[DigiTimes] TSMC 10 nm trial production in 2015, mass production in 2016

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witeken

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Dec 25, 2013
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About performance, we will cross that bridge when we come to it. For the moment, its all about powerpoint battles

What about actual silicon, volume production and shipping 14nm right now? Those things are happening in real life instead of Powerpoint slides, which you can selectively pick to support your opinon.

While Intel is doing those things, TSMC and Samsung still have the 20nm node to do, which Intel did 2 years ago, with FinFETs.
 

raghu78

Diamond Member
Aug 23, 2012
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If Samsung can get 14LPE Exynos chips out in 1H2015, I would be impressed, they have a shot at making Exynos a lot more relevant in chip design+process. Just the switch in process alone will help them leapfrog in performance, add A57 into that and we have an impressive CPU (even though the A57-based Exynos 5433 figures remain to be seen, Exynos 6/Infinity is their real shot). But count me as somewhat skeptical; the Galaxy Note series would seem to make the most sense; the galaxy tab pro series makes sense too, but they really should just merge the two (to make larger notes), and offer the stylus.



http://www.eetimes.com/document.asp?doc_id=1321974

Based off that and the TSMC information in their most recent transcripts (+both foundries stated 28nm -> 20nm performance increased by 30%), Samsung's performance increase or power consumption reduction is lower compared to 16FF:http://forwardthinking.pcmag.com/none/322862-get-ready-for-14nm-and-16nm-chips, and the 14LPP designation has the same increase as 16FF+, so still lower performance. The density reduction for the 14 LPE process is as here:

http://electronics360.globalspec.co...balfoundries-form-14nm-alliance-to-fight-tsmc

I expect LPP to be the same density. As we've seen the density improvement from Intel's 14nm is much higher than TSMC's 16FF/+, so I anticipate Intel's 14nm to be of higher performance compared to both TSMC and Samsung.

TSMC's conference calls are so damn confusing it is hard to figure out exactly what their process perf/w improvements are, for example they state 16FF+ is 15% faster than 16FF with 16FF being 30% faster than 20nm planar, but they state that 16FF+ is 40% faster than 20nm. That doesn't make sense: 1.3 * 1.15 = 1.495, so it decreases clarity, maybe that is what they want to do in the PR wars.

Performance (At same power) is as follows
TSMC 28HPM - 1x
TSMC 20SOC - 1.15x
TSMC 16FF - 1.38x (1.15 x 1.2)
TSMC 16FF+ - 1.59x (1.38 x 1.15)

Area
TSMC 28HPM - 1x
TSMC 20SOC/16FF - .55x (1.9x density increase)
TSMC 16FF+ - 0.4675x (15% denser than 16FF+)

Power (at same performance)
TSMC 28HPM - 1x
TSMC 20SOC - 0.7x (30% power reduction vs 28HPM)
TSMC 16FF - 0.46x (35% reduction vs 20SOC , 54% reduction vs 28HPM)
TSMC 16FF+ - 0.322x (30% power reduction vs 16FF)


http://www.eda.org/edps/edp2013/Papers/4-4 FINAL for Tom Quan.pdf

(page 19)

http://www.tsmc.com/uploadfile/ir/quarterly/2014/1aT1b/E/TSMC 1Q14 transcript.pdf

(PAGE 4)

"Our 16 FinFET plus matches the highest performance among all available 16-nanometer and 14-nanometer technologies in the market today. Compared to our own 20 SoC, 16 FinFET plus offers 40% speed improvement. The design rules of 16 FinFET and 16 FinFET plus are the same; IPs are compatible".


https://www.semiwiki.com/forum/content/3688-samsung-foundry-explained.html

Area

Samsung 28nm (gate first) - 1x
Samsung 14LPE (gate last) - 0.55x
Samsung 14LPP (gate last) - 0.55x

Power

Samsung 28nm (gate first) - 1x
Samsung 14LPE (gate last) - 0.49x
Samsung 14LPP (gate last) - 0.40x

TSMC 16FF+ should beat Samsung 14LPP in performance and power efficiency. Density remains to be seen because Samsung 28nm gate first was more dense than TSMC 28HPM (gate last). But as always these claims have to be taken with a hefty dose of salt. Final products are the real measure of the process' power/performance/area claims. The biggest factor which trumps all these 3 factors is yields. At 14/16 FINFET the foundry to win will be the one which can ramp production at good yields.
 
