Category Archives: Packaging

Rudolph Technologies, Inc., a provider of process characterization, photolithography equipment and software for the semiconductor, FPD, LED and solar industries, today released three new application-specific configurations of its industry-leading NSX 320 Automated Macro Defect Inspection System. The suite includes specially-designed configurations for wafer level packaging, 2.5D (interposer) and 3DICs using through-silicon via (TSV) as interconnects. The first NSX 320 Metrology System for wafer level packaging shipped in June to a major outsourced assembly and test (OSAT) facility in Asia.

“These new application-specific configurations of our established NSX 320 System are designed to address the emerging need for fast, precise three-dimensional (3D) measurements in the rapidly growing advanced packaging market sector,” said Rajiv Roy, vice president of business development and director of back-end marketing at Rudolph Technologies. “We have completed the integration of 3D measurement sensors, recently acquired from Tamar Technology, into the NSX System. Tamar’s sensor technology is well recognized and widely used, and integrating it into the NSX 320 System adds critical capability required for enabling advanced packaging applications such as copper pillar bumping and TSV.”

The NSX 320 wafer level packaging configuration is designed to measure film thickness (polymers, photoresist, glass), thin remaining silicon thickness (RST), surface topography, copper pillar height and solder bump height. The advanced wafer level packaging configuration adds measurements of the wafer profile (warp and bow), total stack thickness and thick/thin RST (bonded wafer before and after grind). The 3DIC configuration is capable of all the above measurements plus via depth, trench depth, bonded wafer TTV and adhesive layers.

Roy stated, “3DIC device volume is forecasted to grow to $38.4B by 2017, according to Yole Développement. Rudolph is positioned to address the growth requirements for wafer level packaging, as well as 2.5D and other advanced packaging technologies, with industry-proven metrology tools that offer superior speed and measurement solutions.”

IC Insights’ new 250-page Mid-Year Update to the 2013 McClean Report, which is slated to be released by the end of July, describes why a very clear distinction should be made between the IC market (i.e., consumption) in China and IC production within China.  Although China has been the largest individual market for ICs since 2005, it does not necessarily mean that large increases in IC production within China would immediately follow, or ever follow. IC production in China represented only 11.1 percent of its $81 billion IC market in 2012.  Moreover, IC Insights forecasts that this share will increase only about three percentage points to 14.4 percent in 2017.

China-based IC production is forecast to exhibit a very strong 2012-2017 CAGR of 17.6 percent.  However, considering that China-based IC production was only about $8.9 billion in 2012, this growth will come off a relatively small base.  In 2012, SK Hynix, TSMC, and Intel were the major foreign IC manufacturers that had significant IC production in China.  In fact, SK Hynix’ China fab had the most capacity of any of its fabs last year.  In 2012, Intel continued to ramp-up its 300mm fab in Dalian, China (it started production in late October 2010), which is expected to give a noticeable boost to the China-based IC production figures over the next few years.  This fab currently has an installed capacity of 30,000 300mm wafers per month with a maximum capacity of 52,000 wafers per month.

In early 2012, Samsung gained approval from the South Korean government to construct a 300mm IC fabrication facility to produce NAND flash memory in Xian, China.  Samsung started construction of the fab in September of 2012 with production set to begin in the first half of 2014.  The company expects to invest $2.3 billion in the first phase of the fab with $7.0 billion budgeted in total.  This facility is targeting NAND flash production using a 10-19nm feature size process technology.

If China-based IC production rises to $20.0 billion in 2017 as forecast, it would still represent only 5.6 percent of the total forecasted 2017 worldwide IC market of $359.1 billion.  Even after adding a significant “markup” to many of the Chinese producers’ IC sales figures (since many of the Chinese IC producers are foundries that sell their ICs to companies that re-sell these products to the electronic system producers), China-based IC production would still represent less than 10 percent of the global IC market in 2017.

