Article count:25311 Read by:103629709

Featured Content
Account Entry

Intel says it is regaining its leadership in chip manufacturing

Latest update time:2022-12-06
    Reads:

Intel Corp. is achieving all the goals it set to regain its leadership in semiconductor manufacturing, according to executives responsible for the effort.


"We're absolutely on track," Ann Kelleher, Intel vice president and head of technology development, said at a news conference in San Francisco on Monday. “We set milestones on a quarterly basis and based on those milestones, we are ahead or on track.”


Intel Chief Executive Pat Gelsinger has vowed to regain leadership in production technology that has been one of the foundations of the company's decades-long dominance in a $580 billion industry. Kelleher's team is trying to make up for the chipmaker's delays in delivering manufacturing technology that's five years later than originally promised. The group is accelerating its efforts to introduce new processes at an unprecedented pace.


If Gelsinger's plan succeeds, Intel will reverse market share losses to rivals such as Advanced Micro Devices Inc. and Nvidia Corp. Better production will also allow Intel to attract customers as the CEO seeks to take on TSMC and Samsung Electronics Co. in the growing business of contract manufacturing - making semiconductors for other chip companies.


Kelleher said Intel is taking a more pragmatic approach than it has in the past, developing contingency plans to ensure major delays don't occur again. It also relies more on help from equipment suppliers rather than trying to do it all on its own, she said.


"Intel used to have a high wall on not sharing," said Kelleher, who has worked at the Santa Clara, Calif.-based company for more than 30 years. “We don’t need to be on top of everything.”


Intel is working to boost its manufacturing capabilities as it grapples with falling revenue and a sharp drop in demand for personal computers, which account for more than half of its sales. The company said in October that actions including job cuts and slowing spending on new factories would save $3 billion next year, with annual cuts rising to $10 billion by the end of 2025.


Making chips at smaller nanometers, or billionths of a meter, increases production efficiency, improves factory efficiency and increases the ability of electronic components to store and process data in a more efficient way.


Intel is currently mass producing 7nm chips. Kelleher said it is ready to start making 4-nanometer semiconductors and will be ready to move to 3-nanometer in the second half of 2023. The term nano was originally used to measure the main part of a transistor and is now used more broadly to indicate how advanced a company is relative to its competitors.


Kelleher, who has been in Intel's ranks since starting in its factories, has a prosaic view of the marketing jargon used to compare technological capabilities across the industry.


"The numbers are nothing, we might as well call it 'George,'" she said.


While terms like 7 nanometer may have little to do with the actual world of chip production these days, Kelleher is committed to restoring Intel's luster. She said her budget is secure and will not be affected by the company's cost cuts.


Currently, TSMC and Samsung are widely considered to have surpassed Intel in production technology. Particularly the former, the Taiwanese company that pioneered the business of making chips for others, and both companies are now at the heart of global supply chains. That includes making components for companies such as Apple Inc., Qualcomm Inc. and Amazon.com Inc., as well as Intel's direct competitors such as AMD and Nvidia.


Intel talks about the future of chips: system collaborative innovation plays an important role


The next wave of Moore's Law will rely on a development concept called co-optimization of system technologies, Ann B. Kelleher, Intel's general manager of technology development, told IEEE Spectrum in an interview ahead of her plenary address at the 2022 IEEE Electronic Devices Conference.


"Moore's Law is about increasing the integration of functionality," Kelleher said. "Looking forward to the next 10 to 20 years, there will be a path full of innovation," and the rhythm of improving products every two years will continue. This path includes continuous improvements to semiconductor processes and designs in general, but System Technology Co-Optimization (STCO) will make the biggest difference.


Kelleher calls it an "outside-in" approach to development. It starts with the workloads the product needs to support and its software, then drills down to the system architecture, then what type of silicon must be used in the package, and finally to the semiconductor manufacturing process. “Co-optimization with system technology means all the parts are optimized together so you get the best answer for the final product,” she said.


STCO is now an option largely because advanced packaging such as 3D integration allows high-bandwidth connectivity of chiplets (small functional chips) within a single package. This means that functions that were once on a single chip can be broken down into dedicated chiplets, each of which can then be manufactured using optimized semiconductor process technologies. For example, Kelleher noted during her plenary session that high-performance computing requires large amounts of cache per processor core, but chipmakers' ability to shrink SRAM has not kept pace with logic shrink. Therefore, it makes sense to build the SRAM cache and compute cores as separate chiplets using different process technologies, and then stitch them together using 3D integration.


Kelleher said a key example of STCO is the Ponte Vecchio processor at the heart of the Aurora supercomputer. It consists of 47 active chiplets (and 8 blanks for heat transfer). They are stitched together using advanced horizontal joining (2.5 packaging technology) and 3D stacking. “It brings together silicon from different fabs and enables them to be combined so that the system can perform for the workload it was designed for,” she said.



Intel sees a concept called system technology co-optimization as the next phase of Moore's Law.


