Category Archives: Wafer Processing

Survey results that will be posted in the March Update to the 20th anniversary 2017 edition of IC Insights’ McClean Report show that eleven companies are forecast to have semiconductor capital expenditure budgets greater than $1.0 billion in 2017, and account for 78% of total worldwide semiconductor industry capital spending this year (Figure 1). By comparison, there were eight companies in 2013 with capital spending in excess of $1.0 billion. As shown in the figure, three of the top 11 major capital spenders (Intel, GlobalFoundries, and ST) are forecast to increase their semiconductor spending outlays by 25% or more in 2017.

The biggest percentage increase in spending by a major spender in 2016 came from the China-based pure-play foundry SMIC, which ran its fabrication facilities at ≥95% utilization rate for much of last year. SMIC initially set its 2016 capital expenditure budget at $2.1 billion. However, in November, the company raised its spending budget to $2.6 billion, which resulted in outlays that were 87% greater than in 2015.

In contrast to the surge of spending at SMIC last year, the weak DRAM market spurred both Samsung and SK Hynix to reduce their total 2016 capital spending by 13% and 14%, respectively. Although their total outlays declined, both companies increased their spending for 3D NAND flash in 2016. As shown, Micron is forecast to cut its spending by 13% in 2017, even after including Inotera, which was acquired by Micron in December of last year.

In 2016, GlobalFoundries had plenty of capacity available. As a result, the company cut its capital expenditures by a steep 62%. As shown, the company is forecast to increase its spending this year by 33%, the second-largest increase expected among the major spenders (though its 2017 spending total is still expected to be about half of what the company spent in 2015). It is assumed that almost all of the spending increase this year will be targeted at installing advanced processing technology (the company announced that it is focusing its efforts on developing 7nm technology and will skip the 10nm node).

Figure 1

Figure 1

After spending about $1.06 billion last year, Sony is expected to drop out of the major spender listing in 2017 as it winds down its outlays for capacity additions for its image sensor business and its spending drops below $1.0 billion. As shown in Figure 1, ST is expected to replace Sony in the major spender listing this year by increasing its spending by 73% to $1.05 billion.  It should be noted that ST has stated that this surge in outlays is expected to be a one year event, after which it will revert back to limiting its capital spending to ≤10% of its sales.

Renesas Electronics Corporation (TSE: 6723), a supplier of advanced semiconductor solutions, and Intersil Corporation (NASDAQ: ISIL), a provider of innovative power management and precision analog solutions, today announced the completion of Renesas’ acquisition of Intersil Corporation. The transaction brings together the advanced technology and deep end-market expertise of the two companies, and solidifies Renesas’ position as a leading global supplier delivering advanced embedded systems to customers.

“I am excited to welcome the Intersil employees into the Renesas Group and look forward to building a robust organization that will bring the capabilities of both companies to bear to proactively address changing market dynamics and customer needs,” said Bunsei Kure, Representative Director, President and CEO of Renesas Electronics Corporation. “With the close of this acquisition, Renesas has transformed into an industry powerhouse with one of the most comprehensive set of advanced embedded solutions. We believe that this compelling and complementary combination will enable significant synergies and cross-selling opportunities and contribute to creating superior value for our customers and stakeholders.”

In connection with the closing of the transaction today, Intersil becomes a wholly-owned subsidiary of Renesas. Dr. Necip Sayinerjoined Renesas’ executive team, as of February 24, 2017, as Executive Vice President and will continue to lead Intersil as the President, Chief Executive Officer, and Director.

Renesas will focus its efforts on achieving a smooth integration of the two companies and intends to continue technical support and future product development for Intersil’s industry-leading power management and precision analog solutions.

Renesas also plans to continue operations at Intersil’s production facility in Palm Bay, Florida, U.S. and Intersil’s home office in Milpitas, California, U.S., as well as the design centers and sales and support organizations serving Intersil customers globally.

