Intel Custom Foundry Competing in today’s fabless eco -system Keynote @Semi/Gartner Market Symposium, July 7, 2014, San Francisco Sunit Rikhi Vice President, Technology & Manufacturing Group General Manager, Intel Custom Foundry
AGENDA As a new player in the fabless eco-system, 1. The value we bring to the table 2. How we deliver on platforms of capability and services 3. How we leverage the advantages of being inside the world’s leading Integrated Device Manufacturer (IDM) 4. How we face the challenges of being inside the world’s leading IDM Intel Custom Foundry 2
The value we bring to the table Leadership silicon technologies Intel Custom Foundry 3
The value of better transistors Performance per watt is the critical enabler for all Intel Custom Foundry 4 Source: Intel
5 Normalized Capital Growth ($/mm 2 ) 0.13 um Density improvements offset wafer cost trends The value of decreasing cost per transistor 90 nm 65 nm $/mm 2 45 nm 32 nm 22 nm 14 nm* 10 nm* X Normalized Area/Transistor Growth (mm 2 /transistor) 0.13 um 90 nm mm 2 /transistor 65 nm 45 nm 32 nm 22 nm 14 nm* 10 nm* = Normalized Cost per Transistor ($/transistor) Intel Custom Foundry 0.13 um 90 nm $/transistor 65 nm 45 nm Source: Intel * Forecast 32 nm 22 nm 14 nm* 10 nm*
The value of time to market SiGe Strained Silicon (2003) High-k Metal Gate (2007) Tri-Gate (2011) 3.25 Years SiGe Strained Silicon (2007) Competition High-k Metal Gate (2011) 3.75 Years 3.75 Years FinFET (2015) Intel has ~3.5 year lead in introducing revolutionary transistor technologies Intel Custom Foundry 6
The value of confidence in pursuit of Moore’s Law Graphene III-V Materials Synthesis 3-D EUV Future Expect More Technology From Options Interconnects Moore Nanowires Photonics Dense Memory Future options subject to change Intel Custom Foundry 7 Source: Intel
The value we bring to the table summary Decreasing Confidence Better cost per in pursuit of Time to market transistors transistor Moore’s Law Leadership silicon technologies Intel Custom Foundry 8
AGENDA As a new player in the fabless eco-system, 1. The value we bring to the table 2. How we deliver on platforms of capability and services 3. How we leverage the advantages of being inside the world’s leading Integrated Device Manufacturer (IDM) 4. How we face the challenges of being inside the world’s leading IDM Intel Custom Foundry 9
10 Differentiated value on industry standard platforms Design Flows & Kits Foundry capabilities & services platforms Design Enabling Platform Foundational IP Blocks Advanced IP Blocks ASIC Design Design for MFG & REL Online Services Platform Package Design Tape-in Signoff Prototype Silicon Shuttles Manufacturing Services Platform Wafer & Assembly Mfg. Wafer & Final Test Dev. Wafer & Final Test Intel Custom Foundry Fault Isol & Failure Analysis Product Qualification Production Support Supply Chain Logistics
Prototype Silicon Shuttle Services 22nm started in 2011 14nm started in 2013 10nm will start in 2015 125 prototype designs processed to-date Intel Custom Foundry 11
Foundry capabilities & services platforms multiple flavors 22nm General Purpose 14nm General Purpose 14nm Low Power Intel Custom Foundry 12
Intel Custom Foundry eco-system Design Services Soft IP Advanced IP Foundation IP Design Tools & Flows Note: Logos other than Intel’s are properties of their respective companies, and order of logos is in alphabet sequence. Intel Custom Foundry 13
Eco-system collaboration announcements on June 03 ANSYS And Intel Collaborate To Cadence and Intel Collaborate to Deliver Power, EM And Reliability Enable a 14nm Tri-gate Design Sign-Off Reference Flow For Platform for Customers of Intel Customers Of Intel Custom Custom Foundry Foundry Synopsys and Intel Collaborate Mentor Graphics Tools Fully to Enable 14-nm Tri-Gate Design Enabled on Intel’s 14nm Platform for Use by Customers Processes for Customers of Intel of Intel Custom Foundry Custom Foundry Intel Custom Foundry 14 Note: Logos other than Intel’s are properties of their respective companies, and order of logos is in alphabet sequence.
