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Cadence Sigrity, Together At Last

Cadence Sigrity, Together At Last
by Paul McLellan on 02-10-2013 at 9:00 pm

In July Cadence acquired Sigrity, one of the leaders in PCB and IC packaging analysis. Until a decade ago, signal integrity and power analysis was something that only IC designers needed to worry about. For all except the highest performance boards, relatively simple tools were sufficient. Provided you hooked up the pins on all the packages correctly then the design would work. That is no longer the case and for this reason Sigrity created their product line and subsequently Cadence acquired them.

When I was at Cadence we acquired Cadmos, who were the leader in IC signal integrity at the time. One of the challenges with an acquisitions like Cadmos and Sigrity is that there are really two things involved: a running business and a core technology. Going forward, two things need to be done: ramp up the running business, and integrate the core technology into other existing products. The reason that it is such a challenge is that there is only one team in place that understands the product well enough to do these things, and they are stretched thin to do both. Although it is still work-in-progress, Cadence have come a long way to getting the Sigrity products integrated into Allegro.


By November, Cadence had the Sigrity tools (Power Aware SI, Serial Link SI, Power Integrity, and Package Extraction) updated with Cadence look and feel and available through standard Cadence contracts. Now, in January, Cadence has Sigrity integrated into their high-end Allegro board design suite so that Sigrity products can be used directly from within the Allegro environment.

Capabilities to address something like signal integrity typically show up first as verification tools to check a design has no problems, and allowing the designer to manually fix up the handful of things that get identified. The trouble is that design constraints never get any easier and so verification on its own is not enough. When it is no longer a handful of things that get identified as problems but hundreds or thousands then the technology needs to get integrated into the core algorithms to enable constraint-based design. It is no longer good enough to identify problems, it is necessary to avoid creating them in the first place.


The most critical and highest speed signals on a board these days are typically high-speed serial links. These run at multi-gigabit/s speeds, fast enough to require special analysis that almost goes back to Maxwell’s equations: a full-wave 3D field solver. The board, package and system cannot be analyzed separately, the entire system including the board, multiple packages and multiple chips, and maybe other connectors, must be looked at holistically.


So today Cadence has Allegro Sigrity SI. It is built on top of Allegro PCB/ICP/SiP without requiring any manual translation. It has become an integral piece of the front to back constraint driven PCB/Package design flow, accelerating time to volume manufacturing. Special features allow integrated analysis of high-speed memory interfaces, and very high speed (multi-Gb/s) serial link analysis including algorithmic transceiver model support, an integrated full-wave 3D field solver and a high capacity simulation engine that accurately predicts bit-error-rate. The full Power Integrity Suite is also available for PI signoff (and will be integrated directly into Allegro in the future).


Apple’s Ma Bell Moment

Apple’s Ma Bell Moment
by Ed McKernan on 02-10-2013 at 12:17 am

The wreckage that is Apple’s stock is a surprise to many including yours truly but it appears to mark the beginnings of a transition period that will result in freeing the company from the demands of Wall St as it appeals to the broader population of mainsteam America. I call it the Ma Bell Strategy. Unlike Microsoft or Intel, Apple sustained itself for the first 25 years of its life by serving its small cadre of loyal fans who could be counted on to say: “I am with the band”. The hyper growth stage that commenced with the iPOD enticed Wall St. to enter the game and thus the manic-depressive nature of the Hedge Funds infected the outlook of the company. Out of this comes, no doubt, introspection and an alternative approach that can stabilize the company as it appeals to the generous spirit of America that is not tied to the money changers. Apple has the opportunity to be the successor to the AT&T that existed pre 1980s breakup. With an expected announcement of a larger dividend outlay, Apple will cement an intergenerational loyalty from Grandma to Grand kids for decades to come. What company wouldn’t want that as a long-term way to stabilize its business?

During the past 100 years there was only one company that was AT&T. It was a monopoly to be sure but it delivered great service and unbreakable phones. Underneath it all was a technical giant that hired the best and brightest engineers to not only advance communications technology but to invent the future with developments such as the transistor and UNIX operating system. On the outside though it was as American as Apple Pie (no pun intended).

