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A Research Update on Carbon Nanotube Fabrication

A Research Update on Carbon Nanotube Fabrication
by Tom Dillinger on 12-22-2020 at 10:00 am

IV measurement testchip

It is quite amazing that silicon-based devices have been the foundation of our industry for over 60 years, as it was clear that the initial germanium-based devices would be difficult to integrate at a larger scale.  (GaAs devices have also developed a unique microelectronics market segment.)  More recently, it is also rather amazing that silicon field-effect devices have found a new life, through the introduction of topologies such as FinFETs, and soon, as nanosheets.  Research is ongoing to bring silicon-based complementary FET (CFET) designs to production status, where nMOS and pMOS devices are fabricated vertically, eliminating the lateral n-to-p spacing in current cell designs.  Additionally, materials engineering advances have incorporated (tensile and compressive) stress into the silicon channel crystal structure, to enhance free carrier mobility.

However, the point of diminishing returns for silicon engineering is approaching:

  • silicon free carrier mobility is near maximum, due to velocity saturation at high electric fields
  • the “density of free carrier states” (DoS) at the conduction and valence band edges of the silicon semiconductor is reduced with continued dimensional scaling – more energy is required to populate a broader range of carrier states
  • statistical process variation associated with fin patterning is considerable
  • heat conduction from the fin results in increased local “self-heat” temperature, impacting several reliability mechanisms (HCI, electromigration)

A great deal of research is underway to evaluate the potential for a fundamentally different field-effect transistor material than silicon, yet which would also be consistent with current high volume manufacturing operations.  One option is to explore monolayer, two-dimensional semiconducting materials for the device channel, such as molybdenum disulfide (MoS2).

Another promising option is to construct the device channel from carbon nanotubes (CNT).  The figure below provides a simple pictorial of the unique nature of carbon bonding.  (I’m a little rusty on my chemistry, but I recall “sp2” bonding refers to the pairing of electrons from adjacent carbon atoms from a sub-orbital “p shell” around the nucleus. There are no “dangling bonds”, and the carbon material is inert.)

Note that graphite, graphene, and CNT structures are similar chemically – experimental materials analysis with graphite is easier, and can ultimately be extended to CNT processing.

At the recent IEDM conference, TSMC provided an intriguing update on their progress with CNT device fabrication. [1]  This article summarizes the highlights of that presentation.

CNT devices offer some compelling features:

  • very high carrier mobility (> 3,000 cm**2/V-sec, “ballistic transport”, with minimal scattering)
  • very thin CNT body dimensions (e.g., diameter ~1nm)
  • low parasitic capacitance
  • excellent thermal conduction
  • low temperature (<400C) processing

The last feature is particularly interesting, as it also opens up the potential for integration of silicon-based, high-temperature fabrication with subsequent CNT processing.

Gate Dielectric

A unique process flow was developed to provide the “high K” dielectric equivalent gate oxide for a CNT device, similar to the HKMG processing of current silicon FETs.

The TEM figure above illustrates the CNT cross-section.  Deposition of an initial interface dielectric (Al2O3) is required for compatibility with the unique carbon surface – i.e., suitable nucleation and conformity of this thin layer on carbon are required.

Subsequently, atomic level deposition (ALD) of a high-K HfO2 film is added. (These dielectric experiments on material properties were done with a graphite substrate, as mentioned earlier.)

The minimum thicknesses of these gate dielectric layers is constrained by the requirement for very low gate leakage current – e.g., <1 pA/CNT, for a gate length of 10nm.  The test structure fabrication for measuring gate-to-CNT leakage current is illustrated below.  (For these electrical measurements, the CNT structure used a quartz substrate.)

The “optimal” dimensions from the experiments results in t_Al2O3 = 0.35nm and t_HfO2 = 2.5nm.  With these extremely thin layers, Cgate_ox is very high, resulting in improved electrostatic control.  (Note that these layers are thicker than the CNT diameter, the impact of which will be discussed shortly.)

Gate Orientation

The CNT devices evaluated by TSMC incorporated a unique “top gate plus back gate” topology.

The top gate provides the conventional semiconductor field-effect device input, while the (larger) back gate provides electrostatic control of the carriers in the S/D extension regions, to effectively reduce the parasitic resistances Rs and Rd.  Also, the back gate influences the source and drain contact potential between the CNT and Palladium metal, reducing the Schottky diode barrier and associated current behavior at this semiconductor-metal interface.

Device current

The I-V curves (both linear and log Ids for subthreshold slope measurement) for a CNT pFET are depicted below.  For this experiment, Lg = 100nm, 200nm S/D spacing, CNT diameter = 1nm, t_Al2O3 = 1.25nm, t_HfO2 = 2.5nm.

For this test vehicle (fabricated on a quartz substrate), a single CNT supports Ids in excess of 10uA.  Further improvements would be achieved with thinner dielectrics, approaching the target dimensions mentioned above.

Parallel CNTs in production fabrication will ultimately be used – the pertinent fabrication metric will be “the number of CNTs per micron”.  For example, a CNT pitch of 4nm would be quoted as “250 CNTs/um”.

Challenges

There are certainly challenges to address when planning for CNT production (to mention but a few):

  • regular/uniform CNT deposition, with exceptionally clean surface for dielectric nucleation
  • need to minimize the carrier “trap density” within the gate dielectric stack
  • optimum S/D contact potential materials engineering
  • device modeling for design

The last challenge above is especially noteworthy, as current compact device models for field-effect transistors will definitely not suffice.  The CNT gate oxide topology is drastically different than a planar or FinFET silicon channel.  As the gate-to-channel electric field is radial in nature, there is not a simple relation for the “effective gate oxide”, as with a planar device.

