Intel, Samsung, and TSMC Demo 3D-Stacked Transistors
spectrum.ieee.org
spectrum.ieee.org
Every now and then Moore’s law hits a roadblock. Some experts see that as a clear sign that it’s reaching its end. Others that it’s already dead, because actually, the price per transistor has increased. Others that it’s physics, we can approach Y but after X nm it can’t be done.
Then you read others that claim that Intel has just been lazy enjoying its almost monopoly for the past decade and was caught off guard by TSMC’s ultraviolet prowess. Or people who really know how the sausage is made, like Jim Keller, enthusiastically stating that we are nowhere near any major fundamental limitation and can expect 1000X improvement in the years to come at least.
Anyway, it’s really fun to watch, like I said. Hard to think of a field with such rollercoaster-like forecasting while still delivering unparalleled growth in such a steady state for decades.
But at some point making your table larger just defeats the purpose of the library itself. Your table becomes the new library, and you have to walk around on it and look up things in these piles of books. So you make a smaller table in the middle of the big table.
Your fundamental limitation is how small you can make a memory cell, not how big you want to make a cache. That’s akin to making the books smaller print size so you can fit more on the same size table.
The other physical aspect we’re dealing with is propagation delay and physical distance. That’s where the library analogy really shines: if there’s a minimum size to a book and a minimum size of you (the person doing the research) this corresponds roughly to minimum cell sizes and minimum wire pitch, so you’re ultimately limited in the density you can fit within a given volume.
Once you have enough registers, having more mean lowers active utilization for any given instruction (bad use of space, vs. fast pipelined access to cached stack) or higher levels of parallel instruction dispatch (much greater complexity, and even greater inefficiency for branching misses).
Then you have to update instruction sets, which could be impossible given how tightly they fit in current instruction sizes.
Ergo, increasing register banks is a major architecture & platform change from hardware to software redesign, with heavy end user impact, and a fair chance of decreasing performance.
In contrast, anything that improves caching performance is a big non-disruptive win.
Then think of registers as just part of the fetch & store pipelines for staging operations on stack values.
Forth goes all in with this approach.
If you add more registers, the cost per register increases rapidly, and you very quickly hit your limits.
If you make registers wider, that's still very expensive, and you introduce extra steps to get to your data most of the time.
So no, you can't do that in a reasonable way.
2.5d is just too easy and effective - we're going to have lots more chiplets, and only the cool ones will get stacked.
remember, we're talking TB/s these days.
That is just mainstream reporting.
If one actually went and read the paper referred or what the context was. It was always the same thing. It was all about the economics, all the way back from early 90s. We cant do x node because it would be too expensive to sustain it at a node every two years.
Smartphone era ( Referring to Post iPhone launch ) essentially meant we ship an additional ~2 Billions Pocket computer every year including Tablet. That is 5x the most optimistic projection to traditional PC model at 400M / year. ( Which we never reached ). And that is ignoring the Server market, Network Market, GPU market, AI Market etc. In terms of transistor and revenue or profits the whole TAM ( Total Addressable Market ) went up at least 10x more than those projection. Which is essentially what scale us from 22nm to now 3nm, and all the way to 2nm and 1.4nm. And my projection of 1nm by 2030 as well. I even wrote on HN in ~2015 I have a hard time to see how we could sustain this post 3nm. At the time when trillion dollar company was thought to be impossible.
On the other side of things, the cost projection to next node ( e.g 2nm ), and next next node (e.g 1.4nm ) was always higher than what its turns out. As with any large project management it is was better to ask and project more in case shit hits the fan. ( Intel 10nm ) But every time TSMC has executed so well.
So as you can see there is a projection mismatch at both ends. Which is why the clear sign of progress coming to end keeps being wrong.
> and can expect 1000X improvement in the years to come at least.
I just want to state that this figure keeps being throw around. It was Jim Keller comparing at the time Intel 14nm ( Which is somewhere close to TSMC N10 ) to hypothetical physics limit. At 3nm we are at least 4x pass that. Depending on how you want to measure it we could reach less than 100x by 2030.
AI trend could carries us forward to may be 2035. But we dont have another product category like iPhone. Server at hyperscaler are already at a scale growth is slowing. We will again need to substantially lower the development cost of leading node ( My bet is on the AI / Software side ) and some product that continues to grow the TAM. May be Autonomous Vehicles will finally be a thing by 2030s ? ( I doubt it but just throwing in some ides ).