As previously announced in September 2016, Renesas anticipates that near- and long-term revenue expansion opportunities combined with the modest anticipated cost efficiencies associated with greater scale will eventually generate synergies of US$170 million(approximately 17 billion yen at an exchange rate of 100 yen to the dollar). The transaction is expected to immediately increase Renesas’ gross and operating margins and be accretive to Renesas’ non-GAAP earnings per share and free cash flows after closing.

At the SPIE Advanced Lithography conference in San Jose, Calif. (USA), imec and its partners will present a patterning solution for a 42nm-pitch M1 layer and a 32nm-pitch M2 layer in logic design compatible with the foundry N5 requirements. The approach includes two scenarios for EUVL insertion that, when combined with an array of scaling boosters, serve as a basis of the industry requirements for power, performance, area and cost. Including proposals for design rules, masks, photoresists, etching, and metrology and an extensive process variation assessment, imec’s R&D has established the first comprehensive solution for EUVL enablement in high-volume manufacturing.

As an alternative to the cost-prohibitive and complex self-aligned quadruple patterning (SAQP) + immersion triple block patterning for the 32nm metal layer (M2), imec has developed two approaches that include exposure on ASML’s NXE:3300B EUV-scanner. The primary solution involves completing the SAQP with a single EUV blocking step, which offers a 20 percent wafer cost reduction over the full immersion approach. The alternate approach relies on EUV for a single patterning step, replacing both the SAQP and triple blocking steps.  This adds an additional cost reduction, but has more implementation challenges than the SAQP+EUV block solution. As pitch-only scaling becomes a burden in technology node transition, imec’s solutions have been complemented by co-optimizing the technology and the design libraries resulting in significantly lower area while lessening the burden in pitch-only scaling. This allows a full node definition with fixed wafer cost increase with more area reduction.

As part of the solution, imec and ASML created a 2D OPC full-chip model, which was then used to design and fabricate the EUVL block mask. Also for the etch process, solutions have been found that meet the requirements.  As for the mask pellicles, imec reports on work for 250W exposure membranes, investigating a promising group of materials based on carbon nanotubes (CNT).

Lastly, the SAQP and block structures have been characterized in detailed morphological studies, assessing pattern fidelity and variability. At a 32nm pitch, even minor process variations in EUVL may have significant impact on device performance. Such variations are due to overlay and critical dimension uniformity issues, in addition to EUVL-specific effects such as shadowing, M3D, flare and stochastic effects. Imec simulated and measured these effect on the wafers, demonstrating the suitability of the proposed solutions and identifying approaches to fine-tune processing computationally, e.g. further refining the OPC.

IC Insights recently released its new Global Wafer Capacity 2017-2021 report that provides in-depth detail, analyses, and forecasts for IC industry capacity by wafer size, by process geometry, by region, and by product type through 2021.  Figure 1 splits the world’s installed monthly wafer production capacity by geographic region (or country) as of December 2016.  Each regional number is the total installed monthly capacity of fabs located in that region regardless of the headquarters location for the companies that own the fabs.  For example, the wafer capacity that South Korea-based Samsung has installed in the U.S. is counted in the North America capacity total, not in the South Korea capacity total.  The ROW “region” consists primarily of Singapore, Israel, and Malaysia, but also includes countries/regions such as Russia, Belarus, and Australia.

Figure 1

Figure 1

As shown, Taiwan led all regions/countries in wafer capacity with 21.3% share, a slight decrease from 21.7% in 2015 when the country first became the global wafer capacity leader.  Taiwan was only slightly ahead of South Korea, which was in second place.  The Global Wafer Capacity report shows that South Korea accounted for 20.9% of global wafer capacity in 2016, slightly more than the 20.5% share it held in 2015.  Two companies in Taiwan and two in South Korea accounted for the vast share of wafer fab capacity in each country.  In Taiwan, TSMC and UMC held 73% of the country’s capacity while in South Korea, Samsung and SK Hynix represented 93% of the IC wafer capacity installed in 2016.

