Today's first #IEDM22 Short Course is HPC, Graphics, and Zettascale.

➡️ The Path to Zettascale, Intel
➡️ CMOS Scaling 1nm and Beyond, Samsung
➡️ Novel Logic Devices, TSMC
➡️ 3D Chiplets and Packaging, UCLA
➡️ Architecture for Power, imec
➡️ Optical Interconnects, Ayar Labs
350 slides, this short course is going from 9am to 5pm. Not going to live blog, except certain parts.

For example, Wilfred Gomes of Intel outlines a deeper plan for Zettascale. In includes CryoCMOS discussions, i.e. running at 77K, although a ZF system is expected to be at ~0C
The key to Intel's ZF (ZettaFLOP, 1ZF FP64 system), is the power. Trying to keep within the 40-100 MW per Supercomputer.

(Just noticed that Intel has changed the slide they're presenting to this one in the deck. The one showing says 16-32x ZettaOPs BF16.)
Intel's route to 1 ZettaFLOP of FP64 by 202X:

➡️ Arch: Falcon Shores+ (x86+GPU)
➡️ Software: OneAPI
➡️ Process: Stacked 2D Transistors
➡️ Packaging: Chiplet
➡️ Memory: 3D FeRAM as L2/L3
➡️ IO: Optical, Dragonfly
➡️ Power: HV IVR, ULV @ 355mV, GaN
➡️ Thermals: Chilled, CoolCMOS
Note to people taking this tweet: Each one of these points is extremely nuanced. Slides only go into so much detail - there are talks on pretty much all of these segments that go into detail. LMK if you want a deeper explanation

A few more slides:
What I enjoy is that when speaking about optical IO, Intel used their own chiplet packaging for external networking connect, but they used @LightmatterCo @theanalognick info for chip-on-wafer 2.5D packaging. Is this a tie-in, or just stating what's out there?
'If you reduce cache latency 10x, you can have caches 1/10th the size'.

Erm what?
Intel has III/IV internal optical lasers. The aim is to get down to 0.5 pJ/bit, there's currently a path to 1 pJ/bit.
Power use and the need for GaN and the right input voltage to get closer to 90% efficiency.
This graph is somewhat wild. I think he just said Arch1 was Ponte Vecchio - but it doesn't do 3EF/chip, so I have no idea. But look at that pJ/op orange line. Today, 100 pJ/Op. Down at the bottom, that's 0.02 pJ/Op - a 5000x reduction in energy per operation needed.
On this slide.

They're quoting 3.2 MW for interconnect. Simply for interconnect!

Also, tiles and groups. He just said these aren't individual chips, so I think we're looking at that tile based integration, like Dojo or using a Lightmatter or similar solution.
Got up to ask about whether Intel is developing its own interposer/wafer optical networking solution or if they're working with @LightmatterCo . Wilfred said that it's more of an open question really - the industry hasn't embraced chiplet photonics yet /1
2/ The benefits of chip-to-chip photonics vs electrical haven't been realized yet, which is half the problem. (I suspect it's also cost-related right now.) But there are going to be solutions that use one, the other, or both. Probably.
He just mentioned Vertical 2D transistors. That would be hard to manufacture I bet!
No-one was asking questions, so I asked another. He mentioned the 355mV ultra low voltage blockchain ASIC, so I mentioned how applicable is that to HPC for Zettascale.
/1
2/
Wilfred said that half the issue is the way compute is being done today. Holding states has to go, and moving to async clocks. It's also all about the test and design. HPC is moving this direction anyway, so the work is being done today. Blockchain ASIC was the start.
Wilfred just said that the external laser connections into the chip, he thinks it'll never work (despite Intel showcasing it back at Innovation a couple months back!!).

He's more of an advocate for a table-sized chip where everything is on package. (So, Tesla?).
Next talk is Samsung, about technologies to scale to 1nm nodes. The big thing here is Samsung's name for CFETs: 3DS FETs. Showcasing vs MBCGET (what Samsung calls GAA)

➡️ 50% logic area saving
➡️ 43-50% SRAM area saving

If you're stacking it, of course you half the area 🙃
*MBCFET, obviously. I always forget if it's MBC or MCB. But this error is new
But future scaling to 1nm has to come from:

Contact Poly Pitch (CDD)
Cell Height (sheet pitch, M1 pitch)

CPP x Cell Height is your cell area. Can work on both separately. Kinda.
But Stacked Transistors have many problems, let alone just getting the scaling. Manufacturing has to change - are you sequential or monolithic? Will the temperature of a step cause a degradation of the NMOS/PMOS you've already built etc?
Sequential means stacked - using two wafers and bonding them, which requires packaging technology.

