Asianometry - 2022-04-07
An Extreme Ultraviolet lithography machine costs $150 million. That’s a lot of change. And it makes you wonder. Is having EUV really that big of a deal? You might have heard about this or that company managing to "achieve 7 nanometers" without the use of EUV. What should we make of that? Can we do 7nm chips without EUV? The answer is yes, but you won't want to. And they probably won’t work as well. In this video, we are going to look at why we so badly need EUV to make the next generation of semiconductors. And what companies have to go through without it. 5:30 - I misspoke. Meant to say 3-D gate rather than 3 gate. Links: - The Asianometry Newsletter: https://asianometry.com - Patreon: https://www.patreon.com/Asianometry - The Podcast: https://anchor.fm/asianometry - Twitter: https://twitter.com/asianometry
Your channel goes so far above and beyond in detail compared to others. You kill it bro, thanks for what you do.
bump
He kills the spellings of words as well
Information supplied by insiders?
@@GewelReal that marks originality!!!
Agreed, this channel is legendary. So much insight on what the industry's doing, and still explained clearly (or as much as it can be on those topics)
Thanks for your work!
Fantastic video, love the extra humor sprinkled in!
omg you’re here
About time you've discovered this guy. Hes great
I larfed a couple of times.
You new here? Watch his videos about "DRAM", and you will get XD
@@rem9882 he did long ago he even gave a shout out in one video
I went to a candid talk by someone from Intel back in 2012 and she talked very clearly about the challenges of going into EUV and the impossibility of it with the kind of lasers you need to actually get that feature size. I was surprised to find out over the years to see these headlines claiming that companies hit 14nm, 10nm, etc., when I know from my chemistry background just how difficult it is to get that kind of half-width level.
I'm surprised how difficult it is to learn the truth about what they're actually doing on the etching level without an explanation like this. Thank you for shaking me out of the stupor of years of marketing to see the truth that chip designers have been "cheating the barrier" to keep up with feature density growth.
This also explains why yields for everything, from PS5s to the M1s, are so terrible these days...
Aren't those(M1 and PS5) made with EUV now and so should have fine yeilds?
@@graficeb3484 EUV reduces the layers required vs. DUV-only lithography, so theoretically, EUV is easier. Playstation V's SoC (TSMC 7nm - N7p or N7+) is sizable 308-square mm die. Apple's M1 is on TSMC N5, which has better yields vs. N7.
It takes a while to perfect the process node. Newer processes will have worse yields. Due to production issues, TSMC had to delay its N3 node, which was supposed to be ready by mid-2022 for Apple A16 Bionic for iPhone 14. Also, Samsung is facing delays to their 3nm GAA node. The shrinking nodes are getting harder and harder to launch on time for commercial production.
If the chip is smaller (less defects per square millimeter), the yields are better, which is why AMD's CCX dies are primarily cores and cache. It was rumored that AMD's Zen II CCX dies had 70% yield on TSMC's 7nm process when production started. With time, TSMC figures out how to reduce defects and implements the fixes. Allegedly right now, TSMC's 7nm class nodes have statistically perfect yields. TSMC has a reputation of being the fastest to improve yields versus Samsung.
To get where you need to be with non EUV lithography means that you have to use "tricks" to shrink down the linewidth. What this functionally means at the 10nm± sizing is that larger lines are printed over various films, these are then etched to give a line that is your starting point.
Next you use the fact that you can deposit very thin films very accurately to deposit a thin film over the line (#1) that you then etch to leave a spacer (#1) which is narrower than the line you can print.
You can then remove the original etched line material, but leave the spacer; you then use this spacer (#1) as the mask for etching another lower film to produce another line (#2), and repeat the spacer dep/etch/remove line(#2) process.
Finally you etch the last layer of material to produce you final desired lines.
This is "quad patterning" and it allow you to reduce the size of your lines, because you use the spacers as the mask for the etching, the size of these is not limited by optics. You also reduce the pitch of your lines (ie distance between lines) because you have the spacer on each side of the line you use to make the spacers, again this "gets round" the optical limits of UV print.
