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craigjb

2,024 カルマ登録 12 年前
craigjb.com

投稿

Worker shortage endangers US chip production plans

taipeitimes.com
3 ポイント·投稿者 craigjb·7 日前·0 コメント

Tough New U.S. Controls on China May Miss Target

eetimes.com
5 ポイント·投稿者 craigjb·2 年前·0 コメント

[untitled]

1 ポイント·投稿者 craigjb·2 年前·0 コメント

Intel 3 Represents an Intel Foundry Milestone

eetimes.com
40 ポイント·投稿者 craigjb·2 年前·7 コメント

ASML dethrones Applied Materials, becomes largest fab tool maker

tomshardware.com
275 ポイント·投稿者 craigjb·2 年前·125 コメント

US’ chip bid ‘futile,’ Morris Chang says (TSMC co-founder)

taipeitimes.com
1 ポイント·投稿者 craigjb·4 年前·0 コメント

Samsung Electronics cultural issues causing disasters in foundry, LSI, DRAM

semianalysis.substack.com
343 ポイント·投稿者 craigjb·4 年前·221 コメント

Intel to buy Tower Semiconductor for $5.4B

cnbc.com
1 ポイント·投稿者 craigjb·4 年前·0 コメント

How to Interpret Chip Supply Chain Data

eetimes.com
1 ポイント·投稿者 craigjb·4 年前·0 コメント

Compute vs. Hardware

tellusim.com
38 ポイント·投稿者 craigjb·5 年前·3 コメント

Compute vs. Hardware

tellusim.com
18 ポイント·投稿者 craigjb·5 年前·2 コメント

Intel Brings Chiplets to Data Center CPUs

eetimes.com
49 ポイント·投稿者 craigjb·5 年前·50 コメント

Bonkers Cyclocopter Flies in a Unusual Way

hackster.io
41 ポイント·投稿者 craigjb·5 年前·12 コメント

US, Europe 'unrealistic' in fab expansion drive, says TSMC chair

digitimes.com
39 ポイント·投稿者 craigjb·5 年前·65 コメント

Suez Canal Blocked After Container Ship Gets Stuck

nytimes.com
1 ポイント·投稿者 craigjb·5 年前·0 コメント

コメント

craigjb
·17 日前·議論
Apple has not shipped an InFO-PoP with side-by-side integrated die yet. This is expected to be the first one, using RDLs for the die-to-die interconnect (so different than M-Ultra series that uses silicon bridges).
craigjb
·17 日前·議論
Applied Materials, Lam Research, and KLA are all U.S. companies. ASML supplies lithography, but hundreds of other tools come from these companies.
craigjb
·21 日前·議論
The terms to search for are fan-out wafer level packaging (FOWLP) and TSMC InFO. The chiplets come from different wafers and are reconstituted into a molded plastic wafer, allowing multiple die side-by-side. Then multiple layers of wires are built on top, terminating in a BGA.
craigjb
·昨年·議論
7nm for Achronix

https://www.achronix.com/product/speedster7t-fpgas
craigjb
·5 年前·議論
Equipment for ion implantation already includes mini accelerators [1] [2]. The semiconductor equipment industry in general has many machines that feel like they came out of a physics lab into a semi fab. For example, plasma dry-etching or deep-reactive ion etching. EUV litho is just one of many very interesting problems--currently the bottleneck so it's talked about a lot.

[1] https://en.wikipedia.org/wiki/Ion_implantation [2] https://www.axcelis.com/products/purion-xe-series-high-energ...

edit: add link to cool ion implanter machine pics
craigjb
·5 年前·議論
You also need hundreds of other machines from Applied Materials, KLA Tencor, Lam Research, Tokyo Electron, etc. Then, years of process development R&D: what temperature do we bake this layer at, how long, what profile, what atmosphere in the tool… Every process step has a large parameter set to optimize. Creating a process is a painstaking many many variable optimization slog.

Just wanted to add that since I see people only mention ASML often here. They are very important, but there is so much more to TSMC’s success.
craigjb
·5 年前·議論
You are absolutely correct that design costs swamp mask costs by far. For 7 nm, it costs more than $271 million for design alone (EDA, verification, synthesis, layout, sign-off, etc) [1], and that’s a cheaper one. Industry reports say $650-810 million for a big 5 nm chip.

[1] https://semiengineering.com/racing-to-107nm/
craigjb
·5 年前·議論
I built the Gameslab around this concept, but haven’t worked on it much lately.

https://craigjb.com/2019/11/26/gameslab-overview/
craigjb
·5 年前·議論
Keep in mind, a semiconductor fab has hundreds of other machines and equipment involved, and US companies are some of the biggest suppliers (Applied Materials, Lam Research, KLA-Tencor--all multi-billion dollar companies).

Lithography is definitely key, but all the equipment and process must work together.
craigjb
·5 年前·議論
TSMC's plans for Arizona have been increased to start with 100k per month with future phases up to 200k [1]

[1] https://technosports.co.in/2021/03/03/tsmc-to-build-5nm-plan...