Archive for the ‘ Fabless ’ Category

Holistic PathFinding : Process to Architecture (Qualcomm) @ IMEC 2007 TAD conference

Qualcomm nowak.pdf (application/pdf 객체).

Qualcomm News and Events – Qualcomm Announces Manufacturing with Common Platform Technology Partners IBM, Samsung and Chartered

Qualcomm News and Events – Qualcomm Announces Manufacturing with Common Platform Technology Partners IBM, Samsung and Chartered.

SAN DIEGO — 26-10-2006 — Qualcomm Incorporated (Nasdaq: QCOM), a leading developer and innovator of Code Division Multiple Access (CDMA ) and other advanced wireless technologies, today announced the production of 90nm chips sourced to all three Common Platform alliance partners IBM, Samsung and Chartered. The Common Platform approach is designed to enable volume manufacturing of leading-edge system-on-a-chip (SoC) products for the CDMA2000® and WCDMA (UMTS ) markets at 90nm, 65nm and beyond. The inclusion of the alliance as a key supplier is part of Qualcomm’s evolving business strategy, the Integrated Fabless Manufacturing (IFM) model, which includes working with multiple supply partners to support the Company’s growing business while enhancing efficiencies.

Qualcomm’s IFM model builds tight technical interfaces between all parties in the semiconductor development cycle, delivering greater efficiency, lower costs and quicker time to market for new products. A crucial component of the Company’s IFM strategy is a Common Platform approach to multiple foundry partners, helping assure supply to device manufacturing customers and enabling the accommodation of rapidly changing demands. The IFM model is designed to accelerate technology execution and to enable the exponential growth expected in the wireless semiconductor market.

“Qualcomm is pleased to be working with IBM, Samsung and Chartered to better meet the rapidly changing needs of our device manufacturing customers, and also to accommodate the strong growth we expect in our business,” said Dr. Sanjay K. Jha, president of Qualcomm CDMA Technologies. “Our IFM strategy, which involves working more closely with foundry partners, is an evolution of the proven fabless model that has allowed us to provide industry-leading products to the worldwide market.”

Dr. Jha will be participating on an executive panel at IBM’s Analyst Event on October 26th to address the benefits of this Common Platform approach, along with representatives from IBM, Samsung, Chartered, ARM and Synopsys.

“The Common Platform is uniquely designed to be a customer-centric solution by providing a new level of access to innovation, as well as greater manufacturing leverage in support of increasingly costly design investments by our customers,” said Chia Song Hwee, president & CEO at Chartered. “Qualcomm’s choice of the Common Platform technology to address its leading-edge technology manufacturing requirements, as an integral part of the implementation of its IFM model, is yet another validation of the industry’s recognition of the value of Common Platform solution.”

“The Common Platform technology collaboration is changing the landscape of the industry. Leveraging the joint process development methodology that IBM has practiced for over 10 years, now coupled with synchronized manufacturing facilities and demonstrable market momentum, we expect more fabless companies like Qualcomm to embrace this new technology model,” said Michael Cadigan, general manager, sales and solutions, IBM Technology Collaboration Solutions. “The Common Platform collaboration provides our clients with advanced technology capability, multiple sourcing, aggressive volume ramp capability, multiple fab learning and productivity, thereby minimizing client risk and maximizing client satisfaction.”

“Samsung and Qualcomm are key partners with a history of working together to enable our mutual success and deliver the technology the market demands,” said Dr. OH Kwon, president of Samsung Electronics’ System LSI Division. “The Common Platform alliance with Qualcomm is a strategic milestone for our foundry business and a very strong validation point of a powerful new model in the industry.”

The Common Platform technology alliance has begun volume manufacturing with the Mobile Station Modem™ (MSM™) MSM6550™ chipset for CDMA2000/EV-DO networks in the 90nm node. The Common Platform approach is also being implemented in sub-90nm for future generations of products in both the CDMA2000 and WCDMA (UMTS) markets.

Qualcomm Incorporated (www.qualcomm.com) is a leader in developing and delivering innovative digital wireless communications products and services based on CDMA and other advanced technologies. Headquartered in San Diego, Calif., Qualcomm is included in the S&P 500 Index and is a 2006 FORTUNE 500® company traded on The Nasdaq Stock Market® under the ticker symbol QCOM.

