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[1], split as follows: flip-chip with 51%   solutions such as WLCSP, SiP, and   bonding ensures a robust and reliable
        market share, followed by 2.5D/3D with   he t er oge ne ou s i nt eg r at io n ( H I )   connection between chiplets, enhancing
        21% of the market—and expected to be the   technologies. Samsung uses its fan-out   their integration within the advanced
        fastest-growing AP platform by 2028. SiP   panel-level packaging (FOPLP), flip-chip,   packaging platform. This technology
        is estimated at 19% market share, followed   wire bond, and 3D stacking packaging   has unlocked new possibilities in
        by WLCSP and FO packaging with 5%   capabilities to package its accelerated   semiconductor design, enabling the
        and 4% market share, respectively.  processing units (APUs) and memory, but   development of cutting-edge solutions
          Among the key players, outsourced   it also outsources production to companies   that were once considered impossible.
        semiconductor assembly and test (OSAT)   like ASE, Amkor, and PTI. Samsung has   Hybrid bonding is a cutting-edge
        companies and major integrated device   also started manufacturing FOPLP for   technology that enables diverse chip
        manufacturers (IDM) and foundries, such   Google’s Tensor G2 and Baidu’s I-CubeS.  architectures, catering to high-end
        as TSMC, Intel, and Samsung, are heavily                              applications like HPC, AI, servers,
        investing in high-end packaging solutions,   HI and chiplets: Revolutionizing AP   and data centers. As the technology
        with a focus on 2.5D/3D stacked packaging.  roadmaps                  matures, it is expected to expand further
          As an IDM, Intel has been actively   HI and chiplets represent a paradigm   into consumer applications, memory
        investing in AP technologies. Intel utilizes   shift in semiconductor design and   devices, and mobile and automotive
        AP techniques such as its Embedded   packaging. The HI concept involves   applications, benefiting from high-
        Multi-die Interconnect Bridge (EMIB)   c o m bi n i n g  d i f fe r e n t  m a t e r i a l s ,   performance die-to-die connections.
        and Foveros for its products and offers   processes, and devices to create   The concept of HI is driving innovation
        customers  foundry  and  packaging   a u nif ied system. This approach   in packaging technologies to meet
        services. The company’s strong emphasis   allows for the seamless integration   specific performance, size, power
        on innovation and vertical integration   of diverse f unctional chiplets on   consumption, and cost requirements.
        positions it as a significant player in the   a single package, unlocking new   Hybrid bonding emerges as a feasible
        AP arena.                          possibilities in semiconductor design    pathway for high-end HI applications,
          TSMC, a global leader in semiconductor   and manufacturing.         with tiny copper pads embedded in
        foundries, offers AP services through   Chiplets, on the other hand, are a   dielectric, forming both dielectric-to-
        its 3DFabric™ platform, featuring   fundamental aspect of HI. According   dielectric and metal-to-metal bonds.
        technologies like Integrated Fan-Out   to our definition at Yole, the chiplet   This bonding technology provides
        (InFO), chip-on-wafer-on-substrate   approach represents an emerging   n u m e r o u s a d v a n t a g e s , s u c h a s
               ®
        (CoWoS ) and 3D System-on-Integrated-  semiconductor design philosophy   significantly increased I/O connections,
                         ®
        Chip (TSMC-SoIC ). The company     that combines two or more discrete   m i n i mal sig nal delay, expa nded
        provides a comprehensive wafer-to-  dies in a disaggregated SiP design.   bandwidth, higher memory density, and
        packaging solution, covering wafer front-  Chiplets offer more design flexibility,   improved power and speed efficiencies.
        end manufacturing, wafer-level processes,   faster  time  to  market,  better  yield,   T h e A P t e c h n o l o g y r o a d m a p
        packaging, and on-substrate assembly.   and economic benefits over possible   illustrated in  Figure 3 presents an
        Collaborating with packaging companies   monolithic alternatives. The functions   intriguing progression of miniaturization
        such as ASE, SPIL, and Amkor, TSMC   of ch iplet s e ncompa ss esse nt ial   and increasing density in four key
        has solidified its position as a dominant   intellectual property (IP) blocks found   elements: 3D stack pitch, bump I/O pitch,
        player in the AP market.           in typical processor SoCs, including   RDL line/space, and ball I/O pitch over a
          Being the world’s largest OSAT, ASE   cent ral processing units (CPUs),   decade. The 3D stack pitch highlights a
        specializes in AP technologies, including   graphics processing units (GPUs),   clear trend toward miniaturization across
        flip-chip, fan-out, and SiP solutions. The   neural processing units (NPUs), I/Os   hybrid bonding methods: wafer-to-wafer,
        company’s collaborations with Intel,   and memory controllers and interfaces,   die-to-wafer, and die-to-die. With wafer-
        TSMC, and other leading semiconductor   cache memory, and analog functions   to-wafer, we observe an impressive
        companies underscore its crucial role in   (SerDes, PLLs, DAC, ADC, PHYs, etc.).  reduction from 2µm in 2019 to a
        driving advancements in AP technologies.                              projected 0.8µm–0.5µm by 2029. This
          Amkor, a significant player in the   Hybrid bonding: Bridging the   represents a significant achievement in
        semiconductor packaging and testing   gap in HI                       reducing pitch size, which might enable
        industry, offers a diverse range of AP   H y b r i d b o n d i n g i s a n o v e l   the integration of more components and
        solutions. These include wafer-level   technology that enables the vertical   potentially enhance performance.
        packaging (WLP), 2.5D/3D packaging,   stacking  of semiconductor devices,   Similarly, die-to-wafer hybrid bonding
        flip-chip, and SiP solutions. Amkor   potentially significantly boosting   is expected to shrink from 10µm in
        remains a key contender in the rapidly   device performance, functionality, and   2022, to 6–4.5µm by 2029. This also
        evolving advanced packaging market with   reliability. It is a critical enabler in   suggests a push towards higher-density
        a broad portfolio of AP offerings.   HI, offering exceptional precision and   packaging, which can lead to smaller,
          As an IDM, Samsung has a strong   reliability in the bonding process. Hybrid   more efficient devices. However, the
        presence in the AP market offering                                    reduction rate in pitch size appears

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