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3D chiplet integration with hybrid bonding
By Laura Mirkarimi [Adeia, Inc.]
M arket demand for high- stacks of memory on logic into products Common Heterogeneous Integration and
performance computing
(CHIPS) program was born. The goal of
(HPC) in server, gaming, with assistance from foundries like Intellectual Property (IP) Reuse Strategies
TSMC and outsourced semiconductor
artificial intelligence, and machine assembly and test providers (OSATs) like this program is to create a paradigm shift,
learning applications is growing. In ASE. The chiplet approach in 2.5D was “to enhance overall system flexibility,
2021, HPC was a $35B business and shown to cost one-half of the comparable reduce design time for next-generation
is predicted to be $65B in 2030 with a monolithic structure [2]. However, the products, with significant IP reuse [5].”
compound annual growth rate (CAGR) adoption rate of these products has At the first Chiplet Summit Conference in
of 7.2% [1]. At the same time, the been relatively slow and limited to a January 2023, Yole shared that the chiplet-
semiconductor industry has experienced few companies, in part due to technical based processors market will grow from
more than a decade of slowing of Moore’s challenges with the interconnect density $62B in 2022 to $180B in 2027—a CAGR
Law as the cost and technical challenges and overall cost [3]. of approximately 24% (Figure 1) [6]. The
to produce the next transistor node have While the semiconductor industry promise of further standardization within
risen sharply. In response, the industry is anticipated to enjoy a healthy CAGR the supply chain for IP and/or interconnect
embraced advanced packaging with of 5.7% from $605B (2022) to $735B guidelines has brought much optimism to
vertical stacking in 2.5 and 3D platforms in (2026), cost management is a central electronics companies.
to achieve higher compute performance, theme for advanced packaging adoption
overcome the advanced node slowdown, and proliferation within the industry [4]. Chiplet concepts
and maintain product release timelines. The monolithic nature of today’s system- The technical success and learnings
Silicon interposer-based 2.5 and 3D on-chips (SoCs) requires escalating from the 2.5D and 3D packaging
packaging – leveraging through-silicon design and development costs that are not with TSVs have built a foundation
via (TSV) technology – has been in high- suitable for small-volume manufacturers of excitement and vision for the
volume manufacturing for more than 10 and entities like the U.S. Department of possibilities of a new chiplet era [2].
years. The ecosystem developed with the Defense. Apparently, a tipping point was A chiplet is a portion of an integrated
boost from companies such as Samsung, reached when the Defense Advanced circuit (IC) with a specific functionality
SK Hynix, Xilinx, and AMD that brought Research Projects Agency’s (DARPA)
Figure 1: Market growth in chiplets. SOURCE: Yole Group, “Chiplet Market Update” presentation, Yole Intelligence - Chiplet Summit 2023
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