China's IC producers

Historically, the lack of consistent intellectual property protection has been a major deterrent for foreign firms seeking to establish state-of-the-art IC fabrication facilities in China.  The lack of intellectual property protection is also a reason many large fabless IC suppliers (e.g., Qualcomm, Broadcom, etc.) have not brought leading-edge IC designs into China for the indigenous Chinese IC foundries to manufacture.  It should also be noted that, thus far, Chinese IC foundries have also been unable to offer large amounts of IC production using leading-edge feature sizes.

IC Insights believes that the future size of the IC production base in China is more dependent upon whether foreign companies continue to locate, or re-locate, IC fabrication facilities in China than on the success of indigenous Chinese IC producers (e.g., SMIC, Hua Hong Grace, etc.).  As a result, IC Insights forecasts that at least 70 percent of IC production in China in 2017 will come from foreign companies such as SK Hynix, TSMC, Intel, and Samsung.

Dialog Semiconductor plc, a provider of highly integrated power management, audio, AC/DC and short-range wireless technologies today announced that Richard Beyer, appointed to the board in February this year, as an independent non-executive director, will succeed Gregorio Reyes as chairman of the board. Greg will continue to serve as a board member.

Beyer, 64, was the chairman and CEO of Freescale Semiconductor from March 2008 to June 2012, subsequently retiring from the board in April this year. Prior to this, he held successive positions as CEO and director of Intersil Corporation, Elantec Semiconductor and FVC.com. He has also held senior leadership positions at VLSI Technology and National Semiconductor Corporation and served as an officer in the US Marine Corps. In 2012, he was chairman of the Semiconductor Industry Association Board of Directors and served for three years as a member of the US Department of Commerce’s Manufacturing Council. He currently serves on the Board of Micron Technology Inc.

Dialog’s board said that Reyes has been an excellent Chairman, presiding in that position over the last six consecutive years of revenue growth and significant increase in shareholder return. He steps down as chairman on the high note of the positively received acquisition of iWatt Inc. earlier this month.

CEA-Leti today announced that a group of European and Japanese companies, research institutes, universities and cities will work together in the ClouT project to deliver ways for cities to leverage the Internet of Things (IoT) and cloud computing – to become smart cities.

ClouT, which stands for “cloud of things,” will develop infrastructure, services, tools and applications for municipalities and their various stakeholders – including citizens, service developers and application integrators – to create, deploy and manage user-centric applications that capitalize on the latest advances in IoT and cloud computing.

The IoT allows users to connect “everything” (sensors, objects, actuators, mobile phones, servers, etc.) and gather and share information in real-time from the physical environment. Cloud computing lets users process, store and access information with virtually unlimited processing and storage capacity. ClouT will integrate the latest advances in these domains and, with its user-centric approach, allow end users in cities to create their own cloud services and share them with other citizens.

Target applications include enhanced public transportation, increased citizen participation through the use of mobile devices to photograph and record situations of interest to city administrators, safety management, city-event monitoring and emergency management. The project, which is coordinated in Europe by Leti, includes nine industrial and research partners and four cities: Santander, Spain; Genoa, Italy; Fujisawa, Japan and Mitaka, Japan. The applications will be validated in those cities via field trials with citizens.

By combining EU and Japanese resources, the three-year, nearly 4 million-euro project is designed to create an on-going synergy for smart-city initiatives between Europe and Japan.

ClouT is jointly funded by the 7th Framework Programme of the European Commission and by the National Institute of Information and Communications Technology (NICT) of Japan.

 

Cree, Inc. announces that its 1200 V SiC MOSFETs are being incorporated into the latest advanced power supplies from Delta Elektronika BV. Delta Elektronika demonstrated a 21 percent decrease in overall power supply losses and a reduction in component count by up to 45 percent when compared to power supply products using traditional silicon technology.

Since 1959, Netherlands-based Delta Elektronika BV has produced power supplies for a range of industrial applications, such as specialized equipment used in factories, automation and industrial power conversion. Its power supplies typically provide high efficiency with low noise levels and are well known for their long operating lifespan.

