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IFTLE 337 Will Samsung displace Intel in 2017?; Foundry Samsung – A reality; I-Cube

By Dr. Phil Garrou, Contributing Editor

Samsung will soon displace Intel

IC insights has announced that if memory market prices continue to hold through 2Q17 Samsung could displace Intel, which has held the #1 semiconductor sales ranking since 1993.

“Using the mid range sales guidance set by Intel for 2Q17, and a modest, yet typical, 2Q sales increase of 7.5% for Samsung, the South Korean supplier would unseat Intel as the world’s leading semiconductor supplier in 2Q17 (see below). [link]

IC insights 1

As we have discussed in IFTLE 332 “Wither Goest the Toshiba NAND Business…” Toshiba is in the process of selling off their memory business to raise cash. At that point all 6 of the 1993 top 10 semiconductor suppliers from Japan will be out of the top 10.

IC insights 2

Samsung Foundry Separates

Late last fall reports from Korea indicated that Samsung would likely spin off a foundry business unit. [link]. “Samsung Electronics’ System LSI business division is largely divided into four segments; system on chip (SoC) team which develops mobile APs, LSI development team which designs display driver chips and camera sensors, foundry business team and support team. According to many officials in the industry, Samsung Electronics is now considering forming the fabless division by uniting the SoC and LSI development teams and separating from the foundry business.”

IFTLE has commented many times over the past 5 years that if Samsung ever focused on a foundry business they would immediately become the #2 foundry supplier and could soon compete with TSMC for the number one spot.

On May 12th Samsung finally announced it will spin off its foundry operation from the System LSI division to create an independent business unit [link]

If Samsung really wants to run this is a seperate entity and compete head on with TSMC, IFTLE recommends they take their packaging capabilities withthem to the foundry because that’s the only way to compete with CoWoS and InFO etc.

Samsung 14nm Network Processor uses 2.5D “I-Cube”

Samsung reported that they have taped out their 14nm Network Processor close collaboration with eSilicon and Rambus [link]. This is based on Samsung’s 14LPP (Low-Power Plus) 3D FinFET process eSilicon’s ASIC and 2.5D design capability and IP solutions, and Rambus’ 28G SerDes solution.

Samsung announced that they will “…keep developing (our) network foundry solution to be a ….total network solution provider aligned with (our) process roadmap from 14nm to 10nm to 7nm.”

On the packaging front, they report that they have named their newly developed full 2.5D turnkey solution, which connects a logic chip and HBM2 memory on an interposer, as I-CubeTM (Interposer-Cube) solution. This 14LPP network process chip is the first product that Samsung applied I-CubeTM solution together with Samsung’s HBM2 memory. The I-CubeTM solution will be essential to network applications for high-speed signaling, and it is expected to be adopted into other applications such as computing, server and AI in the near future.

e-Silicon aded “Our HBM Gen2 PHY, custom flip-chip package design and custom memory designs also helped to optimize the power, performance and area for the project.”

HBM2 Interposer with Silicon or Laminate?

At the Hot Chips conference late last summer Samsung in a proposal for low-cost HBM, Samsung outlined plans to lower the complexity and thus cost of HBM technology.

The savings will come from solutions to the listed challenges.

- fewer TSV will make the stacks easier to manufacture and interconnect

- removing the buffer die will make the stack simpler, but the buffer die customization was one of the original tenants for the memory stacking concept so this is confusing.

- moving from a silicon to a laminate interposer on first glance should reduce costs, and the rest of the industry has certainly listed this as an option, but it is still unclear the impact this will have on performance.

Samsung 1

 

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