Technology Challenges To IC Industry For Next Decade
Technology Challenges To IC Industry For Next Decade
Technology Challenges To IC Industry For Next Decade
AI
Compute
Modem Multimedia
RF &
Connectivity Analog
Software
& System
583
600
466
400
298
204
200
51 Projection
0
1990
1995
2000
2005
2010
2015
2020
2021
2030
2022 VLSI-TSA and VLSI-DAT Source: Gartner, WSTS 4
Growth Opportunities Everywhere from Cloud to Edge
10010101010001010101010100001010010101000
Computing 10100101010101000010111010101011101010101 CLOUD
10110010101110101010100101010001011101011
CPU APU 01010010100101111000110001001010100010100
10010101110101010010101000101011101011010
AI Communication
10010101010001001010100010101010100001010
AI
Camera Audio10100101010111010101010000101011101010101
10010101000110010101110101010101011101011 Computing &
01010010100101111000110001010101010000100
AR/VR/XR 10010101110010101000101010101011101011010 Communication
5G/B5G, WIFI 6/7, xDSL, PON,
Ethernet, etc. Networking/Storage
160
140
147
for more storage, but also for:
120
120 - More Computing performance to
97
100
80
79 process data
64.2
60
41
- More Communications bandwidth
40 33
26
20 12.5 15.5
18 to move data
6.5 9
2 5
0
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
B5G & 6G
High
Quality ~100Gbps
5G Extreme
Sensing Data Rate
AI Training 0.1
in Modern Era 0.01
0.001
0.0001
0.00001
0.000001
0.0000001
1960 70 80 90 2000 10 20 Days spent calculating at
one petaflop/s computer,
log scale
2022 VLSI-TSA and VLSI-DAT Source: : K. Rupp, 2021 ; Original data up to 2010 collected by M. Horowitz, F. Labonte, O. Shacham, K. Olukotun, L. Hammond, and C. Batten; 11
New data collected for 2010-2021 by K. Rupp
Advanced Technology - For Lower Power
Industry’s Expectation
from Node to Node 100%
Power 80%
-30%
60%
Performance
+20% 40%
Area 20%
-50%
0%
Cost 16/14nm 10nm 7nm 5nm 3nm 2nm 1.5nm 1nm
Expectation Practical Target
-30%
2022 VLSI-TSA and VLSI-DAT * Power reduction at same Speed 12
Advanced Technology - For Higher Performance
Industry’s Expectation
from Node to Node 400%
Power
-30% 300%
Performance
+20%
200%
Area
-50%
100%
Cost 16/14nm 10nm 7nm 5nm 3nm 2nm 1.5nm 1nm
Power 80%
-30%
60%
Performance
+20% 40%
Area 20%
-50%
0%
Cost 16/14nm 10nm 7nm 5nm 3nm 2nm 1.5nm 1nm
2022 VLSI-TSA and VLSI-DAT * Area ratios refer to the first node 14
Advanced Technology - For Lower Cost
Industry’s Expectation
from Node to Node 100%
Power 80%
-30%
60%
Performance
+20% 40%
Area 20%
-50%
0%
Cost 16/14nm 10nm 7nm 5nm 3nm 2nm 1.5nm 1nm
2022 VLSI-TSA and VLSI-DAT * Transistor cost Area ratios refer to the first node 15
Computing and Communication Energy Consumptions
New Trajectories Required to Sustain
1.E+22
Computation trajectory while
improving the device energy
World's energy production performance.
Energy in J/year
1.E+20
Communication trajectory
1 ZIPS while improving the device
energy performance.
1aJ/bit
0.01 ZIPS
1.E+18
10aJ/bit Market-dynamics limited
scenario –
100aJ/bit
Stopping further increase in
the world’s computing and
communication capacity
1.E+16 Resulting in flattening curve
2010 2020 2030 2040
2022 VLSI-TSA and VLSI-DAT *Decadal Plan model (validated by independent estimates) Source: SRC, Decadal Plan for Semiconductors, Full Report 16
**Decadal Plan model (validation on-going)
A Small Break
Challenges of Technology Development – for IC industry
• Energy efficiency should be always considered/designed on top priorities,
followed by performance (speed/capacity) and costs (i.e. PPC)
• Moore’s Laws used to bring all PPC benefits - need extra efforts to
maintain the trends
Examples – Foundation/Critical Technologies for Computing and
Communications
• Computing Architectures – Near Memory and In-Memory Computing
• Digital (wired) Interconnects – to connect Digital-Digital worlds
• Data Converters (A/Ds and D/As) – to connect Analog-Digital worlds
ALU
Compute
Computing Near-Memory
Ctrl
C C C C
ALU
C C C C
C C C C
Ctrl C C C C
Computing in-Memory
ALU C C C C
C C C C
C C C C
Ctrl C C C C
2022 VLSI-TSA and VLSI-DAT Ref: : Y.-H. Chen, et al. “Eyeriss: A Spatial Architecture for Energy-Efficient Dataflow for Convolutional Neural Networks,” ISCA, 2016 18
