Silicon Box, a global leader in advanced semiconductor packaging and system integration, welcomes the European Commission's approval of approximately €1.3 billion for its new manufacturing facility in Italy. The project, representing a total investment of €3.2 billion, will create 1,600 high-skilled jobs and establish Europe's most advanced semiconductor packaging facilities.

The investment supports the EU's strategic goal to produce 20% of the world's semiconductors by 2030 and marks Silicon Box's first expansion beyond Singapore. With its proprietary large format panel-level process lines, the factory can scale up the packaging of chips 6 to 8 times more than traditional wafer-level packaging.

The pilot line for "Advanced Packaging and Heterogeneous Integration for Electronic Components and Systems" (APECS) marks a major leap forward in strengthening Europe's semiconductor manufacturing capabilities and chiplet innovation as part of the EU Chips Act. By providing large industry players, SMEs, and start-ups with a facilitated access to cutting-edge technology, the APECS pilot line will establish a strong foundation for resilient and robust European semiconductor supply chains. Within APECS, the institutes collaborating in the Research Fab Microelectronics Germany (FMD) will work closely with European partners, to make a significant contribution to the European Union's goals of increasing technological resilience, strengthening cross-border collaboration and enhancing its global competitiveness in semiconductor technologies. APECS is co-funded by the Chips Joint Undertaking and national funding authorities of Austria, Belgium, Finland, France, Germany, Greece, Portugal, Spain, through the "Chips for Europe" initiative. The overall funding for APECS amounts to €730 million over 4.5 years.

Europe is home to a vibrant ecosystem of (hidden) champions, from traditional enterprises in vertical markets, to SMEs and start-ups the competitive advantages of which lie in superior semiconductor-based solutions. Nevertheless, many of these companies are currently confronted with limited access to advanced semiconductor technologies, while at the same time these technologies are increasingly becoming the most important factor for innovation and market growth.

Fujitsu has previewed its next-generation Monaka processor, a 144-core powerhouse for data center. Satoshi Matsuoka of the RIKEN Center for Computational Science showcased the mechanical sample on social media platform X. The Monaka processor is developed in collaboration with Broadcom and employs an innovative 3.5D eXtreme Dimension System-in-Package architecture featuring four 36-core chiplets manufactured using TSMC's N2 process. These chiplets are stacked face-to-face with SRAM tiles through hybrid copper bonding, utilizing TSMC's N5 process for the cache layer. A distinguishing feature of the Monaka design is its approach to memory architecture. Rather than incorporating HBM, Fujitsu has opted for pure cache dies below compute logic in combination with DDR5 DRAM compatibility, potentially leveraging advanced modules like MR-DIMM and MCR-DIMM.

The processor's I/O die supports cutting-edge interfaces, including DDR5 memory, PCIe 6.0, and CXL 3.0 for seamless integration with modern data center infrastructure. Security in the design is taken care of with the implementation of Armv9-A's Confidential Computing Architecture for enhanced workload isolation. Fujitsu has set ambitious goals for the Monaka processor. The company aims to achieve twice the energy efficiency of current x86 processors by 2027 while maintaining air cooling capabilities. The processor aims to do AI and HPC with the Arm SVE 2 support, which enables vector lengths up to 2048 bits. Scheduled for release during Fujitsu's fiscal year 2027 (April 2026 to March 2027), the Monaka processor is shaping up as a competitor to AMD's EPYC and Intel's Xeon processors.

LG Electronics (LG) and Tenstorrent are pleased to announce an expanded collaboration, building on their initial chiplet project to develop System-on-Chips (SoCs) and systems for the global market. Through this partnership, LG aims to enhance its design and development capabilities for AI chips tailored to its products and services, aligning with its vision of "Affectionate Intelligence." LG is dedicated to advancing AI-driven innovation, with a focus on enhancing its AI-powered home appliances and smart home solutions, as well as expanding its capabilities in future mobility and commercial applications.

Recognizing the critical role of high-performance AI semiconductors in implementing AI technology, LG plans to strengthen its in-house development capabilities while collaborating with leading global companies, including Tenstorrent, to boost its AI competitiveness.

