One off, or wider industry practice....

Dave Baumann

Gamerscore Wh...
Moderator
Legend
Vince, you may remember the discussion on processes in the XBoxII thread - and your point that ATI's decision to stick with what was known was a "one off" that it paid off, but is that really the case?

http://yahoo.businessweek.com/technology/content/sep2003/tc2003094_3081_tc024.htm

BEHIND THE CURVE. The same scenario has played itself out across the industry over the past year, with many players finding that it pays to stick with the tried and true. That's a 180-degree turn in thinking for high-end chipmakers. For years, outfits that didn't migrate -- and fast -- to the newest and greatest in chip-production technology were regarded as laggards. The accepted wisdom was that new manufacturing processes always offered higher yields and lower costs.

That remains the prevailing view on Wall Street. "It's very clear that investors, at this point, prefer companies that are investing in new technologies," says Merrill Lynch analyst Brett Hodess. "Otherwise, they think they won't be able to produce the right products." But profitability, growth, and high returns no longer seem to go hand in hand with high-risk investments in new manufacturing processes, if the the past year is any indication.

Inside the industry, fast technological migration is no longer viewed as closely tied to a success, says Ray Bingham, president and CEO of chip design software powerhouse Cadence (CDN ). For a lot of chipmakers -- especially those whose chips go into products with a lifespan of more than two years -- waiting until new manufacturing technologies prove viable is starting to look like a smart strategic and financial move. New processes no longer guarantee good yields and often require costly chip redesigns.
 
I think it would be wise of ATi to advance the "Flipper" design in the future. Its still very different and new, but already tried and found to be very successful.

Would be great to see the TEV 2.0 or etc.
 
Lithography is everything Dave, don't ya know! ;)

But profitability, growth, and high returns no longer seem to go hand in hand with high-risk investments in new manufacturing processes, if the the past year is any indication.

This is the key: is the past year an indication of the future, or not?

We've all been told that "Moore's Law" is going to hit a wall and slow down some day...and it always seems to be within the next "5 years". (And that fear is repeated every 5 years or so until new tech breakthroughs push it out further!)

The industry does/did seem to slow down a bit the past year, and chipmakers have been talking about how much "tougher" it's getting. Is this just another temporary speed bump, or a sign of things to come? Dunno....but the companies that succeed going forward will be the same as always....the best "guessers". The ones that guess right (which processes will be viable and which ones won't) will come out ahead. There are risks going either way (more bleeding edge and higher density, vs. more stable but lower density.) The companies who manage the risks the best, will ultimately succeed.
 
I think the yield problems are temporary, but if even with better yields it is taking longer for higher levels of integration to offset the higher costs for new processes a slowdown is inevitable for obvious reasons ... at least for foundries. They make a lot of their money from customers for who cost per function is a primary concern, not highest performance.

I think the fabless semiconductor model is getting more hostile for companies which need the highest performance processes (I still say NVIDIA and AMD should merge :).
 
Ah yes, the Dynamic Duo strikes again. :rolleyes: I've contemplated not posting, as a response is pointless and futile in the face of you two (and I'm being nice). But, to let this just go isn't an option.

Lithography is everything Joe, and history will bear this out time and time again just as it's been the deciding factor over the past 3-4 years. Concurrency, architecture irrelevant, is becoming even more important as the factor that is propelling the performance aspect of Dynamic Media applications, of which 3D graphics are a bleeding-edge application. In fact, the underlying concurrency is increasing at a factor that much outstrips the increase seen in physical clock and external communication. As we've discussed (and anyone with a hint of foresight and intelligence will tell you), we're entering a point - and 3D graphics are a prime example - where the tasks are very open-ended/high-programmability and computationally limited as we haven't seen before. To a point where the dynamic moving of information is second to the ability to compute them. This is clear and present shift - which pushes raw concurrency (on several levels) to the deciding factor of an architecture.