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Mar 10, 2006
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Just talking about products on shelves, Intel will have products on shelves by 4Q14. Whereas Samsung said they will have 14nm in mass production by 4Q14 and on the shelves by 2Q15 (probably the Galaxy S6)

That gives Intel a 6 month lead over Samsung/GF.

About performance, we will cross that bridge when we come to it. For the moment, its all about powerpoint battles

We'll see if Samsung can actually deliver. Their PRs promised 20nm production during the first half of 2013. How'd that work out?

Many here are very quick to want to "prove" that Intel is losing its lead, and will cite other companies' PRs (TSMC, Samsung, GloFo, etc.) but when it comes to Intel people ever the skeptics.

Why?
 
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jdubs03

Senior member
Oct 1, 2013
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Performance (At same power) is as follows
TSMC 28HPM - 1x
TSMC 20SOC - 1.15x
TSMC 16FF - 1.38x (1.15 x 1.2)
TSMC 16FF+ - 1.59x (1.38 x 1.15)

Area
TSMC 28HPM - 1x
TSMC 20SOC/16FF - .55x (1.9x density increase)
TSMC 16FF+ - 0.4675x (15% denser than 16FF+)

Power (at same performance)
TSMC 28HPM - 1x
TSMC 20SOC - 0.7x (30% power reduction vs 28HPM)
TSMC 16FF - 0.46x (35% reduction vs 20SOC , 54% reduction vs 28HPM)
TSMC 16FF+ - 0.322x (30% power reduction vs 16FF)


http://www.eda.org/edps/edp2013/Papers/4-4 FINAL for Tom Quan.pdf

(page 19)

http://www.tsmc.com/uploadfile/ir/quarterly/2014/1aT1b/E/TSMC 1Q14 transcript.pdf

(PAGE 4)

"Our 16 FinFET plus matches the highest performance among all available 16-nanometer and 14-nanometer technologies in the market today. Compared to our own 20 SoC, 16 FinFET plus offers 40% speed improvement. The design rules of 16 FinFET and 16 FinFET plus are the same; IPs are compatible".


https://www.semiwiki.com/forum/content/3688-samsung-foundry-explained.html

Area

Samsung 28nm (gate first) - 1x
Samsung 14LPE (gate last) - 0.55x
Samsung 14LPP (gate last) - 0.55x

Power

Samsung 28nm (gate first) - 1x
Samsung 14LPE (gate last) - 0.49x
Samsung 14LPP (gate last) - 0.40x

TSMC 16FF+ should beat Samsung 14LPP in performance and power efficiency. Density remains to be seen because Samsung 28nm gate first was more dense than TSMC 28HPM (gate last). But as always these claims have to be taken with a hefty dose of salt. Final products are the real measure of the process' power/performance/area claims. The biggest factor which trumps all these 3 factors is yields. At 14/16 FINFET the fab to win will be the one which can ramp production at good yields.

According to this: http://www.tsmc.com/english/dedicatedFoundry/technology/20nm.htm

Maybe that 28nm process isn't HPM? Because that would make 20SoC 1.3x not 1.15x.

TSMC puts a lot of contradictory information out there. So I'll defer to those slides, the CC seems unreliable.
 
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Mar 10, 2006
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Final products are the real measure of the process' power/performance/area claims.

Final products also represent the skill of the design teams, time to market concerns, the prescience of the product marketing/definition teams, etc.

If final products represented only the process, then Qualcomm would be out of business and Intel would own the entire mobile computing market. Given that this is anything but the case, one would be led to assume that final product quality is driven by more than the underlying process.

Exynos Octa and Apple A7 are built on the same process, but one is an elegant, well-designed product and the other is a nightmare
 
Mar 10, 2006
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TSMC puts a lot of contradictory information out there. So I'll defer to those slides, the CC seems unreliable.

