Showing posts with label chip expert. Show all posts
Showing posts with label chip expert. Show all posts

Monday, November 27, 2017

Expert Testimony with Ron Maltiel

My expertise in semiconductors, process, and circuits have led to some really interesting places. Thanks for having me on your show Max for a fascinating

Ron

Insightful, timely, and accurate semiconductor consulting.
Semiconductor information and news at - http://www.maltiel-consulting.com/

Monday, February 2, 2015

Samsung, Apple's iPhone, and Fabs Consolidation

The increasing cost of semiconductor fabrication has led to consolidation of fabs over the last few years (see March 2012 Moore's Law End? (Next semiconductors gen. cost $10 billion)

At the same time Apple was facing the risk of depending on a single semiconductor fabrication source ( Foundry Rankings (Including Samsungs' iPad, iPhone Breakdown).

It makes sense for Apple to diversify its chip production as discussed below.

"KGI Research predicted that Samsung would end up producing around 75 percent of the A9 chips with Global Foundry manufacturing the rest...
Another report from BusinessKorea .. Apple would be using Samsung almost exclusively for manufacturing NAND flash storage, RAM and batteries for the upcoming iPhone 6s and the Apple Watch."

See also report of Apple's A9 production using Samsung's 14nm FinFET made by both Samsung and GlobalFoundaries (Samsung-GlobalFoundries deal gives Apple’s chip production greater flexibility

Another benefit for Apple is control of its chips price supplied by using more than one vendor.


Ron
Insightful, timely, and accurate semiconductor consulting.
Semiconductor information and news at - http://www.maltiel-consulting.com/






iPhone 7, iPad 2015 Specs News: Apple Seen Picking Samsung To Manufacture Most A9 Chips For New iPhones, iPads

YOUTUBE/APPLE
The A8 chip.
Rumors swirling around Apple's new devices in its iPhone and iPad ranges continue, with the latest concerning what type of chip will be used. All recent rumors pointed towards Samsung winning the contract to manufacture the bulk of the new A9 chips, which will be at the heart of the new iPhones and iPads.
Initially, it was reported that Taiwan Semiconductor Manufacturing Company had won the contract and would be manufacturing most of the A9 chips. However, soon after another report stated that instead of the Taiwan company, Samsung had been contracted to supply most of the A9 and A9X chips that would be used on the new iPhones and iPads.
With no official confirmation on the subject, speculations have increased on the company that would eventually produce the new Apple chip. In a recent statement, Samsung declined to provide any information, saying that "it does not comment on market speculation"
A report by KGI Research predicted that Samsung would end up producing around 75 percent of the A9 chips with Global Foundry manufacturing the rest. This report followed an earlier note by KGI Research that pointed towards Apple spreading out the production of the chip among the Taiwan semiconductor company, Samsung, Qualcomm, Global Foundry and Intel. It also hinted that Apple had tapped Samsung for manufacturing the S1 chips which will be featured in the upcoming Apple Watch. As for the Taiwan company, it will be more involved in producing the S2 chip which will be used in future versions of the Apple Watch.
Another report from BusinessKorea last month stated that Apple would be using Samsung almost exclusively for manufacturing NAND flash storage, RAM and batteries for the upcoming iPhone 6s and the Apple Watch.
While all these reports are speculations at this point, several research houses have noted that Apple is looking to engage many suppliers to produce the A9 chip in order to minimize any risks involved.

Thursday, December 4, 2014

3D Flash Race:Intel vs Samsung

Following Samsung development of V- NAND Intel introduce their version of 3D NAND (see below). One of the benefits of 3D flash memories is the capability of using larger design rules such as 30-40 nm instead of scaling the design rules to smaller than 20nm.

One of the key problem of shrinking to smaller design rules than 20nm is the cost and complexity of multi-patterning photolithography and EUV lithography difficulties (ASML: Next-gen chipmaking tool ready forproduction in 2016 ). In addition, the reliability of the flash memory degrades when the memory cells become too close to each other.

"Samsung consciously went from a 24-layer 128Gbit MLC die to a 32-layer 86Gbit MLC die. In other words, Samsung could have upped the die capacity to ~170Gbit by just adding the extra layers, but the company chose to go with a smaller die instead. Smaller capacity dies have advantages in performance (higher parallelism) and applicability because eMMC/microSD devices have very strict die size constraints, "

Samsung only use 24 layers in fabricating the chips in order to increase the yield, which reduces the cost of working dies on each wafer. Adding layers that has to be manufactured with precise alignment and low defect density lengthen the learning curve of fabricating working dies. Intel is trying to catch up with Samsung which is already making the second generation of 3D NAND (Samsung 3D Process Pioneers Next Gen Semiconductor Devices ).