“We are pleased to have Delta Elektronika BV as one of the volume adopters of our newest generation of SiC MOSFETs,” said Cengiz Balkas, general manager, Cree Power and RF. “Delta Elektronika BV has a half-century legacy of producing some of the most reliable, efficient and compact power supplies on the market. The industrial power supply market, which values efficiency, reliability and power density, is a key market for SiC MOSFET technology. Our new second-generation SiC MOSFET portfolio, which now includes a 160 m-Ohm MOSFET for the 5-10 kW market, is receiving strong market pull.”

Introduced in March 2013, Cree’s second-generation SiC MOSFETs have been well received throughout the power industry and are experiencing an increasing rate of adoption in several key applications, including a design-in at a major manufacturer’s next-generation, highly efficient PV inverters. With SiC, power supply manufacturers are able to reduce their component count to help improve reliability while maintaining or improving the power supply’s efficiency. Improving power density can also lead to reductions in the size, weight, volume and in some cases, even the cost of power supplies. SiC has been demonstrated to achieve more than twice the power density than typical silicon technology in standard power supply designs.

After a flat year in 2012, global purchasing of semiconductors by the world’s top electronic brands is set to return to growth in 2013, as Apple Inc. and Samsung Electronics contend to claim the title of biggest spender.

The total available market, or TAM, for semiconductor spending by major original equipment manufacturers (OEM) in 2013 will rise to $265.2 billion this year, up 4.2 percent from $254.4 billion in 2012, according to a Semiconductor Spend Analysis Market Tracker Report from information and analytics provider IHS (NYSE: IHS). Spending by year-end will be at its highest level in six years, with expenditures in 2014 forecast to make another modest jump to $279.4 billion.

This top OEM semiconductor spending TAM represents about 83 percent of the total semiconductor market of $318.8 billion, as valued by the IHS Application Market Forecast Tool (AMFT).

If internal chip consumption within companies is excluded, the served available market for semiconductor spending, or SAM, will equate to an amount slightly lower than the TAM, at $241.3 billion in 2013.

As IHS announced in 2012, Apple is set to maintain leadership in the OEM semiconductor spending SAM in 2013. However, when also accounting for consumption of internally produced chips, Samsung will take the lead in terms of TAM this year.

“Depending on the metric used, either Samsung or Apple will be the top chip spender for 2013,” said Myson Robles-Bruce, senior analyst for semiconductor spend & design activity at IHS. “Either way, the honor does not merely signify bragging rights but also carries attendant overtones of prestige and influence, with the incumbent leader often tacitly acknowledged by all others as the industry’s top semiconductor spender.”

Other OEMs that make an appearance in both TAM and SAM lists—rankings vary depending on the roster—include Hewlett-Packard, Lenovo, Sony, Dell, Cisco Systems, Panasonic, Toshiba and Asustek Computer.

Wireless is king, but computer platforms still matter

Not surprisingly, the greatest share of spending this year will be in wireless communications, where Samsung and Apple lord over other players. Wireless alone is forecast to gobble up 26 percent—approximately $62 billion—of total top OEM semiconductor SAM. Wireless is also expected to be the highest growth market in 2013 after an annual projected expansion of 12.8 percent.

Within the wireless segment, handsets continue to be the single largest market, with OEM chip spending in 2013 expected to reach $46.7 billion. Media tablets are next at $8.2 billion, exceeding wireless infrastructure for the first time after the latter falls this year to $7.1 billion.

After wireless, computer platforms representing PCs and similar computing devices collectively represent the next-largest segment, forecast to take up 23 percent of OEM chip spending. China, which became the world’s biggest market for PC shipments last year, continues to account for a hefty part of PC-related chip spending even as the overall global computer market has slowed.

However, it should be noted that if the computer platforms segment is combined with the computer peripherals market, it becomes the largest single semiconductor market, beating wireless.

