Why Intel Leads the World In Semiconductor Manufacturing
MrSeb writes "When Intel launched Ivy Bridge last week, it didn't just release a new CPU — it set a new record. By launching 22nm parts at a time when its competitors (TSMC and GlobalFoundries) are still ramping their own 32/28nm designs, Intel gave notice that it's now running a full process node ahead of the rest of the semiconductor industry. That's an unprecedented gap and a fairly recent development; the company only began pulling away from the rest of the industry in 2006, when it launched 65nm. With the help of Mark Bohr, Senior Intel Fellow and the Director of Process Architecture and Integration, this article explains how Intel has managed to pull so far ahead."
Andy Grove paid billions to get access to Area 51 alien technology back in 1998. What's so hard to understand?
Apple is a product company. It designs its products, and then someone else makes it.. Many components like the processor are third party, and companies like APPLE design a system around it.
After that the design goes to samsung, and its manufactured by samsung. I think samsung uses TSMC fab.
So if apple wanted to have a 22nm chip it could
1. Build a Fab(invest many billions)
2. Pay TSMC and partner with them in tech (invest some billions).
Return on investment may not justify the cost.
As you go smaller, you do gain an area and cost advantage, but you also run into lot of issues related to physics. So 28->22nm is not easy, and its really commendable Intel has done it.
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The shrink from 22 to 32nm is a staggering size change - 33% finer lithography - and it uses their much-hyped 3D transistor technology on top of things. Yet, Ivy Bridge, being just a shrink of the older Sandy Bridge die, shows no improvements over the 32nm version. Traditionally, Intel has always been able to show lower power consumption and more than a tangible performance improvement when just doing a process shrink, but the Ivy Bridge does nothing extra in terms of performance and consumes not lower power than its older 32nm sibling - and let's not mention the inefficient heat packaging causing temperatures hotter than the 32nm Sandy Bridge. There's a problem here, Intel.
Intel, with their open-source graphics stack, makes for some of the easiest-to-maintain Linux boxes around. I'm typing this right now on Arch with Intel graphics. Sure, they don't have a lot of "gaming punch" but they are darn stable and just work with Linux.
My desktop right now has Windows and is running a first-generation Core i5 with an AMD Radeon 6870 added in. When that machine get's replaced with another gaming Windows machine in a year or two I'll be pulling the AMD graphics out of it and running on the i5 integrated Intel graphics. It will be super-low-maintenance in Linux. None of this rebuilding fglrx or nVidia modules every time you upgrade the kernel.
When I go looking for a Linux machine the very first thing I look to check-off is "Intel graphics"? Yup, then it's a buy.
Ok, so, they happen to be ahead on the lithography. And it's yielding nice kit, to be sure. But in a sense it's the new megahertz race: It means the design itself isn't as important as it should be. And that's something intel actually has trouble with, qv itanic.
Spying... on their competitors who are all years behind them?
You must be pretty high up in the CIA to have thought of such a genius spying scheme.
Let's see. How come GM doesn't have these tires factories that Firestone and Michelin has? I wonder... GM is making a heck of a lot more money than Firestone though...
Write boring code, not shiny code!
The article is wrong, TI has their on fabs, they don't outsource manufacturing as the article states.
Not this decade they aren't.
Remember Pentium M?
Intel had to rely on Pentium M to pull itself out of that big sink hole back then
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I think the bigger issue is that Intel has large sums of money to spend on it and when they lose out they just use it to pay people not to use the competition's superior chips. Which seems to be a winning strategy for them. Of course AMD doing some really stupid things also helped.
While a 22nm fabrication process is all well and good, why haven't Intel bothered to release their 80-core, teraflop chip that they touted some 6-7 years ago and said that we would have in our computers by 2011? http://techresearch.intel.com/ProjectDetails.aspx?Id=151
Gotta love the absolutely objective slashvertisements...
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A while ago Intel stated they were intending to keep at least one process shrink ahead of everyone else because it was the only way they could compete with ARM...
Personally i find this despicable and extremely arrogant, pushing their own inferior architecture and holding everyone back when they could be making ARM chips that were superior to everyone else's. Recent benchmarks show their latest low power atom chips are barely competitive with last year's ARM designs (and wouldnt be competitive at all if built on the same process)...
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TI closed a lot of FABS. All TI designed stuff does not exclusively get manufactured in TI fabs. Much of it actually goes to TSMC
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ARM-based CPU's are out-selling x86 by a fairly hefty margin, thanks to the mobile/embedded market, while the desktop x86 kingdom has been nearly saturated for, well, forever as these things go. And until Intel gets a clue and makes a chipset that renders on-screen for less than 5 times the mA-h required by a comparable ARM, it's going to stay that way.
