Towards the end of the panel discussions, the host, Jaga Jagannathan of IBM, asked Subi “How do you stack up against Intel? – especially in the SoC/smartphone space?” This clearly took Subi by surprise, but after some preamble, he focused on FinFET development, which AMD, then GloFo, have been working on for the last ten years. In conjunction with customer input, they have been focusing their finFET efforts to optimise the (14 nm) process for mobile SoCs. He said that this was what would differentiate them from Intel, and in that space “We believe we have a much better finFET, that is optimised for mobile SoCs”.
|CPTF panel session. Jaga is on the left, and Subi third from the right. Source: Common Platform
Of course time will tell, and the CPTF 14-nm process will likely not show up for three or four years, while we are waiting for Intel’s imminent launch of their trigate product.
The panel session has been put online, so you can see it by going here, register if you need to, then select Agenda and click the relevant link; if you want to see this particular Q & A, move the slider to the 52:30 timepoint.
Also during the discussion Subi stated that GlobalFoundries is in production for 32-nm HKMG, and running the full flow of the 20-nm (gate-last) process in their Malta NY fab.
Earlier in the day he had given one of the keynote talks, and it was then that he gave the logic for the move to finFET at 14-nm that was a major theme of the day. It boils down to the fact that by the time you get to the 20-nm node, there are no more knobs to turn to crank up the performance of a transistor. In order to mitigate the short-channel effects and increase drive current, a 3D fully-depleted structure is needed. GloFo regards the mobile sector as one of the big drivers for leading-edge process development these days, so their finFET efforts have been focused in the mobile SoC arena, with a multiple Vt process in development.
Another nugget from the day was the public announcement that Samsung is in full production with their 32-nm HKMG process, and it appears in Austin as well as Korea. I was hoping that we might see it in the new iPad, but we’ve now confirmed that the A5x chip is 45-nm. I guess we’ll have to wait for one of the new phones or tablets that will be out soon. Actually, that includes TVs too – Samsung had a TV with gesture recognition on the show floor, powered by a 32-nm HKMG processor, and that’s due out next month as well.
The following day I was at an Intel analyst meeting, but that’s under NDA so I can’t say too much; but it’s not letting too much out to say that it reinforced their messages from CES and the Mobile World Congress that there will be a big push on Ultrabooks and mobile phones. Next month expect a huge marketing campaign for Ultrabooks – it was described as “epic” and “cinematic” at CES. Even now we’re seeing all sorts of product announcements by the OEMs, including plenty with the 22-nm Ivy Bridge chip inside.
At the moment I’m in Shanghai taking in the China Semiconductor Technology International Conference and Semicon China. I’m presenting on “Recent Innovations in Leading-Edge Silicon Devices”; hopefully it will get a good reception. And we’ll see if there’s anything blog-worthy this week. In the meantime I tweet @ChipworksDick if anything is noteworthy.