AMD의 파운드리 분사, 새로운 ‘기회의 창’ 연다

AMD의 파운드리 분사, 새로운 ‘기회의 창’ 연다.

Bolaji Ojo

Doug Grose

AMD(Advanced Micro Devices)사가 자본 집약적인 자사의 반도체 제조 사업을 분사 시킨다는 대담한 계획의 성공 여부는 이 회사의 제조 및 공급망 관리 부문 수석 VP인 Doug Grose 씨에게 달려 있다. Grose 씨는 IC 산업 분야에 20년간 몸담아온 베테랑으로서 IBM사의 시스템 및 기술 그룹 중역을 맡았던 경력이 있다.

분사계획이 발표된 이래로 Grose 씨는 업계의 반응을 지켜봐 왔는데, 그 가운데 일부는 AMD사의 전망에 대해 낙관적이었다.

그러나 AMD사가 Abu Dhabi 정부와 맺은 조인트벤처 계약에 대한 업계의 반응은 상당 부분 회의적이었다. 일부 업계 관측통들은 새로운 Foundry Co.사에 대해 지지하기를 꺼렸으며, 또 다른 이들은 이 새로운 업체가 TSMC(Taiwan Semiconductor Manufacturing Co.)사가 장악하고 있는 시장에서 경쟁할 수 있을 지 의구심을 표명했다.

Grose 씨가 CEO를 맡게 될 것으로 보이는 이 새로운 Foundry Co.사가 AMD사와 라이벌 업체인 Intel사 간에 발생할 수 있는 까다로운 지적재산권 협정 및 상호 라이선싱 문제를 어떻게 처리할 것인지에 대해서도 우려의 목소리가 나왔다. 사실 일부 관측통들은 두 업체가 자신들의 IP 라이선싱 관계와 관련된 문제들을 해결하지 못한다면 Intel이 AMD사의 계획을 좌절 시킬 수도 있다고 단언하고 있다.

Grose 씨는 이러한 문제들 가운데 일부에 대해 새로운 파운드리는 IP 라이선싱 문제를 해결할 계획을 갖고 있다고 설명했다.

그 는 AMD사와 Abu Dhabi의 ATIC(Advanced Technology Investment Co.)사 간에 이루어진 이 새로운 조인트벤처가 이미 IBM의 공정기술 동맹 회원사들을 공략함으로써 고객 명부를 채워가려 하고 있다고 말했다. AMD사의 경영진들도 자신들이 도전에 직면해 있음을 잘 알고 있지만, 웨이퍼 아웃소싱 시장이 제공하는 기회가 문제를 훨씬 상회한다고 Grose 씨는 말했다.

AMD사의 과거 제조 모델에 무슨 문제가 있었나?

반도체 공정 능력의 최첨단 지위를 유지하는 것은 물론 AMD사의 시각에서 볼 때 대량의 마이크로프로세서를 내놓는 데 필요한 생산 능력을 갖기 위해 필요한 자본의 규모가 AMD사의 재무상황에 커다란 압박을 가했다.

지난 10~15년 동안에 반도체 업계에서 일어난 일들을 생각해 본다면 이 파운드리 업체는 자연스러운 진화라고 할 수 있다.

IDM사들은 우리처럼 독자적 기술개발을 지양하고 파트너쉽을 맺고 있으며, 독자적인 팹 건설도 하지 않는 추세이다.

따라서 파운드리 시장은 AMD사처럼 설계와 아키텍처에 투자를 집중하고 자신들의 투자를 그야말로 다른 방식으로 이용하고자 하는 업체들에게 있어서는 여전히 매력적인 시장이다.

초기에는 AMD사가 Foundry Co.사의 유일한 고객이 될 것이다. 다른 고객사들을 끌어들일 가능성은 어느 정도인가?

Foundry Co.사의 일차적 역할은 무엇보다도 AMD사와 그 제품들을 위한 서비스를 제공하는 것이다. 그러나 그와 동시에 써드파티 고객사들을 끌어들일 수 있는 능력을 개발하는 것도 우리의 역할이 될 것이다.

우리는 이들을 지원하기 위해 최첨단의 능력과 생산 능력 그리고 설계지원 환경을 구축하려 한다. 향후 1~2년 동안에 우리는 써드파티 고객사들에 집중하면서 이러한 요소들을 구축하는 데 전력 투구할 것이다.

기술 및 마케팅 면에서는 무엇에 집중할 계획인가?

