Ptak Associates paints the big picture on Cloud Computing, Mobile, IoT, DevOps, Big Data, Cognitive Computing, and Workload Optimized Systems. Partnering with us, IT organizations understand and prioritize their needs within the context of IT trends, and technology vendors refine their strategies. We provide both with market insight, actionable recommendations, and deliverables that communicate the business values of their products and services
IBM + Partners breathe new life into Moore’s Law with 5NM chip technology
By Rich Ptak and Bill Moran
When IBM exited the chip foundry business several years ago most industry watchers were sad to see the company go. A key player for decades in semiconductor research, IBM would definitely be missed. We thought that the industry had suffered a real loss. We and others thought statements of IBM’s commitment to making further investments in semiconductor research were to be written off as an essentially meaningless face saving gestures.
As it turns out, we couldn’t have been more wrong. In fact, IBM research continued the work on semiconductor research that it had been doing for nearly 50 years. The IBM-organized consortium of IBM, Global Foundries, and Samsung based at NY State’s SUNY campus in Albany, is delivering a significant breakthrough in semiconductor technology research. Exiting the chip foundry business was not a sufficient reason for IBM Research to cease its efforts.
Here’s some background on what IBM and its partners have accomplished. Moore’s law says that the number of transistors on a chip will double approximately every two years. The results of that law drove the semiconductor industry for decades.
Recently, much published commentary (ours and others) discussed how the law was reaching the end of its useful life. A major reason being the physical limits of chip geometry. Incidentally, one of the effects of law is that today’s cellphones (which fit in a pocket) have more processing power than the 1960’s computers used for the Moon visit (which occupied an entire very large room).
To understand what is going on, we need a little computer industry technology background. The industry initially measured processing speeds in seconds. Things moved faster so the term “milliseconds” (one-thousandth of a second) became standard. As the speed-up continued, the “microsecond” (one-millionth of a second) became the standard. One might imagine that things could not get much faster, wrong. Today’s process speeds are measured in “nanoseconds”, i.e. billionths of a second.
Moving to semiconductors, chip size is measured in terms of the distance between identical features in an array. The current unit for this distance is “nanometer”, i.e. a billionth of a meter. The leading edge for productions semiconductor chips today is 10 nanometers.
Moore’s law depends on shrinking the size of the chips while increasing the number of transistors on the chip which increases processing power. Conventional wisdom was that it wouldn’t be possible to push the FinFET technology (which underlies chip manufacturing today) to much smaller chips without losing efficiency. Thus, the comments about the end of Moore’s Law.
However, IBM along with its partners have now developed a process around the Stacked Nanosheet Gate-All-Around Transistor. This allows eventually building 5 nm chips with improved efficiency, which could not be achieved with FinFETs. The details of the process exceed the scope of this paper. (Those interested can start here.) The chart below provides a simplified view of the new IBM process compared with the existing industry standard 10 nm process.
Chart 1 This chart is an adaption of a copyrighted IBM chart.
There are several items of note. IBM's new chips orient transistors horizontally versus today’s vertical arrangement. This allows transistors to be stacked and have more on each chip. Also, IBM chips use a new way to form the sheet material that is much more efficient in power consumption. It delivers a 75% saving in power compared to existing 10 nm chip architectures. Finally, the new sheet formation process allows continuous fine-tuning for power and performance of specific circuits during manufacturing. Something not possible with FinFET technology
In summary, it appears to us that the IBM consortium has breathed new life into Moore’s law. With this new architecture, it looks to be applicable for the next decade or so just when many were pronouncing the law dead. However, we expect the interest and investments in such new technologies as quantum, data-centric computing and other approaches to grow.