A Chinese tech forum ChipHell user who goes by zcjzcj11111 sprung up a fascinating take on what the next-generation AMD "Navi 48" GPU could be, and put their imagination on a render. Apparently, the "Navi 48," which powers AMD's series-topping performance-segment graphics card, is a dual chiplet-based design, similar to the company's latest Instinct MI300 series AI GPUs. This won't be a disaggregated GPU such as the "Navi 31" and "Navi 32," but rather a scale-out multi-chip module of two GPU dies that can otherwise run on their own in single-die packages. You want to call this a multi-GPU-on-a-stick? Go ahead, but there are a couple of changes.

On AMD's Instinct AI GPUs, the chiplets have full cache coherence with each other, and can address memory controlled by each other. This cache coherence makes the chiplets work like one giant chip. In a multi-GPU-on-a-stick, there would be no cache coherence, the two dies would be mapped by the host machine as two separate devices, and then you'd be at the mercy of implicit or explicit multi-GPU technologies for performance to scale. This isn't what's happening on AI GPUs—despite multiple chiplets, the GPU is seen by the host as a single PCI device with all its cache and memory visible to software as a contiguously addressable block.

Eliyan Corporation, credited for the invention of the semiconductor industry's highest-performance and most efficient chiplet interconnect, today revealed the successful delivery of first silicon for its NuLink -2.0 PHY, manufactured in a 3 nm process. The device achieves 64 Gbps/bump, the industry's highest performance for a die-to-die PHY solution for multi-die architectures. While compatible with UCIe standard, the milestone further confirms Eliyan's ability to extend die-to-die connectivity by 2x higher bandwidth, on standard as well as advanced packaging, at unprecedented power, area, and latency.

The NuLink-2.0 is a multi-mode PHY solution that also supports UMI (Universal Memory Interconnect), a novel chiplet interconnect technology that improves Die-to-Memory bandwidth efficiency by more than 2x. UMI leverages a dynamic bidirectional PHY whose specifications are currently being finalized with the Open Compute Project (OCP) as BoW 2.1.

OPENEDGES Technology, Inc., the leading provider of memory subsystem intellectual property (IP), today announced the launch of the Universal Chiplet Interconnect Express (UCIe) Controller IP, named OUC. UCIe is an open industry standard for a die-to-die interconnect, and co-developed by industry giants including AMD, Arm, ASE Group, Google Cloud, Intel, Meta, Microsoft, Qualcomm, and Samsung. UCIe is becoming a new trend in the semiconductor industry due to its advantages, such as increased semiconductor circuit integration, reduced production costs, and higher yields. OPENEDGES is contributing to UCIe consortium as a contributing member.

The OUC, deriving its name from OPENEDGES UCIe Controller, is tailored for highly customizable, package-level integration, facilitating die-to-die interconnect and protocol connections. It creates an interoperable, multi-vendor ecosystem set to revolutionize chip integration methodologies across the industry.

Alphawave Semi, a global leader in high-speed connectivity and compute silicon for the world's technology infrastructure, has launched the industry's first 3 nm successful silicon bring-up of Universal Chiplet Interconnect Express (UCIe) Die-to-Die (D2D) IP with TSMC's Chip-on-Wafer-on-Substrate (CoWoS) advanced packaging technology.

The complete PHY and Controller subsystem was developed in collaboration with TSMC and targets applications such as hyperscaler, high-performance computing (HPC) and artificial intelligence (AI).

Samsung Electro-Mechanics (SEMCO) today announced a collaboration with AMD to supply high-performance substrates for hyperscale data center compute applications. These substrates are made in SEMCO's key the technology hub in Busan and the newly built state of the art factory in Vietnam. Market research firm Prismark predicts that the semiconductor substrate market will grow at an average annual rate of about 7%, increasing from 15.2 trillion KRW in 2024 to 20 trillion KRW in 2028. SEMCO's substantial investment of 1.9 trillion KRW in the FCBGA factory underscores its commitment to advancing substrate technology and manufacturing capabilities to meet the highest industry standards and the future technology needs.