I remember a quote from Von Braun where he learned to use the word 'impossible' with the greatest caution.
When you have a significant fraction of the GDP of a super power dedicated to achieving some crazy engineering task, it almost certainly can be done. And I wouldn’t bet against our hanger for better chips.
Totally agree.
> AI trend could carries us forward to may be 2035. But we dont have another product category like iPhone.
There will be fancier iPhones with on board offline Large Language Models and other Foundation Models to talk to, solving all kinds of tasks for you that would require a human assistant today.
They are mostly programmed in managed languages, where the respective runtimes and OS collaborate, in order to distribute the computing across all available cores in the best way possible, with little intervention required from the developers side.
Additionally, the OS frameworks and language runtimes collaborate in the best way to take advantage of each specific set of CPU capabilities in an almost transparent way.
Quite different from the regular POSIX and Win32 applications coded in C and C++, where everything needs to be explicitly taken care of, which is what kind of prevents most of the cool CPU approaches to take off, sitting there idle most of the time.
I was under the impression that distributing workloads across many CPU cores (or HW threads) is done at the process and thread level by the OS? That gives managed and unmanaged languages the same benefits.
Managed languages provide higher level primitives that makes it easier to create a multi-threaded application. But isn't that still manually coded in the mainstream managed languages?
I'm thinking of inherently CPU-intensive custom workloads. UI rendering and IO operations become automatically distributed with little intervention.
Or am I missing something, where there is "little intervention required from the developers side" to create multi-threaded apps?
So the schedulers can decide in a more transparent way what runs where, specially on Android side, where the on-device JIT/AOT compilers are part of the loop.
Additionally, there is more effort on having the toolchains explore SIMD capabilities, where on C and C++ level one is expected to write that code explicilty.
Yes, auto-vectorization isn't as good as writing the code explicitly, however the latter implies that only a niche set of developers actually care to write any of it.
Hence why frameworks like Accelerate exist, even if a JIT isn't part of the picture, the framework takes the best path depending on available hardware.
Likewise higher level managed frameworks offer a better distribution between the parallel processing taking part across CPU, GPU or NPU, which again on classical UNIX/Win32 in C and C++, have to be explicility programmed for.
Such higher level frameworks can of course also be provided in such languages, e.g. CUDA and SYCL, howver then we start discussing about programmer culture to adopt such kind of tooling in classical LOB applications.
I don't know these, but from a quick googling it still looks like explicit multi-threading? Albeit with higher level primitives than in older languages, but still explicit?
> auto-vectorization
I'm not sure I see a hard dividing line between older languages and managed ones as far as auto-vectorization? Sure, a higher-level language might make it easier for the compiler since it knows more about potential side effects, but simple and local C code doesn't have any side effects either.
> with little intervention required from the developers side
> Hence why frameworks like Accelerate exist, even if a JIT isn't part of the picture
Accelerate looks nice, but it still looks like it has to be called explicitly in the user code?
> Likewise higher level managed frameworks offer a better distribution between the parallel processing taking part across CPU, GPU or NPU, which again on classical UNIX/Win32 in C and C++, have to be explicility programmed for.
I'm not sure I understand, can you give more explicit examples?
My point here isn't that managed languages don't give big benefits over C. I prefer Python and C# when those can be used.
It's more that I don't see "automatic parallel processing" as a solved problem?
Sure, we get better and better primitives for multi-threading, and there are more and more high-level parallel libraries like you mentioned. But for most cases, the programmer still has to explicitly design the application to take advantage of multiple cores.
TSMC or ASML? Or both? I am not trying to be dismissive, just curious about who deserves the credits here.
Remember,
1. TSMC didn't beat Intel because they had the newer EUV first. They beat Intel before the whole thing started.
2. If having EUV Machines from ASML were enough, Samsung would have been the 2nd given they are or they will use it for NAND and DRAM. And yet they are barely competing.
3. It is not like Global Foundry dropped off racing the leading edge node for no reason.
4. TSMC has always managed to work around any road block when ASML failed to deliver their promise on time.
5. Quoting from CEO of ASML, half jokingly but also half true "Dont ask us about how those EUV machine are doing. Ask TSMC, they know that thing better than we do."
