At the end of August, the world's second largest wafer plant, Globalfoundries, announced that the 7nm and the following node process R & D and investment were quited. This is a semiconductor company that waits the second part of the 10nm or less processes after the Taiwan Union. Now 7nm and later processes There is only a small power supply, Samsung and Intel three companies. Among them, Intel's 7nm has nothing, can only determine that Intel will not withdraw from the competition. Although not playing 7nm and the process makes people regretting, but GF is not hurt, GF emphasizes the advanced process at the GTC conference held in the company, 22 nm FD-SOI process and 14 / 12nm Finfet still has a big city (true ) (Fragrant) field.
GF Company Exited 7nm Process R & D, the impact of the affected customers mainly AMD and IBM, AMD immediately announced all 7nm Zen2 CPU and 7nm VEGA / NAVI GPU chip to TATES, IBM has not announced, but the next generation POWER 10 processors have been admitted early, IBM has time to choose a new foundry. For GF yourself, abandonment of 7nm and later 5nm, 3 nm, etc., there is no endless process, and turn to more profitable markets is not a good choice.
Today, GF has held GTC (Global Technology Conference 2018 "in Santa Crala, announced the company's process technology roadmap and plan, simply look at their future plans, although with consumer-class processors, graphics card The relationship is getting smaller, but it is possible to be in the RF radio, automotive electronics and other industries.
The following pictures are mainly from GF official push and anshelag twitter.
GF Company has achieved achievements in 9 years, production capacity is more than 8 times before, and the revenue is 6 times before.
Since I exited 7 nm and the following process competition, GF will be "black" with Moore law, pointing that the chip cost is getting higher and higher, the transistor density improvement is getting smaller, such as 2011 to 2015 annual increase of 12%. In 2015 to 2018, only 3% increased. On this issue, GF said that there is no mistake, Moore's law slows down after 28 nm nodes, and believes that Moore's law has been dead, and Intel is the most determined defenders of Moore's law, but at 14nm node. The process upgrade is also slow.
In the semiconductor process, the more advanced is definitely better, but it is not a good process, and ordinary people usually only pay attention to advanced processes, but after GF does not invest 7nm and below nodes, it does not represent their market. The prospect is dim, and the process of 12 nm or less does not account for most, and the 12nm market is still 56 billion in space this year, and it will grow to $ 6.5 billion in 2020.
The advantages of 22nm FDX process
In terms of process technology, GF will adhere to the existing 14 / 12nm FinFET process, the future focus is FD-SOI process, currently mass production is 22nm FD-SOI process, referred to as 22FDX, there will be 12FDX crafts in the future . At 22FDX process, although power consumption may be less than 14 / 12nm FinFET process, in investment, cost 22FDX process is advantageous, and now there is a cost advantage of today's mature 28nm process.
The 22FDX process of GF has gained customer recognition. They announced earlier that they have obtained more than $ 2 billion in orders, involving IOT, industrial, automotive electronics, network, encrypted currency, mobile, digital mode, etc. .
GF has obtained a lot of patents and technologies after acquiring IBM, especially in RF radio, so the RF chip has also become their focus, the slogan shouting is "Thingk RF? Think GF First.", Let everyone Hook RF with GF.
Original address: https://www.eeboard.com/news/7nm-22fdx/
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