우 리는 IBM 에코시스템에 대한 관계를 확장해 왔다. 따라서 우리가 일차적으로 집중할 것은 32nm와 이 디자인을 추구하는 탑 10 고객사들에게 손을 뻗는 것이다. 우리에게는 완벽한 기회가 주어져 있다. 이제 최첨단 기업들은 어떻게 하면 신제품들을 32nm로 구현할 수 있을 지 생각하기 시작했기 때문이다.

타이밍 면에서 기회는 바로 목전에 다가와 있다. 우리는 IBM은 물론 다수가 최고의 팹리스 설계 업체들인 그 동맹 회원사들과 협력함으로써 이들을 고객으로 끌어들이고자 한다.

내부적으로는 AMD사를 위한 설계 구현 노력을 확장해야만 한다.

파운드리 업체를 위해서는 판매 및 마케팅 능력을 구축해야만 한다. 그것이 바로 도전이자 기회인 것이다. 분사 소식이 알려진 후로 잠재 고객들로부터 흥분과 관심 어린 반응들이 쇄도하고 있다.

그 같은 계획에 대해 귀사에는 필요한 자본을 댈 만한 자원이 없을 지도 모른다는 비판이 있다.

공 식적으로 출범하게 되면 AMD사와 Abu Dhabi의 ATIC사가 우리의 모회사가 될 것이다. AMD사는 Foundry Co.사가 향후 필요로 하게 될 생산 능력에 투자할 수도 있고 투자하지 않을 수도 있는 옵션을 갖게 된다. 우리의 또 다른 모회사는 사업 계획이 진전되고 우리가 경제적 성공을 거둠에 따라 필요한 자본을 적극 제공해주기로 했다. 우리는 초기 사업계획에 필요한 것을 갖추고 있는 것이다.

IP 요건들은 어떻게 다룰 생각인가?

그 가운데 상당부분은 외부의 써드파티 업체들로부터 구할 수 있다. 우리는 이미 필요하다고 생각되는 것을 구비해 놓았다.

그러나 무엇보다도 우리는 하루 속히 잠재 고객들과의 토의를 시작하여 그들이 요구하는 바를 명확히 알고자 하고 있다.

투 자 측면에서 볼 때, 우리는 그러한 IP 능력을 손에 넣어 고객들에게 서비스를 제공할 준비를 갖췄다. 많은 고객들, 특히 대기업 고객들은 IP 지원을 반드시 필요로 하지는 않는다. 그들은 자체적으로 IP를 지원하는 경우가 많기 때문이다.

Foundry Co.사가 앞으로 직면하게 될 도전과 기회는 무엇이라 보며, 이를 어떻게 헤쳐나갈 계획인가?

우리에게 주어지는 기회가 앞으로 직면하게 될 문제들보다 훨씬 클 것이다.

기회란 바로 확장일로의 시장에 서비스를 제공하는 것으로서, 지난 15년간 업계에서 일어난 일들을 고려할 때 이 시장은 계속해서 성장할 것이라 생각한다.

업체들은 파운드리에 대한 선택권을 원하고 있다. 특히 최첨단 생산 능력에 대한 선택권을 가짐으로써 자신들의 생산 요구를 충족시킬 수 있기를 바라고 있다.

이 러한 도전들은 한데 얽혀 있다. 우리의 팹 설비를 독일 Dresden에 세우고, 새로운 최첨단 반도체 공장을 뉴욕에 건설하여 이를 가능한 한 신속하게 가동하는 일들이 다 여기에 포함된다. 우리는 IP 및 설계 지원이라는 관점에서 고객사들에게 서비스를 제공해야 한다는 해결과제도 갖고 있다.

이는 해결 과제인 동시에 우리 앞에 놓인 커다란 기회이기도 하다.

Nvidia’s Chen Calls for Zero Via Defects – 2009-12-07 23:51:09 | Semiconductor International

Nvidia’s Chen Calls for Zero Via Defects – 2009-12-07 23:51:09 | Semiconductor International.

Nvidia’s Chen Calls for Zero Via Defects

Nvidia needs zero defects from its foundry partners, particularly in the vias on its leading-edge graphics processors, said John Chen, vice president of technology and foundry operations at the GPU powerhouse. With 3.2 billion transistors on its 40 nm graphics processor now coming on the market, the 7.2 billion vias have become a source of problems that the industry must learn to deal with, Chen said in a keynote speech at IEDM.