How we deliver on platforms of capability & services summary Enabled by Multi-flavored eco-system platforms partners Broad capability and services offered on industry standard platforms Intel Custom Foundry 15
AGENDA As a new player in the fabless eco-system, 1. The value we bring to the table 2. How we deliver on platforms of capability and services 3. How we leverage the advantages of being inside the world’s leading Integrated Device Manufacturer (IDM) 4. How we face the challenges of being inside the world’s leading IDM Intel Custom Foundry 16
17 A fuller array of co-optimized end-to-end services Design Flows & Kits Design Enabling Platform Foundational IP Blocks Advanced IP Blocks IDM Advantage: Foundry Plus ASIC Design Design for MFG & REL Online Services Platform Package Design Tape-in Signoff Prototype Silicon Shuttles Manufacturing Services Platform Wafer & Assembly Mfg. Wafer & Final Test Dev. Wafer & Final Test Intel Custom Foundry Fault Isol & Failure Analysis Product Qualification Production Support Supply Chain Logistics
“Intel’s end -to-end foundry services dramatically accelerated Achronix’s ability to develop and ship, high-end FPGAs. That experience has already paid off and we have significantly reduced the development time required to build our current 14nm products.” - Robert Blake, Achronix CEO Intel Custom Foundry 18
Achronix Silicon Shipped Q1 2013 Intel Custom Foundry 19
IDM Advantage: Packaging technology Reduced Form Factor Performance Boost Increased Functionality Today Intel Core w/Iris Pro Graphics Intel Core i7 Intel Atom Heterogeneous Integration Logic Integration Package on Package CPU + eDRAM CPU + PCH Tomorrow 3D Chip Stacking High Density Interconnects System in Package Building better products through multi-component integration Intel Custom Foundry 20
Altera and Intel extend manufacturing partnership to include development of multi-die devices 3/26/2014 "Leveraging Intel's advanced manufacturing and chip packaging capabilities will allow Altera to deliver system-in-a- package solutions that have been identified as critical to meeting overall performance requirements .“ Brad Howe, Senior VP of R&D at Altera Intel Custom Foundry 21
IDM Advantage: Flexible business models Front-end Physical Wafer Packaging Masks Design Design Manufacturing and Test Customer Owned Tooling Full Service (ASIC Model) Intel Custom Foundry 22
Flexible business model (ASIC) “ Netronome's latest fully featured 200Gbps Network Flow Processor fully exploits the power/area/performance advantages of Intel's 22nm process. Intel's Foundry team provided back-end design services to deliver fully functional silicon” - Niel Viljoen, Netronome Founder and CEO Intel Custom Foundry 23
Shipping functional silicon to Netronome Built on Intel 22nm tri-gate transistor technology Intel Custom Foundry 24
IDM Advantage: Intel’s lead product clears the way Intel Custom Foundry Intel Custom Foundry 25
Starting high on the yield learning curve HVM Yield Level Follow-on Products Intel Lead Product Technology Development and Certification Vehicles Time Intel Custom Foundry 26
“The Tabula team is delivering advanced systems solutions demonstrating industry leading capability and performance. Significantly, this is achieved with 1st silicon shipments; an outstanding example of design-team and foundry collaboration plus the design-for-manufacturability prowess Intel is known for .” - Dennis Segers, CEO Tabula Inc. Intel Custom Foundry 27
Tabula Advanced Systems powered by Intel silicon technologies Intel Custom Foundry 28
Advantages of IDM summary Photo of engine Product Co-optimized End-to-end proven Capability and Services Intel Custom Foundry 29
AGENDA As a new player in the fabless eco-system, 1. The value we bring to the table 2. How we deliver on platforms of capability and services 3. How we leverage the advantages of being inside the world’s leading Integrated Device Manufacturer (IDM) 4. How we face the challenges of being inside the world’s leading IDM Intel Custom Foundry 30
IDM Challenge: Developing the insights, culture & expertise .. to se serv rve the needs of an expanded marketplace which includes the traditional Intel Business Units and the new Intel Foundry Customers Intel Custom Foundry 31
Response: Reflect the marketplace in our workforce and maintain a learning & serving environment Intel Technology & Manufacturing Group Foundry-Fabless Eco-system Intel Business Units Sources of Intel Custom Foundry Workforce Intel Custom Foundry 32
IDM Challenge: High-mix-low-volume Configuration A/T cost per unit Volume Intel Product SKU 80% Foundry Volume Customer Product SKU Before After Optimization Optimization Response: Configuration optimization in tooling & set up Intel Custom Foundry 33
Recommend
More recommend