Japan remained firmly in third place with just over 17% of global wafer fab capacity.  Micron’s purchase of Elpida several years ago and other recent major changes in manufacturing strategies of companies in Japan, including Panasonic spinning off some of its fabs into separate companies, means that the top two companies (Toshiba and Renesas) accounted for 64% of that country’s wafer fab capacity in 2016.

China showed the largest increase in global wafer capacity in 2016, rising 1.1 percentage points to 10.8% from 9.7% in 2015. China’s gained marketshare came mostly at the expense of North America’s share, which slipped 0.9 percentage points in 2016. With a lot of buzz circulating about new ventures and wafer fabs in China in the coming years, it will be interesting to watch how quickly China’s installed wafer capacity grows.  It is worth noting that China first became a larger wafer capacity holder than Europe in 2010.  The two companies with the largest portion of wafer fab capacity in China were SMIC and HuaHong Grace (including shares from joint ventures).

In total, the top five wafer capacity leaders accounted for more than half of the IC industry’s wafer fab capacity, having increased from 2009, when the top five wafer capacity leaders accounted for approximately a third of global capacity.

ClassOne Technology (www.classone.com), manufacturer of cost-efficient wet processing equipment for ≤200mm substrates, announced a new company-wide initiative to reduce costs of operation (CoO) in copper plating processes.

“From the beginning, our mission has been to bring more advanced and lower priced plating capabilities to all the emerging markets who work with smaller wafers,” said ClassOne Technology President, Kevin Witt. “Our Solstice systems are already the industry’s most affordable tools for ≤200mm plating. Now we want to enable economies on the cost of ownership side, as well — perhaps reducing those expenses by as much as 25 to 30%. And that’s our goal in this initiative.”

The company explained that it sees potential for shrinking Cu plating CoO by reducing chemical consumption, extending the life of consumables and equipment parts, increasing and optimizing throughput, and enhancing chamber performance, among other areas. Company representatives stated that they are working toward innovative ways to increase efficiencies, minimize waste, streamline operation and optimize performance in each of the copper plating processes.

“Copper plating is an extremely hot area of interest right now in a great many emerging markets,” said Witt. “That’s why ClassOne focuses serious attention on it. We want to continue to be the go-to guys for absolutely everything having to do with copper plating on smaller wafers.”

“And that’s why you’ll be seeing more new copper-related announcements coming from ClassOne in the coming weeks and months,” he added.

ClassOne Technology offers a selection of new wet processing tools specifically designed for users of 75mm to 200mm wafers. These include three different models of Solstice electroplating systems for production and development as well as the Trident families of Spin-Rinse-Dryers and Spray Solvent Tools. All are priced at less than half of what similarly configured systems from the larger manufacturers would cost — which is why the ClassOne lines are often described as delivering “Advanced Wet Processing for the Rest of Us.”

North America-based manufacturers of semiconductor equipment posted $1.86 billion in billings worldwide in January 2017 (three-month average basis), according to the January Equipment Market Data Subscription (EMDS) Billings Report published today by SEMI.

SEMI reports that the three-month average of worldwide billings of North American equipment manufacturers in January 2017 was $1.86 billion. The billings figure is 0.5 percent lower than the final December 2016 level of $1.87 billion, and is 52.3 percent higher than the January 2016 billings level of $1.22 billion.

“Global billings reported by the North American equipment makers begin the New Year at high levels,” said Denny McGuirk, president and CEO of SEMI. “We expect strong spending growth in 2017 based on investments in leading-edge memory and foundry fabs.”

The SEMI Billings report uses three-month moving averages of worldwide billings for North American-based semiconductor equipment manufacturers. Billings figures are in millions of U.S. dollars.

Billings
(3-mo. avg)

Year-Over-Year

August 2016

$1,709.0

8.4%

September 2016

$1,493.3

-0.1%

October 2016

$1,630.4

20.0%

November 2016

$1,613.3

25.2%

December 2016 (final)

$1,869.8

38.5%

January 2017 (prelim)

$1,860.3

52.3%

Source: SEMI (www.semi.org), February 2017

 

SEMI ceased publishing the monthly North America Book-to-Bill report in January 2017.  The decision to discontinue the Book-to-Bill report was based on changes in reporting by some participants where the reporting of orders/bookings into the data collection program is no longer considered a necessary component of their industry analysis.