Following wireless and the computer platforms segment are the other smaller markets that take up the rest of OEM chip spending. In decreasing size, these segments are consumer, computer peripherals, automotive, industrial and wired communications, with share portions for each ranging from 6 to 15 percent.

Among semiconductor components, OEM chip spending this year will be largest in logic integrated circuits (IC) at nearly $75 billion, followed by memory ICs at $44 billion. The rest of the categories being tracked include analog ICs, discrete chips, microcomponent ICs, optical semiconductors, and sensors and actuators.

North America-based manufacturers of semiconductor equipment posted $1.33 billion in orders worldwide in June 2013 (three-month average basis) and a book-to-bill ratio of 1.10, according to the June EMDS Book-to-Bill Report published today by SEMI.   A book-to-bill of 1.10 means that $110 worth of orders were received for every $100 of product billed for the month.

The three-month average of worldwide bookings in June 2013 was $1.33 billion. The bookings figure is 0.7 percent higher than the final May 2013 level of $1.32 billion, and is 6.6 percent lower than the June 2012 order level of $1.42 billion.

The three-month average of worldwide billings in June 2013 was $1.21 billion. The billings figure is 1.4 percent lower than the final May 2013 level of $1.22 billion, and is 21.4 percent lower than the June 2012 billings level of $1.54 billion.

“The SEMI book-to-bill ratio has been above parity for six consecutive months and bookings in the quarter ending in June are 20 percent above the quarter ending in March,” said Denny McGuirk, president and CEO of SEMI.  "As recently announced, we anticipate that total worldwide equipment spending will decline by low single-digits this year and rebound with a double-digit growth rate in 2014.”

The SEMI book-to-bill is a ratio of three-month moving averages of worldwide bookings and billings for North American-based semiconductor equipment manufacturers. Billings and bookings figures are in millions of U.S. dollars.

 

Billings 
(3-mo. avg)

Bookings
 (3-mo. avg)

Book-to-Bill

January 2013

968.0

1,076.0

1.11

February 2013

974.7

1,073.5

1.10

March 2013

991.0

1,103.3

1.11

April 2013

1,086.3

1,173.9

1.08

May 2013 (final)

1,223.4

1,321.3

1.08

June 2013 (prelim)

1,206.8

1,329.9

1.10

Source: SEMI, July 2013


The data contained in this release were compiled by David Powell, Inc., an independent financial services firm, without audit, from data submitted directly by the participants. SEMI and David Powell, Inc. assume no responsibility for the accuracy of the underlying data.

SEMI is the global industry association serving the nano- and micro-electronic manufacturing supply chains.. SEMI maintains offices in Bangalore, Beijing, Berlin, Brussels, Grenoble, Hsinchu, Moscow, San Jose, Seoul, Shanghai, Singapore, Tokyo, and Washington, D.C. For more information, visit www.semi.org.

A new generation of thin hard disk drives (HDD) only 5.0 and 7.0mm thick are expected to enjoy fast sales growth in coming years, as mobile computers including ultrathin PCs and PC tablets drive up demand by a factor of more than 25 from 2012 to 2017.

The combined shipments of 5.0- and 7.0-millimeter HDDs used in mobile PCs will reach 133 million units by 2017, up from just 5 million last year, according to a Storage Space Brief from information and analytics provider IHS (NYSE: IHS).

Lighter in weight and thinner in breadth, the 5.0- and 7.0mm models will form a new class of ultraslim HDDs that are forecast to eventually displace the much thicker 9.5-mm drives that currently rule the industry. Shipments of the thicker 9.5-mm HDDs for mobile PCs will deteriorate to 79 million in 2017, down from 245 million units in 2012.

Both the 5.0- and 7.0-mm HDD products will see increasing adoption starting this year, along with another form of storage device known as the hybrid HDD, in which a NAND flash component or so-called cache solid-state drive (SSD) is joined with the hard drive within a single storage enclosure.