David Lammers, News Editor — Semiconductor International, 12/7/2009

As its graphics processors have scaled to billions of transistors per die, leakage power has “become almost intolerable” and the needs for zero defects and zero variability have become paramount, said John Chen, vice president of technology and foundry operations at graphics processor vendor Nvidia Corp. (Santa Clara, Calif.)

In a keynote speech at the International Electron Devices Meeting (IEDM) going on in Baltimore this week, Chen said Nvidia’s 40 nm graphics processor has 3.2 billion transistors, up from ~1 million transistors in 1993 when the company was founded. Although the increasing transistor count has allowed near photo-realistic moving graphics, Chen said power became a big issue, particularly at the 90 nm node “when power consumption went up so fast.” Although strained silicon, power rails, sleep modes and multiple threshold voltages have kept Nvidia’s 20 × 20 mm die within a ~130 W power envelope, the big concern is leakage current. “DC power has exceeded AC power for the first time,” Chen said. Leakage is such an important issue for Nvidia that its transistors now have a slightly higher threshold voltage than in the past, especially for the non-critical paths.

Graphics processors are well suited for processing vertices and pixels (120809Nvidia.jpg)
Graphics processors are well suited to many-core architectures for processing vertices and pixels.
Leakage (AC) power is a major concern as scaling proceeds (120809GPU.jpg)
Leakage (DC) power is a major concern as scaling proceeds.

“Over the next two technology generations we will get to 10 billion transistors easily,” Chen said in a speech to ~1200 IEDM participants Monday. “We need leakage to be almost zero, or at least to have leakage be undetectable.”

Chen zeroed in on vias, calling via deposition a major reliability concern. A chip with 3.2 billion transistors has 7.2 billion vias, a number “which exceeds the world population.” He called on the IEDM audience, and Nvidia’s main foundry vendor Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC, Hsinchu, Taiwan), to deliver one defect per part per billion (1 DPPB). “We have to make all the vias work; it has to be defect-free.”

Variation is hurting the company’s business, which depends on binning. The normal practice is to bin the best chips to the ultrahigh-performance accounts, devices that hit the mean performance and operating voltage metrics to the notebook market, and slightly underperforming chips to desktops. “The problem if the mean of the variation shifts day to day, we lose all of our ultra and some of our mobile bin,” Chen said. “It creates a huge inventory of desktop chips, some of which we have to discard. This is really going to be a major problem at 28/22 and beyond. Even 1 nm variation in a CD can affect our products in a very significant way.”

vias on Nvidia’s GPU exceeds the current world population (120809Vias.jpg)
The number of vias on Nvidia’s newest GPU exceeds the current world population.

Variability is closely related to reliability. Some failed vias impact yields, which is bad enough. But a much worse problem, Chen said, is when vias degrade over time, causing chips to fail in the field. “Our biggest issue is poisoned vias,” Chen said, adding that at the 40 nm node voids in the copper can cause some vias to eventually become open. “We need absolutely zero defects on the 7.2 billion vias so we don’t get returns from the customers.”

Chen’s speech included a call to “my friends at TSMC to give me more 40 nm parts,” and a plea for improved via defectivity. Dick James, a technology analyst at Chipworks (Ottowa, Canada), said via defects have shown up on ICs manufactured by TSMC. Chipworks has inspected products from graphics vendor ATI, now part of Advanced Micro Devices (AMD, Sunnyvale, Calif.). “The problem appears to be that when they cut a via, a residue of photoresist gets on the edge of the via, which creates a ring-shaped discontinuity in the metal,” James said. “The discontinuity could create electromigration issues. We’ve seen the same problem on the upper metal levels on the ATI chips we’ve studied. It creates a reliability failure mode.”

(TSMC later said any problems with vias on the ATI chip were “teething problems” that were quickly resolved. James said that the ATI graphics chips also came from early production runs. “Our part was quite early in ATI’s production and any report we do is inevitably only a snapshot of that production,” James said after IEDM concluded.)

A marketing manager at Chartered Semiconductor Ltd. (Singapore) said Nvidia is investigating silicon-on-insulator (SOI) technology, which Chartered and GlobalFoundries both provide. Nvidia joined the SOI Consortium (Boston) last summer. James of Chipworks said the buried oxide layer in an SOI substrate could reduce current leakage by blocking leakage from an active area to the bulk silicon. “SOI could take out a whole leakage mechanism,” James said.

