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craigjb

2,024 karmajoined 12 lat temu
craigjb.com

Submissions

Worker shortage endangers US chip production plans

taipeitimes.com
3 points·by craigjb·7 dni temu·0 comments

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

eetimes.com
5 points·by craigjb·2 lata temu·0 comments

[untitled]

1 points·by craigjb·2 lata temu·0 comments

Intel 3 Represents an Intel Foundry Milestone

eetimes.com
40 points·by craigjb·2 lata temu·7 comments

ASML dethrones Applied Materials, becomes largest fab tool maker

tomshardware.com
275 points·by craigjb·2 lata temu·125 comments

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

taipeitimes.com
1 points·by craigjb·4 lata temu·0 comments

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

semianalysis.substack.com
343 points·by craigjb·4 lata temu·221 comments

Intel to buy Tower Semiconductor for $5.4B

cnbc.com
1 points·by craigjb·4 lata temu·0 comments

How to Interpret Chip Supply Chain Data

eetimes.com
1 points·by craigjb·4 lata temu·0 comments

Compute vs. Hardware

tellusim.com
38 points·by craigjb·5 lat temu·3 comments

Compute vs. Hardware

tellusim.com
18 points·by craigjb·5 lat temu·2 comments

Intel Brings Chiplets to Data Center CPUs

eetimes.com
49 points·by craigjb·5 lat temu·50 comments

Bonkers Cyclocopter Flies in a Unusual Way

hackster.io
41 points·by craigjb·5 lat temu·12 comments

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

digitimes.com
39 points·by craigjb·5 lat temu·65 comments

Suez Canal Blocked After Container Ship Gets Stuck

nytimes.com
1 points·by craigjb·5 lat temu·0 comments

comments

craigjb
·17 dni temu·discuss
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 dni temu·discuss
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 dni temu·discuss
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
·w zeszłym roku·discuss
7nm for Achronix

https://www.achronix.com/product/speedster7t-fpgas
craigjb
·5 lat temu·discuss
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 lat temu·discuss
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 lat temu·discuss
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 lat temu·discuss
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 lat temu·discuss
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 lat temu·discuss
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...