SEMCO's collaboration with AMD focuses on meeting the unique challenges of integrating multiple semiconductor chips (Chiplets) on a single large substrate. These high-performance substrates, essential for CPU/GPU applications, offer significantly larger surface areas and higher layer counts, providing the dense interconnections required for today's advanced data centers. Compared to standard computer substrates, data center substrates are ten times larger and feature three times more layers, ensuring efficient power delivery and lossless signal integrity between chips. Addressing these challenges, SEMCO's innovative manufacturing processes mitigate issues like warpage to ensure high yields during chip mounting.

An alleged company slide by motherboard maker GIGABYTE leaked a few interesting tidbits about the upcoming AMD Ryzen 9000 "Granite Ridge" Socket AM5 desktop processor powered by the "Zen 5" microarchitecture. To begin with, we're getting our first confirmation that the "Zen 5" common CCD used on "Granite Ridge" desktop processors and future EPYC "Turin" server processors, is built on the 4 nm EUV foundry node by TSMC, an upgrade from the 5 nm EUV node that the "Zen 4" CCD is built on. This could be the same version of the TSMC N4 node that AMD had been using for its "Phoenix" and "Hawk Point" mobile processors.

AMD is likely carrying over the client I/O die (cIOD) from the "Raphael" processor. This is built on the TSMC 6 nm DUV node. It packs a basic iGPU based on RDNA 2 with 2 compute units; a dual-channel DDR5 memory controller, and a 28-lane PCIe Gen 5 root complex, besides some SoC connectivity. AMD is rumored to be increasing the native DDR5 speeds for "Granite Ridge," up from the DDR5-5200 JEDEC-standard native speed, and DDR5-6000 "sweetspot" speed of "Raphael," so the cIOD isn't entirely the same.

Intel Core Ultra "Lunar Lake-MX" will be the company's bulwark against Apple's M-series Pro and Max chips, designed to power the next crop of performance ultraportables. The MX codename extension denotes MoP (memory-on-package), which sees stacked LPDDR5X memory chips share the package's fiberglass substrate with the chip, to conserve PCB footprint, and give Intel greater control over the right kind of memory speed, timings, and power-management features suited to its microarchitecture. This is essentially what Apple does with its M-series SoCs powering its MacBooks and iPad Pros. Igor's Lab scored the motherlode on the way Intel has restructured the various components across its chiplets, and the various I/O wired to the package.

When compared to "Meteor Lake," the "Lunar Lake" microarchitecture sees a small amount of "re-aggregation" of the various logic-heavy components of the processor. On "Meteor Lake," the CPU cores and the iGPU sat on separate tiles—Compute tile and Graphics tile, respectively, with a large SoC tile sitting between them, and a smaller I/O tile that serves as an extension of the SoC tile. All four tiles sat on top of a Foveros base tile, which is essentially an interposer—a silicon die that facilitates high-density microscopic wiring between the various tiles that are placed on top of it. With "Lunar Lake," there are only two tiles—the Compute tile, and the SoC tile.

Raytheon, an RTX business, has been awarded a $20 million contract through the Strategic and Spectrum Missions Advanced Resilient Trusted Systems (S2MARTS) consortium to develop a next-generation multi-chip package for use in ground, maritime and airborne sensors. Under the contract, Raytheon will package state-of-the-art commercial devices from industry partners like AMD to create a compact microelectronics package that will convert radio frequency energy to digital information with more bandwidth and higher data rates. The integration will result in new system capabilities designed with higher performance, lower power consumption and reduced weight.

"By teaming with commercial industry, we can incorporate cutting-edge technology into Department of Defense applications on a much faster timescale," said Colin Whelan, president of Advanced Technology at Raytheon. "Together, we will deliver the first multi-chip package that features the latest in interconnect ability - which will provide new system capabilities to our warfighters."

Ayar Labs, a leader in silicon photonics for chip-to-chip connectivity, will showcase its in-package optical I/O solution integrated with Intel's industry-leading Agilex Field-Programmable Gate Array (FPGA) technology. In demonstrating 5x current industry bandwidth at 5x lower power and 20x lower latency, the optical FPGA - packaged in a common PCIe card form factor - has the potential to transform the high performance computing (HPC) landscape for data-intensive workloads such as generative artificial intelligence (AI), machine learning, and support novel new disaggregated compute and memory architectures and more.