Nvidia also needs through-silicon vias (TSVs) so that it can connect its logic transistors to DRAMs on a separate die. With 3-D interconnects, it can vertically connect two much smaller die. Graphics performance depends in part on the bandwidth for uploading from a buffer to a DRAM. “If we could put the DRAM on top of the GPU, that would be wonderful,” Chen said. “Instead of by-32 or by-64 bandwidth, we could increase the bandwidth to more than a thousand and load the buffer in one shot.”

Based on any defect density model, yield is a strong function of die size for a complicated manufacturing process, Chen said. A larger die normally yields much worse than the combined yield of two die with each at one-half of the large die size. “Assuming a 3-D die stacking process can yield reasonably well, the net yield and the associated cost can be a significant advantage,” he said. “This is particularly true in the case of hybrid integration of different chips such as DRAM and logic, which are manufactured by very different processes.”

EETimes.com – Analysts: TSMC still faces 40-nm problems

EETimes.com – Analysts: TSMC still faces 40-nm problems. (Nov/09)

Analysts: TSMC still faces 40-nm problems
SAN JOSE, Calif. — Silicon foundry giant Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC) is still having yield issues with its 40-nm process, according to analysts.

TSMC’s 40-nm yield problems surfaced earlier this year, but the company claimed it largely resolved the problem. However, during a conference call on Thursday, graphics chip maker Nvidia Corp. discussed 40-nm capacity and yield constraints at its foundry partner–TSMC.

Advanced Micro Devices Inc.’s graphics chip group is also seeing similar problems at TSMC, but not all are suffering with lackluster yields. John Daane, president, chief executive, and chairman of the board of Altera Corp., said that the FPGA house has been shipping parts, based on a 40-nm process from TSMC. ”The yields are good,” Daane told EE Times.

Nvidia, in contrast, has been vocal about the yield problems. ”Overnight, Nvidia discussed 40-nm capacity constraints at its foundry supplier TSMC,” said Barclays Capital analyst C.J. Muse.

”Management discussed yields improving but that allocations still remain inadequate. Though yields were improving, they were important enough for TSMC to mention a chamber matching problem on its conference call earlier this earnings cycle,” he said in a report, which is based on Nvidia’s conference call to discuss its results.

Reports surfaced that TSMC is having issues with its ion implanter supplier, causing a shortfall of 40-nm parts. ”Demand (at Nvidia) far exceeded supply, particularly in the 40-nm product area; the company is in a ‘sold out’ situation and this is likely to continue for the next several months. Virtually all products are on allocation with very lean inventories in the channel,” said Hans Mosesmann, an analyst with Raymond James & Associates, in a report.

”Both AMD and Nvidia are supply constrained, and Nvidia is likely getting most of the allocation,” he said. AMD’s graphics chip unit is also using TSMC as a foundry.

”With both AMD and Nvidia being supply constrained, the supposed 2-month AMD market advantage in new DX-11 GPU’s is irrelevant in our view. AMD just missed an important window of opportunity this season in our opinion,” he said.

Graphics chip vendor Nvidia Corp.’s third quarter sales increased to $903.2 million, up 16 percent compared to the second quarter and up less than 1 percent compared to the third quarter of 2008, the company said Thursday (Nov. 6).

Nvidia (Santa Clara, Calif.) recorded a third quarter GAAP net income of $107.6 million, or 19 cents per share, up from $61.7 million, or 11 cents per share, in the year-ago quarter, the company said.

Nvidia’s results exceed consensus analyst expectations for the third quarter. The comapny said it expects fourth quarter sales to be up about 2 percent compared with the third quarter.

”Of particular note, management stated GPUs (40nm specifically) were supply constrained in the quarter, and it could remain that way through FQ4,” warned analyst Doug Freedman of Broadpoint AmTech.

”Nvidia guided 3Q sales to grow 2 percent sequentially to $921 million, better than the Street estimate of $868 million. Management’s conservative bias was driven by supply constraints, low 40-nm yields at TSMC, and current lead times of 12 to 13 weeks,” added Craig Berger, an analyst with FBR.

EETimes.com – Panelists question fabless model viability (Dec/2009)

EETimes.com – Panelists question fabless model viability.