Further, the S/D extensions require unique Rs and Rd models.  Also, the CNT gate oxide is thicker than the CNT diameter, resulting in considerable fringing fields from the gate to the S/D extensions and to the (small pitch separated) parallel CNTs.  Developing suitable compact models for CNT-based designs is an ongoing effort.

Parenthetically, a CNT “surrounding gate” oxide – similar to the gate-all around nanosheet – would be an improvement over the deposited top gate oxide, but difficult to manufacture.

TSMC is clearly investing significant R&D resources, in preparation for the “inevitable” post-silicon device technology introduction.  The results on CNT fabrication and electrical characterization demonstrate considerable potential for this device alternative.

-chipguy

References

[1]  Pitner, G., et al, “Sub-0.5nm Interfacial Dielectric Enables Superior Electrostatics:  65mV/dec Top-Gated Carbon Nanotube FETs at 15nm Gate Length”, IEDM 2020.


The Heart of Trust in the Cloud. Hardware Security IP

The Heart of Trust in the Cloud. Hardware Security IP
by Bernard Murphy on 12-22-2020 at 6:00 am

The Heart of Trust in the Cloud

You might think that cloud services run on never-ending racks of servers and switches in giant datacenters. But what they really run on is trust. Trust that your data (or your client’s data) is absolutely tamper-proof inside that datacenter. Significantly more secure than it would be if you tried to manage the same operations in your own datacenter. Which it absolutely must be. How else could we trust major segments of world economies to the cloud? Software security plays a big role in the cloud but that has to sit on top of highly secure hardware. Compute, storage, networking, everywhere. For this purpose, the Synopsys IP group has solutions tracking the latest security standards and specifications.

Advances in trust standards

Craig Forward, Security products development lead at Synopsys, recently gave a talk at the Design Reuse and IP virtual conference on this topic. He covered particularly their work on PCIe and CXL security, which includes the end-point messaging and authentication via the Secure Protocol and Data Model (SPDM) developed by the Distributed Management Task Force, and data integrity and encryption via the PCIe and CXL IDE (Integrity and Data Encryption) specifications.

Why this is now so important

That’s an important consideration now that cloud hardware is becoming considerably more heterogenous, no longer simply servers and switches. In a typical cloud network there will be many chips on many linecards which must preserve security, while not compromising throughput. Data transfers between systems (Ethernet, etc.), within systems (PCIe, CXL, custom) and for storage (DDR, NVMe, other). Then there’s GPUs, AI accelerators, the list goes on.

Each of these requires a Hardware Root of Trust (HRoT) and a True Random Number Generator (TRNG), along with support for asymmetric cryptography (RSA and/or ECC) and symmetric cryptography (for example, high performance AES-GCM). Craig talks about how these capabilities can be used to ensure data integrity and encryption security in communication over a PCIe channel between two trusted environments.

Synopsys IP for securing trust

Synopsys provides several hardware/software IP in support of building such solutions. The first is a family of DesignWare tRoot Fx Hardware Security Modules. This is a programmable HRoT based on ARC SEM secure CPU. It offers secure boot, authentication, update, debug and storage, together with crypto acceleration. All sitting inside a high-strength security perimeter. This comes together with a rich set of software security libraries to support multiple protocol implementations.

They also provide an IP for integrity and data encryption (IDE) which will integrate with a PCIe controller to provide PCIe security compliant to the PCIe IDE spec. Similarly, they provide a CXL IDE IP which will bring CXL controller security up to the corresponding CXL IDE standard. Each is based around an AES-GCM crypto engine compliant with the relevant NIST standards, capable of running data widths up to 2048 bits/cycle.

Checkout the talk. Craig provides more detail than I have here.

Also Read:

Synopsys is Extending CXL Applications with New IP

Webinar on Synopsys MIPI IP

Synopsys talks about their DesignWare USB4 PHY at TSMC’s OIP


Flex Logix Expands Its eFPGA Footprint with a Low Power Comms Design Win from OpenFive

Flex Logix Expands Its eFPGA Footprint with a Low Power Comms Design Win from OpenFive
by Mike Gianfagna on 12-21-2020 at 10:00 am

Flex Logix Expands Its eFPGA Footprint with a Low Power Comms Design Win from OpenFive

Embedded FPGA use is on the rise. The programmability offered by this kind of IP finds many applications in complex SoCs. There was a recent announcement that OpenFive had licensed Flex Logix’s eFPGA to develop a low power communications SoC. The part required a large eFPGA. The news was reported on SemiWiki here. This announcement caught my attention for a number of reasons, so I did a little digging to find out more about how Flex Logix expands Its eFPGA footprint with a low power comms design win from OpenFive.

First, a summary of the announcement. The specifics are that OpenFive has licensed Flex Logix’s EFLX® eFPGA for use in a low power communications SoC. The device is powerful and flexible enough to be used in data center and edge applications, for a mutual customer of OpenFive and Flex Logix. I found it interesting that the device could be used in the data center and the edge. That would need some investigation. The release points out that the EFLX eFPGA enables the development of communications ICs that are smaller, lighter and consume lower power than using traditional FPGAs. Integration wins.

