Not sure what this source is, but it looks sketchy.
dgfl 35 minutes ago [-]
IEDM is more or less the most prestigious conference on semiconductor devices. Hard to get a more reliable source than a TSCM-affiliated paper from IEDM.
JumpCrisscross 17 minutes ago [-]
Sorry, I got thrown off by the domain.
osnium123 1 hours ago [-]
The source is the IEDM conference website where TSMC will be presenting the paper in Dec 2026
aurareturn 2 days ago [-]
Chip density increase is slowing down. Since N10, density scaling has been 60-80%. N3 to N2 is only 20%. And now N2 to A14 is also only 20%.
davnicwil 18 minutes ago [-]
20% growth then 20% again still seems pretty good to me though. I guess compounded that is a 44% increase N3 to A14 which also starts to look much better if you zoom out a bit. I mean 44% more density since a few years ago seems, if not massive, not insignificant, like you will definitely notice it.
osnium123 1 days ago [-]
Is the increase in wafer cost higher than the density increase? If so, that means that the cost per transistor is also going up.
aurareturn 1 days ago [-]
It's hard to tell because AI has pushed up costs. IE. Chip fab margins are increasing.
But generally, I think it's even or increasing $/transistor for each node. I'd guess that A14 would have been 20% more expensive than N2 regardless or AI or not.
It probably is still worth it because you're also getting 20-30% better power efficiency - which is a big deal for data center chips.
georgeburdell 1 days ago [-]
A lot of that is the lack of SRAM scaling. There’s still quite a bit of improvements in the back end (metal traces). That aside, if foundries adopted say a 1T-1C SRAM we’d see a pretty rapid density doubling
smallmancontrov 2 hours ago [-]
Is 1T1C SRAM a technological thing or does it mean "persuade designers to use DRAM in the many cases where the retention contract could be timeboxed with a bit of extra thought and cross-team haggling"?
tliltocatl 48 minutes ago [-]
> 1T-1C SRAM
Aka eDRAM? It was a thing back on 14nm node, but AFAIR not so much anymore. The 1C part is hard to get right in a way that is compatible with a logic process.
the8472 1 hours ago [-]
MRAM is 1T, non-volatile and supposedly has nanosecond-scale write times so it naively seems like it'd be an ideal SRAM replacement. But I guess shrinking MTJ is more difficult than other components or there are some other limitations.
nwah1 2 days ago [-]
In simpler terms, the SRAM density improved by 2.9% (according to ChatGPT). Which is better than it sounds, because SRAM had reached a wall, in terms of density gains, and, chips can be dominated by SRAM in terms of surface area, so this can mean a lot more room for logic, even though that is also getting considerably denser.
Not sure what this source is, but it looks sketchy.
But generally, I think it's even or increasing $/transistor for each node. I'd guess that A14 would have been 20% more expensive than N2 regardless or AI or not.
It probably is still worth it because you're also getting 20-30% better power efficiency - which is a big deal for data center chips.
Aka eDRAM? It was a thing back on 14nm node, but AFAIR not so much anymore. The 1C part is hard to get right in a way that is compatible with a logic process.