Of course there is large number of small companies around the whole Pure Play Foundry business in which TSMC ex-CEO calls it the Grand Alliance. You need every party to perform well for it to happen. This is somewhat different to Samsung and Intel, both are ( more or less ) much more vertically integrated.
I think one of the interesting takeaways here should be that they have a 48 - 50nm "device pitch" which is to say the transistors are small in the XY plane there are pitch widths much larger than "5nm" or "3nm" (people familiar with chip production realize this but too often people who don't have a very deep understanding of chip production are mislead into thinking you can put down transistors 5nm apart from each other)
So from a density perspective, a perhaps 30 - 40% gain in overall number of transistors in the same space.
Looking at the Intel inverter design, it looks like if they were willing to double the depth they could come up with a really compact DRAM cell. A chiplet with 8 GB of ECC DDR memory on it would be a useful thing both for their processors and their high end FPGA architectures.
high-end systems already have stacked DRAM chiplets, though admittedly this hasn't made much of an appearance outside GPUs until now (MI300a).
You can make X lower by reducing the frequency (= having each cycle be longer)
But apart for that, the main reason big chips would clock slower is power, not timing. If you have a lot of transistors all switching on a high voltage so that the frequency is high, you get molten metal and the magic smoke leaves.
Big chips aren't one big stage where light travels from one side to the other. But they are giant weaves of heating elements that can't all run fast all of the time
A factory makes transistors ,and if you increase a 'node', you make twice as much. If you do an amazing job, you might reduce cost 10%.
So by far the best way to maximize value in semiconductors is to enable shrink.
But you also just don't hear it in the popular or even engineering press. Most manufacturers and designers look at a PPAC curve (power, performance, area, cost) and find optimal design points.
As for spreading it out: the unit of production isn't a wafer, it is a lithographic field, which is roughly 25*35mm. You cant practically 'speead out' much more (ok, you sort of can with field stitching, but that is really expensive).
when you make it less dense, it can clock up higher, but you will have fewer cores per mm^2
AMD went with both approaches, where their hybrid CPU will have densely packed low speed Zen 4C cores and some high speed Zen 4 cores to boost at the highest frequency
E.g. new Nvidia GPUs are getting smaller for the same price, which means they are getting more expensive for the same size. At some point, the price per transistor will actually increase. Then Moore's Law (the exponential increase in transistor density) will probably stop, simply because it's not economical to produce slower chips for the same price. (Maybe the increased power efficiency will still make density scaling worth it for a little while longer, but probably not a lot longer.)
They are simply making greater % profit/transitor.
Because neither AMD nor Intel can come withing striking distance of Nvidia's flagships, and seeing how their silicone flies off the shelves, they have also adjusted their pricing to match their relative performance to Nvidia.
The top GPU is the 3060, at 4.89% which both Intel and AMD match with their offerings [1]
The top AMD dGPU is still the RX 580 at 0.97%
[0] https://store.steampowered.com/hwsurvey/Steam-Hardware-Softw...
If you don't constrain the chip to a specific design then what is going to count as compute? The number of adders or multipliers? That is just a different way of talking about transistor density.
That would help only for parallelizable workloads. For many workloads is the single threaded performance that matters most.
TOF latency isn't that much of a big deal, though driving a signal for distance consumes a lot of power, and power has been the primary design-limiter for at least a decade.
And I think the main answer to that comes when you look at some of the discourse around Apple's M-series chips, that doing a larger-die design is just way riskier: there are huge implications on cost, yield, flexibility, etc, so it was really something that Apple was uniquely positioned to move aggressively on vs a player like Qualcomm who needs to be way more conservative in what they try to sell to their main customers (phone OEMs like Samsung).
These already exist. Lookup images of AMD Ryzen Threadripper PRO 7995WX - 96 cores:
CPU dies are optimised towards being cooled from one side. I wonder if we'll eventually see sockets, motherboards and heat spreaders shift towards cooling both sides of the CPU.
Probably not, can't imagine what a halfway feasible solution to integrating pin out and a heat spreader would be.
https://www.tomshardware.com/news/tsmc-exploring-on-chip-sem...
1) DRAM gets integrated with the cpu. Slight thickness increase, probably quite a bit of added width. We get a bigger area to cool, closer ram and no need for any memory pins.