SEMI will continue publish a monthly North American Billings report and issue the Worldwide Semiconductor Equipment Market Statistics (WWSEMS) report in collaboration with the Semiconductor Equipment Association of Japan (SEAJ). The WWSEMS report currently reports billings by 24 equipment segments and by seven end market regions. Beginning with the January 2017 WWSEMS report, bookings information will only be available for the back-end equipment segments of the industry.

GlobalFoundries_Ajit_ManochSEMI, the global association connecting and representing the worldwide electronics manufacturing supply chain, today announced the appointment of Ajit Manocha as its president and CEO. He will succeed Denny McGuirk, who announced his intention to retire last October. The SEMI International Board of Directors conducted a comprehensive search process, selecting Manocha, an industry leader with over 35 years of global experience in the semiconductor industry.  Manocha will begin his new role on March 1 at SEMI’s new Milpitas headquarter offices.

“Ajit has a deep understanding of our industry’s dynamics and the interdependence of the electronics manufacturing supply chain,” said Y.H. Lee, chairman of SEMI’s board of directors. “From his early days developing dry etch processes at AT&T Bell Labs, to running global manufacturing for Philips/NXP, Spansion, and, as CEO of GLOBALFOUNDRIES, Ajit has been formative to our industry’s growth. Ajit is the ideal choice to drive our SEMI 2020 plan and beyond, ensuring that SEMI provides industry stewardship and engages its members to advance the interests of the global electronics manufacturing supply chain.”

“Beyond his experience leading some of our industry’s top fabs, Ajit has long been active at SEMI and has served on boards of several global associations and consortia,” said Denny McGuirk, retiring president and CEO of SEMI. “Ajit’s experience in technology, manufacturing, and industry stewardship is a powerful combination. I’m very excited to be passing the baton to Ajit as he will continue to advance the growth and prosperity of SEMI’s members.”

“I have tremendous respect for the work SEMI does on behalf of the industry,” said Ajit Manocha, incoming president and CEO of SEMI. “I am excited to be joining SEMI at a time when our ecosystem is rapidly expanding due to extensive innovation on several fronts.  From applications based on the Internet and the growth of mobile devices to artificial intelligence/machine learning, autonomous vehicles, and the Internet of Things, there is a much broader scope for SEMI to foster heterogeneous collaboration and fuel growth today than ever before.  I am looking forward to leading the global SEMI organization as we strive to maximize value for our members across this extended global ecosystem.”

Manocha was formerly CEO at GLOBALFOUNDRIES, during which he also served as vice chairman and chairman of the Semiconductor Industry Association (SIA).  Earlier, Manocha served as EVP of worldwide operations at Spansion. Prior to Spansion, he was EVP and chief manufacturing officer at Philips/NXP Semiconductors. Manocha also held senior management positions within AT&T Microelectronics. He began his career at AT&T Bell Laboratories as a research scientist where he was granted several patents related to microelectronics manufacturing. Manocha holds a bachelor’s degree from the University of Delhi and a master’s degree in physical chemistry from Kansas State University.

Mohamed Saleem has joined Brooks Instrument as the company’s new chief technology officer (CTO), where he will oversee its California-based technology development center. Brooks Instrument is a provider of precision fluid measurement and control technology for the semiconductor, industrial and life science industries.

“We’re pleased to have Saleem as our new CTO,” said Vice President and General Manager, Sharon Szafranski. “He will play an integral role in establishing our technical vision, driving advanced technology development, and providing a strategic focus on new and disruptive technology and solutions.”

“Brooks Instrument has a long legacy in fluid measurement and control,” said Saleem. “I look forward to working with our engineering group and our leadership team and the technical community to enhance and develop new products for our key market segments and to grow into new markets.”

Saleem has more than 20 years of experience working with leading companies in the semiconductor industry. Most recently, he was vice president of engineering and business development at Fujikin of America, and a member of their board of directors.