"We're on the cusp of a new era in high performance computing as optical I/O becomes a 'must have' building block for meeting the exponentially growing, data-intensive demands of emerging technologies like generative AI," said Charles Wuischpard, CEO of Ayar Labs. "Showcasing the integration of Ayar Labs' silicon photonics and Intel's cutting-edge FPGA technology at Supercomputing is a concrete demonstration that optical I/O has the maturity and manufacturability needed to meet these critical demands."

Ventana Micro Systems Inc. today announced the second generation of its Veyron family of RISC-V processors. The new Veyron V2 is the highest performance RISC-V processor available today and is offered in the form of chiplets and IP. Ventana Founder and CEO Balaji Baktha will share the details of Veyron V2 today during his keynote speech at the RISC-V Summit North America 2023 in Santa Clara, California.

"Veyron V2 represents a leap forward in our quest to lead the industry in high-performance RISC-V CPUs that are ready for rapid customer adoption," said Balaji Baktha, Founder and CEO of Ventana. "It substantiates our commitment to customer innovation, workload acceleration, and overall optimization to achieve best in class performance per Watt per dollar. V2 enhancements unleash innovation across data center, automotive, 5G, AI, and client applications."

Socionext today announced a collaboration with Arm and TSMC for the development of an innovative power-optimized 32-core CPU chiplet in TSMCʼs 2 nm silicon technology, delivering scalable performance for hyperscale data center server, 5/6G infrastructure, DPU and edge-of- network markets.

The engineering samples are targeted to be available in 1H2025. This advanced CPU chiplet proof-of-concept using Arm Neoverse CSS technology is designed for single or multiple instantiations within a single package, along with IO and application-specific custom chiplets to optimize performance for a variety of end applications.

Zero ASIC, a semiconductor startup, came out of stealth today to announce early access to its one-of-a-kind ChipMaker platform, demonstrating a number of world firsts:

• 3D chiplet composability enabling billions of new silicon products
• Fully automated no-code chiplet-based chip design
• Zero install interactive RTL-based chip emulation
• Roadmap to 100X reduction in chip development costs

"Custom Application Specific Integrated Circuits (ASICs) offer 10-100X cost and energy advantage over commercial off the shelf (COTS) devices, but the enormous development cost makes ASICs non-viable for most applications," said Andreas Olofsson, CEO and founder of Zero ASIC. "To build the next wave of world changing silicon devices, we need to reduce the barrier to ASICs by orders of magnitude. Our mission at Zero ASIC is to make ordering an ASIC as easy as ordering catalog parts from an electronics distributor."

In an extraordinary leap forward for the chiplet industry, the groundbreaking collaboration between the Open Compute Project Foundation (OCP) and JEDEC is set to usher in a new era of innovation. By merging the capabilities and open standards of OCP's Chiplet Data Extensible Markup Language (CDXML) and JEDEC's JEP30 PartModel Guidelines, this partnership, initiated in late 2022, promises to revolutionize chiplet design, manufacturing and integration. The result will be a unified structure that supports both chiplets and general electronic parts within the overarching purview of JEDEC.

In a significant development, the integration of OCP CDXML into JEP30 has reached a critical milestone, enabling chiplet builders to provide standardized chiplet part descriptions to their customers electronically. This advancement opens the door to automating System in Package (SiP) design and assembly using chiplets. The chiplet descriptions encompass crucial information for SiP builders, including thermal properties, physical and mechanical requirements, behavior specifications, power and signal integrity properties, testing in-package and security parameters.

Tenstorrent, a company that sells AI processors and licenses AI and RISC-V IP, announced today that it selected Samsung Foundry to bring Tenstorrent's next generation of AI chiplets to market. Tenstorrent builds powerful RISC-V CPU and AI acceleration chiplets, aiming to push the boundaries of compute in multiple industries such as data center, automotive and robotics. These chiplets are designed to deliver scalable power from milliwatts to megawatts, catering to a wide range of applications from edge devices to data centers.