“Use of these new thin HDDs and hybrid HDDs will proliferate because these devices are smaller in size and have the capability to improve overall storage performance— important variables in an age that emphasizes smaller form factors as well as optimal speed at affordable prices,” said Fang Zhang, storage systems analyst at IHS. “Both the thinner HDDs along with hybrid HDDs could even start finding acceptance in ultrathin PCs and tablet PCs—two products that now mostly use solid-state drives as their storage element. Hard disks have lost market share to SSDs, which offer better performance and can be more easily used to achieve a thinner and lighter form factor crucial to tablets and ultrathin PCs.”

This year, for instance, the total SSD shipments will climb nearly 90 percent to 64.6 million units, while HDD shipments will decline 5 percent to 545.8 million units. However, the new and thinner HDDs eventually could stem losses of the hard disk space, especially if their costs can fall to 10-15 percent of a tablet or to 10-20 percent of an ultrathin PC, IHS believes.

These cost thresholds are important because they could be instrumental in persuading tablet and ultrathin PC brands to consider 5.0- and 7.0-mm. hard disks as possible alternatives to the SSDs now used as the predominant storage element. Solid-state drives are relatively expensive at present compared to other storage types and cut into the overall margins of computer and tablet makers, so the use of more economical storage alternatives that boost the bottom line of makers would make a persuasive argument to undertake a switch.

HDD manufacturers jump into the fray

All three manufacturers of hard disk drives—U.S.-based Western Digital Corp. and Seagate Technology, as well as Toshiba of Japan—will have their own product offerings for the new and thinner HDDs.

Western Digital fired the opening salvo in April, announcing it had started shipping the 5.0-mm WD Blue ultraslim HDD and the Black SSHD—a solid-state hybrid drive with a hard drive component alongside the cache SSD—to select industry distributors as well as original equipment manufacturer customers.

Western Digital claims that the 500-gigabyte capacities of the two models will reduce weight by as much as 30 percent compared to a 9.5-mm HDD, with a circuit board utilizing cellphone miniaturization technology able to maximize the mechanical sway space in the hard drive to ensure shock resistance.

Western Digital then announced in June shipments of the world’s currently thinnest 1-terabyte drive—the 7.0-mm. WD Blue—with both Acer and Asus likely to use the product in their upcoming ultrathin PCs.

For its part, Western Digital archrival Seagate announced also in June it had shipped 5.0-mm HDDs to Asus, Dell and Lenovo for their ultrathin PCs for the second half of 2013. Seagate says its 500-gigabyte hard drive occupies 25 percent less space than the company’s 7.0-mm HDD.

Reacting to the developments from Western Digital and Seagate, Toshiba said it would ship a 7.0-mm solid-state hybrid drive (SSHD) in 320- and 500-gigabyte configurations, likewise by the end of June.

Previously, Toshiba only had a 9.5-mm SSHD of up to 750 gigabytes.

In 3D integration, wafers are thinned, stacked and connected to one another with through silicon vias (TSVs). The process of wafer thinning and TSV formation typically involves the use of a wafer bonding/debonding technology, where the wafers are bonded onto a carrier substrate – either silicon or glass – processed, and then debonded. The bonding/debonding step can be tricky because the bond has to be strong enough to withstand relatively high temperature processes and polishing steps, but not so strong as to make debonding difficult. It’s also critical that minimal stress be introduced to the device wafer during the debonding step (which can involve sliding or peeling), and that no residue remain. Room temperature debonding is also desirable.  

A variety of techniques and materials have been developed to successfully achieve bonding/debonding, but Tony Flaim, chief technology officer of Brewer Science (Rolla, MO) says they are still too complicated. Brewer Science introduced the ZoneBOND technology in the 2008/2009 timeframe, and it has been implemented by tool suppliers such as EVG and SUSS. In an interview at The ConFab in June, Flaim said: “This is one of the industry’s first methods for separating the carrier from the bonded pair under low stress, low temperature conditions. It can be done at room temperature. We’ve had customers adopt that technology and are using it for some low volume production.”