Geoff Tate, the CEO of Flex Logix, made some comments in the release including, “Because our eFPGA can deliver significant improvements in performance, power and reconfigurability, we are seeing more opportunities to work with a premier custom silicon solution provider such as OpenFive.”

Shafy Eltoukhy, the CEO of OpenFive, also made some comments including, “We’re honored to have Flex Logix as an eFPGA partner, not only because their EFLX eFPGA offers density, performance and the ability to do large arrays, but also because the company has achieved many customer tape-outs in various applications including aerospace, communications ASICs and low power MCUs.” It seems that Flex Logix has performance and popularity on their side.

Andy Jaros

To probe further, I reached out to Andy Jaros, the VP of sales at Flex Logix. Andy has been with Flex Logix for five years. He has a rich career in complex IP deployment with stints at Synopsys, Virage Logic, ARC International, Arm and Motorola. Essentially, Andy has seen it all. I started by probing a bit about the dual use of the chip – data center and edge. It’s usually one or the other. What’s up with that? It turns out the combination of low power and high density offered by Flex Logix allows a large amount of (low power) programmable fabric on the chip to support a vast array of accelerators. This facilitates use in both the edge, where power is key and the data center, where performance is key. So, the frequency can be throttled up and down and allow multiple applications.

Next, we talked about trends for embedded FPGA use. Andy explained that Flex Logix has a strong aerospace and defense business. These folks were early adopters of embedded FPGAs. He sees the trend now moving to the commercial sector. The end customer requirement for an embedded FPGA for the OpenFive ASIC design is an example of that. As Andy said, end customer demand is the real indicator for any market adoption. BOM cost reduction is another driver for this trend – remove discrete FPGAs from the system and integrate them on the SoC.

As I was speaking with Andy, I realized embedded FPGA’s are also a new approach to an old problem. Those who have been around a while will remember FPGA-to-ASIC conversion programs like Altera’s HardCopy. These programs aimed to map a programmed FPGA design to a dedicated ASIC chip. The ability to put a “real” FPGA on the chip provides an interesting degree of freedom here. Andy pointed out while that was true, the ability to choose the processor type as well as configure the on-board programmable fabric gives the customer new levels of flexibility in their design process.

Another case where integration wins, and flexibility helps. The EFLX arrays are programmed using VHDL or Verilog. The EFLX Compiler takes the output of a synthesis tool such as Synopsys Synplify® and does packing, placement, routing, timing and bitstream generation. The bitstream, when loaded into the array, programs it to execute the desired RTL.  You can learn more about Flex Logix family programmable products on their website here. After my discussion with Andy, I became a believer. Flex Logix does expand its eFPGA footprint with a low power comms design win from OpenFive.


Does IDE Stand for Integrated Design Environment?

Does IDE Stand for Integrated Design Environment?
by Daniel Nenni on 12-21-2020 at 6:00 am

SemiWiki2 design 1

As regular readers may know, every few months I check in with Cristian Amitroaie, CEO of AMIQ EDA, to see what’s new with the company and their products. In our posts so far this year we’ve focused on verification, and now I’m wondering how an integrated development environment (IDE) provides benefits to designers. They work on huge and complex projects, with millions of lines of code, a lot of IP reuse with no time to know every detail, multiple formats and languages, and tight deadlines. How can the IDE help? Does it have features of special value to designers?

In Cristian’s view, one of the key features of AMIQ DVT Eclipse IDE is that it compiles and elaborates the RTL design code, so it has a complete view of how all the blocks fit together. For example, it computes `parameter’ values and `generate’ block results, showing them in all representations of the design. With its complete knowledge of the design structure, the IDE can offer a range of different views to help in understanding and modifying the design. Traditional text editors do not compile the design, so there is no way that they can provide the same capabilities as the IDE.

DVT Eclipse IDE incrementally compiles and elaborates code as the designer types it in, detecting a wide variety of common errors on the fly, ranging from simple typos to tricky syntax and semantic errors in RTL constructs. This helps ensure correct-by-construction coding by providing instant feedback and `quick fix’ suggestions. For example, if the user omits a port connection, misses a necessary item in a sensitivity list, or adds a signal that is never read or written, the IDE detects these issues and suggests fixes. SystemVerilog, Verilog, and VHDL are all supported equally well.

The IDE knows how all the design blocks are interconnected, so it is easy to navigate through the design and trace signals up and down complex hierarchies and across multiple blocks. Designers can click on a variable name in the editor to display readers and writers, or on a signal in the schematic view to show sources and destinations. Cristian pointed out that traditional text editors have no notion of signal connectivity between design files, so users must do many manual text searches to determine which files reference which signals.

The numerous hyperlinked views available make RTL navigation and editing much easier. Designers usually start with the design hierarchy view, which visually shows the complete scope of the fully elaborated design. The IDE provides breadcrumbs so that users always know where they are in the hierarchy. This is helpful when viewing or modifying code in the context-aware editor or exploring the automatically generated schematic diagrams. Project query views allow the designer to search for specific information, for example macro `define’ and `ifdef’ statements, and specific elements such as modules or module ports.

Other examples of visualizations include filtering or showing connections of a specific signal or instance, or connections between two or more instances. For designs with multiple power domains, the supply-network diagram shows power domains and how they are controlled. Both Unified Power Format (UPF) and Common Power Format (CPF) power-intent files are supported. Waveforms are another popular form of visualization for designers. DVT Eclipse IDE provides waveform specification and display via integration of the popular open-source WaveDrom tool.