Ron
Insightful, timely, and accurate semiconductor consulting.
Semiconductor information and news at - http://www.maltiel-consulting.com/




Intel's 3D NAND to Ship in H2'15: 256Gbit Die

 & 32 Layers

by Kristian Vättö on November 25, 2014 5:20 AM EST
Last Thursday in its annual Investor Meeting Intel revealed the first details of its 3D NAND technology and announced that it will begin the shipments of 3D NAND in the second half of 2015. While Intel's investment in 3D NAND hasn't been a secret, the company has been relatively quiet about any specifics and the vital specs such as the number of layers and die capacity have remained unknown. In Thursday's webcast, Rob Crooke, Senior VP and General Manager of Intel's non-volatile memory group, disclosed that Intel's first generation 3D MLC NAND die will be 256Gbit (32GB) in capacity and will consist of 32 layers. The technology also enables a 384Gbit (48GB) TLC (3-bit-per-cell) die as we have learned over the years.
Intel claims that its 3D NAND is the most cost effective on the market and bases this on the fact that its die is 256Gbit whereas Samsung's is only up to 128Gbit at the moment. I'm not sure if I buy Intel's claim because while it's true that a higher capacity die results in higher array efficiency (i.e. peripheral circuitry takes less area), Samsung consciously went from a 24-layer 128Gbit MLC die to a 32-layer 86Gbit MLC die. In other words, Samsung could have upped the die capacity to ~170Gbit by just adding the extra layers, but the company chose to go with a smaller die instead. Smaller capacity dies have advantages in performance (higher parallelism) and applicability because eMMC/microSD devices have very strict die size constraints, so that might be a part of the reason why Samsung's strategy is so different from Intel's and Micron's. 
NAND Die Size
As the graph above shows, Intel's/Micron's NAND dies have historically been larger than the competitors', so the die capacity alone isn't enough to dictate whether Intel's 3D NAND is more cost efficient than Samsung, especially because both have 32 layers. Unlike Samsung, Intel didn't reveal the lithography that is used to manufacture the 3D NAND, but I would say it's safe to assume that the lithography is in the order of 30nm or 40nm because the whole idea of 3D NAND is to move away from multi-patterning to cut costs and with today's technology the smallest pitch of single-patterning is somewhere between 30nm and 40nm. Either way, it will be very interesting to see how Intel's 3D NAND stacks up against Samsung's because there are also some structural differences that affect the production cost as well as performance and endurance, but I'll save the structural analysis for a future article.
Intel said that 3D NAND technology will enable +10TB SSDs in the 'next couple of years', but it wasn't clear whether that is with first generation 3D NAND or some later generation with more layers and higher die capacity. Currently Intel's lineup tops out at 2TB (P3700 & P3600) with a 128Gbit die, so the 256Gbit die alone isn't enough to bring the capacities above 10TB. With effective controller development it should certainly be possible to build a 10TB SSD with a 256Gbit die, although I'm still inclined to believe that Mr. Crooke was referring to second or third generation 3D NAND with his statement. 
Similar to Intel's previous NAND efforts, 3D NAND has been jointly developed with Micron and will most likely be manufactured in the co-owned Utah plant as Intel sold its share in other fabs a couple of years ago. Interestingly enough, Mr. Crooke said that they also have the ability to bring 3D NAND production to an Intel fab, although to me that sounded more like a statement of technological possibility rather than a hint of future strategy. I wouldn't rule it out, though, but like Mr. Crooke said in the Q&A, Intel needs to have significant competitive advantage for it to make sense. In the past Intel's NAND technologies have generally been slightly ahead of the rest of the industry, but at least as of now Intel doesn't seem to have any substantial advantage in 3D NAND technology as Samsung is already shipping a 32-layer die and will likely ship a 48-layer die before Intel ships its 32-layer product.
All in all, we'll likely get more crumbs of information as the second half of 2015 gets closer. Given Intel's recent SSD strategy, I expect 3D NAND to first find its way to enterprise-class SSDs, but we'll see soon enough.

Wednesday, November 5, 2014

iPhone A8, A9 - Samsung or TSMC

It would make sense economically and to secure their supply for Apple to manufacture chips both in Samsung and TSMC. see iPhone A8, A9 and Second Sources.