Panelists question fabless model viability
GRENOBLE — Is fabless still fabulous? In a panel session at the IP-ESC 2009 Conference this week in Grenoble, France, panelists discussed the evolution of semiconductor business models and confronted views on whether the fabless model is dead or alive and kicking.The semiconductor business model has evolved, from the IDM model to pure-play foundry, fabless and IP provider, design services business models. Many of these models are undergoing severe issues. “We are talking of a disaggregation of the full model,” said Paul Slaby, president and CEO of Kaben Wireless Silicon Inc., wondering what is coming next.

Paul Slaby, president and CEO of Kaben Wireless Silicon Inc., proposed a break-up of the fabless model. “Time has come to break it down into pieces and get to a semi-fabless model.”

This model consists of a development organization —IP-based design house, outsourced R&D operation, strength in specialized R&D and product development capabilities— and a delivery organization —product-to-market with a sales channel and outsourced product delivery with an infrastructure and a pipeline to market.

According to Slaby, the benefits of a semi-fabless model are the tradeoffs between license-NRE-Royalties.

On the development organization side, he noted that this model avoids raising huge amounts of capital, lowers risks in R&D, market and infrastructure, brings new business schemes such as private labeling, branding and licensing. It also brings scales due to built-in royalties and is investment-worthy.

On the delivery organization side, the semi-fabless model lowers up-front costs, improves financial performances, minimizes risks and expands the product portfolio.

Slaby pointed to alternative approaches from publishing, pharmaceutical and Hollywood movie production models. In the publishing industry, for instance, IC developers are the authors, supply managers/fabless are the publishers and the foundry is the print shop. Another example is the Hollywood movie production that creates, finances and distributes. “Would something like this work in the semi industry?” he questioned.

Today’s reality is that complexity is growing, opportunities to learn are reducing and everything is converged, said Kalar Rajendiran, senior marketing director at eSilicon. “To make a chip, you need 40 expertise and proficiency domains to master. You have 100s suppliers and potential partners to choose. Thus, it is harder than it looks, and the ‘Do it yourself’ is dead. These trends are forcing new business models.”

Moving to eSilicon’s core business, Rajendiran said “eSilicon’s Value Chain Producer (VCP) model has it all today so we can address the industry and help it grow.”

Introduced at the 45th annual Design Automation Conference (DAC) in Anaheim, California, eSilicon’s VCP model consists in providing a comprehensive suite of design, productization and manufacturing services, enabling a flexible, low-cost, lower-risk path to volume chip production.

To the question “Is the fabless IC model alive and vital”, Stan Swirhun, senior vice president & general manager, Optical Products Group, Zarlink Semiconductor, answered “yes and no” as it depends on size, business focus and maturity.

There is a decreasing number of fabless startups, and Swirhun said VCs are increasingly taking a low-capital vision and, eventually, funding for fabless startups continues to decline.

To succeed, small and mid-size fabless companies must reduce operating risk by owning a great technology or market, by focusing on a long-lived product and by focusing on a core capability. He also encouraged to serve existing customer relationships, to rely on narrower internal capability and hired experts, to rely on partnerships for differentiation and cost benefit, and finally to continue to explore ‘own less/risk less’ business.

Talking in the name of VCs, Jean-Philippe Gendre, investment director at Emertec Venture (Paris, France), explained why it is so challenging to invest in early stage companies. “Life cycle funding might require raising $50 million, and exits above $200 million have become very unusual. This means that expected returns for VCs is limited,” Gendre said.

He continued: “Many things can go wrong, and every error is costly and time consuming. In addition, sales cycles are usually long, and you may burn $50 million before you get a product to the market.”

Gendre then highlighting some prerequisites for success, and his first tip was to “have an excellent team in terms of execution.”

He further explained: “It is important to have a scalable solution so that you can derive several products and draw from this investment. So, it stretches the lifetime of the investment.”

Second on the list was strong VC syndicate. “It is key to enlarge the VC syndicate to refinance the company if it makes sense at some point,” Gendre noted.

And, third, it is essential to invest on very dynamic and sizable markets as he said “we need to have growth perspectives.”

To lower VC risks, Gendre highlighted the need draw the ecosystem. This goes through some support from vendors —EDA and foundries— so as to adapt pricing to early stage companies and from customers to facilitate the first design wins and share risks. Another way is to find other funding options such as subsidies.