RTL languages, especially SystemVerilog, are complex. Even experienced users may have trouble keeping all the syntax in their heads. The IDE helps by auto-completing code when possible and offering code templates for the designer to fill out. For example:

  • If the designer types in a partial name, the IDE presents the options for auto-completion based on existing declarations
  • If the designer references an enumerated type, the IDE suggests completions using the values defined for the type
  • If the designer references a signal or module not yet declared, the IDE will offer to correct the name or add a declaration for a new name
  • if the designer adds an instance of an existing module to the code, the IDE displays all the identifiers needed to connect the proper signals to the module inputs and outputs and to name the instantiated module
  • If the designer defers some of the completion, the IDE can add `TODO’ or `FIXME’ reminder comments in the RTL code

When I asked Cristian about the most impressive capabilities for designers, he mentioned refactoring, which means modifying the code without changing its functionality. Refactoring improves code comprehensibility and maintainability, and can also yield better simulation performance and synthesis results. For example, DVT Eclipse IDE can extract an expression and create a new variable, making it easier to reuse the expression. Similarly, it can extract a section of code and create a new module. Users can also switch module instance argument bindings back and forth between named and positional, including the `.*’ construct in SystemVerilog.

Renaming signals or other elements of the design, especially across the entire design hierarchy as the signal name changes, is a form of refactoring that DVT Eclipse IDE does automatically at the click of a menu item. Changing a module declaration by renaming it or adding/subtracting/renaming ports means that all usages must also be updated in a consistent fashion. Again, the IDE does this automatically since it has a complete view of the design. The IDE can guide the designer in adding new ports to modules and connecting two modules using new or existing ports. All these automatic changes remain under user control, so each code modification can be reviewed and approved.

Finally, consistent formatting to common rules across a project or a company makes RTL code more readable. The IDE can automatically perform many such operations, including:

  • Indenting the code according to scopes
  • Indenting the code to vertically align constructs
  • Trimming and compressing whitespace
  • Wrapping lines or comments that are too long
  • Inserting `begin’ – `end’ blocks
  • Placing `if’ and `else’ constructs on new lines
  • Placing module ports and parameters one or multiple per line
  • Placing function and task arguments one or multiple per line

Cristian also noted that DVT Eclipse IDE supports many languages and formats beyond RTL and UPF/CPF, including SystemC, Verilog-AMS, Property Specification Language (PSL), the Universal Verification Methodology (UVM), and the Portable Stimulus Standard (PSS). Designers may have to deal with some of these from time to time. I enjoyed talking with Cristian and I’m pleased that AMIQ EDA provides so much support for designers. As I’ve said before, I can’t imagine being a design or verification engineer today without an IDE at my fingertips.

To learn more, visit https://www.dvteclipse.com.

Also Read

Don’t You Forget About “e”

The Polyglot World of Hardware Design and Verification

An Important Step in Tackling the Debug Monster


3DIC Design, Implementation, and (especially) Test

3DIC Design, Implementation, and (especially) Test
by Tom Dillinger on 12-20-2020 at 8:00 am

IO cell

The introduction of direct die-to-die bonding technology into high volume production has the potential to substantially affect the evolution of the microelectronics industry.  The concerns relative to the “end of Moore’s Law”, the diminishing returns of continued (monolithic) CMOS process scaling, and the disruptive effect of a transition from silicon to a more esoteric material could be deferred by the opportunity to develop extremely high volumetric density integration of silicon-based die (in heterogeneous process technologies).

There are challenges with 3DIC design, to be sure, from optimal system partitioning to (flexible) multi-die logical/physical database management to detailed thermal resistance analysis for the paths from internal die to package surface.  yet, as more design examples emerge to illustrate how companies are addressing these challenges, the momentum for 3DIC adoption will certainly increase.

At the recent IEDM conference, GLOBALFOUNDRIES and Arm discussed an very interesting design test vehicle on which they had collaborated, using the 12nm FinFET and 3DIC bonding technology from GLOBALFOUNDRIES. [1]  This article summarizes the highlights of that presentation.

The starting architecture for this design is shown in the figure below – specifically, note the Arm CoreLink CNM-600 mesh interconnect network used between cores.

This network is a coherent mesh, optimized for Arm v8 generation processing elements;  it is used to connect cores, accelerators, system cache, memory controllers, and I/O subsystems, and is extendible to multichip links.  An Arm-based coherent mesh implies all processors/bus masters see the same “coherent” view of memory, through the cache and main memory hierarchy.  Hardware-based coherency identifies shared resources between (small clusters of) cores, integrates cache snooping to identify if requisite data is already on-chip, and ensures appropriate write/read order propagation order.

This connection mesh offers an ideal partitioning boundary between die.  The figure above illustrates the improvement in the number of mesh cross-point “hops” and the number of hardware links for various potential 3D configurations, compared to a planar implementation – a higher number of links across the 3D die enables fewer latency hops.  For the 3DIC test vehicle, a 2×2 configuration of 4 mesh routers was implementation, as depicted in the figure.

The 3DIC bonding process flow at GLOBALFOUNDRIES is depicted in the figure below.

For this test vehicle, the pitch of the bond terminals is 5.76um, in a face-to-face die orientation.  After addition of terminals, wafer alignment, and thermo-compression bonding, the top wafer is subsequently thinned to expose the through silicon vias (TSVs).  Pads and bumps are added to the TSVs for final assembly and test.