To ensure the highest quality and cutting-edge manufacturing capabilities for its chiplet, Tenstorrent has selected Samsung's Foundry Design Service team, known for their expertise in silicon manufacturing. The chiplets will be manufactured using Samsung's state-of-the-art SF4X process, which boasts an impressive 4 nm architecture.

Synopsys, Inc. today announced it is extending its collaboration with TSMC to advance multi-die system designs with a comprehensive solution supporting the latest 3Dblox 2.0 standard and TSMC's 3DFabric technologies. The Synopsys Multi-Die System solution includes 3DIC Compiler, a unified exploration-to-signoff platform that delivers the highest levels of design efficiency for capacity and performance. In addition, Synopsys has achieved first-pass silicon success of its Universal Chiplet Interconnect Express (UCIe) IP on TSMC's leading N3E process for seamless die-to-die connectivity.

"TSMC has been working closely with Synopsys to deliver differentiated solutions that address designers' most complex challenges from early architecture to manufacturing," said Dan Kochpatcharin, head of the Design Infrastructure Management Division at TSMC. "Our long history of collaboration with Synopsys benefits our mutual customers with optimized solutions for performance and power efficiency to help them address multi-die system design requirements for high-performance computing, data center, and automotive applications."

The introduction of Generative AI (GAI) has significantly increased the demand for advanced semiconductor chips, drawing increased attention to the development of complex calculations for large-scale AI models and high-speed transmission interfaces. To assist the industry in grasping the key to high-end semiconductor manufacturing and integration capabilities, the Heterogeneous Integrated Chiplet System Package (Hi-CHIP) Alliance brings together leading semiconductor companies from Taiwan and around the world to provide comprehensive services, spanning from packaging design, testing and verification, to pilot production. Since its establishment in 2021, the alliance has accumulated important industry players as its members, including EVG, Kulicke and Soffa (K&S), USI, Raytek Semiconductor, Unimicron, DuPont, and Brewer Science. Looking forward, the alliance is set to actively explore its global market potential.

Dr. Shih-Chieh Chang, General Director of Electronic and Optoelectronic System Research Laboratories at ITRI and Chairman of the Hi-CHIP Alliance, indicated that advanced manufacturing processes have led to a considerable increase in IC design cycles and costs. Multi-dimensional chip design and heterogeneous integrated packaging architecture are key tools to tackle this demand in semiconductors. On top of that, the advent of GAI such as ChatGPT, which demands substantial computing power and transmission speed, requires even higher levels of integration capacity in chip manufacturing. ITRI has been committed to developing manufacturing technologies and upgrading materials and equipment to enhance heterogeneous integration technologies. Achievements include the fan-out wafer level packaging (FOWLP), 2.5 and 3D chips, embedded interposer connections (EIC), and programmable packages. With both local and foreign semiconductor manufacturer members, the Hi-CHIP Alliance is establishing an advanced packaging process production line to provide an integrated one-stop service platform.

NVIDIA's upcoming Blackwell GPU architecture, expected to succeed the current Ada Lovelace architecture, is gearing up to make some significant changes. While we don't have any microarchitectural leaks, rumors are circulating that Blackwell will have different packaging and die structures. One of the most intriguing aspects of the upcoming Blackwell is the mention of a Multi-Chip Module (MCM) design for the GB100 data-center GPU. This advanced packaging approach allows different GPU components to exist on separate dies, providing NVIDIA with more flexibility in chip customization. This could mean that NVIDIA can more easily tailor its chips to meet the specific needs of various consumer and enterprise applications, potentially gaining a competitive edge against rivals like AMD.

While Blackwell's release is still a few years away, these early tidbits paint a picture of an architecture that isn't just an incremental improvement but could represent a more significant shift in how NVIDIA designs its GPUs. NVIDIA's potential competitor is AMD's upcoming MI300 GPU, which utilized chiplets in its designs. Chiplets also provide ease of integration as smaller dies provide better wafer yields, meaning that it makes more sense to switch to smaller dies and utilize chiplets economically.