I remember when TSMC was bragging about how great the yield on 16 FinFET was and how it already "matched" 20 SoC. TSMC's public "delay" of production into late 2015 was not unexpected.

The problem, interestingly enough, seems to be both process related as well as design related. Designing with FinFETs is significantly more challenging than designing on planar, and I suspect that some of the yield problems that the fabless companies are dealing with are simply due to the fact that their designers aren't used to how little process margin there is with these FinFET nodes relative to something like 28nm or even 20nm.

The challenges on the design side are ones that Intel suffered through already with the array of 22 nanometer MPUs and SoCs available for purchase on the market today. The lessons learned will help Intel as it ramps its 14-nanometer parts into production as the rest of the industry will likely continue to go through these teething issues.

Now, lest I come off as an Intel fanboy, I will say that the challenges that Intel faces in mobile SoCs are probably fundamental. Without quality modem IP on its leading edge processes, and without competent graphics, imaging, and other IP, its process lead isn't worth much in mobile.

It's an interesting battle to watch play out, and there are no guarantees as to who will actually win -- only probabilities, educated guesses, and lots of discussion on internet forums
 
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Phynaz

Lifer
Mar 13, 2006
10,140
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We'll see if Samsung can actually deliver. Their PRs promised 20nm production during the first half of 2013. How'd that work out?

Many here are very quick to want to "prove" that Intel is losing its lead, and will cite other companies' PRs (TSMC, Samsung, GloFo, etc.) but when it comes to Intel people ever the skeptics.

Why?

People are jealous of success.
 

Ajay

Lifer
Jan 8, 2001
16,094
8,106
136
That gives Intel a 6 month lead over Samsung/GF.

About performance, we will cross that bridge when we come to it. For the moment, its all about powerpoint battles

Well, it does seem that Samsung's 14FF will briefly narrow the gap between Intel and itself, but much needs to be seen before we'll know how much. IIRC, Intel is still creating an HP and a LP node for each process. It seems like foundries are starting with just one node and adding variations as that node matures.

And while Samsung LSI seems even more determined to be aggressive under Lee Jae-yong; we won't see if that is sustainable until we get to 10nm and below.
 

Fjodor2001

Diamond Member
Feb 6, 2010
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But as things look now, Intel's process tech lead is more or less eradicated. Things may turn out differently to either's favor in the end. But it's pretty astonishing really.

It's also worth noting that Intel has signed no known major contracts on 14 nm for mobile phone/tablet devices. Samsung/Apple/... are not on that band wagon. Unless that changes, I wonder how long Intel will continue to pursue and prioritize the mobile arena. They've had huge losses so far so it's not sustainable unless something changes. :\
 

Ajay

Lifer
Jan 8, 2001
16,094
8,106
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But as things look now, Intel's process tech lead is more or less eradicated. Things may turn out differently to either's favor in the end. But it's pretty astonishing really.

As things look now (what is out there), Intel has a substantial lead. As to the near future (14nm) Samsung may get closer to Intel. Intel is in no danger of being overtaken. If you look at the research papers from Intel fellows, it's clear that they have the depth of talent and financial backing to be the front runner in process development and implementation.
 

jdubs03

Senior member
Oct 1, 2013
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As things look now (what is out there), Intel has a substantial lead. As to the near future (14nm) Samsung may get closer to Intel. Intel is in no danger of being overtaken. If you look at the research papers from Intel fellows, it's clear that they have the depth of talent and financial backing to be the front runner in process development and implementation.

Indeed. The notion of Intel's lead eradicating is nonsense. Intel is releasing 14nm Holiday season this year (they showed off Broadwell almost a year ago), while Samsung is releasing in 2015, there is no clarity on any product releases and that is likely to be 2nd half as opposed to 1st. Exynos (1H2015 maybe, I'm doubtful on that) is their first option but they clearly favor Snapdragon over Exynos in their flagship products so time will tell if that changes, IMO they should indeed drop Snapdragon and use their own IP.

