Subject: Processors | January 24, 2016 - 12:19 PM | Sebastian Peak
Tagged: Tigerlake, rumor, report, processor, process node, Intel, Icelake, cpu, Cannonlake, 10 nm
A report from financial website The Motley Fool discusses Intel's plan to introduce three architectures at the 10 nm node, rather than the expected two. This comes after news that Kaby Lake will remain at the present 14 nm, interrupting Intel's 2-year manufacturing tech pace.
(Image credit: wccftech)
"Management has told investors that they are pushing to try to get back to a two-year cadence post-10-nanometer (presumably they mean a two-year transition from 10-nanometer to 7-nanometer), however, from what I have just learned from a source familiar with Intel's plans, the company is working on three, not two, architectures for the 10-nanometer node."
Intel's first 10 nm processor architecture will be known as Cannonlake, with Icelake expected to follow about a year afterward. With Tigerlake expected to be the third architecture build on 10 nm, and not coming until "the second half of 2019", we probably won't see 7 nm from Intel until the second half of 2020 at the earliest.
It appears that the days of two-year, two product process node changes are numbered for Intel, as the report continues:
"If all goes well for the company, then 7-nanometer could be a two-product node, implying a transition to the 5-nanometer technology node by the second half of 2022. However, the source that I spoke to expressed significant doubts that Intel will be able to return to a two-years-per-technology cycle."
(Image credit: The Motley Fool)
It will be interesting to see how players like TSMC, themselves "planning to start mass production of 7-nanometer in the first half of 2018", will fare moving forward as Intel's process development (apparently) slows.
Subject: General Tech | March 21, 2015 - 12:09 AM | Sebastian Peak
Tagged: TSMC, SoC, Semiconductor, Samsung, process node, nvidia, gpu, fab
Want to liven up your weekend? Forget college basketball, we all know that few things are more exciting than SEC filings - and oh boy do we have a great read for you! (OK, this one is actually interesting!)
Ah, legal documents...
NVIDIA has disclosed in their latest 10-K filing that none other than Samsung is manufacturing some of the company’s chips. TSMC has been the source of GPUs for both AMD and NVIDIA for some time, but this filing (the full document is available from the SEC website) has a very interesting mention of the suppliers of their silicon under the “Manufacturing” section:
"We utilize industry-leading suppliers, such as Taiwan Semiconductor Manufacturing Company Limited and Samsung Electronics Co. Ltd, to produce our semiconductor wafers."
Back in December NVIDIA commented on its lawsuit against Samsung for alleged IP theft, which only makes this partnership seem more unlikely. However even Apple (which has their own famous legal history with Samsung, of course) has relied on Samsung for some of the production of their A-series SoCs, including the current crop of A8 chips. Business is business, and Samsung Foundry has been a reliable source of silicon for multiple manufacturers - particularly during times when TSMC has struggled to meet demand at smaller process nodes.
Samsung's Current Semiconductor Offering
It is unclear at this point whether the wafers produced by Samsung Semiconductor are for NVIDIA’s mobile parts exclusively, or if any of the desktop GPUs were produced there rather than at TSMC. The partnership could also be attributed simply to scale, just as Apple has augmented A8 SoC supply with their rival’s fab while primarily relying on TSMC. It will be interesting to see just how pervasive the chips produced by Samsung are within the NVIDIA lineup, and what future products might be manufactured with their newest 14nm FinFET process technology.
Subject: General Tech, Processors | December 14, 2013 - 03:08 AM | Scott Michaud
Tagged: TSMC, process node, 16nm
Taiwan Semiconductor (TSMC) is one of the few chip fabrication companies in the world (especially when you omit the memory producers, etc.). Their customers include: AMD, NVIDIA, Qualcomm, Broadcom, and even a few Intel Atom processors have come out of their lines at one point. They will take money from just about anyone who wants a chip.
According to Bit-Tech, a few customers will even have access to 16nm before the end of the year.
The catch, which of course there is one, is that production runs will be very small. We would love to see a gigantic run of new AMD or NVIDIA GPUs based on 16nm but that will not be the case (and not just because Volcanic Islands and Maxwell are both 2Xnm products). The first customers, while otherwise anonymous, will be interested in mobile systems-on-a-chip (SoCs).
On the plus side, when future 1Xnm designs come out, TSMC's production could be reasonably caught up to make a smooth launch.
Intel, the current leader in the fabrication world, targeted a slightly smaller 14nm process and have already begun producing a few odds and ends at that level. Full production has not even really started yet.
Just so you can get an idea of the complexity we are dealing with: 16nm fabrication creates details that are just ~32 atoms in width.
Subject: Editorial | March 9, 2012 - 11:45 AM | Josh Walrath
Tagged: TSMC, tahiti, process node, nvidia, kepler, amd, 28 nm
Charlie over at Semiaccurate is reporting that TSMC has closed down their entire 28 nm line. Shut down. Not running wafers. This obviously cannot be good.
Apparently TSMC stopped the entire line about three weeks ago and have not restarted it. This type of thing does not happen very often, and when it does, things are really out of whack. Going back we have heard mixed reviews of TSMC’s 28 nm process. NVIDIA was quoted as saying that yields still were not very good, but at least were better than what they experienced with their first 40 nm part (GTX 400 series). Now, part of NVIDIA’s problem was that the design was as much of an issue as the 40 nm process was. AMD at the time was churning out HD 5000 series parts at a pretty good rate, and they said their yields were within expectations.
AMD so far is one of the first customers out of the gate with a large volume of 28 nm parts. The HD 7900 series has been out since the second week of January, the HD 7700 series since mid-February, and the recently released HD 7800 series will reach market in about 2 weeks. Charlie has done some more digging and has found out that AMD has enough product in terms of finished boards and packaged chips that they will be able to handle the shutdown from TSMC. Things will get tight at the end, but apparently the wafers in the middle of being processed have not been thrown out or destroyed. So once production starts again, AMD and the other customers will not have to wait 16 to 20 weeks before getting finished product.
NVIDIA will likely not fare nearly as well. The bulk of the stoppage occurred during the real “meat and potatoes” manufacturing cycle for the company. NVIDIA expects to launch the first round of Kepler based products this month, but if production has been stopped for the past three weeks then we can bet that there are a lot of NVIDIA wafers just sitting in the middle of production. Charlie also claims that the NVIDIA launch will not be a hard one, and NVIDIA expects retail products to be available several weeks after the introduction.
The potential reasons for this could be legion. Was there some kind of toxic spill that resulted in a massive cleanup that required the entire line to be shut down? Was there some kind of contamination that was present while installing the line, but was not discovered until well after production started? Or was something glossed over during installation that ballooned into a bigger problem that just needed to be rectified (a stitch in time saves nine)?