Ron
Insightful, timely, and accurate semiconductor consulting.
Semiconductor information and news at - http://www.maltiel-consulting.com

Samsung and TSMC Reportedly Still Competing for Rights to Produce Apple's A9 Chip

Tuesday November 4, 2014 1:57 AM PST by Richard Padilla

Samsung and Taiwan Semiconductor Manufacturing Company (TSMC) are still competing for the rights to produce Apple's next-generation A9 chip as a primary supplier is expected to be named by the end of this year, reports Digitimes.


According to the report, Samsung has offered Apple lower pricing quotes in an attempt to secure the rights to produce the A9. The company is also willing to produce other chips like flash memory and perform optimization services in-house. Samsung was the longtime producer of Apple's A-series chips until Apple struck a deal with TSMC to produce its chips last year.

Last month, Samsung semiconductor head Kim Ki-nam announced that the company would begin work on 14-nanometer processors for Apple, indicating that the Korean company may have already won the bid to produce the next-generation A9 chip. However, it is also possible that both companies could share the production load as Apple looks to diversify its supply chain even further to better fit its production needs.

Last year, it was reported that Apple signed a contract with Samsung to handle 30% to 40% of total A9 chip production, as TSMC would be handling the rest of the production load. Apple's A9 chip would presumably be featured in next year's line of iPhones and iPads, as the iPhone 6 and 6 Plus currently use the 20-nanometer A8 processor. The iPad Air 2 uses a more powerful triple-core A8X chip which is up to 55% faster than the A8 chip found in the iPhone 6.

Monday, March 17, 2014

Self Encrypting SSD (SED) to Rescue Security/ Privacy?

The article below discusses benefits of integrating encrypting in the hardware.

"Samsung claims that self-encrypting drives are the solutions to better security...can protect sensitive data better than software solutions because self-encrypting SSDs automatically encrypt information as it's saved to the drive.

A key benefit of SED (Self Encrypting Drive) is the automated process, which makes it difficult for human error leaving the data vulnerable (see Missed Alarms, 40 Mil. Stolen Credit Card Numbers: Target Blew It). In addition, the additional security level of the hardware on silicon chip increase the difficulty for anybody trying to access the data.

Remaining issues in protecting the data:
Is there any way to replicate the encryption key stored on the silicon chip?

Can a government or a malicious vendor duplicate the encryption and transmit it through a back door?

Ron
Insightful, timely, and accurate semiconductor consulting.
Semiconductor information and news at - http://www.maltiel-consulting.com/



Will Self-Encrypting Drives Help Stop Data Breaches?

  • Mar 14, 2014 8:00 AM EST
In light of all the security breaches last year, companies are looking for ways to protect their own and their clients' data. Samsung claims that self-encrypting drives are the solutions to better security software protection. In a recent infographic, the company outlines a few reasons why self-encrypting drives are better for businesses.
In 2012, well over 250 million records with personal information were compromised in security breaches. That same year, the average cost of a data breach was more than five million dollars. Samsung claims this devastating problem can be alleviated with an easy solution: swapping out a PC's hard disk drive for a solid state drive (SSD) with self-encrypting drive (SED) technology. These drives can protect sensitive data better than software solutions because self-encrypting SSDs automatically encrypt information as it's saved to the drive. 
The Perks of SSD with SEDFirst off, data encryption and key management happen in drive hardware so putting in an SSD with SED leads to better security and system performance. Software encryption is just another process on a host device, which makes it more vulnerable to attacks and hinders PC performance when it encrypts data.
Oftentimes employees will turn off software-based encryption, which leads to noncompliance risk. SEDs, on the other hand, cannot be disabled, and encryption transparent to users. There's no need to download special security software to use SEDs either; they meet requirements for enterprise applications and can be controlled by security management software.
Why Self-Encrypting SSD Is the SolutionUsing Crypto Erase technology to wipe out data on your SED is a quick and painless process: the drive simply deletes the active encryption key. Trying to render data unreadable on a hard drive with software-based encryption, on the other hand, can take up a lot more of your time and money.
An additional perk is that SEDs fulfill government and industry requirements that laws like FACTA and HIPAA implement to regulate the security of private electronic data. Several laws also include a Safe Harbor convention for encrypted data, which spares organizations the embarrassment and expense of a public notification of data breaches.
Self-encrypting SSDs costs less than 80 cents per gigabyte, potentially saving millions of dollars for many companies. These drives could be a great tool for companies to use to protect consumer information and avoid the headaches of data breaches. 