An architecture (especially a set-piece one destined for a console) is no exception. In fact, it should serve as the prominent example of what performance can be extracted from a mid-decade design. This will fall back on lithography, it's impossible to avoid. You can't design a conventional IC without it. It solely provides the definitive upper bound on performance in every possible respect. From concurrency threw logic density increases, to a multiplier effect with regards to power and thermal savings with technolgies like SOI, Low-K, Cu, et al. It is the Alpha, it is the Omega - there is just no way around this. And Microsoft has realized this and subsequently taken to IP licensing, but that's not good enough as time will show.


Now, people like Joe and Dave will go on and on about how 'ATI has done things nVidia said were impossible' and talk up such rhetoric once again that's not important to anyone outside the realm of inter-PC IHV bullshit. I've been there, I know. Don't believe me, look at the physical package size - it's hardly an achievement. This entire statement is actually cyclical when taken out of the PC-biased paradigm and negates itself when applied to the fundamental question of lithography - for if ATI was able to pack (at 150nm) some high percentage of nVidia's 130nm accomplishments (probably hovers around 80%) then it just reflects badly on nVidia's one part. Which is something that we all know already and nobody is fighting that there were several design level problems. The true question to ask - which the article doesn't - is what would/will happen when you take a more advanced N process and exploit it?

And that's what I'm concerned with. 90nm is capable of over a hundred million logic gates, 65nm will be beyond that. Process technologies like SOI and dielectrics, all CU, etc will only propel the 'curve' forwards. And living on this line is living in the high performance sector.

I remember Dave making a comment (can't remember if it was to me or who, but I recollect it) in, maybe, 1999 or 2000 about how nVidia's aggressive lithography use (logic and RAM) will catch up to them. There was a lot of chatter about how they were lucky this time, but what happens when all the pieces of the jigsaw don't fall perfectly. And I agreed, living on the edge is a suicide wish - anybody will tell you this.

Yet, for the next 3-4 years I've seen nVidia literally rampage threw the opposition taking with them companies and institutions that seemed infallable. And the entire time they never fell, untill 2003. And looking back it's easy to say that it was living on the edge, that extra push, that finally got them. People, and that article (which is useless as Baumann well knows due to it not addressing the true corperate and design issues - I liken it to saying Ramage or Glaze3D/Bitboy's problems were entirely process based), are quick to point to lithography as the fumble. So, is lithograpahy and the living on the edge mentality to blame - is it the fallacy? No.

The fundimental problem, as Mfa mentioned, is the disconnect between a fabless corperate body and the process technology. Lithography, unlike what Joe's mumbling about, is key and will remain key for the next decade. What's needed is a more seemless and tight integration of front-end design with back-end technology that's in house for the preformance computing sector so that those jigsaw pieces don't fall. We're currently at what I believe is an inflection point in the industry; one in which paradigm will change, corperate structures will converge and ameliorate to better allow for this methodology of design. While I'm not making a promise, the semiconductor topography of 2005-2010 could very well be quite alien to what we're accustomed.

PS. I'm not talking of just Sony. Necessary disclaimer these days. :)

PPS. Mfa, I'd like to see AMD and IBM together by the end of the decade.

To just DMGA: Dear Deadmeat, after reading these posts I've come to appreciate your at least attempt at logical reduction of you're thoughts. I might not agree with your conclusions, but most of it's better than this shit.
 
The fundimental problem, as Mfa mentioned, is the disconnect between a fabless corperate body and the process technology. Lithography, unlike what Joe's mumbling about, is key and will remain key for the next decade. What's needed is a more seemless and tight integration of front-end design with back-end technology that's in house for the preformance computing sector. We're currently at what I believe in the true inflection point in this industry that Intel once talked of; one in which paradigm will change, corperate structures will converge and ameliorate to better allow for this methodology of design. While I'm not making a promise, the semiconductor topography of 2005-2010 could very well be quite alien to what we're accustomed.