He holds a bachelor’s degree in chemical engineering from the National Institute of Technology in India; a master’s degree in chemical engineering from Tufts University; and a Ph.D. in materials science and engineering from the University of Florida. In addition, Saleem is active in several SEMI industry technical groups and has published and co-authored numerous technical papers in semiconductor-related journals.

This article first appeared on SemiMD.com and was featured in the Jan/Feb 2017 issue of Solid State Technology.

By Dave Lammers, Contributing Editor

Despite fears that Moore’s Law improvements are imperiled, the innovations set to come in at the 7nm node this year and next may disprove the naysayers. EUV lithography is likely to gain a toehold at the 7nm node, competing with multi-patterning and, if all goes well, shortening manufacturing cycles. Cobalt may replace tungsten in an effort to reduce resistance-induced delays at the contacts, a major challenge with finFET transistors, experts said.

While the industry did see a slowdown in Moore’s Law cost reductions when double patterning became necessary several years ago, Scotten Jones, who runs a semiconductor consultancy focused on cost analysis, said Intel and the leading foundries are back on track in terms of node-to-node cost improvements.

Speaking at the recent SEMI Industry Strategy Symposium (ISS), Jones said his cost modeling backs up claims made by Intel, GlobalFoundries, and others that their leading-edge processes deliver on die costs. Cost improvements stalled at TSMC for the16nm node due to multi-patterning, Jones said. “That pause at TSMC fooled a lot of people. The reality now may surprise those people who said Moore’s Law was dead. I don’t believe that, and many technologists don’t believe that either,” he said.

As Intel has adopted a roughly 2.5-year cadence for its more-aggressive node scaling, Jones said “the foundries are now neck and neck with Intel on density.” Intel has reached best-ever yield levels with its finFET-based process nodes, and the foundries also report reaching similar yield levels for their FinFET processes. “It is hard, working up the learning curve, but these companies have shown we can get there,” he said.

TSMC, spurred by its contract with Apple to supply the main iPhone processors, is expected to be first to ship its 7nm products late this year, though its design rules (contacted poly pitch and minimum metal pitch) are somewhat close to Intel’s 10nm node.

While TSMC and GlobalFoundries are expected to start 7nm production using double and quadruple patterning, they may bring in EUV lithography later. TSMC has said publicly it plans to exercise EUV in parallel with 193i manufacturing for the 7nm node. Samsung has put its stake in the ground to use EUV rather than quadruple patterning in 2018 for critical layers of its 7nm process. Jones, president of IC Knowledge LLC, said Intel will have the most aggressive CPP and MPP pitches for its 7nm technology, and is likely to use EUV in 2019-2020 to push its metal pitches to the minimum possible with EUV scanners.

EUV progress at imec

In an interview at the 62nd International Electron Devices Meeting (IEDM) in San Francisco in early December, An Steegen, the senior vice president of process technology at Imec (Leuven, Belgium), said Imec researchers are using an ASML NXE 3300B scanner with 0.3 NA optics and an 80-Watt power supply to pattern about 50 wafers per hour.

“The stability on the tool, the up time, has improved quite a lot, to 55 percent. In the best weeks we go well above 70 percent. That is where we are at today. The next step is a 125-Watt power supply, which should start rolling out in the field, and then 250 Watts.”

Steegen said progress is being made in metal-containing EUV resists, and in development of pellicles “which can withstand hydrogen in the chamber.”

If those challenges can be met, EUV would enable single patterning for vias and several metal layers in the middle of the line (MOL), using cut masks to print the metal line ends. “For six or seven thin wires and vias, at the full (7nm node) 32nm pitch, you can do it with a single exposure by going to EUV. The capability is there,” Steegen said.

TSMC’s 7nm development manager, S.Y. Wu, speaking at IEDM, said quadruple patterning and etch (4P4E) will be required for critical layers until EUV reaches sufficient maturity. “EUV is under development (at TSMC), and we will use 7nm as the test vehicle.”