High volume manufacturing of 3D integration with TSVs might not occur for another two years. To date, TSVs have been primarily used in limited applications such as image sensors where back-to-front contact is required. The first true stacked, 3D integrated device to go into production will likely be the Hybrid Memory Cube sometime next year.

“The industry is at best in low volume production with things like high density interposers and a few stacked devices, but for the most part we really haven’t seen anyone going into high volume manufacturing with the technology,” Flaim said.  “What we’re trying to do, until that time arrives, is move on to a third generation of technology that will basically involve all the steps in the process and simplifying more than they are now.” He said that with ZoneBond and competing technologies, they have six basic process steps, but at a more detailed level, you can see as many as 20-25 steps. “Some of those steps are lengthy, they can be minutes or even up to hours in some cases to perform. We believe that for temporary wafer bonding technology and in fact for 2.5D and 3D integration to occur, we’re going to have to have a much simpler, more reliable, more cost-effective process. That’s really our goal for the next two years,” Flaim said.

In terms of ideal process temperature, Flaim said the bulk of their customers are working in the range of 250-260°C, but it’s clear that they want to go higher. Dielectric cure processes and deposition processes, for example, would yield better material properties when performed at a higher temperature.  “We’re trying to move our whole materials set to have thermal stability at 280, 300°C or maybe even beyond. But the trick is still getting them back apart. That’s where ZoneBond and some of the other release technologies that we’re working on now will really provide the advantage.  You decouple the thermal stability from how you separate from the stack. You can still be operating under a low stress, low temperature condition when you take the bonded structure apart, but the materials within the structure are surviving the high temperature.”

See the video interview of Tony Flaim at The ConFab by clicking here.

Engineering samples of The Hybrid Memory Cube (HMC) are expected this summer, with high volume manufacturing coming next year. It will be one of the first high volume devices employing 3D integration and through silicon vias (TSVs), employing a bottom logic layer and 4-8 stacked DRAM layers.

The HMC is the result of a consortium formed in late 2011 by Micron, Samsung, Altera, Xilinx and Open-Silicon to define an industry interface specification for developers, manufacturers and architects of high-performance memory technology. The consortium has grown to 110 members, including SK Hynix, IBM and ARM. Analysts are projecting the TSV-enabled 3D market to be a $40billion market by 2017, or roughly about 10% of the global chip business.

We caught up with Micron’s Scott Graham, General Manager, Hybrid Memory Cube, at Semicon West. “Today, we’re very close to delivering our engineering samples this summer to our lead customers that are taking the technology into their system designs,” Graham said.  The lead applications are in high performance computing, such as supercomputers, as well as the higher end networking space. “Those will be the early adopters. As we move forward in time, we’ll see that technology evolve as costs come down for TSVs and manufacturing technology, it will enter into future space where traditional DDR type of memory has resided. Beyond DDR4, we can certainly see this of memory technology being a mainstream memory,” Graham said.

Since the HMC is an open specification in terms of the architecture of the device, it will be up to each memory manufacturer to decide how it might be customized and manufactured. “The way it’s done today is we source the substrate, we source the logic layer and then we bring those in-house and we complete the finishing of those logic wafers as well as all the slicing, dicing, stacking, assembly and test,” Graham said. “What we end up providing for the customer is a known good cube, or known good piece of memory, just like we would if it was a DDR device or wide I/O device,” he said. He added that the HMC is designed so that it has not only the repair capability during manufacturing but also out in the field. “It’s very flexible and very robust, so reliability is very high with this device,” he said.

The consortium delivered its first specification earlier this year. “We’ve since extended the consortium to work on both future generations of the HMC technology in both the short-reach and ultra-short reach configurations,” Graham said.