The downside of this is increased process complexity, restrictions in patterning, additional processes to "cut" lines as printing line ends increases issues. Multiple layers to be deposited/etched. This all adds up to process time, complexity, and defects, because more steps means more defects, and hence lower yield.
If you have EUV, you can do a print/etch without playing tricks which is so much faster....and saves defects.
look at this http://www.monolithic3d.com/blog/the-quad-patterning-era-begins for a visualisation of the above. Note: this is a simplified view...
@@worldtownfc If a die is smaller then yield is better for a given defect density as p(defect in die area) is lower. If defect density is lowered you have the same impact, but from the opposite direction. You can also increase yields if you have built in redundancy to the design, such that you can "replace" an area with a defect with the equivalent circuitry in another area - this makes the die bigger, but it can improve yield more than reduced # of die on the wafer & hence reduce costs.
If you make your die on optimised processes for each function, as AMD has done, then you increase die yield due to smaller areas - you can tolerate a defect density more than larger die. Also the variation across a die will be smaller, as it takes up less of the print field, which may improve die yield if timing skews are critical or bin splits. It also allows better matching between speeds/voltage requirements of the chiplets.
BTW, unless they have changed, TSMC do not give a monkey's about your yield (they sell you wafers that meet certain criteria, not yield), as long as they meet the defect density they say they will and the electrical results they say they will. If your device has sensitivities to the process it is usually up to you to sort out your design, not for TSMC to tweak the process.
it's funny to think about the time when they were underpromising and over delivering, back when they first broke from the convention of "process node" = "actual gate length". In 1997, intel's 250nm process had a gate length of 200nm. later on it got "worse" with a 135nm process that had an actual gate length of 70nm. Now it's swung the other way. their 10nm process has 18nm gate length. From an almost 2x buffer to an almost 2x deficit.
This was really well done, as an instructor, I especially appreciate his humbleness to attempt to explain things he doesn't fully understand, and to do it in a way that inspires curiosity without superimposing arrogance. The description of the fuzziness around node technology is especially useful in deciphering both the history and evolution of this very complex intersection of technologies.
The big reason that Intel struggled so much with the N10 and N7 nodes was etch yields. Since they had to do the crazy multipatterning etch defects would creep in and yield plummeted. Their etch vendors had to advance their tech to achieve acceptable yields. Once they did they have been ramping production to meet the backlog of orders ever since. And yes I am in the industry so I know this to be true.
That was a hell of a explanation man, I'm really happy that I've found your Channel. Keep up the exelent work.
With every view, you’re honest to God teaching one more additional industry professional an insane amount of information about the industry they’re actively in. You’re likely doing more for the industry than you think. 🥰
Being one who work in this field, I commend you on this video! Awesome job.... but you pronounced Calibre in a strange way.... I teach Calibre applications for a living, so I kinda got hung up on that.
Heh, glad I wasn't the only one that noticed that - calibre => "cal-ih-ber", like "caliber"
@@gorak9000 It's the British spelling of the same word.
I used to work in a semicon mfg and assigned at backend- moulding and dtfs area. I was not not able to take a peek at frontline on how dies are dice and wire bonded.
Reading and viewing your vlog about process how the billion of transistors are made in a wafer and the technology involved in doing this really amaze me.
lmao I work in Lithography. The terminology is absurd. It makes more sense when you realize the scope/scale of the fabs and how everything has to be organized, but yeah it's funny.
I guess you must have a PhD? what process are you involved in, if I may ask.
@@MarkWTK no PhD. I work in a handful of processes including EUV. Right now I work on the metrology side of lithography..
@@MarkWTK for clarity, I work with 1272 to 1278 process within intel.
@@CRneu get read for the CCP'S attack.
Very informative yet understandable. A new gold standard for YouTube videos. Highly interesting to see some of what's going on in chip technology. I always wondered why current chip designs looked much neater than older designs. Now I know.
I love the research and pictures you put into this to explain it. I used to have occasional magazine articles with this type of info to read. Those aren't really around anymore. This is great quality.