A key implementation decision for any 3DIC design is the clocking and path timing analysis strategy.  For this Arm/GLOBALFOUNDRIES vehicle, a fully-synchronous, single clock domain approach was selected – no synchronizing circuits were added at the die-to-die interface, and timing analysis required electrical data and path connectivity models that spanned the two die (in a single database).  Specifically, the EDA placement methodology needed to “co-optimize” cell placement and bond locations across the die interfaces concurrently.

Testing

In addition to concurrent optimization of the physical implementation across die, 3DICs require early and thorough consideration of the design-for-testability (DFT) strategy.  This entails:

  • probe pad design and location decisions for wafer-level testing prior to bonding, to identify known good die (KGD)

The figure below provides a layout view of a die probe pad and die stack-to-package bump layout with the I/O cell.

  • adding performance-measurement features to enable sorting KGD to align the timing distribution (for this synchronous, single clock domain design)

A separately adjustable VDD on each die can help tune out the process variation.  A key 3DIC methodology decision relates to the static timing analysis design margins to allocation to the single domain 3D clock skew.

  • integrating a cross-die DFT architecture to enable production (logical and electrical) testing of the hybrid bond interconnections

With the emergence of 3DIC assembly technology, the IEEE has recognized the need for a DFT standard, similar to the IEEE 1149 JTAG boundary scan definition.  The 3DIC ARM/GLOBALFOUNDRIES test vehicle implements the IEEE 1838 DFT standard for 3DIC testing, as illustrated below. [2, 3]

For this test vehicle, additional circuitry was included to characterize the electrical delay of (synchronous) timing paths that cross the die, as well as to test the fidelity of (a large number) of die-to-die bond connections.  The figure below illustrates that the “3D inverter FO=1” delay is comparable to a 2D FO=3 gate delay (~20psec for 12nm FinFET), less at a higher voltage supply.

The partitioning of the Arm coherent mesh architecture into a 3DIC implementation enables vertical orientation of the cross-point router blocks.  The figure below illustrates the link-to-link delay and power comparison between the 3D positioning versus a 2D lateral distance of ~1mm.

The electrical characteristics of bandwidth and power for this 3DIC test vehicle are summarized in the table below.

Summary

3DIC technology will offer attractive signal bandwidth and energy-per-bit interface communications, compared to multi-millimeter lateral interconnections on a monolithic die.  An example test vehicle was recently presented by Arm and GLOBALFOUNDRIES, illustrating an ideal system partitioning for a 3DIC design – e.g., the cross-point links for a synchronous system design across the die-to-die interface.

The hybrid bonding technology from GLOBALFOUNDRIES was demonstrated to be highly manufacturable – characterization of the interconnect test chains across the die-to-die interface showed a low-variation resistance.

The 3DIC design methodology requires several unique considerations:

  • employing a comprehensive, multi-die design database
  • concurrent I/O, TSV, and bond pad assignment
  • inter-die logic cell co-placement
  • static timing analysis margin assumptions appropriate for inter-die paths
  • performance measurement circuitry on-die (for KGD sort)

and, especially

  • the (IEEE 1838) DFT architecture for the final 3DIC assembly

With the emerging IEEE standard and increasing EDA tool support, 3DIC design implementations will undoubtedly see greater adoption in the very near future.

-chipguy

References

[1]  Sinha, S., et al, “A high-density logic-on-logic 3DIC design using face-to-face hybrid wafer-bonding on 12nm FinFET process”, IEDM 2020, paper 15.1.

[2]  https://standards.ieee.org/standard/1838-2019.html

[3]  https://ieeexplore.ieee.org/document/7519330

Also Read:

Designing Smarter, not Smaller AI Chips with GLOBALFOUNDRIES

The Most Interesting CEO in Semiconductors!

GLOBALFOUNDRIES Goes Virtual with 2020 Global Technology Conference Series!


SMIC Blacklist puts ASML in Jam

SMIC Blacklist puts ASML in Jam
by Robert Maire on 12-20-2020 at 6:00 am

SMIC Blacklisted US

US BIS confirms our prediction of “blacklisting” SMIC
SMIC embargoed from 10NM or better technology
Likely related to ASML pressure & WH scorched earth

Not just the stock

We had received a lot of feedback on our Nov 30th note regarding blacklisting of SMIC suggesting that we were wrong and the only thing blacklisted was SMIC’s stock.

The BIS (Bureau of Industry & Security in the Commerce Department) announced what we had projected back in our note on Nov 30th based on our DC and related sources;

Commerce Adds China’s SMIC to the Entity List, Restricting Access to Key Enabling U.S. Technology

Our Nov 30th note;

Noose Tightens on SMIC

It is clear from the announcement that this is a technology embargo and not just an executive order regarding US ownership of SMIC stock as some had erroneously thought. The goal is very clear to deny China access to advanced semiconductor technology

ASML could have been a factor -“Do as I say, not as I do”

It has been reported that ASML has been under pressure from China to release an EUV tool to SMIC which is the key bottleneck to getting to more advanced technology nodes below 14NM.

Its really hard to tell ASML not to sell a $100M+ tool to SMIC when US companies continue to sell advanced deposition, etch & yield management tools. Well this would seem to shut down that argument and put US manufacturers in the same blockade boat as ASML.

Scorched earth on the way out of town for current administration

We had also talked about there being enough time for further scorched earth and sabotage of the incoming administration. This appears to be another “parting shot” and maneuver to put the new administration “in a box” on China.
As we have previously suggested, and it has also widely been reported in the media, the incoming administration will not likely roll back these actions for fear of being seen as weak on China. Actions against China have strong bi-partisan support.

