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Intel vs GlobalFoundries at the leading edge
- tormeh 9y ago>It is also surprising to me to see how far Intel has fallen from the process lead they had. First with HKMG by several years, first with FinFet by several year, I suppose they are still first to do cobalt interconnect but in terms of process density the foundries have caught them and appear poised to take a substantial lead over the next several years. >With Intel offering foundry processes and GF, Samung and TSMC all offering leading edge processes the industry now has four viable leading edge process options. Exciting times.
- tomalpha 9y agoIndeed. Intel finally having some really competitive competitors (as it were) is great to see. I was going to mutter about this great competition coming from overseas and being an example of the Decline Of The West, but Global Foundries appears to be a mainly US+Europe based thing. (I know it span out of AMD a while back but had assumed until just now that it did all its manufacturing in China). Exciting times indeed.
- Spooky23 9y agoI think fabs are a business where capital rules vs labor cost. GlobalFoundies built a fab in New York, but got megabucks in aid to do so.
- neuromantik8086 9y agoGlobalFoundries is getting massive incentives to expand in New York State. The initial Saratoga Springs is just the first fab Cuomo has built for them. Currently, they're building another fab in Utica that's intended to rehabilitate it after its Rust Belt woes. Similarly, Tesla/Solar City received a huge number of economic incentives to build a factory in Buffalo. Naturally, since this is NYS there's also been a fair bit of corruption: [1] http://www.timesunion.com/local/article/Kaloyeros-in-fight-to-get-charges-tossed-11160539.php http://www.timesunion.com/local/article/Kaloyeros-in-fight-t... I fully expect the state government to throw a bunch of incentives at Amazon as well for HQ2- there's a push in Rochester for someone to take over all of the Kodak/Xerox buildings after those two companies royally messed up.
- deepnotderp 9y agoGloFo is owned by a middle eastern oil fund btw.
- seanmcdirmid 9y agoNo international company will put a fab in china unless the equipment is 10 years out of date. Semi conducter production isn’t labor intensive anyways.
- saas_co_de 9y agoFalse. GF has a JV to build a 300mm 22nm FD-SOI line in China https://www.globalfoundries.com/news-events/press-releases/globalfoundries-and-chengdu-partner-expand-fd-soi-ecosystem-china https://www.globalfoundries.com/news-events/press-releases/g...
- seanmcdirmid 9y ago22 nm is about 10 years old.
- saas_co_de 9y agoNot the same thing. 22 FD-SOI is current gen for FD-SOI. TSMC is also building a 16nm line https://www.eetimes.com/document.asp?doc_id=1332704 https://www.eetimes.com/document.asp?doc_id=1332704 While it is true that cutting edge lines are going to stay in established facilities with established R&D teams there is nothing stopping China from getting the tech. Everything is for sale. What China is missing is the expert workforce that can actually bring up a line for a next gen process themselves, which takes time to build, not just money.
- seanmcdirmid 9y agoThere are two things china can’t buy because no country will sell it to them: a. Advanced semi conductor tech, b. Modern Jet turbine tech. Those two things China has to (and is) develop themselves. They definitely aren’t there yet, which is why they import those things in spades (most semiconductors are imported, and even china’s own jet fighters are mostly reliant on saturns). They will probably get there in the future.
- saas_co_de 9y agoIntel is delayed on their next-gen node and so that has given the others time to get Intel's last-gen node working but that in no way indicates that they will surpass Intel.
- tfha 9y agoYeah. It's hard to tell how much we are seeing these reviews because people want to see Intel get passed vs. because Intel is actually getting passed. Are there any rest that chips released, actual chips, where the different foundries can say "look here's 1kb of sram on an actual chip, with this basic adder circuit, and this is how much area it takes and this is how much energy it consumes on our latest process"? Actual performance doesn't always match the spec sheet, it's hard to get a true comparison unless you've got circuits from each foundry.
- ttul 9y agoI studied all this stuff in university during the dark ages, and still have to do a double take whenever I see “nm” measurements. These things are atomic scale, and we use them all day long as if nothing happened.
- rb808 9y agoYeah I can remember how amazing 1 micron widths were. getting to 100th of that is a miracle.
- Vintila 9y agoSlightly off topic but, how do they create the lithography masks with such tiny and precise features?
- detaro 9y agoCut with lasers or electron beams as far as I know, and the masks are bigger by some multiple. Also have really weird patterns, since they have to correct for how the light-waves interact due to the small size.
