"This is the best in innovation, the development of artificial intelligence will be the golden age of the Wen Factory", "Sanjay JHA, Sanjay JHA, is now innovation in MWC 2017 Shanghai" industry innovation, It is said that in the topic of people.
"This is the best in innovation, the development of artificial intelligence will be the golden age of the Wen Factory", "Sanjay JHA, Sanjay JHA, is now innovation in MWC 2017 Shanghai" industry innovation, It is said that in the topic of people.
Best innovation era
Sanjay JHA has served as the Executive Vice President and Chief Operating Officer of US Qualcomm, the CEO of Motorola Mobile, said that as the CEO of the CEO said interviews in this journal, the most transformation of the past year One year, the smartphone has become an extension of artificial intelligence, through its own memory, "brain" and analysis make people average IQ improved. Through social media, global population has evolved from past 5.3 degree segmentation to 3.5 degrees. This means that in terms of 200 million Facebook active users, every 3.5 people have we know, this is a high requirement, data center and data on the collection, storage, transmission, processing, analysis of related data. The central analysis will become the core key of future development, and the semiconductor industry will also usher in the new "golden ten years".
The premise of intelligence is that Internet interconnection, "sweeping the door" is not true intelligence, just like intelligent robots, no driving, drone is all networked, they must ensure that real-time insights can pass " "Do it" to make a decision, instead of counting people through the background to help them make decisions. Therefore, the knowledge of artificial intelligence is more than just a traditional architecture, but an extension to the upper class is a hierarchical real-time inspector infrastructure. In this way, real intelligence can be achieved.
Sanjay believes that the following three technical trends are very concerned:
Customers are more and more focused on the development of smart products, but not only, there is an urgent need to perform real-time analysis of the data generated by the equipment. Because more and more intelligent equipment, the amount of data they produce is getting bigger and bigger. When a camera transmits a photo of SDR / UHD format at a rate of 60 frames / sec, it is very high. Therefore, the development of the data center means the overtime of the cloud service.
The development of artificial intelligence and related technologies will be very rapid. Take the current automatic driving car as an example, at least 25 radars and more than ten sets of monitoring equipment in a car are required to analyze in real time. The amount of data received in real time now is 25-zetta byte, equivalent to 250 billion DVD data capacity, supply and demand, both of which require new artificial intelligence processing technology to perform graphics, deep learning And neural network analysis, proposing a new design architecture has become an inevitable trend.
The development speed of the semiconductor industry is slowly slowing. According to Moore's law, the cost of semiconductor production will drop by 30% -40%, and the integration will increase, but the current actual situation is the opposite. GlobalFoundries current response is to use the 14-nanometer chip currently produced, and 7nm chips will be used in 2018 for the server; 22FDX and 12FDX chips for 5G network, Internet of Things, image processing, automotive electronics and Intelligent terminal customers, especially those that relieve battery-driven RF devices.
In February 2017, the core officially launched the construction of 12-inch wafer Chengdu manufacturing base. The first phase of the mainstream CMOS process 12-inch wafer production line, it is expected to put production at the end of 2018; the second phase of the latest 22FDX 22nm FD-SOI process 12 inch wafer The production line is expected to be put into production in the fourth quarter of 2019. In addition, Chengdu and will jointly promote the implementation of the "Chengdu Integrated Circuit Ecotropic Circle Action Plan" to carry out deep cooperation in many fields, thereby forming an investment scale of more than 10 billion US dollars.
In June, the core declared its (7LP) FINFET semiconductor technology with 7 nm leading performance, and the estimated area will shrink half of the previously 14-nanometer FinFET technology, and the processing performance has increased by more than 40%. Lock high-end mobile processors, cloud servers, and network infrastructure. In order to accelerate the production process of 7LP, the core will purchase two ultra-ultraviolet light (EUV) lithography tools in the second half of this year, and will move to EUV lithography when a mass production condition is provided.
"Our core strategy is the intelligent interconnection (ECI) Sanjay said that China has made a large amount of investment and investment in the AI field, and has become a convergence of AI innovation from the past world manufacturing plant. For wafer generation plants, he believes that its technical services will help China towards artificial intelligence and become reality.
China needs to flow in the FAB plant everywhere?
According to the news of the International Semiconductor Industry Association, in 2017, China will be built by 14, in 2018, China's semiconductor industry equipment investment will be more than 10 billion US dollars, and become the second largest production equipment in the world. So, do you need so much FAB in the Chinese market?
When answering the question, Sanjay said that he believed that the actual demand of the market promoted the construction of the wafer factory. "In China, the manufacturing process of many wafers is still on 28 nanometers or more, doing 22/14/16 nanometers almost no. Is it invested overheat? I am hard to answer, but I don't know what to tell me, we are During the exploration process of meeting market demand. "
In his view, the mobile phone market has tended to be saturated, it is likely to produce a problem greater than seeking in the next few; but 5G, Internet of Things, automatic driving cars, graphical information processing, and artificial intelligence have been in the ascendants. "In these four or five different sub-industries, as long as there are two or three picked, we have no problem. If you can't picked up, I may have a little bit of worry."
Optimistic to FD-SOI, but not blind
The first phase of the 12-inch wafer Chengdu manufacturing base and the second phase of the investment ratio is 1: 9, 22fdx 22nm FD-SOI process is the weight, which highlights the optimism of the skill to the technology. Formed differentiated competition with other wafer plants. Sanjay emphasized that in the production process of 22FDX, its mask process cost and complexity are much lower than 14 nm finfet, and the Body Bias required by the RF device is difficult to do with a FinFET process. Therefore, considering that the FD-SOI will be "IOT), 5G and advanced driving of" IoT), 5G and advanced driving of "IoT, 5G and Advanced Driving) Auxiliary System ADAS is the most suitable market in which FD-SOI technology is imported.
Of course, the core also has a FinFET process. Sanjay said that the company's future strategy will continue to invest, but focus on FD-SOI. "Designers often like to use advanced CMOS technology like FinFET. But as the demand of smartphones slows down, the Internet of Things has become another major concern of China, for connection skills, Radio, simulation performance, and ultra-low power chips become more important, this is the FD-SOI to play. "
Attempting to establish a complete ecosystem covering all important participants from the beginning, it is extremely critical to FD-SOI technology. According to data, companies that have already decided to join Chengdu FD-SOI ecosystem include Cadence, Synopsys, United States, Rockchip, Verisilicon, Invecas, and Shanghai Fudan Microelectronics Group and other companies. Since 2015, FD-SOI practitioners and technical supporters will continue to shout to the location of chip companies, SOC designers, government officials through the Shanghai FD-SOI Forum.
Sanjay also recommended FD-SOI technology to Chinese companies through the opportunity to interview, and believe that this is the technology that truly meets the needs of the Chinese market in the future. It has huge market potential. Therefore, it is worth spending time, and the effort will come from the head, because only the case, China's enterprises can achieve further innovation on this basis.
Original link: https://www.eeboard.com/news/rgzn/
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