Which is why Sony, IBM, and Intel are hauling ass / taking names? Makes sense really. An outside fab is an unknown variable.
 
zurich said:
Which is why Sony, IBM, and Intel are hauling ass / taking names? Makes sense really. An outside fab is an unknown variable.

Uh huh. Although, IMHO, long term IBM is the true distruptive force. Sony is just a powerful, powerful arm looking forward for several reasons. If all goes to plan, Sony's one lucky SoB.

Besides, who else but Sony could make Lara look that good?
 
Now, people like Joe and Dave will go on and on about how 'ATI has done things nVidia said were impossible' and talk up such rhetoric once again that's not important to anyone outside the realm of inter-PC IHV bullshit.

Vince, you really are being rather pathetic - grow up a little please. Is it not possible in your world for someone not to agree with your point of view without you turning around and cranking out childishly vitriolic postings and your own brand of rhetoric? Good grief - I don't agree with your singular point of view on this matter, I didn't run over your dog.

Read the article and you'll see that this is a wider industry trend, and that the point I was making before, the example of ATI is a pertinent case.
 
Vince, I am having a hard time following your logic. As long as there is competition, contract manufactures will also have motivation to use cutting edge processes, will they not ? Yes there are pros to having your own FAB. There are also drawbacks. The most apparent one to me is dependancy. What if IBM fails with there .65nm process. Do they wait it out while there competition forges ahead? Do they turn to a third party? I think what I, and some others here, are saying is that certainly history has shown that those whose risked using “cutting edge processesâ€￾ had their gambles pay off. It seems today, and in the future the risk associated with this strategy are increasing to the point where it is not so simple to say .65nm is better than .90nm .
 
Yeah, since I've started threads addressed to you about things you've said in the past... oh wait...

EDIT: Ohh, and I'll even preempt this by playing the wise moderator role - 'You know Dave, there are PM's enabled on this board for a reason.'

I didn't realize my post was so childish in toto since the vast majority was talking about lithography and the industry. Heck, I even explained the part you quoted and why it's fallicious in this argument's context. Hey, but beyond that, why don't you just edit out the things you can't take - again.


Nelg, and you'll never suceed if you don't go out on that chance. Why people make this distinction of factoring in such what if? risks in beyond me. Again, the parallel applies: Do you plan your next years vacation around the slight possibility that your otherwise healthy aunt will die that exact weekend?

Of course you don't. If she is becomming sickly prior to (or happens to die) then you make arrangements accordingly. But, you play the probabilities (which are done much more indepth for a corperation and venture like this) and go with it - hope to God Schrodinger is on your side. :)
 
DaveBaumann said:
Read the article and you'll see that this is a wider industry trend, and that the point I was making before, the example of ATI is a pertinent case.

I also make the distinction between the typical high-preformance targeted IC and the rest of the semiconductor market which, quite frankly, doesn't need such cutting-edge lithography right out the gate. With masking costs and other assorted costs spiraling to the ~$3M range on such processes, the cost of entry is enormous and should only be done if the economics work. I never even touched this part of the spectrum in my discussions.

The article even hints at what I'm talking about indirectly as you can see here:

[url said:
http://yahoo.businessweek.com/technology/content/sep2003/tc2003094_3081_tc024.htm[/url]]For a lot of chipmakers -- especially those whose chips go into products with a lifespan of more than two years -- waiting until new manufacturing technologies prove viable is starting to look like a smart strategic and financial move.

I mean, you're going as far as to compare IC's with a minum shelf life of 2 years with a class of high-preformance IC's that'll be outdated in 6 months? (shakes head) This discussion is a waste of time, that's what it is.

So, yes, I read your article - I just didn't see fit to correct you. But, I have that childish/pathetic role to live upto, so I better put it into even higher gear.
 
I think the yield problems are temporary, but if even with better yields it is taking longer for higher levels of integration to offset the higher costs for new processes a slowdown is inevitable for obvious reasons ... at least for foundries.
Indeed.
 
Vince said:
Lithography is everything Joe, and history will bear this out time and time again just as it's been the deciding factor over the past 3-4 years.