Based on that, it's only good business sense that Intel brings in ARM business for their fabs.
Apple takes techology designed and manufactured elsewhere (though they may make some minor tweaks), combines it with their own software and turns it into slick products that people are prepared to pay a premium for. That requires design and marketing prowess but not any great technicalcapability.
note: i'm known as plugwash most places but i screwd up registering that here somehow in the past and now can't register
AMD's been doing stupid crap for years. Like the original six-core Phenom II chips and the fact MSAA is still a feature that shouldn't be used on their graphics cards. It's going to be a sad day when AMD crumbles, but it is coming.
The Amarri pray for god, the Caldari pray for profit. the Gallente pray for peace, but the Minmatar pray their ships hol
http://en.wikipedia.org/wiki/AMD_v._Intel
When you get all the sales you get to build facilities that can make you even better toys.
Note this is manufacturing not design, many other companies design chips
Note this is only cutting edge chips, how many PC's were bought with these cutting edge chips... ?
What are people actually buying, Moderate PC's, a few servers, and a lot of Phones and Tablets .... all of which use FAB methods less advanced than this ...
Yes Intel are ahead, but the rest of the world are not necessarily buying their products
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Any relation to Neils and Aagie? No wonder Intel's headed for the atomic realm.
It's notable. It'll be commendable if the huge investment they made to pull it off gives them an advantage with more than the investment. You can't know that until you've gone to mass production and seen what the problems are.
You are right, and you are also right that your numbers are on lower side.
Consider the Auto analogy.
If you start an Auto company, manufacturing common rails, you will mostly buy tech from either Bosch(likely) or Delphi.
you won't start from scratch.
Same deal here. To design a chip does not require more investment.
As you go further down the line, you need more investment
For example
1. Algo development - Chip arcitechture - Basically an algo or an idea
2. RTL (Actual Behavioural model) - Now you need Simulators and verification engineers to make sure your RTL works
3. You want to create a netlist too? - Welcome to synthesis tools ($$++)
4. Place and route - GDS II - Even more!
5. Manufacturing - FAB - Really big cost
Since TSMC has fabs, financial prudence dictates companies use those. Its not an ideal situation. With so few fabs in the market, its a sort of monopoly. Probably a handful of semiconductor companies have enough cash to invest in a fab, even then results won't show for many years(profits)
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This decade or previous decade? The 2000's were pretty sad, but the 2010s GM has shown a pretty robust recovery.
The example doesn't really fly though, GM still makes a lot of its own parts, they haven't farmed out the core product.
Hmm, let's readjust this article.
So ... (1) 28nm products were available in early January, 22nm is available now, in May. (2) 28nm is a half-node behind 22nm. (3) TSMC's transistor density at a given node is actually very high - I believe the density of TSMC 40nm was comparable to Intel's 32nm according to diagrams posted at RWT or B3D. (4) 32nm at GlobalFoundries is a year old, and given a typical two year cadence we are again talking about half a node behind.
However ... TSMC aren't making a lot of 28nm still, whereas Intel will be making a lot more 22nm.
There was only one stepping of the six-core Phenom II chips so what would be the point of comparison?
How come Nestlé doesn't have any of this advanced stuff Intel has, yet selling so well and making so much money?
From what I've read they do the following:
They'll give a company a bunch of cash to start building a new chip. They then get that chip exclusively for a period of time at a discount.
They may design some chips but they aren't building any of their own.
Except for ending slavery, the Nazis, communism, & securing American independence, war has never solved anything.
Taiwan is to circuitry what Japan was to radio technology. http://www.intel.com/jobs/china/students/
Gently reply
The example doesn't really fly though, GM still makes a lot of its own parts, they haven't farmed out the core product.
What do they actually make themselves aside from bodies, blocks, and differentials/axles? Do they even make all that themselves any more? Are they still casting in this country?
"You're right," Fisheye says. "I should have set it on 'whip' or 'chop.'"
Two words: Tick Tock.
Intel's development model is Tick (die shrink), Tock (new features). It's been this way for many years. Honestly, I'm not sure why you expected a Tick to have any new features. They did call Ivy Bridge a "tick plus," but even then I wouldn't expect any major overhaul in features or performance. Tick is a manufacturing process improvement, not an architecture improvement.
As far as heat packaging, I believe others have covered that sufficiently.
The road to tyranny has always been paved with claims of necessity.
I'm not sure about GM but I know Ford is no longer casting around here, they recently started tearing down the 60+ year old casting plant in Brooke Park. The reasons for the plants demise is that it's an ironworks and Ford basically doesn't use a cast iron block any longer and they don't view block casting as a core area and so there was no way they were going to invest the massive amount of capital it would have taken to move the plant over the casting aluminium.