You made a good point about the two process types; a simultaneous release of a HP and LP process. Chalk that up to pretty much an extra 6-12 month advantage over the 6-12 month advantage they already have. So, Samsung may have narrowed the gap, but the gap in reality is probably 15-18 months (from when Samsung can put out its 14LPP process).
 

Fjodor2001

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Feb 6, 2010
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As things look now (what is out there), Intel has a substantial lead. As to the near future (14nm) Samsung may get closer to Intel. Intel is in no danger of being overtaken. If you look at the research papers from Intel fellows, it's clear that they have the depth of talent and financial backing to be the front runner in process development and implementation.

Well, I'm looking at the release plans of actual products which is what matters in the end (assuming the plans hold). And they show that Intel's process tech lead on 14 nm is more or less eradicated. What the future may bring, nobody knows.

I have no doubt that Intel will continue to be a front runner in semiconductor process tech for the foreseeable future, but I still find it astonishing that their lead has shrunk so quickly.
 

jdubs03

Senior member
Oct 1, 2013
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Well, I'm looking at the release plans of actual products which is what matters in the end (assuming the plans hold). And they show that Intel's process tech lead on 14 nm is more or less eradicated. What the future may bring, nobody knows.

I have no doubt that Intel will continue to be a front runner in semiconductor process tech for the foreseeable future, but I still find it astonishing that their lead has shrunk so quickly.

What product do you think Samsung is going to release on 14LPE so close to Intel?, the only logical option for such a near release is the Galaxy S6: but that creates the issue of releasing a 14LPE version Exynos, and a 20nm pln TSMC Snapdragon 810.

I don't think they'll pull the trigger on that and even if they do we're still talking a 4-5 month delay from when Broadwell based Core M's are released, and maybe 2-3 months from Atom. If they don't do that, then we're talking a likely release in September. Plus since Samsung essentially balked at Exynos Infinity, that should at least add a bit of doubt into your thinking.
 
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Fjodor2001

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Feb 6, 2010
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What product do you think Samsung is going to release on 14LPE so close to Intel?, the only logical option for such a near release is the Galaxy S6: but that creates the issue of releasing a 14LPE version Exynos, and a 20nm pln TSMC Snapdragon 810.

I don't think they'll pull the trigger on that and even if they do we're still talking a 4-5 month delay from when Broadwell based Core M's are released, and maybe 2-3 months from Atom. If they don't do that, then we're talking a likely release in September. Plus since Samsung essentially balked at Exynos Infinity, that should at least add a bit of doubt into your thinking.

Yes, on 14 nm likely the Exynos for Galaxy S6 and close to that Apple A9 SoC. If Intel only has a 6-9 month lead, it's really nothing much to speak of.
 

Ajay

Lifer
Jan 8, 2001
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Well, I'm looking at the release plans of actual products which is what matters in the end (assuming the plans hold). And they show that Intel's process tech lead on 14 nm is more or less eradicated. What the future may bring, nobody knows.

I have no doubt that Intel will continue to be a front runner in semiconductor process tech for the foreseeable future, but I still find it astonishing that their lead has shrunk so quickly.

O.K. If you are talking about the fact that for ultra-mobile (tablets, phones) - the lagging process nodes of foundries have been sufficient for those those markets with ARM SoCs. This is why Intel is being aggressive in sticking with an approximate 2 year cadence for new nodes. If the cost of designing a 7nm SoC is prohibitive for everyone except Intel and even Qualcomm is late with it's 10nm SoCs (as appears to be the case with 14nm already) - then Intel gains a huge advantage in perf/watt so long as they can get $$s/xtor low enough. Then, with the possible exception of Apple, Intel becomes the leading provider of high-end SoCs for ultra-mobile applications.

Maybe Intel doesn't 'Win' till 5nm, the fact is that they have to win because they need the volume to keep their fabs full enough to keep decreasing the cost/xtor. This has been Intel's bread and butter since the 4004.
 

MisterMac

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Sep 16, 2011
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How can people argue Intel's process tech is eradicated - when we've all agreed Node names are just marketing labels ?