Meh...history has borne out that properly managing the risk of lithography processes has been the deciding factor.

Now, people like Joe and Dave will go on and on about how 'ATI has done things nVidia said were impossible' and talk up such rhetoric once again that's not important to anyone outside the realm of inter-PC IHV bullshit.

Yes, just ignore actual historical fact, and discount it as "bullshit." That's people like Vince for you.

The true question to ask - which the article doesn't - is what would/will happen when you take a more advanced N process and exploit it?

That's not the true question, that's the obvious question. You see, people like Vince here have this bullshit "all else being equal" paradigm that they push.

All else being equal, moving to a more advanced process and exploting it allows you to have more transistors at a given cost. Of course, "all else being equal" is just a myth, but that doesn't stop people like Vince from repeating the same rhetoric that's not important to anyone living in the real world, be it a console or a PC one.

And that's what I'm concerned with. 90nm is capable of over a hundred million logic gates, 65nm will be beyond that.

Which doesn't mean shit of course, if the yields on such parts are not enough to support a livable volume of products.

Process technologies like SOI and dielectrics, all CU, etc will only propel the 'curve' forwards. And living on this line is living in the high performance sector.

Agreed. And you can live and die on that line. That's the point.

Yet, for the next 3-4 years I've seen nVidia literally rampage threw the opposition taking with them companies and institutions that seemed infallable.

Which companies might they be?

The fundimental problem, as Mfa mentioned, is the disconnect between a fabless corperate body and the process technology.

In other words, the inability of the fabless corporate body to accurately know or believe, or directly influence the state of a lithographic process. Yes, we agree on this.

That doesn't change the fundamental issue of the corproate design team making a decision on what lithographic process is viable.

Lithography, unlike what Joe's mumbling about, is key and will remain key for the next decade.

And I never said otherwise. But that's Vince for you, just goingon and making shit up to make himself feel better I suppose?

What's needed is a more seemless and tight integration of front-end design with back-end technology that's in house for the preformance computing sector so that those jigsaw pieces don't fall.

In other words, if nVidia was actuall bought out by TSMC a couple years ago, that would've made TSMC's 0.13u process more mature for a succesful NV30 launch a year ago?

No.

It might have resulted in the joint nVidia/TSMC Company in choosing the same path that ATI + Separate TSMC did: going with 0.15.
 
Vince said:
I mean, you're going as far as to compare IC's with a minum shelf life of 2 years with a class of high-preformance IC's that'll be outdated in 6 months? (shakes head) This discussion is a waste of time, that's what it is.

I mean, if you are going to completely ignore ICs just because they have a shorter shelf life, this discussion is indeed a waste of time.

Last time I checked, ICs from Sony, for example, have shelf-lifes not too dissimilar. They are respun and migrated onto smaller processes several times over the 5 year or so life of the console, are they not?

I mean, if you're going as far as to imply that the same IC (at the same lithography) is fabbed at the console birth and console EOL, this discussion is indeed a waste of time.

But, I have that childish/pathetic role to live upto, so I better put it into even higher gear.

You've succeed, Bravo!
 
Vince said:
Nelg, and you'll never suceed if you don't go out on that chance. Why people make this distinction of factoring in such what if? risks in beyond me. Again, the parallel applies: Do you plan your next years vacation around the slight possibility that your otherwise healthy aunt will die that exact weekend?

Of course you don't. If she is becomming sickly prior to (or happens to die) then you make arrangements accordingly. But, you play the probabilities
I see it more like my dear old aunt was fine up till six months ago. In the past six months her health has deteriorated to the point she know lives in a nursing home and she has difficulty taking care of herself. Do I think she will remain stable over the next year ? I certainly would not wager on it. Unless, of course, I could convince her to hold on long enough for the arrival of the all conquering Xbox2. J/k :LOL:
 
Vince said:
Nelg, and you'll never suceed if you don't go out on that chance.