Huiming Bu, who presented the IBM Alliance 7nm paper at IEDM, said “EUV delivers significant depth of field (DoF) improvement” compared with the self-aligned quadruple (SAQP) required for the metal lines with immersion scanners.

A main advantage for EUV compared with multi-patterning is that designs would spend fewer days in the fabs. Speaking at ISS, Gary Patton, the chief technology officer at GlobalFoundries, said EUV could result in 30-day reductions in fab cycle times, compared with multiple patterning with 193nm immersion scanners, based on 1.5 days of cycle time per mask layer.

Moreover, EUV patterns would produce less variation in electrical performance and enable tighter process parameters, Patton said.

Since designers have become accustomed to using several colors to identify multi-patterning layers for the 14nm node, the use of double and quadruple patterning at the 7nm node would not present extraordinary design challenges. Moving from multi-patterning to EUV will be largely transparent to design teams as foundries move from multi-patterning to EUV for critical layers.

Interconnect resistance challenges

As interconnects scale and become more narrow, signals can slow down as electrons get caught up in the metal grain boundaries. Jones estimates that as much as 85 percent of parasitic capacitance is in the contacts.

For the main interconnects, nearly two decades ago, the industry began a switch from aluminum to copper. Tungsten has been used for the contacts, vias, and other metal lines near the transistor, partly out of concerns that copper atoms would “poison” the nearby transistors.

Tungsten worked well, partly because the bi-level liner – tantalum nitride at the interface with the inter-level dielectric (ILD) and tantalum at the metal lines – was successful at protecting against electromigration. The TaN-Ta liner is needed because the fluorine-based CVD processes can attack the silicon. For tungsten contacts, Ti serves to getter oxygen, and TiN – which has high resistance — serves as an oxygen and fluorine barrier.

However, as contacts and MOL lines shrunk, the thickness of the liner began to equal the tungsten metal thicknesses.

Dan Edelstein, an IBM fellow who led development of IBM’s industry-leading copper interconnect process, said a “pinch point” has developed for FinFETs at the point where contacts meet the middle-of-the-line (MOL) interconnects.

“With cobalt, there is no fluorine in the deposition process. There is a little bit of barrier, which can be either electroplated or deposited by CVD, and which can be polished by CMP. Cobalt is fairly inert; it is a known fab-friendly metal,” Edelstein said, due to its longstanding use as a silicide material.

As the industry evaluated cobalt, Edelstein said researchers have found that cobalt “doesn’t present a risk to the device. People have been dropping it in, and while there are still some bugs that need to be worked out, it is not that hard to do. And it gives a big change in performance,” he said.

Annealing advantages to Cobalt

An Applied Materials senior director, Mike Chudzik, writing on the company’s blog, said the annealing step during contact formation also favors cobalt: “It’s not just the deposition step for the bulk fill involved – there is annealing as well. Co has a higher thermal budget making it possible to anneal, which provides a superior, less granular fill with no seams and thus lowers overall resistance and improves yield,” Chudzik explained.

Increasing the volume of material in the contact and getting more current through is critical at the 7nm node. “Pretty much every chipmaker is working aggressively to alleviate this issue. They understand if it’s not resolved then it won’t matter what else is done with the device to try and boost performance,” Chudzik said.

Prof. Koike strikes again

Innovations underway at a Japanese university aim to provide a liner between the cobalt contact fill material and the adjacent materials. At a Sunday short course preceding the IEDM, Reza Arghavani of Lam Research said that by creating an alloy of cobalt and approximately 10 percent titanium, “magical things happen” at the interfaces for the contact, M0 and M1 layers.

The idea for adding titanium arose from Prof. Junichi Koike at Tohoku University, the materials scientist who earlier developed a manganese-copper solution for improved copper interconnects. For contacts and MOL, the Co-Ti liner prevents diffusion into the spacer oxide, Arghavani said. “There is no (resistance) penalty for the liner, and it is thermally stable, up to 400 to 500 degrees C. It is a very promising material, and we are working on it. W (tungsten) is being pushed as far as it can go, but cobalt is being actively pursued,” he said.