2) Add power connections to the 2 cooling sides. Running power wires through the coolers shouldn't be an issue.
3) Run as many of the fastest PCIe lanes as you can out the 4 thin sides of the package. These end up handling ALL of the IO.
Some downsides I can think of off the bat are cooking the ram chips and with so much density and heat not sure how well signal integrity would work out.
That would only double cooling capacity, and has costs - completely invalidates current motherboard designs.
From the little I understand about the problem, this would be solved by occupying more surface area to separate the tracks that run through the vertical stacks ? what would be like a 2D design surface area but with bigger complications. Although I have read papers[1] that propose adding latency in an attempt to mitigate (not solve) the problem.
So now, reading this news about processors and stacking, I wonder about what inconveniences the end users are going to suffer with processors built under these techniques. Whether in computational reliability, vulnerabilities and so on.
I wrote vulnerabilities (pure imagination and speculation of my own, I'm imagining a prefetch problem at the transistor level) because if it turns to be real at future I can see the manufacturer introducing a fix for randomly increase latencies or any other thing, and sending the computing power back ten years with an "oh, we didn't expect it such thing were possible when we designed it".
And of course the computational reliability.
is being taken care of to avoid all of this?.. if not, I leave my comment here for courts in the future.
[1] [2021] doi.org/10.1145/3445814.3446733 (use sci-hub)
[2] [2018] doi.org/10.1145/3224432 https://people.inf.ethz.ch/omutlu/pub/3D-NAND-flash-lifetime...
Denser logic hasn't got the same issues as dense non-volatile storage as logic doesn't need to have any persistence.
It's what the likes of Micron and Samsung are good at fixing and working around when they launch and scale their Xnm processes for a specific storage technology, and what makes them better than competitors.
Intel, TSMC, GloFo, etc they all can buy the latest gen EUV machines from ASML if they want, but yet TSMC is always one node ahead on logic and Micron and Samsung win at storage, because they're good at ironing out the kinks and challenges that come from shrinking down those specific designs closer and closer to sub-nm level while the others can not (so easily).
If fabbing cutting edge silicone was as easy as just having the latest gen ASML machines, then ASML would just hoard the cutting edge machines for themselves and become vertically integrated in fabbing their own cutting chips as a side hustle before everyone else.
You can completely rewrite a modern 4TB 3D TLC NAND every day for 3 years (3000 TBW). How is that crap? Who even has such needs?
You are talking about some arbitrary "quality" - I want to be able to rewrite it a zillion times - which make no sense for 99.9% of use cases.
I'd much rather have a 4 TB drive which can be rewritten 1000 times versus a same price 256 GB one which can be rewritten 1 million times.
3D NAND has introduced degradation when is read data from the disk. You need to calculate then how many times the disk is read, the unwritten free space that will be consumed for to maintain the data when the disk is read, and so on.
Therefore, if you fill the disk and only read data, it will sooner or later go into protection mode or lose data because of it.
They could only guarantee the TBW if more memory were added for to cover the writes consumption by the reads usage of the current 3D NAND design. I no longer know how to explain that it is programmed obsolescence, self-destructing disks by read data.
We stopped seeing 10 years guaranties when 3D NAND was introduced, so they know well what they are doing.
My last comment, I'm sorry but I can't spend any more time with this.
To read data consume writes,
https://dl.acm.org/doi/10.1145/3445814.3446733
" Figure 1a plots the average SSD lifetime consumed by the read-only workloads across 200 days on three SSDs (the detailed parameters of these SSDs can be found from SSD-A/-B/-C in Table 1). As shown in the figure, the lifetime consumed by the read (disturbance) induced writes increases significantly as the SSD density increases. In addition, increasing the read throughput (from 17MBps to 56/68MBps) can greatly accelerate the lifetime consumption. Even more problematically, as the density increases, the SSD lifetime (plotted in Figure 1b) decreases. In addition, SSD-aware write-reduction-oriented system software is no longer sufficient for high-density 3D SSDs, to reduce lifetime consumption. This is because the SSDs entered an era where one can wear out an SSD by simply reading it."
Data retention consume writes,
https://ghose.cs.illinois.edu/papers/18sigmetrics_3dflash.pd...