Monday, January 13, 2014

Apple A8 (Next Processor Chip)



The article below (and at the link) provides general background about Apple’s A8 competitive advantages.  Key benefits can be gleaned from Apples purchases of small companies (see September 2013 How Apple Leverages its R&D) would be an easier implementation of;




·         Security features such as secure TouchID, 
·         HDR photography,
·         face detection,
·         and iAds 


Ron
Insightful, timely, and accurate semiconductor consulting.
Semiconductor information and news at - http://www.maltiel-consulting.com/


Jan. 10, 2014 4:33 PM ET 

The move to 64-bit has been years in the making. But we did it because we wanted to put desktop-class processing power in the palm of people's hands. - Apple iPhone 5s design web page [emphasis added]
I began my article on the A7 chip from Apple (AAPL) with this quote from CEO Tim Cook, More...

Monday, November 25, 2013

Xbox, PlayStation 4 $332 Manufacturing Cost


TechInsights Teardown (see below) shows that both vendors used many similar parts to optimize their investment in the next generation of gaming consoles.

Based on iFixit tear down I believe that the tear down has a minor error that would add about $3 to Xbox cost of manufacturing due to the 8GB EMMC NAND flash being used instead of:  

"Xbox One also has 4GB eMMC NAND flash, making the non-volatile category US$3 higher for Xbox One"


"One interesting component is an 8GB chunk of eMMC NAND flash memory, the purpose of which Microsoft discussed last month with Eurogamer. In the words of Microsoft Technical Fellow Andrew Goossen:

We use it as a cache system-side to improve system response and again not disturb system performance on the titles running underneath. So what it does is that it makes our boot times faster when you're not coming out of the sleep mode—if you're doing the cold boot. It caches the operating system on there. It also caches system data on there while you're actually running the titles and when you have the snap applications running concurrently. It's so that we're not going and hitting the hard disk at the same time that the title is. All the game data is on the HDD. We wanted to be moving that head around and not worrying about the system coming in and monkeying with the head at an inopportune time.”

 Ron

Insightful, timely, and accurate semiconductor consulting.
Semiconductor information and news at - http://www.maltiel-consulting.com/




Teardown.com compares PlayStation 4 vs. Xbox One

 
 

TechInsights has performed a Quick Turn Teardown of the Sony PlayStation 4 and the Microsoft Xbox One.
TechInsights Teardown shows that both vendors used many similar parts to optimise their investment in the next generation of gaming consoles.
While AMD came out as a big winner in the APU (integrated CPU and GPU) there are choice design differences around the both the processor design and the use of memory in each device.
The TechInsights bill of materials (BOM) for the Microsoft Xbox One amounts to US$331.00. Based on this – and when the estimated costs for the peripherals are included – TechInsights believes Microsoft will have a gross profit of approximately US$100.00 per console sold. This is far better than the US$43.00 Sony will make per complete unit.
Says Al Cowsky, Costing Director, TechInsights: “At the console level, the Xbox One is US$10 less expensive than the PS4. This is primarily due to a US$23 memory premium on the PS4, but it is offset by an US$11 cost premium on the Xbox One processor.
"The Xbox One also has 4GB eMMC NAND flash, making the non-volatile category US$3 higher for Xbox One, while the housings/mechanicals of the Xbox One add another US$4 premium over the PS4.
"The Xbox One also comes with a Kinect vision system in-box with an estimated cost of US$39. This is more than made up for by the US$100 list price premium. Likewise, PS4 has an optional vision system accessory available for a list price of US$60 (unit not costed at this time)”
Xbox one Quick cost estimate
PS4 cost estimate

Friday, November 22, 2013

Facebook: Flash Storage in Database

Facebook continue to propel flash NAND memory usage in server and storage through open source implementations. See below more details on Flash Based Database.
“With the advent of flash storage, we are starting to see newer applications that can access data quickly by managing their own dataset on flash instead of accessing data over a network. These new applications are using what we call an embedded database.
“… When database requests are frequently served from memory or from very fast flash storage, network latency can slow the query response time. Accessing the network within a data center can take about 50 microseconds, as can fast-flash access latency. This means that accessing data over a network could potentially be twice as slow as an application accessing data locally. “
Additional technical details at Under the Hood: Building and open-sourcing RocksDB


More about Facebook Propels SSD Flash Storage


Ron
Insightful, timely, and accurate semiconductor consulting.
Semiconductor information and news at - http://www.maltiel-consulting.com/



 

Facebook’s latest open source effort: a flash-powereddatabase called RocksDB

by Derrick Harris



SUMMARY:

Facebook has open sourced a new embedded database called RocksDB that’s meant to take advantage of all the performance flash has to offer, from right on the application server. It might be a sign of best practices to come.