Stressor changes ahead

Presentations at the 2016 IEDM by the IBM Alliance (IBM, GlobalFoundries, and Samsung) described the use of a stress relaxed buffer (SRB) layer to induce stress, but that technique requires solutions for the defects introduced in the silicon layer above it. As a result of that learning process, SRB stress techniques may not come into the industry until the 5 nm node, or a second-generation 7nm node.

Technology analyst Dick James, based in Ottawa, said over the past decade companies have pushed silicon-germanium stressors for the PFET transistors about as far as practical.

“The stress mechanisms have changed since Intel started using SiGe at the 90nm node. Now, companies are a bit mysterious, and nobody is saying what they are doing. They can’t do tensile nitride anymore at the NFET; there is precious little room to put linear stress into the channel,” he said.

The SRB technique, James said, is “viable, but it depends on controlling the defects.” He noted that Samsung researchers presented work on defects at the IEDM in December. “That was clearly a research paper, and adding an SRB in production volumes is different than doing it in an R&D lab.”

James noted that scaling by itself helps maintain stress levels, even as the space for the stressor atoms becomes smaller. “If companies shorten the gate length and keep the same stress as before, the stress per nanometer at least maintains itself.”

Huiming Bu, the IBM researcher, was optimistic, saying that the IBM Alliance work succeeded at adding both compressive and tensile strain. The SRB/SSRW approach used by the IBM Alliance was “able to preserve a majority – 75 percent – of the stress on the substrate.”

Jones, the IC Knowledge analyst, said another area of intense interest in research is high-mobility channels, including the use of SiGe channel materials in the PMOS FinFETS.

He also noted that for the NMOS finFETs, “introducing tensile stress in fins is very challenging, with lots of integration issues.” Jones said using an SRB layer is a promising path, but added: “My point here is: Will it be implemented at 7 nm? My guess is no.”

Putting it in a package

Steegen said innovation is increasingly being done by the system vendors, as they figure out how to combine different ICs in new types of packages that improve overall performance.

System companies, faced with rising costs for leading-edge silicon, are figuring out “how to add functionality, by using packaging, SOC partitioning and then putting them together in the package to deliver the logic, cache, and IOs with the right tradeoffs,” she said.

By Paula Doe, SEMI

The explosive growth in demand for internet bandwidth and cloud computing capacity brings a new set of technology challenges and opportunities for the semiconductor supply chain. “Azure grew by 2X last year, but we can’t pull more performance out of the existing architecture,” noted Kushagra Vaid, Microsoft’s GM Hardware Engineering, Cloud & Enterprise, at last week’s Linley Cloud Hardware Conference in Santa Clara, Calif.  “We are at a junction point where we have to evolve the architecture of the last 20-30 years.” He stressed that the traditional way of designing chips and systems to optimize for particular workloads isn’t working anymore. “We can’t design for a workload so huge and diverse. It’s not clear what part of it runs on any one machine,” he noted. “How do you know what to optimize? Past benchmarks are completely irrelevant.”

Explosive growth in demand for data storage and processing in the cloud means change across the chip world. Source: Cisco VNI Global IP Traffic Forecast

Explosive growth in demand for data storage and processing in the cloud means change across the chip world. Source: Cisco VNI Global IP Traffic Forecast

Roadmap accelerates for networking chips 

Look for accelerating change in the networking chip market. Now that merchant chip suppliers have taken over 75 percent of the networking chip market from the proprietary suppliers, intense competition has meant astonishing improvements in reducing size and power, and two-year technology cycles, reported keynote speaker Andreas Bechtolsheim, Arista Networks Chief Development Officer and Chairman.  “The cloud is accelerating transitions, as the big data centers demand low cost,” he noted, explaining that new technologies no longer see gradual adoption through different applications. They have to start out cheaper to get any traction at all, but then ramp sharply to high volume in six months as high-volume data centers convert.