Above the waterline, AT&T’s monopoly status as a provider of a daily necessity meant it was within reach of nearly all and if not, then Congress would pass laws requiring that telephone lines be strung to the remotest great plains town. To recreate AT&T in the middle of the 20th century would be out of question given the cost of building out the wired line infrastructure. To the average American, AT&T projected consistency and safety in its products and services. This was enhanced when the company followed through with years of delivering strong dividends that grew in time to the point it became a major income supplement to retirees. At times the dividend payments have reached as high as 7%, often exceeding that of Government Treasuries. Therefore, the tragedy of the AT&T breakup was in the homes of the retired who expected it to be around forever.

Apple is perceived to be in a tremendous battle with a host of mobile players who are looking to recreate the “Wintel” model that blunted the growth of the MAC in the 1990s. In reality, Apple and Samsung are taking home nearly 100% of the profits in an industry that has years of growth ahead of it. Within a year, both Apple and Samsung will complete filling out their smartphone and tablet product lines with LCDs sized from 4” to 11”. Then they ride down the component cost curve and ramp volume similar to how Dell did with PCs in the 1990s. Earnings should continue to expand nicely, especially if Apple is able to garner an edge in the corporate space. Assuming they upgrade iOS with multitasking capabilities, then there will be additional revenue from an “iPAD Pro” line that mirrors the way Microsoft sold its higher priced corporate O/S and Intel would sell high end processors. Value migration is still in play.

However, with all this being said, there is still the aspect of brand loyalty that is underrated but still determines the long term viability of a company and ensures stability in times of economic storms and product delays. This is ultimately where Tim Cook should aim to get to if he wants to spend more time building a company and less time responding to Wall St. demands and distractions. If he sets Apple on a course of a strong Dividend program then he will end up recruiting an army of well wishers, including Grandmas, across the entire spectrum of Red and Blue America that can counter the influence of Hedge Funds. It is well within his reach and it will be a good thing for the High Tech Industry.

Full Disclosure: I am Long AAPL, INTC, QCOM, ALTR


Cosmic Circuits acquisition by Cadence: IP battle with Synopsys has officially started!

Cosmic Circuits acquisition by Cadence: IP battle with Synopsys has officially started!
by Eric Esteve on 02-09-2013 at 6:18 am

If you have missed the announcement that Cosmic Circuits has been acquired by Cadence, dated February 7, you may want to read this PR. In any case, by reading this article you will understand why this acquisition is ringing the start of the “IP battle” between cadence and Synopsys. Let me remind you that I said in Semiwiki last September (at that time I was qualifying the IP battle as being a chess game in my article):

Coming back to the chess game, my personal conviction is that the “Queen” will be the PHY IP, as the company being able to provide an integrated IP solution, PHY and Controller, should be able to run the game. You may prefer to put it this way: the company unable to provide a PHY (supporting the latest standard release like PCIe Gen-3 or MIPI M-PHY) on the most advanced technology node, will most certainly lose the game, on the long term…”

In fact, the IP war between Cadence and Synopsys has really started in 2010, when Cadence has acquired Denali (DDRn memory controller IP, PCIe controller IP and large VIP port-folio) and Synopsys Virage Logic, both companies being sold for more than $300 million, or about X6 or X7 their 2009 revenue. We don’t know how much Cadence has spent to buy Cosmic and we don’t think it was cheap, as the company had a very good path:

  • Founded in 2005 and based in Bangalore, India, Cosmic Circuits has been profitable from its first year of operation and has more than 75 customers worldwide. The company received TSMC’s 2010 and 2012 awards for Analog/Mixed Signal IP Partner of the Year.
  • Provides IP for mobile devices including USB, MIPI, Audio and WIFI at advanced process nodes including 40nm and 28nm
  • Top tier customer base has shipped more than 50 million ICs containing Cosmic Circuits IP in 2012

Cosmic Circuits has started, like ChipIdea, by selling mixed-signal IP (ADC, DAC, PLL, WiFi…), and recently add the Interface PHY IP support to the port-folio. They put a strong focus on MIPI D-PHY and M-PHY, the latest being supported on TSMC 85nm, 65nm, 40nm, 28nm and finally 20nm! They also support a complete SuperSpeed USB PHY, including both USB 2.0 and USB 3.0 PHY IP.