The HMC was designed to get high density and high bandwidth in a relatively small package. The team adopted an off-the-shelf SERDES I/O and that’s based on IBM’s 32nm process. “With that, we can achieve 10 Gbps, 12.5 Gbps, or 15 Gbps for those SERDES links,” Graham said. “If you look at a 2 GByte or a 4GByte HMC device, those first devices will deliver a total aggregate bandwidth of 160GBytes/sec. I want to emphasize those are bytes not bits. It’s a very high bandwidth and low energy per bit device that is something that can be designed into a multitude of systems.”

The consortium has several generations of the HMC device planned (this summer’s engineering samples are Gen2). “As we move forward, you’ll see us moving into the 28 Gbps SERDES as far as the I/O goes,” Graham said. Bandwidths are going to be 320 Gigabytes/sec and higher, and the density will be in 4Gbyte and 8 Gbyte configurations.

Graham said one of the main challenges they had to overcome was the stacking. “We’re stacking a logic layer on top of a substrate and then four to eight DRAM on top of those logic layers,” he said. “We have over 2000 TSVs in this package and it was a challenge to stack these ultrathin die and make sure that what we end up with is a high performance and very reliable package.” Graham declined to comment on the exact TSV process flow used at Micron, saying only that it was leading edge. “We had to make sure our equipment partners were up to speed and could deliver us the technology that would allow us to manufacture this in high volume,” he said.  

Because customer can customize the HMC design, another challenge it to make sure that the design capabilities are available at the foundry for that logic layer, Graham said.  

Heat dissipation in the device is achieved through a metal lid, and through the TSVs which acts as chimneys (in addition to conducting electricity). The photo shows two Gen2 HMC devices. The larger one, in a 31mm x31 mm package, is a 4 link device that will achieve 160 Gig-bytes per second. The smaller one is a two link device capable of 120 Gigabytes/sec, measuring 16mm x 19.5 mm. “Both are being manufactured now in our plant and we’re doing the whole debug phase,” explained Aron Lunde, program manager, DRAM solutions group at Micron in Boise. He said the metal lid was in contact with not only the top layer, but different internal layers. “We call it an integrated heat spreader. It makes contact at more than one level and that’s what really helps,” he said.

Although manufacturers such as Micron, Samsung and SK Hynix must now handle the manufacturing, assembly and test process, Graham believes that it could eventually evolve to the point where select foundry partners would be able to provide volume manufacturing services for these HMC cubes.

Graham said DDR4 will likely be the last DDR device. “Beyond DDR4, you have to move to managed memory like HMC technology,” he said.  “We’re solving the memory wall problem with HMC-like architecture and what’s really going to be happening in the future is that you’ll be running into a CPU wall. That’s going to be the barrier to system progress as we move forward.”

Graham expects some challenges with scaling of conventional memory at sub-20nm process nodes. “We get into physical challenges of meeting the timing requirements and the 12 pages of JEDEC specifications to be able to yield properly and to be able to provide a cost-effective memory device moving forward,” he said.  

Although the HMC is now designed around DRAMs, Graham said it would be possible to use other types of memories, and even a mixed set of memories. He noted Micron is looking at alternatives to the conventional DRAM cell, such as spin torque and resistive memories. “Micron is investing heavily in research in those technologies and of course the HMC team here at Micron is looking at future technologies that we can take HMC architecture and be able to utilize different DRAM or even flash types of memory,” he said. “As the technology matures and it becomes lower cost, we can see this technology certainly evolving into more global applications and utilizing different memory types in that stack – and perhaps even multiple memory types in that stack.”

HMCs could eventually make their way into mobile devices, but Graham said that is likely to be three or four years away. Mobile applications presently employ low power DDR3 solutions, which will be used for several years. “We’ll see quite a few interesting designs start spinning when the mobile folks see they can differentiate with a managed memory solution. It’s not going to be HMC as we know it today, it will have to be optimized for mobile,” Graham said.