Facebook is on an open source roll lately, and on Thursday announced its latest open source project — an embedded key-value store called RocksDB. The company uses it to power certain user-facing applications that would suffer too much from having to access an external database over the network and to eliminate the certain problems relating to non-fully utilized IO performance on flash storage devices.

Facebook database engineer Dhruba Borthakur describes the design of and rationale behind RocksDB in some detail in a blog post, but the biggest factor leading to its creation might be the emergence of relatively inexpensive flash storage cards for servers (or, in Facebook’s case, custom-built servers packed entirely with flash).

“With the advent of flash storage, we are starting to see newer applications that can access data quickly by managing their own dataset on flash instead of accessing data over a network. These new applications are using what we call an embedded database.

“… When database requests are frequently served from memory or from very fast flash storage, network latency can slow the query response time. Accessing the network within a data center can take about 50 microseconds, as can fast-flash access latency. This means that accessing data over a network could potentially be twice as slow as an application accessing data locally. “

RocksDB was designed with these new hardware realities in mind, so it can take full advantage of the IOPS potential of flash memory as well as the computing power of many-core servers, Borthakur explains. Facebook has posted the results of a benchmark test running on a Fusion-io-powered server on the RocksDB GitHub page, and claims it’s significantly faster than Google’s LevelDB embedded key-value store.

From a broader IT perspective, RocksDB signals that the shifts in storage and computing economics that made the big data movement possible are now making their way into web application development, albeit using a storage media most organizations would consider using for storing “big data.” Facebook is performance hungry, but it’s also cost-sensitive, and it wouldn’t be storing “close to a petabyte of data across different applications,” as Borthakur writes, if the cost to do so was out of control.


He offered a handful of application types an embedded database like RocksDB is suitable for, including:

1. A user-facing application that stores the viewing history and state of users of a website.

2. A spam-detection application that needs fast access.

3. A graph-search query that needs to scan a data set in realtime.

4. RocksDB can be used to cache data from Hadoop, thereby allowing an app to query Hadoop data in realtime.

5. A message-queue that supports a high number of inserts and deletes.

In fact, Facebook has been finding all sorts of new ways to utilize flash as stepping stone between slow disks on one hand and expensive-but-fast RAM on the other.

Facebook is no doubt an early adopter of flash-heavy application architectures, but it’s also probably serving as a guiding light for other companies and their developers who want to achieve Facebook-like performance. As flash prices continue to drop — and now that Amazon Web Services is offering a whole suite of flash-backed instances on EC2 (the prices of which should also drop) — it’s conceivable we’re approaching an era of ever-better web and mobile applications that communicate with the network and the hard drive as little as possible.

Monday, October 28, 2013

DDR4- Latest DRAM is Here

http://www.simmtester.com/page/news/showpubnews.asp?num=179
On May 2012 Micron announced DDR4 samples - First DDR4 DRAM from Micron



More about DDR4 at Why migrate to DDR4?
  • "Improved capacity and performance scalability: 
DDR4 is organized differently from DDR3—specifically in the area of how DDR4 is designed to support high-speed multi-core processors. The 8-Gb DDR4 SDRAM device with 4-bit-wide data bus interface (x4), for example, is internally organized as a device with four bank groups and four banks in each bank group...
  • Improved power efficiency:
Aside from further reducing the DRAM I/O voltage (VDDQ) from 1.35 V used by DDR3L DRAM devices to 1.2 V, the DDR4 SDRAM device also specifies that a separate VPP voltage supply be provided to support high DRAM core word line voltage requirements...
  • Improved reliability, availability and serviceability (RAS):

 DDR4 SDRAM specification improves RAS is that DDR4 device supports command and address parity error detection, as well as recovery from parity error...supports a connectivity test mode, so that a system controller can test and detect connectivity faults without needing to go through DRAM initialization sequencing...The DDR4 register also provides enhanced RAS over the DDR3 register in that the DDR4 register can be configured to support command blocking upon detection of a parity error.."


It will still be awhile before DDR4 will replace DDR3.

Ron
Insightful, timely, and accurate semiconductor consulting.
Semiconductor information and news at -
http://www.maltiel-consulting.com/

 


Kristin Lewotsky
10/17/2013 10:30 AM EDT