- ChuckMcM 9y agoI see it as more confirmation that Moore's Law is probably dead for real this time. By many measures Intel has enjoyed a 2 - 5 year lead over the competition in terms of circuit design and they have lost that lead. What that says to me is that over the last 2 - 5 years everything they have tried in order to push past this node has not resulted in useful advances. And if they can't push this down the beach can anyone else?
- sounds 9y agoIntel has known their Dennard Scaling was petering out for a while now. I think Intel is more concerned with the loss of their instruction set architecture "monpoly." Despite their massive R&D investments, they aren't expecting process scaling to be the big win for much longer.
- ksec 9y agoI think it depends what you mean by moor's law, since everyone seems have a different view on it. If we are still talking about transistor density then it is not dead yet. Intel as shown the improvement from 14nm and 10nm is roughly in line. But i am pretty certain the next one wont fit the graph line any more. But if we are taking about the economics of transistor where it is getting cheaper 40-50% cheaper every two years then that has gone since 14nm.
- bhouston 9y agoA future with ARM in server CPUs seems more plausible when Intel doesn't have a manufacturing advantage. Also it is likely that Intel's loss of lead in process is one of the reasons that AMD (e.g. Ryzen) is actually competitive again.
- kirillseva 9y agos/ARM/RISK-V, and you have instantly nailed a top 1% upvoted post
- redshirt 9y agoProblem with RISC-V is exactly what makes it strong. The lack of verified software ecosystem will keep it from being main stream for at least a decade(something that until recently has held back the Arm server market, well, that and not having a reasonable server core..fixed with the ThunderX2). The fact that you can add instructions quickly is another problem, well, that and the lack of a standardized verification suite for the ISA so that software devs know that implementations are up to spec when they write code for them. I can definitely see RISC-V accelerators taking off though, driven by a more stable x86/Arm/Power core. To me, that path for RISC-V makes a lot of sense.
- nickik 9y ago> The fact that you can add instructions quickly is another problem, well, that and the lack of a standardized verification suite for the ISA so that software devs know that implementations are up to spec when they write code for them. There is a formal specification of both the ISA and the memory model. There are 2 working groups extending the formal models to the standard extensions. Plus these formal efforts there is also a working group defining a sweet of verification tests that you have to pass in order to be qualified RISC-V. The standard profile defined for Linux that will primary be used in the server space is RV65GC and most processor in this space will probably not have non-standardised extensions. I would expect a server core to have maybe vector and crypto extensions.
- dogma1138 9y ago
- redshirt 9y agoI'm waiting for Intel to divest of either the arch/micro-arch business or the fab business. They can invest in one or the other, but what is crippling them is having to invest in both simultaneously. I can definitely see them doing something like HP and split off into Intel-Fab and just Intel. Would enable the arch/micro-arch to use all the fabs and allow the fab to focus on what it does best, processes research and development. Intel already fabs chips for other people (https://www.forbes.com/sites/jeanbaptiste/2013/10/29/exclusive-intel-opens-fabs-to-arm-chips/#6c0129fb3078 https://www.forbes.com/sites/jeanbaptiste/2013/10/29/exclusi...) why not expand that relationship to maximize their profits/capacity.
- baybal2 9y agoIntel has tons of money, and their core business is still a giant cash cow.
- redshirt 9y agoExactly, break them apart while they still can.
- Symmetry 9y agoI think there's too much synergy to be had by having the process engineers work closely with the architects when deciding on the design rules.
- old-gregg 9y agoI am not an expert, but based on what I've read about this (my interest got sparked by the resurgence of AMD with Ryzen), Intel's vertical integration may actually even grow in importance. The processes developed by Samsung, GloFo and TSMC are all optimized for low-power designs required by mobile applications. There are far more phones out there and they're on a much faster upgrade cycle than desktops/servers, that's why foundries optimizing for mobile. This creates a problem for AMD because high power/freq Ryzen CPUs can't compete with Intel's if they're made on a node optimized for low power ARM cores.
- 9y ago
- Symmetry 9y agoI've heard it claimed that the delays in Intel's new process node were mostly due to problems debugging the cobalt metal layers. If that's true I wonder if other players will avoid it for a bit? But the problems it solves will only get more pressing as feature sizes shrink so that might not be feasible. My impression of Intel's process compared to most foundries is that they tend to have higher drive currents at a given node leading to faster switching speeds but also more restrictive design rules leading to lower practical densities then the standard cell size would predict. And making it hard for them to act as a foundry, though it's still possible. But my understanding at this level is tenuous and don't place too much weight on it. And overall the general slowdown in Moore's law means that Intel's technology lead has less of a performance/price ramification.