If we look at the Interface IP business during the last 5 years, USB, PCIe and DDR were the most important, followed by HDMI and SATA. But the forecast for the 2012-2016 (see above) clearly shows that, if USB and PCIe are still part of the Top 5, DDRn and MIPI IP will see the higher growth (DDRn IP being also the largest segment). This simply means that Cadence is well positioning to fight with Synopsys in the near future, as the company being already strong in DDRn IP, present in PCIe IP, is now strong in MIPI PHY IP and present in USB PHY IP, thanks to this acquisition.

So, I would agree with Martin Lund, Cadence’s senior vice president of R&D for SoC Realization when he says “The addition of Cosmic Circuits’ stellar technology and talent enhances Cadence’s position as a leading provider for analog/mixed-signal IP. The combination of Cadence and Cosmic Circuits will provide customers with high quality IP to accelerate getting products to market.”

And please don’t forget it: the PHY IP support will be an important part of the winning strategy, in this IP battle between Synopsys and cadence!Eric Esteve from IPNEST


Please Help Me Understand IBM – Common Platform Technology Forum 2013

Please Help Me Understand IBM – Common Platform Technology Forum 2013
by Zvi on 02-08-2013 at 11:00 pm

“Innovations for Next Generation Scaling”

The 2013 Forum today (Feb 5, 2013) started with a presentation by Dr. Gary Patton, VP, IBM Semiconductor Research & Development Center. Gary very clearly articulated the two irresolvable challenges the industry now faces:

  • On chip interconnect
  • Lithography

These two challenges connect very well with our recent blog IEDM 2012 – The Pivotal Point for Monolithic 3D IC. Gary showed both the exponential increase of RC which results from the dimensional scaling of copper below 100nm width and the high cost associated with double and quad patterning. In addition, he showed how the extreme scaling of the copper metallization creates reliability challenges such as fatal EM modes, and scaling of the insulator k breeds TDDB and strength issues. As a reminder, in the recent IEDM (Dec. 2012) short course, IBM presented the following slide indicating that interconnect now dominates device power!

L. Chang, D.J. Frank – IEDM 2012 Short Course – IBM Watson Research Center

Gary also presented a multi-decade past to future slide that resembles the one presented here below. The decade ending at the year 2000 was the good old days of easy scaling of planar transistor, which he called the gate oxide limit. Then the industry followed with a decade of “Material Innovation” that he called the planar device limit, and starting in 2010 is the beginning of the “3D Era” – 3D transistors and stacked devices.

Finally he shared with us his vision of 3D devices with three planes of devices:

  • Logic Plane
  • Memory Plane
  • Photonic Plane

A vision we mutually share.

Now, here is my failure to understand. As a company who has been in the forefront of 3D and TSV research, IBM is well aware of the severe limitations of TSV as an alternative for vertical interconnect. The following cross-sectional picture by IBM, presented at the recent GSA Summit, clearly illustrates how large a TSV is in comparison to an interconnect via.

IBM Systems and Technology Group – GSA Silicon Summit 2012 (S.s lyer) – 2012 IBM Corporation

With TSVs of 5 micron diameters (and pitches of 15 micron due to keep out zones from stress issues) vs. vias of less than 50 nm, the ratio in vertical connectivity is 1:10,000 as illustrated in the following chart by Perinne Batude of CEA Leti.

Clearly IBM technologists are well aware of the many research papers showing that TSVs, with their relatively huge size compared to all the other on-chip elements, diminish the performance or power benefits in folding designs to 3D. For example, the chart below was presented by Kim at the 2011 IEEE International Interconnect Technology Conference. The chart illustrates the performance benefits of folding a design twice (4 tiers of transistors) as dependent on the via size. At a via size of 5 microns there are actually no benefits, while at a via size of 0.1 micron the benefits are the equivalent of two nodes of dimension scaling!!!

So can someone please explain to me how come IBM is still talking about TSV as if it is the only representative of the “3D Era”???

And particularly now, when monolithic 3D is finally practical, and the NAND Flash memory vendors are adopting it across the board!?