QuickLogic Corporation, a developer of embedded FPGA (eFPGA) IP, ruggedized FPGAs and Endpoint AI/ML solutions, and YorChip, a pioneering startup specializing in UCIe-compatible IP, have formed a strategic partnership to revolutionize the world of FPGA chiplets. The collaboration will result in a groundbreaking lineup of FPGA chiplets optimized for low power consumption and low cost, opening new possibilities for a wide range of applications, including the fast-growing edge IoT and AI/ML markets.

According to Yole Group, a market research company, by 2023, they expect chiplet adoption will lead to a TAM of chiplet-based integrated circuits in excess of $200B, across the consumer, automotive defense, aerospace, industrial, and medical markets. Since discrete FPGAs are already prevalent in those same markets, wide adoption of eFPGA-based UCIe (Unified Chiplet Interconnect Express) enabled chiplets is expected, and QuickLogic and YorChip are well-positioned to capitalize on this growth opportunity.

"Navi 4C" is a future high-end GPU from AMD that will likely not see the light of day, as the company is pivoting away from the high-end GPU segment with its next RDNA4 generation. For AMD to continue investing in the development of this GPU, the gaming graphics card segment should have posted better sales, especially in the high-end, which it didn't. Moore's Law is Dead scored details of what could have been a fascinating technological endeavor for AMD, in building a highly disaggregated GPU.

AMD's current "Navi 31" GPU sees a disaggregation of the main logic components of the GPU that benefit from the latest 5 nm foundry node to be located in a central Graphics Compute Die; surrounded by up to six little chiplets built on the older 6 nm foundry node, which contain segments of the GPU's Infinity Cache memory, and its memory interface—hence the name memory cache die. With "Navi 4C," AMD had intended to further disaggregate the GPU, identifying even more components on the GCD that can be spun out into chiplets; as well as breaking up the shader engines themselves into smaller self-contained chiplets (smaller dies == greater yields and lower foundry costs).

Forbes published its video interview with AMD CEO and President Lisa Su at the end of May, but it has taken two weeks for hardware news sites to realize that unreleased silicon was in plain view within the spotlight piece. Folks likely regarded it as a simple puff piece due to the title reading "This CEO Made AMD Billions - Now She Wants To Dominate The Market With AI." Hoang Anh Phu, a Vietnamese technology enthusiast, managed to pay close attention to a curious segment in the Forbes video and uploaded AI-upscaled screengrabs to Twitter along with the comment/question: "Navi 32 die shot(?!)."

RDNA3 Navi 31 and Navi 33 GPU products have already reached the retail market—AMD's high-end (chiplet design) Radeon RX 7900-series is based on the former and it launched last December. The latter arrived in the (monolithic N33 XL) form of Radeon RX 7600 cards at the end of May 2023. Even board partners are seemingly becoming impatient about a lack of new offerings in the mid-range—Sapphire is very likely to release another previous gen Radeon RX 6750 XT custom card this week in China. Team Red has not publicly acknowledged that Navi 32 is a work in-progress, so it is slightly odd that an example sat next to EPYC Genoa, Raphael, and Raphael X3D dies on a table—as spotted in the Forbes feature. Screenshots show an Infinity Cache setup with four memory stacks on a previously unseen die. Leaks have indicated that Navi 32 will be a chiplet design with a GCD (200 mm²) in the middle, surrounded by the four MCDs (37.5 mm²). The full package area size is eyeball estimated to occupy around 350 mm² of space, which corroborates info uncovered in the past.

The Intel Design tools webpage has this week once again provided an early preview of upcoming processors - following on from an LGA1851-MTL-S CPU interposer appearing on the site late last month - indicating that a Meteor Lake-S desktop CPU range was due at some point later in 2023. Intel's latest webpage entry features the "BGA2114-ARL-HX Interposer for the Gen 5 VR Test Tool" with an SKU code that reads: "Q6B2114ARLHX."

The BGA 2114 design points to a mobile processor platform, and industry analysts are fairly certain that Intel is preparing next generation high-end laptop CPUs in the form of its rumored Arrow Lake-HX lineup. This range is set to succeed the 13th generation Core-HX Raptor Lake family of mobile processors. The new BGA package looks to be slightly larger than the closest predecessor, possibly accommodating Intel's new "disaggregated" tile-based (tile is their term for chiplet) internal layout.