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TSMC to customers: It's time to stop using older nodes and move to 28nm

anandtech.com

41–50 of 81 posts

Re: TSMC to customers: It's time to stop using older nodes and move to 28nm

#41

Earlier quoted context omitted.

No, it means there will be even worse touchscreens because now automakers can't afford silicon that might actually power a tablet.

How can they not afford a 300 dollar tablet in a 40k dollar car?

assuming you're selling 5 million of a part where the previous generation is 5-10 years old, $1.5 billion is not a lot of money for development, validation, materials, manufacturing, logistics, dealer training, integration with future models, and a decade of OTA updates

Re: TSMC to customers: It's time to stop using older nodes and move to 28nm

#42
post #23
post #8

Earlier quoted context omitted.

I'm also interested in the migration costs. Perhaps there will be a market for a migration service... though the TAM on that is probably small enough that it can't support a product-first approach.

Migration services exist today. Almost any of the ASIC backend service companies would take a contract to do a fab port. (Won't be cheap, though) But these are services, not products. There's no one-size-fits-all way to move design Z from process X to process Y, for arbitrary values of X, Y and Z, nor is there ever likely to be. And even once it's done, there are still costs to verify and test the results, which isn'…

>And even once it's done, there are still costs to verify and test the results, which isn't cheap either.

I can imagine its even more so in the automotive industry, where there's strict safety regulations and guidelines in place which must be met.

Re: TSMC to customers: It's time to stop using older nodes and move to 28nm

#43
post #11

Thanks TSMC... when will you release a HV version of 28nm? Oh... never, because you transitioned to bottom poly at 40nm. How is your automotive eFlash at 28nm... oh, you're still working on it (since 2018)? Well, guess we won't have many display drivers (or displays) or autos then, or maybe marketing should pull their heads out and smell the roses. I mean, I get it. Most things should transition to 28nm on 300mm wafe…

Automotive is the extreme case. For now it would be good that many non-automotive chips will shift to 28nm.

That will leave some decent spare capacity for automotive.

And maybe when a lot of such chips would be done in 28nm, it would make sense for TSMC to invest more in optimizing the process for them.

Re: TSMC to customers: It's time to stop using older nodes and move to 28nm

#44
post #27

Earlier quoted context omitted.

I honestly don't really understand 95% of what you've written here, but could this mean an end of godawful touch screens in cars?

No, it means there will be even worse touchscreens because now automakers can't afford silicon that might actually power a tablet.

That's scary - I have a < 1 yr old Tesla model Y and it is embarrassing how underpowered the tablet that controls basically every part of the car is.

Re: TSMC to customers: It's time to stop using older nodes and move to 28nm

#45

Earlier quoted context omitted.

No, it means there will be even worse touchscreens because now automakers can't afford silicon that might actually power a tablet.

That's scary - I have a < 1 yr old Tesla model Y and it is embarrassing how underpowered the tablet that controls basically every part of the car is.

FWIW, Tesla is one of the few companies that actually put decent processors in their cars: in lieu of a cruddy, off-the-shelf ARM CPU, they use Intel (and more recently, Ryzen) x86-based machines. Their performance relative to the Cortex processors running in competitors is enormous, it must be slow due to the volume of processes Tesla is actually running onboard.

Re: TSMC to customers: It's time to stop using older nodes and move to 28nm

#46
post #28

Earlier quoted context omitted.

Depends on the design. Did you throw RTL at a layout engine and let it figure it out? Pretty damn close to automated and could get to automated with a little upfront elbow grease by a company specializing in such things. Heavy analog design? It's going to be a lot more work.

Maybe my intuition is completely wrong here, but would the analog case be simplified if the target node+technology was chosen to have trace widths exactly 1/2 the size of the node being transitioned from? I.e. the traces would have essentially the same standing-wave tuning requirements when modelled as waveguides; would catch a harmonic of the original frequency when acting as antennae; etc.

It's not the traces that are the issue but the transistors and resistors. As h_fe goes up new parasitic modes have to be limited. Resistor geometry changes as do the values. Ratiometric design helps but isn't a panacea. And for something like low noise or complex exotic devices you might not even be able to make them with the passes in the new process.

Re: TSMC to customers: It's time to stop using older nodes and move to 28nm

#47
post #23
post #8

Earlier quoted context omitted.

I'm also interested in the migration costs. Perhaps there will be a market for a migration service... though the TAM on that is probably small enough that it can't support a product-first approach.

Migration services exist today. Almost any of the ASIC backend service companies would take a contract to do a fab port. (Won't be cheap, though) But these are services, not products. There's no one-size-fits-all way to move design Z from process X to process Y, for arbitrary values of X, Y and Z, nor is there ever likely to be. And even once it's done, there are still costs to verify and test the results, which isn'…

[deleted]

Re: TSMC to customers: It's time to stop using older nodes and move to 28nm

#48

It reminds me of how this backwards way of thinking seems to have infested everyone's heads; that stuff has to be, or make use of, the very latest technology available, or it will be useless junk that barely works.

There was a lot of that talk about the Newport Wafer Fab being sold to China. I remember it produces in-demand automotive stuff, but not the process size(s), if that's even relevant with the different technology. Shame I can't find anything about it on http://youknowsit.co.uk/ innit.

Re: TSMC to customers: It's time to stop using older nodes and move to 28nm

#49
post #9

Dumb question: if something is being manufactured on 60nm today, can you not just take the same design and start manufacturing it on 28nm? Or do you need to literally redesign the entire circuit?

IBM introduced copper interconnects in 1997; the designs before that date were aluminum. IBM is now doing the same thing with "gate-all-around" that will replace FinFET, which itself replaced planar.

You can't take a tube radio and manufacture it with opamps without substantial design changes.

Samsung is starting to use GAA right now, and TSMC will use it for the next process node.

https://www.theregister.com/2021/05/06/ibm_2nm_semiconductor...

https://www.ibm.com/ibm/history/ibm100/us/en/icons/copperchi...

Re: TSMC to customers: It's time to stop using older nodes and move to 28nm

#50

Earlier quoted context omitted.

No, it means there will be even worse touchscreens because now automakers can't afford silicon that might actually power a tablet.

How can they not afford a 300 dollar tablet in a 40k dollar car?

A $300 tablet drops support in 90days to a year. A $300 tablet equivalent in a car has a trailing maintenance requirement for service and parts for years (5-10?)
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