Another Winner at DesignCon

Another Winner at DesignCon
by Daniel Payne on 02-08-2013 at 5:44 pm

After a show like DesignConwraps up we get a chance to ask ourself what it all meant, and how was this year different than last year. Reading through many posts about DesignCon I came to discover that the Awards at DesignCon are less contentious than at CES, and also that ANSYSreceived a DesignVision awardfor the 2nd year running. Their winning tool in the category of Modeling and Simulation is called HFSS for ECAD.

Typically the design engineer doing PCB layout would use Cadence tools, then export their design data, ask the SI expert to import them into a field solver like HFSS, setup and run the field solver, interpret the results, and communicate verbally with any recommendations. Not a very productive flow, so the process has been integrated quite a bit.

You can now stay working in your familiar Cadence layout tools and launch HFSS for analysis:

  • Allegro PCB Designer
  • Allegro Package Designer
  • SiP Layout
  • Virtuoso Layout Suite

The software that enables this integration is called:

  • ANSYS HFSS, or HFSS solver-only option
  • ANSYS Designer Pre-Post, or ANSYS DesignerSI
  • Ansoft Links for ECAD

Using this combination of ECAD tools from Cadence and field solver tools from ANSYS lets engineers design and quickly analyze chip, package or boards where you need a 3-D model to take into account high-speed interconnect or complex packaging structures. The manual steps have been eliminated and the setup streamlined, so that you can stay in the Cadence tools to run field solver jobs like:

  • HFSS port drawing and setup
  • Automated clipping of nets
  • Setup of HFSS meshing frequency
  • Frequency sweep type, and range setup
  • HFSS convergence criteria
  • Solver and basis function selection
  • Airbox definition

Summary
If you want to save some time and agony, then consider looking at this integration between Cadence and ANSYS tools for your chip, board and packaging design challenges where a 3-D field sovler is required. I’m glad that Mark Ravenstahl of ANSYS talked with me two weeks ago about what to look for at DesignCon in 2013.


9 Micron Wooden Gate

9 Micron Wooden Gate
by Paul McLellan on 02-08-2013 at 4:55 pm

When I started in this business, we were at 3 micron HMOS. A few other things are close to that size. A red blood cells is about 9 microns, a human hair is about 100 microns. And in a bizarre “only in Japan” video, people compete to plane the thinnest shaving off a plank of wood. It turns out the answer is 9 microns. That’s a sharp blade!


Navigating the new patent landscape

Navigating the new patent landscape
by Beth Martin on 02-08-2013 at 12:00 am

If you are considering filing a patent, you should know about the new patent rules effectinve on March 16, 2013. Most importantly, patent rights will switch from “first-to-invent” to “first-to-file.” Before we continue, I am not a lawyer; I’m just a dumb blogger. Seek actual legal advice about the new patent laws if you think you might be affected.

As I understand it, the first-to-invent model worked basically like this: You invent rocket shoes on April 1, 2010 and start working on a patent application, which you file one month later. The guy next door you independently invents rocket shoes (what are the odds!) on April 10, 2010 and files a patent one week later. He got his patent application in first, but under first-to-invent, you, not your neighbor, might have the right to the patent. You would still, I assume, have the right to contest that application.

The new rules, which put the US in line with European, Canadian, and Japanese patent law, is “first-inventor-to-file.” Under this model, you should use those new rocket shoes to race to the patent office.

The America Invents Act makes changes to the definition of “prior art,” i.e., information that has been made available to the public that might be relevant to a patent’s claims of originality. So, if someone (say another of your terrible neighbors) describes your rocket shoes in a journal a day before you get to the patent office, her publication could have a bearing on your claim. In practice, this means that corporate lawyers will need to do much more diligent prior-art discovery.You should consult your legal advisor to understand these changes, and, as always, be careful about what you share publicly before filing for a patent.