Great video. I never knew how Intel tried these quad-patterning methods or more to compete with EUV. In hindsight, they were crazy to brute force this with more patterning.
Hindsight SMIC is now delivering 7nm bitcoin mining rigs as of July 2022.
USA screwed ASML for nothing.
With stolen ips, equipment and materials, seems feasible
The very fact that they screwed ASML in the first place is of pretty poor taste. I call this karma
@@kealeradecal6091 So?
I didn't know anything about semiconductor technology until I found this channel. And you have tought me so much!!!
This episode is frying my brain a little. I'm still processing the info, after watching a few times 😁😁😁
Who watches 10 minutes of digestible lithography content without being a computer design nerd?
Tech enthusiasts. Someone who is interested in knowing more about the most advanced and magic device ever made by humans.
@@OgbondSandvol sounds like something a computer design nerd would say
Eurythmy (dance) teacher here. I haven't a clue what I need this lithography knowledge for, still watched it.
@Señor Taco I have a few ASML stocks, indeed.
Industrial Financial Engineer Here(Industrial engineering ) , I just love Tech.
I am tired of hearing about "7 nanometer", too.
Keep up the good work!
Terrific video as usual. I always wondered why further immersion wasn’t considered, there are certainly higher n materials than those liquids predominantly used in immersion. Anyway it’s moot now since EUV saved the day.
All materials have to be compatible with the other materials that are being used within the process and not add extra complexity or have problems with purity etc...
The only company that was able to develop a so-called "7nm" node without EUV has been Intel (Previously called Intel "10nm", now called "Intel 7"). You might be tempted to think that this is a great achievement for Intel, however it's actually their biggest blunder. Intel's decision to attempt developing Intel 7 without EUV by heavily relying on aggressive multi-patterning was the main reason they fell behind TSMC by 5-6 years (They were previously 2-3 years ahead of TSMC but now they are 3 years behind).
I agree with you. Intel 10nm era is such a disaster for intel. 10nm nodes from intel will never get intel back to the leadership despite intel released 3 revision to this node (10nm+ with ice lake, 10SF with tiger lake, and intel 7 with alder lake). But i still admire their enermous hardwork to make it work.
You are correct that Intel messed up on the transition to EUV, they held the orders for the first tools, but gave them up (which were then picked up by TSMC). I'd say the real issue here isn't size, rather EUV makes it easier to do more complicated gate designs (think GAA). WRT Intel yield problems at 10nm, vs AMD, I think that AMD were very smart to move to the chiplet approach, this allowed for better yields on poorer defect densities + using appropriate processes for different chiplets. (They got to have their cake and eat it). Intel continued with monlithic chips, which yield lower because of area.
Hopefully Intel does have a big order in for EUV systems, they need it, even if they order more than initially seems required, they could back fill "larger node" fabs with streamlined process flow to make yields better and gain experience on EUV, together with priming them for smaller node transition, depends on rate of tool delivery vs orders and speed of new fab ramps.
Not sure who gave up the EUV order, maybe Otellini, maybe Kryzanic, I do believe that they missed out on the growth of the foundries - Intel was it a good position to use their older process nodes and fabs as foundaries, that would bring in extra revenue, but more importantly starve the other foundries of some income. They started on it, but very half heartedly, this also saw a major growth and transition of IC production east to Taiwan etc.
I am optimistic with Gelsinger at the helm. He is of the same cloth as Grove, Barrett and Moore, though probably more like Grove. I am hopeful that he will also grow a foundry business too.
One thing I would consider here is that because of the DUV hardships you mention, Intel has a huge pipeline of innovation outside of the litho process specifically to make sure the pluses always actually were pluses. Meaning that when the DUV choke point is gone, Intel has an astounding amount of R&D that will separate itself from the pack. When EUV tools essentially are barriers for entry, they also become the floor of achievement for each foundry. The other innovations will decide the winners at that point. Will be interesting to see how much of Intels R&D portfolio is awoken when EUV nodes are fully the norm.
@@thecraggrat Intel had pretty big blunders due to terrible leadership, they were way too focused on finances than on the RND side of the company. There was a massive layoff of smart people "brain drain" which caused the decline of intel. Gelsinger currently rehired those retired people, so it might get better.
