Innovate or Die: How semiconductor industry innovation drives its business model

Innovate or Die: How semiconductor industry innovation drives its business model

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Description: A unique facet of semiconductor industry innovation is that it occurs with a emergent behavior model. It is not about a few people behind the closed doors of a corporate research lab. The difference is how chip makers can innovate to a clock in very close cadence.

This presentation was used to kick off a SEMI ISS 'silicon magic CxO' panel I ran on what it takes to practically transition a new technology to manufacturing and through its yield ramp. The panelists were Jack Sun of TSMC, Mark Bohr of Intel, Nobu Koshiba of JSR, Geoff Yeap of Qualcomm, and Dave Hemker, Lam Research. All agreed that Moore's Law is far from dead.

There’s no magic in it for these execs: they have to make finFETs yield today while rolling 10nm and 7nm processes down the gangway from pathfinding into development. It is a task that has consumed many at prior nodes. They have closed their doors on Moore’s Law.

These panelists are the champions who won at these nodes and will keep moving down the scaling path. They will do this with a combination of their own internal excellence and an unparalleled ability to partner with others to align a global base of researchers and engineers — all towards hitting a specific ramp date that is exactly two years after the last one. Unfortunately you can't read their talks.

But you can always attend next year, which I highly recommend.

 
Author: G. Dan Hutcheson (Fellow) | Visits: 2944 | Page Views: 3738
Domain:  High Tech Category: Semiconductors Subcategory: Research: Best Practices 
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Contents:
Silicon Magic:
Today’s challenges in
making the transition
from research to
manufacturing…
g dan hutcheson
This report has been produced for SEMI
It is approved for public release with attribution to VLSIresearch
.

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• FinFET
• 10nm
• 3D NAND
• 3D
Packaging
• EUV
• 450mm

12 November 2014

1

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Our industry has never been so challenged

Still limitless possibilities
Yet so many technology hurdles
It’s

Innovate or Die
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13 August 2014

2

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Our industry has

two vectors to profitability:

Innovation
and
Cost
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13 August 2014

3

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Without Innovation …

Cost is a
zero-sum
game
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13 August 2014

4

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Our industry has never been so challenged

The challenge
is to

Innovate or
be Eaten
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13 August 2014

5

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Our industry has never been so challenged

The good news
is that

We are all in
this together
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13 August 2014

6

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OEMs practice
Innovation Classic
“If I’d asked customers what
they wanted, they would have
said …

‘a faster horse.’”
Steve Jobs quoting Henry Ford

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7
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Our Innovation Model:
why semiconductors are different

Hundreds of companies
with thousands of people
solving millions of problems
still hitting each node
on schedule
every two years
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8
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Our Innovation Model:
It’s far more than technology

Chip innovation comes from
massively scaled collaboration
that is globally interconnected

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9
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Our Innovation Model:
It’s far more than technology and collaboration

It’s emergent

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behavior

10
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Why we chase nodes…
Consumers love apps
Apps are the experience
Revolutionary apps are
enabled by nodes
Nodes are disruptive
Technology sells

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13 August 2014

11

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Safe Harbor
1.

2.
3.
4.

The views expressed here are the
personal opinions of the panelists and
not necessarily their companies’
They are subject to change without
notice
Forecasts are not to be taken as factual
history years later
No financial or generally off-topic
questions

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13 August 2014

12

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Silicon Magic CxO Panel
A morning with industry visionaries…

Geoffrey
Yeap

Vice President,
Technology

Qualcomm

Jack Sun

Mark Bohr

Chief Technology Intel Senior Fellow
Officer & VP,
& Director, Process
Research and
Architecture and
Development
Integration

TSMC

Nobu Koshiba David Hemker
President

JSR

Senior VP, CTO

Lam Research

G. Dan
Hutcheson
CEO

VLSIresearch

Intel

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Thank You
If you have further questions, contact us at:
clientservices @ vlsiresearch.com
or visit us at

VLSIresearch.com

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07 January 2015

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