep them constantly innovating for new business. Market segments for digital, analog and automotive will benefit from the TSMC technology roadmap choices announced in FinFlex. 3D chip design is supported by the teamwork gathered in the 3DFabric Alliance.

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