The current administration has even tied the Hunter Biden China connection into a reason why Biden can’t relax these restrictions without raising suspicion.

Bloomberg Article

Commerce department Wilbur Ross makes it personal

We haven’t heard a lot from Wilbur Ross but this morning he was on Fox Business News with a video interview that talks directly about the SMIC Embargo. Wilbur went on a lengthy explanation even talking about “Nanometers” and why the cutoff was 10NM (likely in deference to US lobbying…). He also added about further affiliates being added to the list.

Wilbur Ross video interview of SMIC blacklist

Its a fairly long interview even getting in to TSMC and Samsung and why 10NM versus 7NM. The long and short is that SMIC is obviously a target and poster child much as Huawei has been.

We remain concerned about other Chinese business

Though SMIC makes a very good political target, there are hundreds of other Chinese customers of US semiconductor technology that are at risk.
We think the next shoe to drop could be memory makers in China which obviously have a potential dual use of their technology.

In addition, Micron, which is not a blue state resident, has been hurt by China in the memory market and they would not shed a tear if Chinese memory makers were next.

The stocks

SMICs stock was off 5% in Hong Kong on the news, which has been more like “death by a thousand cuts”. There has been essentially no reaction to US semiconductor equipment makers who have been on fire this year and appear to be “teflon like” in their ability to shrug off any negative news. We don’t expect much of a reaction as much of the bad news is already in the stocks or ignored or discounted as was our Nov 30th note.

Also Read:

Noose tightens on SMIC- Dead Fab Walking?

China Semiconductor Bond Bust!

Is Apple the Most Valuable Semiconductor Company in the World?


Webinar: Increase Layout Team Productivity with SkillCAD

Webinar: Increase Layout Team Productivity with SkillCAD
by Daniel Nenni on 12-18-2020 at 10:00 am

Header Webinar 1

The Cadence Virtuoso Design System has been one of the premier Integrated Circuit design systems for many years and is used by most major semiconductor companies.  While it is powerful and versatile, it is often not optimized for certain complex, repetitive and time-consuming layout design tasks.

The founder and president of SkillCAD, Pengwei Qian saw, that often layout tasks in Cadence required many mouse clicks for even simple tasks.  And as the number of clicks increased, along with increased human interaction, the possibility of design errors increased.  He felt that if both complex and tedious repetitive, layout tasks could be simplified and automated, not only would layout productivity be increased, but human errors, and costly design rework, would be greatly reduced.  “Correct and Optimized  by Construction” was the goal but without the expense of loss of control by the layout designer.

Originally containing a handful of commands to help with common layout tasks, SkillCAD has evolved into over 100 functions, including the powerful, patented V-Editor tools, metal routing tools that allow the designer to route one or fifty metal lines with equal ease, pin placing tools that allow the placement of hundreds of pins in a matter of seconds, and many other tools, that greatly improve a  layout design team productivity.

Watch Replay HERE

What you will Learn in the webinar:

Whatever layout design approach is used, bottom-up, top-down, or any combination of approaches, the power and versatility of the SkillCAD tools will shorten layout cycle times.

  • The powerful pin placement and modifying tools can take the placement of hundreds of pins, from hours to a matter of a few minutes.
  • The many metal routing and bus routing tools, make routing and editing metal routes, easy and efficient by…
  • Running wide power and ground metals and creating mesh ground metal planes with the slotted metal tools, is as easy as routing a single metal wire.
  • The dummy fill and density checking tools, make generating matched dummy metals over critical circuit areas and quickly checking density percentages in circuit blocks, as easy as specifying the layers and identifying a circuit region.

In addition to these commonly used tools, SkillCAD also provides powerful tools for generating and editing guard rings around devices, circuit elements, and even entire circuit blocks.

  • There are tools for generating shielding around sensitive metal signals, and even creating the complex twisted metal structures, with shielding, that are common for sensitive RF (Radio Frequency) transmission lines.
  • SkillCAD also includes tools for measuring circuit data, comparison viewing of old versus new circuit data, viewing cross sections of MOS devices, and many other tools not mentioned here.

Watch Replay HERE

About SkillCAD
Founded in 2007 to enhance productivity to Cadence Virtuoso layout design flow. Cadence Virtuoso + SkillCad have become the industry standard layout environment for full custom analog, RF, and mixed-signal designs. Over 80% of the major analog and mixed signal (AMS) companies use SkillCad. SkillCad seamlessly integrates with Cadence Virtuoso Layout L, XL and GXL and supports IC5, IC6, IC12, IC18. SkillCad has been a Cadence Connection Partner since 2008.

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Silicon Catalyst’s Semi Industry Forum – All-Star Cast Didn’t Disappoint

Silicon Catalyst’s Semi Industry Forum – All-Star Cast Didn’t Disappoint
by Mike Gianfagna on 12-18-2020 at 10:00 am

Silicon Catalysts Semi Industry Forum – All Star Cast Didnt Disappoint

A few weeks ago I wrote about an upcoming event Silicon Catalyst was hosting, the Semiconductor Industry Forum – A View to the Future. I mentioned a high-profile group of presenters: Don Clark, Contributing Journalist, New York Times as moderator;  Mark Edelstone, Chairman of Global Semiconductor Investment Banking, Morgan Stanley as a panelist; Ann Kim, Managing Director, Frontier Tech, Silicon Valley Bank & Kauffman Fellow as a panelist; Jodi Shelton, Co-Founder and CEO, Global Semiconductor Alliance as a panelist with both Pete Rodriguez, CEO at Silicon Catalyst and Richard Curtin, Managing Partner at Silicon Catalyst providing opening remarks. I had the opportunity to attend the event and I’m here to tell you it was insightful, thought-provoking and at times quite surprising. The all-star cast didn’t disappoint.