1) I disagree. You can "succeed" depending on what your goals of "success" are.

2) Yes, Bigger risks DO bring along with them bigger reward potential. On the other hand, they also bring bigger failure potential. This is why it's called a "risk."

Why people make this distinction of factoring in such what if? risks in beyond me.

It's beyond me why some people choose to ignore the very definition of "risk."

Again, the parallel applies: Do you plan your next years vacation around the slight possibility that your otherwise healthy aunt will die that exact weekend?

Lol...that perfectly absurd analogy again? Please see the other thread for the relevant dismissal. :rolleyes:

Next time, try a more relevant analogy...but we'll stick with Vacations and Aunts just to make you happy...because we know how bent out of shape you get if a totally different anology is introduced :rolleyes:

You want to take a special "Cruise for People named Sylvia and their Guests", because it's supossed to be a kick-ass vacation. It has a waiting list of 5 years, and you must put your house up as a "refundable deposit" on the tickets 5 years in advance. You get your house "refunded" back to you on the condition that you go on the cruise. Your Aunt is Named Sylvia, and you are going to buy tickets for you, your wife, and her so that you and your wife can go as Aunt Sylvia's "guest."

The doctor tells you that your Aunt has a 50/50 chance of still being alive 5 years from now, because of some dabilitating disease. It's just tough to gauge exactly how far along the disease will have progressed in 5 years time, because it depends on a host of mitigating circumstances. If she dies after you reserve the tickets and before the cruise, you lose your house.

What do yo do?

1) You take a risk: reserve the tickets on the 50/50 chance that your Aunt lives.
2) You take no risk: don't buy the tickets. You lose the chance at gong on the kick-ass vacation, but don't risk your house in the process.
3) You take a different risk. Reserve a ticket for yourself and your perfectly healthy wife. You plan to legally change your wife's name to "Sylvia" before the cruise. Nobody's really tried to challenge the cruise rules about legal name changes before...but you think you have more than a 50/50 chance at succeeding.
 
Joe DeFuria said:
Last time I checked, ICs from Sony, for example, have shelf-lifes not too dissimilar. They are respun and migrated onto smaller processes several times over the 5 year or so life of the console, are they not?

I mean, if you're going as far as to imply that the same IC (at the same lithography) is fabbed at the console birth and console EOL, this discussion is indeed a waste of time.

Joe, I was going to respond to you, but quite frankly it (and you) aren't worth it. This last part is the nail in the coffin - I mean, common' now.

Read the article (as Dave stated) and you'll see that that they're talking about companies that don't produce bleeding-edge technology (as Sony does/did). Unlike these companies, they do utilize the most advanced technology - cost and initial yeild irrelevent.

In that article, they quote companies that have "extended" their shrinking interval from 3 to 5 years. Sony shrank atleast once a year on average. I want to see ATI (or any preformance based vendor) design to the same process for 5 years strait. :rolleyes:

You clearly have no grasp of this topic and conversation by your comments. I'm sick of fighting your arguments based on semantics and specific cases inleu of governing fundimentals (I especially like how you quote "Moore's law," but can't stand my talk of fundimental dynamics - just goes to show). Hey, so have fun...

You can have the last word. I've stated what I wanted too.

Believe what you want, time will be the ultimate judge. Good luck with that one BTW.
 
Vince said:
Joe, I was going to respond to you, but quite frankly it (and you) aren't worth it. This last part is the nail in the coffin - I mean, common' now.

Awww...I'm hurt. Just ignoring my point and not responding to it... :(

Read the article (as Dave stated) and you'll see that that they're talking about companies that don't produce bleeding-edge technology (as Sony does/did). Unlike these companies, they do utilize the most advanced technology - cost and initial yeild irrelevent.

Wrong.

They are talking about companies producing bleeding edge technology. They make a distinction between companies that can AFFORD to take high lithograpy risks (higher tolerance to absorb failed risks), vs. smaller ones who can't.

