June 21st, 2024

TSMC experimenting with rectangular wafers vs. round for more chips per wafer

TSMC is developing an advanced chip packaging method to address AI-driven demand for computing power. Intel and Samsung are also exploring similar approaches to boost semiconductor capabilities amid the AI boom.

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TSMC experimenting with rectangular wafers vs. round for more chips per wafer

TSMC, the world's largest chipmaker, is exploring a new advanced chip packaging method to meet the increasing demand for computing power driven by artificial intelligence (AI). The company is collaborating with equipment and material suppliers on this new approach, which involves placing more chipset on each substrate. While the commercialization of this technology may still be several years away, TSMC is actively working on developing this innovative packaging solution. Other major semiconductor manufacturers like Intel and Samsung are also testing similar methods to unlock more power from rectangular substrates. This move signifies a significant effort within the industry to adapt to the AI boom and enhance the capabilities of semiconductor technology.

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Link Icon 16 comments
By @TanjB - 5 months
No, this is panels from which interposers will be made. Which are now larger than chips and rectangular, so wasted edges from a 300mm wafer are high. The proposed size is much larger than chip-grade ingots.

They don't need perfect silicon. It can be grown on a continuous ribbon which is sliced into panel sizes like they do for solar cells. If they need a perfect surface they can deposit some pure Si to finish it. Maybe we will eventually see that replace ingots for chip grade.

By @newswasboring - 5 months
On a lighter note, this is actually a career threatening news for me. So much of my job is to figure out what to do with the end of the round wafer (partial dies), that I can't imagine what my whole department will do if we go for rectangular wafers :'). Made me realize how specific my engineering has been for the last 5 years.
By @robocat - 5 months
> It takes the deep pockets of chipmakers like TSMC to push equipment makers to change equipment designs.

I presume Apple invests in a lot of the capital costs? Apple needs to put it's cash somewhere and they can align that with exclusive contractual access to production of leading edge CPUs.

Note that I haven't actually read anything about Apple's investment - I'm just hypothetically assuming it. We do sometimes hear about the exclusive contracts with TSMC.

Fabs got too expensive: that was why Global Foundries was spun out of AMD. Intel now has similar problems as AMD did?

By @ginko - 5 months
My understanding is that round wafers are cheaper to produce since the silicon purification process produces cylindrical rods that are then cut into circular wafers.

With fabrication becoming more and more advanced I can see that this original cost advantage of round wafers becomes less significant compared to everything else.

By @smokefoot - 5 months
The industry moved to 300mm 25 years ago. It’s going to take a lot to get off that standard.

Also, round chambers for etch and deposition are good for homogeneity. I can imagine square chambers would result in lots of process challenges.

By @justinclift - 5 months
By @mensetmanusman - 5 months
Spin coating rectangles sucks.
By @tonetegeatinst - 5 months
Is their any blogs or videos about how these ingots are produced? The cost of blank wafers for a hobbyist is just so steep that im looking into making my own silicone blank wafers.
By @huppeldepup - 5 months
I suspect they're going to start with a rectangular substrate on which they'll grow Si and then high electron mobility materials.
By @kowalski7cc - 5 months
Why not hexagons?
By @ngneer - 5 months
I thought wafers were round in part because edges get damaged or contaminated in handling, and one would not want to have a real chip on the edge be damaged that way?
By @johnea - 5 months
They are still going to have to cut the edges off of round waffers to make them square.

The process of drawing the ingots leads to inherently round waffers. This is something that is not done by the foundary, but by a vendor.

By @MrLeap - 5 months
Hexagonal chips when?
By @cyanydeez - 5 months
In britain theyte called chips
By @bbor - 5 months
We’re all just wasting time until someone figures out how to make wafers into shells that nest together into spheres, right? People talk about the end of Moore’s law and such, but we’ve still got a whole other dimension to work with…

Gosh, if they let me handle this chip design stuff, I’d have it figured out in no time! Looks easy.