TI tips foundry strategy; UMC wins Sparc business

TI tips foundry strategy; UMC wins Sparc business.

URL: http://www.eetimes.eu/germany/199400009
Texas Instruments Inc. here disclosed its new foundry strategy, indicating that TSMC, UMC and a yet-to-be-determined vendor will split the U.S. company’s 45-nm business.
DALLAS — Texas Instruments Inc. here Monday (May 7) disclosed its new foundry strategy, indicating that TSMC, UMC and a yet-to-be-determined vendor will split the U.S. company’s 45-nm business.

As part of the disclosure, Taiwan’s United Microelectronics Corp. (UMC) appears to have scored a major victory, as that company will make Sparc processors on a foundry basis at the 45-nm node for Sun Microsystems Inc., according to an executive from TI (Dallas). Previously, TI had been exclusively making Sparc chips on a foundry basis for Sun.

UMC’s rival, Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC), also won some significant 45-nm, DSP foundry business at TI. It’s unclear if TI’s other foundry partner–Chartered Semiconductor Manufacturing Pte. Ltd.–won any 45-nm business.

Overall, TI makes chips within its own logic fabs, but the company also outsources half of its production to third-party foundry providers in an effort to reduce its production costs, said Kevin Ritchie, senior vice president of TI’s Technology and Manufacturing Group, in an interview here.

Basically, there are three facets to TI’s complex foundry strategy: wireless, DSP and Sparc processors. First, at the current 65-nm node, TI has three foundry partners for use in making its wireless chips: Chartered, TSMC and UMC.

Second, within its own logic fabs, TI develops processes and makes its own 65-nm high-performance digital signal processors (DSPs). And finally, TI also makes Sparc microprocessors on a foundry basis for Sun Microsystems.

Going forward, TI will continue to make chips within its own logic fabs at the 45-nm node. It will continue to utilize foundries.

But in a switch in its strategy at 45-nm, UMC will also make Sparc processors on a foundry basis for Sun, according to Ritchie. ”For the first iteration, it will be UMC,” he said. Sun has not disclosed its manufacturing plans, however.

For the high-performance DSP business at 45-nm, TI will develop this process with TSMC, he said. TI, along with TSMC, are expected to manufacturer these products.

For wireless chips at 45-nm, TI will continue to use UMC and TSMC, he said. TI plans to name a third foundry partner for wireless devices at 45-nm, but that partner has yet to be determined. Much of that decision depends on a partner with aggressive or ”disruptive pricing,” he said.

In January, TI said that it will continue to make chips within its own logic and analog fabs. But the company has decided to drop the costly business of digital logic process development and rely on foundry partners for its processes.

TI said it will complete the development of its own, 45-nm logic process. Then, it has decided to stop internal development at the 45-nm node and use foundry supplied processes at 32-, 22-nm and thereafter.

Linley Chips In: Broadcom’s Not-So-Smartphone Strategy

Linley Chips In: Broadcom’s Not-So-Smartphone Strategy.

At its Analyst Day this week, Broadcom discussed its progress in the cell-phone market. Broadcom’s connectivity (Bluetooth, FM, GPS, and Wi-Fi) chips have been quite successful. According to Bob Rango, VP of the connectivity group, these products have won designs with all of the Big Five handset makers except Motorola and all of the top four smartphone makers except RIM.

Scott Bibaud, VP of the cellular group, reported that his products have made impressive headway with Samsung, which has adopted Broadcom’s EDGE and UMTS baseband processors into a number of phones. For example, the EDGE chip appears in the popular Samsung Star, which has already shipped more than 10 million units. The group’s other major customer, Nokia, has been less enthusiastic, so far putting into production only one model that uses a Broadcom baseband.

Product execution continues to be a problem for the cellular group, however, which has announced no new baseband or application processors in more than two years. In fact, the company admitted that its ballyhooed “Zeus” processor, the BCM21551, has been terminated. Zeus, as you may recall, was a technological tour de force combining an application processor, HSPA baseband, 2G/3G RF circuitry, and Bluetooth/FM. We originally heralded the chip’s announcement as a sign of Broadcom’s technology leadership in smartphones. In the words of the immortal Emily Litella: never mind.