Data center networks expect transition to 400G to start in 2018. Source: MACOM

Data center networks expect transition to 400G to start in 2018. Source: MACOM

Bechtolsheim said the majority of the network link market will convert from 40G to 100G this year, and to 400G in 2019.  For 800G two years later, chip design will have to start this year. Luckily there’s a clear path for scaling on the chip side, from the current generation’s 28nm technology down to 16nm and 7nm.  But it could be a push for some of the ecosystem. “It’s pushing the packaging vendors, as 1.0mm solder balls are about the limit,” said Bechtolsheim. Companies are also forming a group to speed the standards process by making the 800G standard simply 2X that for 400G, as the 400B standard took eight years.

The 40G chips at the server layer are moving to pulse amplitude modulation (PAM4) to send and receive four signals at once, which will require moving to digital signal processing. Moving from analog bipolar to digital CMOS technology also enables significant scaling of chip size and power, with significant reduction in die area (~50 percent) and power (~40 percent) with 16nm FinFET compared to 28nm, noted MACOM’s Chris Collins, director of Marketing. The company plans 7nm 800G devices next year.

New layers and new types of memory

One likely change is new types and new placement for memory, for higher speeds, different levels of non-volatile cache, and designs and accelerator subsystems that limit the need to move large amounts of data back and forth over limited pipelines. “Data is doubling every 2-2.5 years, but DRAM bandwidth is only doubling every 5 years. It’s not keeping up,” noted Steven Woo, Rambus VP, Systems and Solutions. “We’ll see the addition of more tiers of memory over the next few years.” He suggested the emerging challenge would be what data to place where, using what technology, and how to move memory in general closer to the processing. Racks may become the basic unit instead of servers, so each can be optimized with more memory or more processors as needed.

Handling big data in the cloud means more opportunity for new memory technologies in an emerging tier between DRAM and solid state drives. Source: Rambus

Handling big data in the cloud means more opportunity for new memory technologies in an emerging tier between DRAM and solid state drives. Source: Rambus

Specialized accelerators speed particular applications

Another emerging solution is specialized chips or subsystem boards to accelerate particular types of cloud processing by taking over some jobs from the CPU cores, typically with different types of processors and lots of localized memory. Google and Wave Computing have their accelerator chips optimized for neural network processing. Mellanox offers offload adopter cards based on ASICs, FPGAs or RISC, with increasingly complex functions, claiming the potential to offload as much as of 80 percent of the overhead function of the CPU, to get a 2.7X increase in throughput per server.  MoSys proposes replacing conventional content addressable memory with a programmable search engine, based on an FPGA, a lot of SRAM, and software to search and route with different strategies for different types of applications to significantly increase speeds. Chelsio offers a module to handle encryption and decryption off the CPU without having to shuttle information back and forth to memory. Amazon even is renting FPGAs in its cloud so users can design their own accelerators for their particular workloads. But Microsoft’s Vaid remained skeptical that a proliferation of solutions for particular applications would be the best approach for the general use in the cloud.

300mm production and passive fiber alignment improve silicon photonics

Silicon photonics technology continues to make progress, and may find application in the market for very high bandwidth, mid to long haul transmission (30 meters to 80 kilometer), where spectral efficiency is the key driver, suggested Ted Letavic, Global Foundries, Senior Fellow. “4.5 and 5G communications will use photonics solutions similar to those needed in the data center, for volume that will drive down cost,” he noted. The foundry has now transferred its monolithic process to 300mm wafers, where the immersion lithography enables better overlay and line edge roughness, to reduce losses by 3X.  The company has an automated, passive solution to attach the optical fiber to the edge of the chip, pushing ribbons of multiple fibers into MEMS groves in the chip with an automated pick and place tool.  Letavic said the edge coupling process was in production for a telecommunications application.

Array of optical fibers are passively aligned by sliding into MEMS grooves at the side of the chip for 100Gpbs x 12 = 1.2Tb interconnect in flat form factor. Source: Global Foundries

Array of optical fibers are passively aligned by sliding into MEMS grooves at the side of the chip for 100Gpbs x 12 = 1.2Tb interconnect in flat form factor. Source: Global Foundries

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