Don Clark began the panel session with an observation that “chips are cool again”. Don explained that he’s been covering semis since about 1987 when he interviewed Andy Grove, so he brings a substantial perspective to this event. He then engaged with each panelist. There were many great insights offered during this portion of the evening. I will offer a key point or two from each of the panelists here. A replay link is coming – I strongly encourage you to watch the entire event. It’s definitely worth the time.

First up was Mark Edelstone, who pointed out that he’s been watching semis for over 30 years and has never seen a better time for the industry. That statement alone made the whole event worthwhile for me. Mark presented some slides about the trends and what they mean. As is typically the case, he worked through a huge amount of data and turned it into clear and easy to understand trends. There is one slide in particular I’ll share here. I mentioned it in my previous post on the event. It’s an analysis of semiconductor consolidation trends and it shows what the semi world will look like in a few years. As shown in the graph, Mark sees a significant amount of further consolidation in the industry, projecting it to shrink to less than three dozen companies in the next five years.

Semiconductor Consolidation Trends

Next was Jodi Shelton. Early in her discussion she said, “we’re reminded as never before that the global economy runs on semiconductors.” That’s another one of those statements that made the whole evening worthwhile. Jodi presented a thoughtful analysis of the current tension with China and shared some views of how to get back to a more productive path for both countries. Taiwan and its unique position were also discussed. Jodi made a final comment about the significant lack of engineering talent. She pointed to the female population as an underserved demographic for engineering. The GSA will be promoting STEM education for women. If you’re a female who is choosing a college career, or if you know someone who is, give engineering a serious look – you will find a warm welcome with that credential.

Next was Ann Kim. The memorable quote here was, “VC funds have over $150 billion of dry powder. It’s a great funding environment.” She pointed out that a large influx of capital into the semi sector will help companies get to that all-important tapeout. Don asked Ann “what’s hot these days?”. Ann covered several areas. An interesting one was space technology. She said companies like SpaceX, Virgin Galactic and Blue Origin are doing well. Autonomous technology is popular in the air as well as on the ground it seems. Health care and life sciences are also driving a lot of interest.

After a few rounds of discussion with the panel from Don, the floor was opened to a very spirited Q&A from attendees. Many topics were covered; you need to see it for yourself. The all-star cast didn’t disappoint. You can see the full replay of the event here, starting with the introductory remarks from Richard regarding the Forum’s charter and an overview of the Silicon Catalyst Incubator by Pete.

By the way, for those of you engaged with early-stage semiconductor startups, the application deadline to the Silicon Catalyst Incubator is January 11, 2021. www.sicatalyst.com

Happy Holidays to all.

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Sensor Fusion Brings Earbuds into the Modern Age

Sensor Fusion Brings Earbuds into the Modern Age
by Tom Simon on 12-18-2020 at 6:00 am

CEVA Sensor Fusion

Ten years ago, earbuds might have seemed like a mundane product area with little room for exciting developments. Truly Wireless Stereo (TWS) has coincided with an avalanche of innovations that have moved earbuds from a simple transducer for creating sound into being a sophisticated device capable of accepting user commands and controlling a media device based on a wide range of environmental information. At the same time coupling earbuds with the latest in signal processing greatly enhances the listening experience. CEVA has a webinar on-demand, titled “Enhancing the TWS User Experience with Sensor Fusion”, that does an excellent job of describing just how significant the developments in so called hearables have become.

Once consumers are made aware of what is possible, they immediately grasp the new capabilities and are asking for them in new products. While things like sound quality, comfort, battery life and ease of use remain strong selling points, new features such as context aware behavior command strong interest in the market. It takes a lot more than good audio quality to develop a successful hearable product nowadays. A wide range of sensors need to be added to hearables, along with the processing capabilities to perform sensor fusion and deliver the audio experience that is needed.

Sensor fusion might seem like a very dry and abstract topic, but it is what allows inputs from accelerometers, gyroscopes, magnetometers, microphones, touch, and proximity sensors to be combined to create an understanding of not only the operating environment but the context necessary to control device behavior. Sensors themselves all have a variety of limitations which manifest as anomalies. Environmental factors such as aging, operating voltage and manufacturing variation can affect performance. Unless these factors are dealt with, user experience could be frustrating or the devices could even be useless.

Done right, sensor fusion can allow for a revolutionary user experience. Let’s start with input gestures for instance. The CEVA webinar goes through several scenarios. Clicking a button is often used for input, but with earbuds this can be problematic. Hitting a button on a tiny device can be hard and is made harder because the user might need to brace the device so it does not come out of their ear. Touch sensors are also difficult for earbuds because they required a larger area. If they could work, they could support a wide range of gestures and more natural motion. With advances sensors and sensor fusion, earbuds can take advantage of tapping and head movement for command input. An accelerometer can detect tapping and distinguish it from random movement. Head motion can be used by nodding and side-to-side movement. Head movement sensing is hands-free and uses natural motions.