Smaller companies are not the same as "companies who don't produce bleeding edge tech."

You clearly have no grasp of this topic and conversation by your comments.

You have clealy demonstrated having no grasp of the article.

I'm sick of fighting your arguments based on semantics and specific cases

Yes...sue me for bringing up actual, specific, historical cases...bad...bad... Joe...

...inleu of governing fundimentals

Try "in addition to" governing fundamentals.

You can have the last word. I've stated what I wanted too.

Quite poorly (again), I might add.

Believe what you want, time will be the ultimate judge. Good luck with that one BTW.

Unfortunately for you, time cannot judge my viewpoint as being wrong. Only possibly yours.

But then, you've continually demonstrated a lack of "getting my point" for ages now, so the fact that you believe time will judge this is not surprising.
 
time cannot judge my viewpoint as being wrong. Only possibly yours.

So basically you are the one who is surely right...

Uhm, you say that possibly time could proove Vince's wrong and yet his point is in antitesis to yours so that if his point could hold true than your point would indeed be wrong.

Vince, I still disagree with you on your data processing vs data flow management issue: they are both very important and the moment once is improoved upon suddenly the balance between the two is broken.

Blue Gene architects ( justifying using e-DRAM in their design ) specifically asked the reader to ntice how with the growing and growing data sets moving data could be a bigger problem than processing of each simple piece.

Of course we would like to work on our data set as fast as possible, but the problem that we have to rebalance is the data movement one.

We work on that issue while making sure that computing power grows if we become able to shift even more data around.

I hope to be expressing my point neatly, but I doubt I am being very good at it looking at the clock ( 1:22 A.M. ) :(
 
Vince said:
Yeah, since I've started threads addressed to you about things you've said in the past... oh wait...

EDIT: Ohh, and I'll even preempt this by playing the wise moderator role - 'You know Dave, there are PM's enabled on this board for a reason.'

Well Vince, I thought it might be worth a discussion, but the secodn I read such things as...


Vince said:
Ah yes, the Dynamic Duo strikes again. :rolleyes: I've contemplated not posting, as a response is pointless and futile in the face of you two (and I'm being nice). But, to let this just go isn't an option.

Now, people like Joe and Dave will go on and on about how 'ATI has done things nVidia said were impossible' and talk up such rhetoric once again that's not important to anyone outside the realm of inter-PC IHV bullshit. I've been there, I know.

...in the first reply it becomes apparent that its not really worth discussing anything that doesn't agree with you point of view. Frankly seeing these types of things in your reply didn't really prompt me to read it.

Heck, I even explained the part you quoted and why it's fallicious in this argument's context.

Its fallicious in you mind Vince since you have a singluar point of view, however there are always other factors to consider and dependant on the what the business needs are at any one point in time - this is pertinent to the consumer 3D market and its pertinent to the console market as the process decisions from the XBox and PS2 bear out.

Nelg, and you'll never suceed if you don't go out on that chance.

Of course yopu can succeed - the companies this article was talking about evidently have.

Why people make this distinction of factoring in such what if? risks in beyond me.

Thats called 'business' Vince - I assume you are not one of the major decision makers in a semicon!!
Vince said:
The article even hints at what I'm talking about indirectly as you can see here:

[url said:
http://yahoo.businessweek.com/technology/content/sep2003/tc2003094_3081_tc024.htm[/url]]For a lot of chipmakers -- especially those whose chips go into products with a lifespan of more than two years -- waiting until new manufacturing technologies prove viable is starting to look like a smart strategic and financial move.

I mean, you're going as far as to compare IC's with a minum shelf life of 2 years with a class of high-preformance IC's that'll be outdated in 6 months? (shakes head) This discussion is a waste of time, that's what it is.

Yes, they use the word "especially", which doesn't mean 'only' - the fact they cite the ATI and NVIDIA case (and the subsequent consequencies to both companies business) indicates that it applies to high performance realm as well. However, the quote you bring up matches perfectly with the console realm...
 
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