The US patent office also now offers a fast track option that moves your application through in 1 year. Entrepreneurs and small businesses get a discount on the additional fast-track filing fee. In fact, the fee schedule changes as of March 19. All the fees are reduced, and there are two discount categories; one for small entities and one for ‘micro’ entities. There is no mention of ‘nano’ entities, so your tiny devices apparently have to pay full price…

Oh, and to reiterate: IANAL (I am not a lawyer) and this post should in no way be contrued as legal advice. In fact, the opinions set forth here are only my own and could be completely false (like the idea that those rocket shoes would actually work). If you actually attempt to navigate the incredibly complex world of patent law based on this blog, and you fail, it’s your own dumb fault. If you plan to file a patent, go see a lawyer for goodness sake.


Apple and Samsung Do It Again

Apple and Samsung Do It Again
by Paul McLellan on 02-07-2013 at 11:54 pm

The numbers are starting to come in for how everyone did in Q4. According to Cannacord Genuity, Apple made 69% of the profit and Samsung made 34%. What do you notice about those numbers? They add up to more than 100%. HTC supposedly made 1% of the profit and everyone else either broke even or lost money. Basically Apple and Samsung have rendered everyone else in the market irrelevant and pretty much doomed to run out of money.

In terms of smartphone units, IDC’s numbers have Samsung at #1 with 63.7M units (up 70% on last year), Apple is #2 with 47.89M and a surprising #3, admittedly a long way behind, is Huawei with 10.8M.

Surprisingly, Google’s Android, which accounts for about 70% of smartphone activations, is completely dominated by Samsung when it comes to making any money. How long all the other Android players can continue without making any profit remains to be seen. Google’s own Motorola is losing money still, and it will be interesting to see what they bring to market this year since they claim that the existing product pipeline is now flushed and so future products should be ones designed after the Google acquisition of Motorola Mobility. It will also be interesting to see if Google keeps the Android playing field level or gives Motorola Mobility something that Samsung doesn’t get its hands on so quickly.

Also worryingly for Google, Samsung has a third operating system Tizen that it is just starting to bring to market. This is the metamorphosis of project Meego that Samsung took over when Nokia dropped it to focus on its Microsoft strategy (how’s that working, by the way?). Since carriers apparently would really like a 3rd ecosystem to keep Apple and Google off-balance, it will almost certainly be successful. For sure Microsoft/Nokia is not that third ecosystem and, while the recently renamed Blackberry (the company used to be called Research In Motion or RIM) has just come out with a brand-new version of their operating system, it seems unlikely to do more than shore them up inside major corporate strongholds such as government and some huge companies.

Tablets are big. So big that many people are predicting that in 2013 tablets will outsell notebooks and desktop PCs. According to Canalys, Apple sold 22.9 million tablets for 49% share, Samsung sold 7.6 million, Amazon sold 4.6 million tablets, and Google’s Nexuses sold 2.6 million. What will happen to the tablet market is going to be interesting. Amazon presumably sells its tablets close to their cost and makes it up on other revenue streams. Apple, which certainly isn’t selling anything like near cost, also has other revenue streams of content. Embarrassingly for Google, Amazon is selling more Android tablets than they are despite Google’s strategy of flooding the market with cheap tablets and making the money on search and other monetization schemes. Amazon is flooding better. Samsung is doing fine for now but could get squeezed since it has a pure hardware business, at least for now.


Tubes of the Future

Tubes of the Future
by Paul McLellan on 02-07-2013 at 10:00 pm

So what is a silicon nanowire? It is basically a FET where the active element is a wire 3-20nm in diameter. So where a FinFET has the gate wrapped around 3 sides of the transistor, a nanowire (NW) has it wrapped around all four. In essence, the wire runs through the middle of the gate.

There seem to be three issues about building a silicon nanowire. First, suspending the wire above the substrate, then depositing the gate around the wire, and controlling the shape of the wire (you’d like it to be as circular as possible). One thing you can do with NW that is new is to run several wires through the same gate, either to switch multiple signals simultaneously or to get higher current.

Beyond 7nm, silicon is not the ideal substance for nanowires and it is better to use carbon nanotubes. A carbon nanotube FET (CNTFET) has much higher currents compared to silicon. This has the potential of an enormous increase of 3-10X in power and/or performance. Carbon nanotubes are a roll of carbon 1nm in diameter. The bandgap can be adjusted which means we can have both normally-on and normally-off transistors (like “p” and “n” type transistors in CMOS) and so we can continue to use complementary logic.