CEVA Sensor Fusion

But the real power of sensor fusion is using environmental information to drive device behavior. It is possible for hearables using sensor fusion to know if you are walking on a street, in a restaurant, in a crowd or by yourself. Using this information, the device can do things like pass through external audio for safety or reduce environmental noise to facilitate a phone call or music. It is even possible for the hearable to respond to sirens by muting media to help you maintain awareness of your surroundings.

One intriguing use model CEVA discussed is using 3-D sound combined with location information to help a user find a friend in a crowd. As the user’s head moves the apparent direction to their friend would shift in their earbuds, giving them cues about which way to walk to get to them. The CEVA webinar offers details of a number of scenarios where a device can respond to help with enjoying music, phone calls, sports activities, conversations in noisy environments and more.

Getting all this to work requires the right assortment of sensors and the real-time software to enable local processing of raw sensor data so that the hearable and connected devices can perform as desired. This is CEVA’s specialty. They offer their MotionEngine Hear software library for the hearable market. It features 3D head tracking, InEar detection, Activity classifiers, tap/double tap detection, shake detector, step counter/fitness tracking and more. CEVA’s MotionEngine Hear library handles issues like gyroscope and accelerometer offset or bias to improve tracking accuracy. It offers a sophisticated calibration strategy that uses both static and dynamic methods to achieve excellent results.

Applying sensor fusion to hearables is leading to dramatically expanded functionality. It makes devices more intuitive and more responsive to their environment. Indeed, it is expanding functionality in ways that were not even apparent ten years ago. This is good news for consumers. However, there is essential technology that enables these changes. Fortunately, CEVA has been active in this space and has software available now to provide the foundation for these new features. The webinar provides a lot more information than can be mentioned here. You can view the full webinar on the CEVA website.

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Synopsys is Extending CXL Applications with New IP

Synopsys is Extending CXL Applications with New IP
by Mike Gianfagna on 12-17-2020 at 10:00 am

CXLs busy timeline

Compute Express Link (CXL), a new open interconnect standard, targets intensive workloads for CPUs and purpose-built accelerators where efficient, coherent memory access between a host and device is required. A consortium to enable this new standard is in place, and a lot of heavy hitters are behind the standard, including IP support from Synopsys. If you want to learn more about CXL, Synopsys offers a good overview here. As the number two IP provider in the industry, Synopsys backing CXL is a big deal. I probed a bit to find out how Synopsys is extending CXL applications with new IP.

Gary Ruggles

CXL is not new to Synopsys. As reported on SemiWiki in 2019, Synopsys was the first IP provider with a complete CXL implementation. Arm also puts its weight behind CXL back in 2019. This turns out to be important for a number of reasons, as you will see in a moment.  I recently had the chance to catch up with Gary Ruggles, senior product marketing manager at Synopsys. I wanted to understand a bit more about CXL technology, the consortium and how Synopsys is extending CXL applications with new IP. Gary is a veteran of chip design and IP. He’s worked at several IP companies including Arm before joining Synopsys. He’s also assisted customers with IP requirements for ASIC, including a stint at eSilicon, my alma mater.

The first thing Gary explained was that the CXL consortium has been very busy. The headline graphic above illustrates the rapid expansion of the specification. There are over 120 members in the consortium. It is clearly the largest of the new high-speed interconnect/coherency standard consortiums, eclipsing membership in Cache Coherent Interconnect for Accelerators (CCIX) consortium with about 50 members, Gen-Z with approximately 70 members, and OpenCAPI with around 38 members. The CXL Consortium was formed about 18 months ago compared to nearly four years ago for the other two, so CXL has definitely hit a nerve with a lot of influential companies. I previously mentioned heavy hitters. Consider that the CXL Board of Directors includes Intel, IBM, AMD and Arm. So, the four major CPU makers are all behind CXL. This is change-the-world kind of stuff in my opinion.

Gary also pointed out that there is a memorandum of understanding (MOU) between the CXL and Gen-Z Consortiums. With this Gen-Z MOU in place, CXL is becoming the dominant solution inside servers. Gen-Z can now offer connectivity from box-to-box or even rack-to-rack, leveraging its ability to use Ethernet physical layers to get longer reach connectivity than CXL can achieve using PCIe 5.0 PHYs. The footprint for CXL is growing.

We also discussed future enhancements. Since the CXL 2.0 specification was just released on November 10th, it is now clear that it’s all about enabling storage applications. The bulk of the new features added to the CXL 2.0 specification are focused in this area and include:

  • Switching for CXL.mem
  • Pooled memory that can be shared by more than one DS port
  • Managed hot-plug support (enabling storage device removal)
  • Security/encryption support

With switching added, memory that is attached to multiple downstream devices may be able to be shared across multiple hosts, and the memory can be split among those hosts as needed for a particular application. This opens up many new architectural considerations.

There is a lot more to the CXL story, including potential for CCIX over CXL, which further extends the possibilities. Gary has written a very informative technical bulletin on the topic and you can access a copy of it here. There is one more interesting development I’ll mention. Synopsys recently announced its DesignWare® CXL IP supports AMBA CXS protocol to enable seamless integration with scalable Arm® Neoverse™ Coherent Mesh Networks. This capability delivers an optimized multichip IP stack for a range of high-performance computing, datacenter, and networking applications. You can read the full press release here.

You can learn more about Synopsys IP support for CXL, both current and future, here. You will clearly see how Synopsys is extending CXL applications with new IP.

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