Monolithic means building it into the silicon one after the other, which needs high aspect ratio design and low temp process steps.
To correct myself - I thought the demo Intel showed at Innovation was a laser going into the chip. It was actually the laser going out. Wilfred was stating that with the laser on the chip, that's the only solution that'll work, and that's what was shown. My bad! Sorry about that.

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with 𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠

𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠 Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @IanCutress

Nov 1
$AMD @AMD Q3 2022 Results, thread:

GAAP YoY
➡️ Revenue $5.56B (+29%)
➡️ GM 42% (-610bps)
➡️ OpEx $2.43B (+113%)
➡️ OpIncome -$64m (-107%)
➡️ Net Income $66m (-93%)
➡️ EPS $0.04 (-95%)
Non-GAAP YoY
➡️ Revenue $5.56B (+29%)
➡️ GM 50% (+150bps)
➡️ OpEx $1.52B (+47%)
➡️ OpIncome $1.26B (+20%)
➡️ Net Income $1.1B (+23%)
➡️ EPS $0.67 (-8%)
Revenue below expectations due to macro and inventory correction.
Data Center YoY

➡️ Revenue $1.6B (+45%)
➡️ Op Margin 31% (+300bps)
➡️ Op Income $505m (+64%)
10th straight quarter of increased server CPU sales
Cloud revenue doubled YoY, 70+ AMD Instances in Q3
OEM Down due to match sets, macro slow
Record sales FPGA from Cloud and Financial
Read 59 tweets
Oct 31
Tech stocks in a rut? @latticesemi $LSCC just showcased:

➡️ $172.5M Q3 Revenue
➡️ +31% YoY revenue
➡️ +9% QoQ revenue
➡️ 69.5% GMs (+590 bps)
➡️ 39.5% Op Profit (+930 bps)
➡️ +71% YoY EPS ($0.48)

Congrats to @jranderson and the team!
@latticesemi @jranderson Listening to the analyst Q&A, it's clear that some are still confused as to why LSCC is doing so well when the rest of the industry has been weak/soft. While LSCC isn't immune, the FPGA product cycles are long and established, and new product lines are securing design wins
While server/consumer might be soft, attach rates are increasing, ASPs are increasing, simply as a function of utility and availability. Software story is building up, making the family easier to use and transferable. Upcoming product lines will double TAM as well.
Read 4 tweets
Oct 1
So I've already seen the @Tesla D1, the training tile, the DIPs, the tile-to-tile SERDES link connectors, and the racks holding the units. Two racks give six tiles and 104 kW.

There's a Dojo Tile here on a desk. I want to see if they'll let me pick it up later. #AIDay2022
@Tesla Pretty much everything is using a chonky substrate. The power delivery is using BGA on BGA, perhaps for height reasons?

As mentioned before, no photos it seems. Perhaps something is shown on stream if they cover it later?
@Tesla All 'content creators' and investors have been given yellow lanyards and yellow bracelets. I think that's an indication so that certain people don't talk about future stuff. But we all signed a doc saying if an engineer says something that they say is off the record, you agree
Read 5 tweets
Oct 1
I'm here at @Tesla #AIDay2022 - this is probably the only photo I'll be allowed to take. We're getting ready to start, I'm sat pretty much at the back in the 'content creator' section, but there are plenty of booths about all different aspects. I'm taking notes. Thread ->
@Tesla No photos from people attending the event it seems, but there are people with cameras. Elon just took to the stage.
Livestream is here:
Read 5 tweets
Sep 27
From Intel MJH: The workstation group transitioned from DCAI to CCG 9 months ago. Institutional changes are happening, they recognize that there needs to be a family of workstation products. They have customers with demand, says 'give us time to showcase what we can do'. #IntelON
Also: Will never stop trying to get Apple to be a customer again. Intel wants everyone to have high performance.
When asked about AVX-512. Constant evaluation and internal discussions about support in future products within client. Door isn't closed.
Read 5 tweets
Sep 27
Here's @PGelsinger
His t-shirt says 'bringing geek back', but geek is in binary (doesn't say what encoding) #IntelON
Read 37 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!

:(