@@jakejakedowntwo6613 Ask yourself where intel 7nm is? They don't even hype it anymore, b/c it's so far away from actual production. It's another 10nm failure. Inside sources have been saying this for a long time, too. Intel is slowly admitting it. Their latest xeon roadmap (which we all know every intel roadmap that goes out longer than 6 mo is a lie), show 7nm for end of 2024 LMAO. Expect the lies to continue till you get nearer and that slips even further.
This is one channel i love for the content, but also for the extremely brief patreon plug, blink and you'll miss it, and that suits me just fine!! He says what he needs to in order to make us aware, and nothing more.
Perfect, just perfect.
Sorry for dubbing you "the Caspian Report of Asia" in a past video.
In reality Caspian Report is to geopolitics as you are to technology. Where the both of you intersect is economics. You guys rock! 🤙👌
Caspian report is actually pretty surface level if u go deep into it
Like the lack of nuance as was said in this video
@@chromatron5230 I mean he does compile well-produced summaries.
I also watch Johnny Harris since he really goes to the source, Good Times Bad Times for a more story-like timeline of events, and Armchair Historian who will almost definitely do a couple on the current Ukraine vs. Putin war once peace is brokered and the dust settles.
I appreciate you staying consistent for your pronunciations of ARF and DRAM.
I don't even own a computer but Iv watched just about all asianometrys videos his a very good teacher
Do a video about KLA TENCOR , the leaders in metrology
I saw a compelling presentation once called “28nm forever” basically it made the case that the most cost efficient cheapest chips to produce would be 28nm (or let’s stretch to 22?) for a long long time if not perhaps eternity.
Not only is 28nm cost effective in production. It is basically also the end of power and voltage scaling. After that there are more transistors per area, but the transistors use the same power, so the ocerall power per area inceeases.
@@_TeXoN_ I don’t think I agree with you there, otherwise the R5 5600X would not be 65W for it’s performance. I’m not calling you out, I suspect there was some real academia saying this but my gut tells me it can’t be true judging by efficiency gains (per unit of performance or per # of transistors) that we have seen empirically.
@@depth386 Just read about Dennard Scaling. It is the physical equivalent to Moore's Law, but failed around 2005.
Everything below 28nm is also not a real measurement, but marketing names.
@@_TeXoN_ Okay I will look into that, and I do agree that “#nm” has become BS, Der8auer showed a 9900K and some Ryzen 3000 ground down to expose to die under an electron microscope, they were almost the same despite “14+++ vs 7”.
However, I am left with one more good question. Could you please explain to me, how are they packing more and more transistors? Transistor counts for both GPUs and CPUs are still going up by large percentages comparing one generation to the next. RTX 4000 series graphics cards are rumored to have 3x the 3000 series for instance. A little bit might be die size (and the recent trend of upward creep in power consumption) but there is still much progress in how many transistors they’re etching.
@@_TeXoN_ by the way I just read the wikipedia article on Dennard scaling. It’s not super in depth but it did give me an “aha, so that’s why i noticed going from Pentium 4 2.6Ghz to only 3.06Ghz i7-950 was like.. wtf? There were IPC gains and multi core gains but still, I was used to specs going up like 80386 33Mhz Pentium 1 133 Mhz Pentium 2 350Mhz Pentium 3 1Ghz Pentium 4 2-3Ghz it was tripling even without IPC advancements in the good old days
So many insights in a single video, love this channel
Very good as always. The video finally explained to me why Intel struggled for so long with N10. Amazing technology that advances so quickly, albeit with some steps and ramps.
I had read that China has some new technology that bypasses the need for ELV but I have not seen any details.
that's because it doesn't exist
this video kind of talks about that, it is possible but not practical. However China can probably get away without EUV for a while for most applications. I bet ASML and others are trying to come up with solutions that don't incorporate US IP too as US already talks about putting DUV on the list.
@@wpgc2 DUV is so old now that it is neither here nor there...Nikon sold DUV scanners ~20+ years ago.