" 3D NAND flash memory exhibits three new error sources that were not previously observed in planar NAND flash memory:
(1) layer-to-layer process variation, a new phenomenon specific to the 3D nature of the device, where the average error rate of each 3D-stacked layer in a chip is significantly different;
(2) early retention loss, a new phenomenon where the number of errors due to charge leakage increases quickly within several hours after programming; and
(3) retention interference, a new phenomenon where the rate at which charge leaks from a flash cell is dependent on the data value stored in the neighboring cell. "
Free way.
QLC is less so, since its endurance is only ~300 cycles. there's plenty of tension in the storage industry about this, with vendors saying "don't worry be happy", and purchasers saying "wait, what read:write ratio are you assuming, and how much dedupe?"
PLC (probably <100 cycles) is very dubious, IMO, simply because it would only be suitable for very cold data - and at that point you're competing with magnetic media (which has been scaling quite nicely).
There is a market for any cycle count, it just needs to be reliable and respect the spec.
the question is: what counts as reliable? if PLC is good for 50 erasures, are you really comfortable with that? it's going to cost more than half of QLC, I assure you...
the interesting thing about flash is that people want to use the speed. which means they put in places that have a high content-mutation rate. if it's just personal stuff - mostly cold, little mutation - that's fine but not the main market.
The CPU was modeled and designed primarily on computers in advanced 3-Dimensional programming packages, where simulated testing could be done in real time, or at increased rates.
The lattice of cubes in the construction of the prototype CPU suggests a "hypercube", a cube of more than three dimensions. In computer design, hypercubes are used as a physical connection scheme that minimizes the effective communication distance (and therefore the time delay) between processors, when the logical connection scheme needed by the software that will be run on those processors cannot be known in advance. This then supports the Neural Net's ability to learn, adapt, and built new logical connection schemes.
Anyone know?
CFETs are very much real world technology which are on the roadmaps for all leading edge fabs. They're the same as current gen FinFets and GAAFets a year or two from now in that they essentially just do the same thing as previous generations of chip tech except they do it better.
What different cooling paradigm and what information leads you to think that it's a reality?
https://web.stanford.edu/class/ee380/Abstracts/141022-slides...
https://www.theregister.com/2014/02/21/thruchip_communicatio...
I wonder if you can also couple adjacent chips that way, since 2.5D is, if anything, more important than stacking...
backside power is actually a pretty important power improvement - both delivery and cooling.
Edit: To throw math at it, silicon conducts at 2-4 Watts per centimeter-Kelvin. If we need the heat to travel an extra 100nm, and we're looking at a 1cm by 1cm area of chip, then it takes 20 to 40 kilowatts flowing through that slice before the top and bottom will differ by more than 0.1 degrees.
Limiting overclocking is a price to pay for that, but you kind of get it back with the monthly power bills - and still going toe to toe with Intel in general.
This also means you don't need to run the fans in your system as high.
Power/heat matters for datacenters, but not for people. Yes, you can built a kw desktop, but you know you're doing something weird. For most people, their computer's peak dissipation has been falling for a decade. 90W cpus used to be common, but mainstream is currently going from 65 to 40W categories in desktops. And normal people do not have GPUs. Even more normal people depend primarily on mobile devices, where 15W laptops are routine, and lots of people use devices <4W.
Samsung went even smaller than Intel, showing results for 48-nm and 45-nm contacted poly pitch (CPP), compared to Intel’s 60 nm, though these were for individual devices, not complete inverters. Although there was some performance degradation in the smaller of Samsung’s two prototype CFETs, it wasn’t much, and the company’s researchers believe manufacturing process optimization will take care of it. Crucial to Samsung’s success was the ability to electrically isolate the sources and drains of the stacked pFET and nFET devices. Without adequate isolation, the device, which Samsung calls a 3D stacked FET (3DSFET), will leak current. A key step to achieving that isolation was swapping an etching step involving wet chemicals with a new kind of dry etch. That led to an 80 percent boost in the yield of good devices. Like Intel, Samsung contacted the bottom of the device from beneath the silicon to save space. However, the Korean chipmaker differed from the American one by using a single nanosheet in each of the paired devices, instead of Intel’s three. According to its researchers, increasing the number of nanosheets will enhance the CFET’s performance.
So the technology is still very much science fiction at this point.