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...and they still suck. The only reason intel is king of performance is they have a vast majority of the market share. I remember reading an article when ivy bridge first debuted and performance tuning gcc for both bulldozer and ivy bridge respectively bulldozer averaged 30 to 40 percent slower. Now let's consider that bulldozer is near EOL and trinity is about to come in with piledriver, which is supposed to be 25% faster in cpu performance narrowing the gap to 5 to 15 percent. The cpu performance coupled with the outstanding gpu performance makes me wonder what's up with intel?
Go read "Great by choice", and Intels strategy (aka "Intel delivers") is explained, but in a nutshell they realized early on (like in the 70's) it wasn't enough to make good chips, you have to make lots of them, perfectly. So they are heavy into the manufacturing side and making sure it works really really well.
So the original Athlon was a shot out of the blue, it was the first AMD chip that really competed with Intel chips. Intel had to stop sadbagging and release faster P3 chips (it was capable of making them just wasn't because it didn't need to). AMD legitimately brought some serious competition. It was badly hamstrung by having horrible, horrible motherboard chipsets, but there you go.
Now the Athlon maintained competitiveness the next generation... Because Intel fucked up. Their Netburst architecture wasn't very good. I don't fault Intel on this, their research showed it would scale really well MHz wise, possibly up to 10GHz, so the slower IPC wouldn't matter. However it didn't, so they had a slower architecture compared to AMD. The problem? AMD wasn't updating. They just kept doing minor rehashed on the same thing.
Then, as you say, Intel dropped Core. They hadn't been standing still, they never do. They corrected the mistakes of Netburst and made a chip that was very fast per clock. AMD was still playing with old tech and Intel pulled way ahead. Then even worse as it continued, Intel kept revising their chip, AMD kept playing with the same basic thing. Their Bulldozer launch got pushed back and back. When it finally did happen recently, it was not at all competitive to Sandy Bridge, and of course Intel now just launched Ivy Bridge.
So AMD's initial competitiveness was no fluke, they dropped a good product. But the length it went on was kinda a fluke, since Intel screwed up, and AMD didn't do anything to work on improving their tech in a big way.
Can't really mark up MSAA to anything AMD did, more what they didn't do ... they didn't throw as much money at devrel as NVIDIA.
Because of Tim Sweeney's anti-PC stance and the universal adoption of his engine DX10.1/11 truly portable MSAA implementations have been hugely delayed and most devs have chosen to go with NVIDIA's free on site developers and their DX9 MSAA hack. AMD has been able to get this to work on their hardware, but it's artificially restricted to NVIDIA hardware without hacked binaries (which is NVIDIA's right of course, even if it isn't very nice).
Now this is no excuse for customers ... if you value MSAA in unreal engine TWIMTP games NVIDIA is unbeatable, but I don't think it's right to say AMD was stupid. Devrel as an anti-competitive force came into force rather suddenly and it simply took them time to adapt, they have been able to get some pretty high profile games away from TWIMTP recently.
If Intel would have kept their perpetual ARM license, they could rule the world. But even with cutting edge fabs their are going to be overrun by a more ubiquitous CPU architecture.
Intel should stop making x86s. And especially stop the nonsense of trying to use x86s to compete against stream processors in GPUs and HPC. But it is really too late for them, they gave their ARM license to Marvell (who have basically pissed away a good opportunity as well by not aggressively pursuing new designed based on the license)
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Intel is not TSMC's nor Globalfoundries' competitor. They are not a foundry business. Also both companies are already establishing 20nm. It is also significantly more difficult to design a fab around hundreds of customer designs and production, rather than the IDM model which shows less versatility in it's processes. I'm not entirely sure what the article is trying to accomplish by skewing facts.
Are you sure you didn't mean Dell? Apple designs mobile processors, batteries, machined aluminum cases, custom chips of various kinds and I'm sure a lot more that I'm missing. Sure they use some off the shelf parts but to say they don't design any of unique parts is just wrong.
Apple does have some of it. It's in all of the Macs they sell.
Umm... total BS.
They design their own circuit boards, many of the ICs on those circuit boards, the industrial / mechanical design for all the products, the OS and other software, etc. They are at least as technical as any other manufacturer, and more than most.
There was a high jump champion who was able to break the world record by a few centimeters. But to claim multiple record breakers, he improved his performance by one centimeter at a time. I wonder if Intel is in this position as well. Based on the performance gain for each generation (especially if you consider the ever increasingly bloated software), it does seem like Intel is enjoying "hardware updating" as much as Microsoft is with software updating.