- dogma1138 9y agoThe problem is that none of the other players so far has been able to produce chips with the size and power envelope of modern CPUs or GPUs. Intel will release some 10nm in mid 2018 but these would be the Core M ultra low power parts. AMD isn't going for 7nm in 2018 just yet, the Ryzen refresh slated for March of 2018 is going to be on 12nm which is a rebrand of GF14 NM process rather than a true node shrink. I'm not entirely sure if GF or any other foundry would actually come out with large power hungry dies on 7nm any time soon. TSMC seems not to be able to produce them even on 10nm, which is why they introduced their 12nm process which is back of the line node improvement of their 16nm node primarily so NVIDIA could produce their GPUs on it. So far the only parts which are made on 10nm are mobile SoCs.
- mtgx 9y agoTSMC never intended to use 10nm. They planned to skip it to get to 7nm faster. Samsung planned for 10nm on the other hand, because it thought 10nm will be a "long node" (it won't be). Also Samsung's first 7nm node will use EUV lithography, which may be a bit too costly for most chip makers, and that may have played a role in developing the stop-gap 10nm process, too. We'll likely see most of the 7nm users switch to GloFo and TSMC until Samsung lowers costs/increases yield for its 7nm process.
- baybal2 9y ago"EUV in mass production" is something akin to commercial fusion power. Every few years, a big fab comes forward and says that they will get EUV in production in yet another few years. Except this time, there is a genuine need for it. There is only that much free area they can get by squeezing cell sizes. After compact SRAMs (there are a few 4T and 3d SRAM designs that fabs will be introducing next year to compensate for missed node shrink https://www.eetimes.com/document.asp?doc_id=1332734 https://www.eetimes.com/document.asp?doc_id=1332734), they will not have many things left to shrink. EUV was thought to be a way to avoid multipatterning at 65/45 transition, but now we will have to do quad patterning with both 10nm and with EUV at 7nm, and this makes the main reason for EUV use (avoiding multipatterning) not that all important.
- deepnotderp 9y agoEUV is a crazy technology, but comparing it to fusion makes no sense. ASML has already demonstrated near 250W brightness sources, their plan appears to be brute forcing away the brightness issue.
- chx 9y agoThe comparison IMO makes perfect sense: there are promises but nothing actually works. Even you state something about plans.
- baybal2 9y agoBetter to say, when one blocker issue is solved with EUV, 2 or more new ones are discovered. And further you go, more people question "whether it all worth it?"
- nickik 9y agoThis is great. GlobalFoundries has joined the RISC-V community and they are seeing it as one of they ways that can help them compete with Intel. Its really quite a clever move by them and I hope it works out. See slides and videos: https://content.riscv.org/wp-content/uploads/2017/12/Tue1236-Revolutionizing_RISC-V_GlobalFoundries-Bartlett.pdf https://content.riscv.org/wp-content/uploads/2017/12/Tue1236... https://www.youtube.com/watch?v=FKwbFbFLkS0 https://www.youtube.com/watch?v=FKwbFbFLkS0
- nimos 9y agoSuper excited to see what 2018-2019 looks like. If we have 3-4 high yield ~7nm nodes and the dram/nand markets start clearing again I think we'll see some pretty crazy prices for hardware especially with AMD/ARM pressuring Intel. Hopefully Openstack will be a bit more mature then too. With lower hardware costs and an open source software stack cloud computing might get pretty competitive.
- pas 9y agoAlas, it seems OpenStack is still in the gutter. :( It's a mindboggingly strange mess. Yeah, it works, when it works, but it's so undebuggable and unmaintainable. Well, if you have in house committers from the core projects, then you can afford to run custom forks/branches. Oh and a few dedicated Infrastructure Wizards deploying it, upgrading the components as patches land, managing outages and simple gotchas. It's almost easier to roll a new non-multi-tenant instance for each tenant than to try to make it multi-tenant as both Horizon and Neutron are bad at handling domains. And it [one of the neutron linuxbridge agents] sometimes randomly eats IP addresses from host interfaces :o Oh, and the docs and release notes are still generally useless on compatibility changes, upgrade procedure and so on.
- narrator 9y agoIt's weird how the sub-14nm date keeps getting pushed back. The end of 2018 is going to make it 4 years between chip generations. They still might fail though. Could this be the start of the great silicon stagnation?
- vermaden 9y agoIt would be interesting to see first x64 only (only 64-bit) CPU from either Intel or AMD ...
- mdaverveldt 9y agoActual logic design is done using standard cells so metrics describing standard cell size are more useful. Is it really the case that all logic designs use standard cells? I would have expected full custom designs to maybe use a standard design for the transistor but the placement and sizing of the gates is completely custom (e.g. not on a grid).