A. Sebastian, “Memory devices and applications for in-memory computing”, Nature nanotechnology, July. 2020.
Performance vs. power of AI accelerators
107 AI chips with Computing-in-Memory
Peak Performance (GOPs/sec)
2022 VLSI-TSA and VLSI-DAT REF: A. Reuther, et al, "Survey of Machine Learning Accelerators," 2021 IEEE HPEC, 2021 19
Connecting Digital-Digital and Digital-Analog Worlds
Wireless
Camera Mic A/D
Network Computing Storage
D/A A/D
1001010100011001
Actuator Speaker - Digital (wired) Interconnect (DDR, SerDes) - Between digital worlds
- Data Converters (A/D&D/A)
- Between analog (physical) and digital worlds
- Digital Communications (wired and wireless)
Edge / Devices Data Communication Data Centers / Infrastructures
103 HBM
224G LR
(Target)
102 SiPh and CPO (Target)
112G LR
101
Optics on
LVDS PCIe Board
100 Optical 100GbE SR4
Backplane 100GbE CPRI QSFP28
100 GBASE SR4
10-1
10-4 10-3 10-2 10-1 100 101 102
Source: DARPA, Photonics in the
2022 VLSI-TSA and VLSI-DAT Maximum Interconnect Distance (m) Package for Extreme Scalability (PIPES) 21
MediaTek
Co-Packaged Optics to Reach High Bandwidth Efficiencies
Off-board Modules
DSP on-chip ➢ Long-range (LR) backplanes up to 1m
to boost ➢ Retimer maybe required
performance ➢ Limited speed
Challenges ➢ Poor power efficiency
– Thermo
– Optics expertise
– Mechanical
alignments
Direct Optical Drive
➢ Short Distance (~mm)
➢ Higher Speed
➢ Better Power Efficiency
2022 VLSI-TSA and VLSI-DAT 22
Digital Interconnects for Chiplets with Advanced Packaging
Homogeneous
Integration
Heterogeneous
Integration
On-Board Interconnect
In-Package Interconnect
Traditional
Long Distance
Onchip
Memory
3D
(SOC)
Issues:
Signal Integrity , Power Delivery,
2D Whole system design, Simulation,
2.5D Heterogeneous material interface
Thermal/Cooling, Physical effect
Embedded Bridge Manufactory variations, Logistics, etc.
2022 VLSI-TSA and VLSI-DAT REF: Douglas Yu, TSMC Packaging Technologies for Chiplets and 3D, HotChips, 2021 24
Connecting Digital-Digital and Digital-Analog Worlds
Wireless
Camera Mic A/D
Network Computing Storage
D/A A/D
1001010100011001
22
Sensor Interface ADC/DACs
20
(audio, biomedical)
18 Basic Comm.
Resolution (Bits)
16 (xDSL, 3G)
Wireless Comm.
14 (LTE/5G, WiFi, mmWave)
12 Infrastructure
(OpenRAN)
10 OthersOthers
Target – Highspeed
High Performance
8 Others Energy-efficient
Others
6 Multimedia SerDes
(video) (112G)
4
[B. Murmann, ADC Performance Survey 1997-2021]
2
1kHz 10k 100k 1M 10M 100M 1G 10G 100G
SAR
(Biomedical,
170 Time-Interleaving
WiFi, Video)
(WiFi6/7, 5G, SerDes,
Infrastructure/OpenRAN)
160 Target - Highspeed
CT-DSM High performance
Energy-efficient
(Audio, xDSL,3G,LTE)
150 Pipeline
(10GBASE-T)
140 Flash
(mmWave)
[B. Murmann, ADC Performance Survey 1997-2021]
130
1kHz 10k 100k 1M 10M 100M 1G 10G 100G
CU DU RU 32T32R
16T16R
4T4R
2022 VLSI-TSA and VLSI-DAT Source: Gabriele Manganaro, MediaTek, “Ultra-High-Data-Rate ADCs and DACs: Architectures and Implementations”, ISSCC 2022 30
Summary
• Overwhelming data generations result in high demands of computing &
communication capacity
• Moore’s Law may be continuing, BUT
• Current trends of CMOS scaling for power and performance cannot sustain future energy
consumption trends
• Cost trends for new technologies may become prohibitedly high - causing inflations?
• Chiplets and advanced packaging (2.5D/3D) – essential to keep technology going
• Capacity of computing and communication would be limited by the world’s
energy production – human technology could be stalled – if no new (green)
energy can be found
• Key technologies introduced – for energy efficiencies
• Computing Architectures
• Digital (wired) Connectivity – Chiplets, advanced packages and CPO
• Data Converters – Enabling Future Wireless
2022 VLSI-TSA and VLSI-DAT 31
Acknowledgement
Special Thanks to Dr. Bor-Sung Liang
& Dr. Zheng Zeng, Yunshiang Shu, Gabriele Manganaro, Tamer Ali, CM Hung and Jon Strange