Seems SMIC managed to do it. All good … love 🇨🇳
You are absolutely the best source on chip technology in YouTube. More like chipometry asianometry. Glad I found your channel long time ago.
Thanks very much. You’ve provided much needed clarity on a complex subject.
This is like listening to a male version of Mandy giving a lecture on chip manufacturing. (The Grim Adventures of Billy & Mandy)
The best viewing date for this video should be one year from now. After experiencing commercial sanctions, Huawei still used DUV to make the 7nm chip Kirin 9000s, which has been used in the latest generation of Mate60Pro. Although there are evaluation videos showing that its energy consumption performance is even worse than Qualcomm Snapdragon 888, it is forced to Commercial sanctions are the only way out. Rather, I am surprised that they have actually achieved mass production of DUV7nm.This video is like a prophet😆
Cost more to make (as n+2) lesser output in batch but the margin is high enough for huawei.😂
Man I cannot find the right words to express my gratitude and salute to you. This video, as well as many others in the channel, provides a remarkable lot of knowledge to us. You deserve much better attention in YouTube in my honest opinion.
Embarrassed myself the way I just whinged when the vid ended. Too good my man, bravo
Jon, you cheeky fella, you had me cracking up a couple of times with your remarks, it makes this video all the more worthwhile to watch, aside from the info and insights you provide.
Big thumbs up for the detailed explanation. Particularly relevant to the AMD versus Intel battle right now.
Shrink 👏 is 👏 always 👏 overlay. Multi patterning is a pain for eda but the advancement in overlay control is the key enabler of multiple patterning and shrinking gate pitch over all. I think your subscribers may want to see the actual gate pitch of each node, in nm! N5 is 51nm for example.
Amazing content, congratulations and thank you for the time spent to do it!
With how unbelievably complex and interesting computer science is, primary schools need to be doing a lot more than just teaching code. Code isn't for everyone. However, insight into how math and science is applied into engineering these vastly important chips seems fundamentally important going forward.
The best channel ever in YouTube to get yourself educated in semiconductor industry and anything related to high techs 🔥🔥👌.. insanely detailed information 🤯.. It's free MIT level courses🤩.. Never missed a video..always waiting for more.. Thanks for the the extremely good work 😚😚
Entertaining and Informative, John (Jon?)! Enjoyable too... and the droll humor is just a plus
The single greatest channel. That youtube every had for us. This young man is amazing.
Really, great work! Very good explanation and working through complexities, and vagaries.
watching this after china's SMIC made 7nm chips
They didn't though. They still can't.
@@scottlangley5596 they did and the west can't do anything about it
STANDING OVATION! Absolutely stellar episode! And 10 thumbs up for the use of applicable meme material! :D
Another absolutely fantastic video: You’re one of the few channels where I watch every video from start to finish, as soon as I see them :-)
Holy moley, though: *Hexa” patterning? That must have had yield ~~0 😮
I was confused in this video by the illustration of the “spacer” layer. I was expecting the etching to happen where the spacer layer *wasn’t”, but it instead seemed to occur where it was present. Did I misunderstand or was that a graphical typo?
Thanks as always for the fantastic content; I can’t imagine how you find time in the day just to research and read the source material, let alone record and edit the videos themselves! 🤯
Never say never!
I learnt that adage the hard way 7 years ago, whilst doing my PhD research.
It is a long story that is not relevant to EUV or even chip production, so I won't waste your time to belabor the adage: "Never say never".
Great as usual, always look forward to your work
love your sense of humour :)
many thanks
Can you update this video in light of the MATE 60 pro which most likely uses this older DUV based method?
Waiting too
@Asianometry - 2022-04-05
Stay safe, everyone
@masternobody1896 - 2022-04-07
First
@masternobody1896 - 2022-04-07
Came here to get some fps in games
@AG-pm3tc - 2022-04-07
Thanks bro, we need it these days
@makisekurisu4674 - 2022-04-07
I wanna read it 10 times too!
@ledviper9 - 2022-04-07
I find the elk on your profile picture very endearing and cute!