CEO Scott McGregor said he pulled the plug on Zeus due to a “lack of customer interest.” Of course, when a product hasn’t entered production two years after its announcement, customer interest may wane. Because of this delay, the processor’s ARM11 CPU did not match up well against the more powerful Cortex-A8 used in many popular smartphones shipping today. Another trouble spot may have been the integrated nine-band RF circuitry, which would have been the industry’s first; Broadcom said that the chip was fully functional but admitted that its customer “preferred” to use its own RF chips.

As a result, the company’s only current offering for smartphones is the BCM2153, which combines a 312MHz ARM11 application CPU with an HSDPA baseband. As this CPU is slower than a two-year-old iPhone, it is not well suited to new smartphone designs. Broadcom offers no standalone application processors for smartphones and, given that the market is shifting toward integrating the application and baseband processors, downplayed its interest in developing one.

To draw attention away from this situation, Bibaud attempted to define a new product category that he called a “smarter phone” or a “smart-feature phone.” This type of phone can provide a widget-based interface and strong multimedia capabilities, but it does not run a smartphone OS and therefore cannot download applications. Although we agree that feature phones are improving and can mimic some smartphone capabilities, Apple’s dramatic success with its App Store demonstrates that the future is all about downloadable apps. Every major market analyst agrees that smartphones will continue to eat into the feature-phone market over the next several years.

Given that Broadcom’s current baseband share is tiny, focusing on the feature-phone segment will be enough to greatly improve its market share in the near term. To achieve longer-term success, the company must restart its product pipeline, and it must deliver processors suitable for the lucrative and growing smartphone segment. –Linley

Qualcomm’s Nowak: 3-D Faces Cost Issues

Qualcomm Director of Advanced Technology Matt Nowak outlined the cost and technology challenges facing 3-D interconnects in a speech at an IEEE 3-D IC conference. “If this technology adds more than 10% to final costs, it will not be widely used in high-volume wireless technology,” he said.
Phillip Garrou, Contributing Editor — Semiconductor International, 10/6/2009
In a plenary speech at the IEEE 3-D IC conference in San Francisco, Qualcomm Inc. (San Diego) Director of Advanced Technology Matt Nowak said 3-D interconnects face plenty of issues that must be dealt with before the benefits of the approach can be realized.
“While 3-D with TSVs currently has significant industry momentum, more development work is needed to bring this technology to high-volume manufacturing,” Nowak said, adding that TSV (through-silicon via) development and characterization needs to move to leading-edge CMOS, containing strained transistors, ultralow-k dielectrics, and thin die.
Although 300 mm equipment installations are beginning worldwide and test chips are being reported, Nowak noted that a number of issues need to be overcome, including:
• Lack of 300 mm lines in production
• Lack of standard process flows
• Unproven yield/reliability
• Unclear supply chain handoffs
• Lack of consensus on cost targets

The attraction of TSVs is apparent for mobile wireless devices looking for low-cost solutions that improve power efficiency while enhancing performance in terms of bandwidth/milliwatt. Noting that Qualcomm today relies on stacked bare die using wire bond and flip-chip, Nowak said 3-D TSV technology would enable “new architectural solutions that can only be realized with such high-density tier-to-tier connections.”
Many potential 3-D IC users are clamoring for immediate standardization, but Nowak said it may be too early to standardize the technical solutions. Standards eventually will be needed for:
• Nomenclature/definitions
• TSV size, tier thickness, via fill material
• Tier-to-tier pin locations and assignments
• Microbump and passivation materials, properties and geometries
• Reliability test methods
• Metrology

Nowak indicated that foundry TSVs, in which the vias are created in the middle of the process flow, made the most sense and would probably end up being the high-volume manufacturing technology of choice.
Although it is still not resolved where the handoff point will be between the foundry and the outsourced semiconductor assembly and test (OSAT) supplier, Nowak pointed out that handle wafer mounting and dismounting must be done by the same group.
After studying the the cost of ownership models of IMEC, Sematech and EMC-3D, Qualcomm derived its own preliminary economics and determined that the overall cost is dominated by post-fab backside processing. One of the technical conclusions the company reached from its cost modeling is that “thinner is better” — going from 50 µm to 20 µm thick layers could reduce the TSV module portion of the total cost by as much as 25% if the added thin wafer handling costs were not substantial.
Nowak said cost will determine the extent of 3-D IC product adoption. “If this technology adds more than 10% to final costs, it will not be widely used in high-volume wireless technology.”
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