The raw performance of the node is hard to box down - but does anyone really think Samsung or anyone else can get close to Intel if say Apple had invested the same engineer\design team into a LPP 22nm Swift?
 

witeken

Diamond Member
Dec 25, 2013
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Well, it does seem that Samsung's 14FF will briefly narrow the gap between Intel and itself, but much needs to be seen before we'll know how much. IIRC, Intel is still creating an HP and a LP node for each process. It seems like foundries are starting with just one node and adding variations as that node matures.

Yes, in the long term, Intel's lead grows. After 20FF, it will be more than 2 years (2018) before they have 10nm aka 14FF, which is (almost) 4 years later than Intel's 14nm.
 

Fjodor2001

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Feb 6, 2010
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Yes, in the long term, Intel's lead grows. After 20FF, it will be more than 2 years (2018) before they have 10nm aka 14FF, which is (almost) 4 years later than Intel's 14nm.

Check out the OP where TSMC says that they will have "10 nm trial production in 2015, mass production in 2016". If that plan is followed, Intel will not have much lead on 10 nm either. We're talking months, and definitely not 4 years.
 

witeken

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Dec 25, 2013
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I have no doubt that Intel will continue to be a front runner in semiconductor process tech for the foreseeable future, but I still find it astonishing that their lead has shrunk so quickly.
It is not astonishing at all. 14nm is difficult without EUV, which resulted in a 6 month delay. TSMC and Samsung know this, which is why they will release it 3 to 4 years later. But if they would release 14nm in 2018, they would have fallen too much behind. So in the meantime, they will quickly release an update to their current 20nm process with FinFETs instead of planar transistors.

Combine a delay of 14nm and a pull-in of FinFET and you'll see why their FinFET, which they faultily call 16/14nm, apparently comes so fast after Intel's release of their second FinFET node.

In reality, Intel is closer to a 3 year lead. I could be wrong, so it's going to be more interesting to see the time delta between Intel and TSMC/Samsung's Ge/III-V transistors.
 

witeken

Diamond Member
Dec 25, 2013
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Check out the OP where TSMC says that they will have "10 nm trial production in 2015, mass production in 2016". If that plan is followed, Intel will not have much lead on 10 nm either. We're talking months, and definitely not 4 years.

Look at the post above you. Node names are pretty much marketing labels, which TSMC, Samsung and GlobalFoundries now abuse to make their process nodes look better. There's no way a silicon FinFET transistor will compete against a Ge or III-V transistor. So performance will be more like 14nm. What about density?



Also looks like 14nm, although that might still change. But if it looks like a duck, quacks like a duck... and is released like a duck that has been 2 years behind for the last nodes (2014 -> 2017), then it probably is.

Or put another way:

TSMC/Samsung: "Look guys, we've massively lagging been behind for the last years. I don't know how that happened, but now we're going to suddenly catch up, although we're only half the revenue of Intel and Moore's Law is getting more expensive."
 
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Fjodor2001

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Samsung's Galaxy S6's SoC will be made on 20nm.

Source? Also, note that Samsung has previously made two versions of the Galaxy. E.g. for Galaxy S5 there is one based on Samsung Exynos 5 Octa, and one based on Qualcomm Snapdragon 801.

Regardless, Apple's A9 SoC will be on Samsung/GF 14 nm anyway.
 

Fjodor2001

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Feb 6, 2010
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Look at the post above you. Node names are pretty much marketing labels, which TSMC, Samsung and GlobalFoundries now abuse to make their process nodes look better. There's no way a silicon FinFET transistor will compete against a Ge or III-V transistor. So performance will be more like 14nm. What about density?



Also looks like 14nm, although that might still change. But if it looks like a duck, quacks like a duck... and is released like a duck that has been 2 years behind for the last nodes (2014 -> 2017).

That's an Intel PR slide, so I do not put to much trust into that. As other have noted, there's a PR slide war at the moment between GF/Samsung/TSMC/Intel/[...].

Also, note the "*" symbol in the slide indicating it's a "Forecast". I.e. wild ass guess made to make Intel's process tech look better than the competition...
 
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