The fabrication process is completely different than for silicon NW. The carbon nanotubes are created as a sort of raw material away from the wafer fab. One issue is that some percentage of them are metallic rather than semiconducting and so repeated purification steps via column chromatography are required to ensure that (almost) none of the metallic ones get through.

The carbon nanotubes are then laid onto the wafer in a single layer at 6nm spacing. Using cut masks these can then be patterned.


One big challenge to be solved with CNT is that currently we don’t have a good way to contact to them without requiring an extremely long (say 300nm) contact area. This will need a lot of work to solve to make CNT practical.


ARMs in the Clouds

ARMs in the Clouds
by Paul McLellan on 02-07-2013 at 7:10 pm

The most interesting session at the Linley Tech Data Center Conference last week was the last one, on Designing Power Efficient Servers. What this was really about was whether ARM would have any success in the server market and what Intel’s response might be.

Datacenters are now very focused on power efficiency and many track Power Usage Efficiency (PUE) which is the ratio of the power used by the servers to the power used by everything else (routers, cooling, power distribution, backup etc). 2 is average and new facilities target 1.5. Power is generally the limiting factor on the size of a rack and the size of a datacenter so further improvements are required. More than a third of the cost of ownership of a datacenter is proportional to the electrical usage. So despite the obvious issues with a change of architecture (porting software), if big savings can be made they can be truly compelling.

Historically, server processors focus on complex highly-superscalar CPUs designed for the best possible single thread performance. But all that instruction reordering wastes power as does very long pipelines and high clock rates. For many datacenters focused on heavy computation this is the right type of server. But many other datacenters are focused on highly threaded workloads that can easily take advantage of more cores per chip/server/rack. There are also opportunities to integrate high-speed I/O and networking all on the same chip.

The obvious beneficiary of this means of thinking is ARM. They announced the 64-bit Cortex-A57 (no, I don’t understand ARM’s numbering system either) focused on this opportunity. Intel has responded with Centerton which is their first server processor based on Atom. But, as Linley pointed out, it only has the same level of integration as Xeon and so requires external USB, Ethernet, disk controllers etc. TDP is 6.3W at 1.6GHz which looks nice until you consider that its performance is so much lower than Xeon and, in fact, it is less power efficient than Xeon. Intel’s next generation will be Avoton (no, I don’t understand Intel’s naming system either) in 22nm with second generation Atom architecture and “integrated system fabric.” But details have not yet been announced.

So who are working on alternatives? Tilera has repurposed their massively multicore processor for cloud servers. Calxeda is shipping an ARM-based server processor. AppliedMicro and Cavium are developing 64-bit ARM CPUs and AMD has announced that it will use the Cortex-A57 in 2014 server products.

Calxeda presented their roadmap. Today they can put 3,000 servers in a single rack with 12,000 cores, 12TB DRAM, power requirements down by 90%, eliminating 9 miles of cabling and 125 ethernet switches. That’s the sort of thing that will get the attention of Google, Facebook and Amazon.

They had an interesting example: server capacity to service 10,000,000 HTTP requires per second on a 1Gb network infrastructure. The densest x86 solution requires 1997 servers on 4 racks with 44 switches and consumes 37kW. Using Calxeda’s ARM-based SoCs, this is 1535 servers on 1.6 racks with 2 switches and 13kW of power. 40% lower TCO, 61% less space, 95% fewer switches, 65% less energy. Close to their elevator pitch: 1/10th of the energy in 1/10th of the space and 1/2 the TCO and all the performance.

AppliedMicro had a similar message. There are computationally intensive workloads such as high-frequency trading or data-mining. But many cloud workloads are not like that and can take advantage of lots more cores even if the scalar performance of each one is not the maximum. Their X-Gene microserver integrates network, I/O and storage all on one chip.

They have their comparison example too. A traditional server architecture providing 2560 cores requires 160 nodes, 28kW in 2 racks. With X-Gene, the same 2560 cores just requires 320 nodes, 19kW in 1 rack. So half the size and half the power.

The server processor market is about $10B today so it is a prize worth fighting over. And, unlike the smartphone processor market, the major players are not designing their own SoCs so the whole market is available for merchant suppliers.