At IEDM, Intel engineers will report that their 3D hybrid bonding technology offers a tenfold improvement in density over what was reported in 2021. Increased connection density means more chip functionality can be broken out onto separate chiplets, providing more potential to use STCO to improve outcomes. With this new technology, the hybrid bond pitch (ie, the distance between interconnects) is only 3 microns. This way, more cache can be decoupled from the processor core. According to Kelleher, reducing the bond pitch to between 2 microns and 100 nanometers could mean being able to start separating logic functions that today must be on the same piece of silicon.


The drive to optimize systems by breaking down functionality is having an impact on future semiconductor manufacturing processes. Future semiconductor process technologies must cope with the thermal stress of the 3D packaging environment. But interconnect technology may see the biggest changes. Kelleher said Intel is expected to launch a technology called PowerVia (more generally, backside power supply) in 2024. PowerVia moves the chip's power supply network beneath the silicon, reducing the size of the logic cells and reducing power consumption. But it also "gives us different opportunities in terms of what we can do and how we interconnect in the package," Kelleher said.


System Technology Co-Optimization (STCO) optimizes more parts of a computer system by considering all aspects from software to process technology.


Kelleher emphasized that STCO is still in its infancy. Electronic design automation (EDA) tools have addressed STCO's predecessor, design technology co-optimization (DTCO), which focused on logic cell-level and functional block-level optimization. "But some EDA tool vendors are already working on solving this problem," she said. “Going forward, the focus will be on methods and tools that help achieve STCO.”


As the STCO evolves, equipment engineers may have to evolve with it. “In general, engineers need to continue to develop knowledge of their equipment, but also start to understand the use cases for their technology and equipment,” Kelleher said. “As we move into more of the STCO world, more interdisciplinary skills will be needed.”


Intel's roadmap


Kelleher also updated Intel's roadmap, tying it to advances in Moore's Law and the evolution of devices since the invention of the first transistor. Kelleher said things have been on track since Intel announced its new manufacturing roadmap less than two years ago. But she did fill in some details about the processors that will debut alongside the new technology.

Intel is on track to develop its process technology roadmap.


The Intel 20A is scheduled to enter production in the first half of 2024 and is still a major leap in technology. It also introduces a new transistor architecture - RibbonFET (commonly known as gate-all-around or nanosheet transistor) and PowerVia backside power delivery. When asked about the risks involved, Kelleher explained the strategy.


"They don't have to do it immediately, but we see significant benefits in moving to PowerVia to enable [RibbonFET] technology," she said. Development is being done in parallel to reduce the risk of delays, she explained. Intel is running the test process using FinFET (the transistor architecture used today) and PowerVia. “This has been very successful and it has allowed us to accelerate our development efforts,” she said.


The transistor of the future


Kelleher's speech comes as the IEEE Electronic Devices Society celebrates the 75th anniversary of the invention of the transistor. At IEEE Spectrum, we asked experts what transistors will look like on their 100th birthday in 2047. Kelleher considered the long life of transistor technology, noting that planar transistor designs lasted from 1960 to about 2010, and that its successor, FinFET, is still going strong. "Now we're going to move to RibbonFETs, which will probably last another 20-plus years...so I expect we'll have stacked RibbonFETs," she suggested. [Intel engineers describe the technology in the December 2022 issue of IEEE Spectrum.] By then, however, the ribbons may be made of 2D semiconductors rather than silicon.


★ Click [Read the original text] at the end of the article to view the original text link of this article!

*Disclaimer: This article is original by the author. The content of the article is the personal opinion of the author. The reprinting by Semiconductor Industry Watch is only to convey a different point of view. It does not mean that Semiconductor Industry Watch agrees or supports the view. If you have any objections, please contact Semiconductor Industry Watch.


Today is the 3243rd content shared by "Semiconductor Industry Observation" with you. Welcome to pay attention.

Recommended reading

Semiconductor Industry Watch

" Semiconductor's First Vertical Media "

Real-time professional original depth


Identify the QR code , reply to the keywords below, and read more

Wafers | Integrated circuits | Equipment | Automotive chips | Storage | TSMC | AI | Packaging

Reply Submit an article and read "How to Become a Member of "Semiconductor Industry Watch""

Reply Search and you can easily find other articles you are interested in!


Click to read the original text to view this article
Original link!


 
EEWorld WeChat Subscription

 
EEWorld WeChat Service Number

 
AutoDevelopers

About Us Customer Service Contact Information Datasheet Sitemap LatestNews

Room 1530, Zhongguancun MOOC Times Building,Block B, 18 Zhongguancun Street, Haidian District,Beijing, China Tel:(010)82350740 Postcode:100190

Copyright © 2005-2024 EEWORLD.com.cn, Inc. All rights reserved 京ICP证060456号 京ICP备10001474号-1 电信业务审批[2006]字第258号函 京公网安备 11010802033920号