2013年7月25日星期四

Business FD-SOI appeals to ARM

Business FD-SOI appeals to ARM

2013/07/25

ARM is enthusiastic about the potential of FD-SOI – STMicroelectronics’ process which is getting massive backing from the French government.

“We have been looking at FD-SOI, it’s a very neat solution to providing more performance and lower power in a planar transistor,” Simon Segars, CEO of ARM, told EW.

“I’ve seen some of the results ST have achieved and they’re really impressive,” added Segars, “and I’ve seen chips running on the bench and, from the performance and power perspective, it’s very impressive.”

The next bulk CMOS process step for ARM is from 28nm to 20nm. “There are people doing production designs at 20nm,” said Segars.

Does he expect to see 3GHz ARM cores at 20nm?

“I think that’s come from TSMC who have done some early tape-outs of 20nm test chips so we can prepare the ground,” said Segars,

20nm is posing a dilemma for some users.

“A lot of people are looking at the potential cost uplift of 20nm weighing against the power and performance benefits and then deciding whether they should wait for 14nm,” said Segars, “the big thing at 20nm is the use of double patterning. If you have to put the wafer through the machine twice it’s going to cost more.”

ARM’s first move to finfet transistors comes at the 14nm node. “We’re at early stage evaluation of the technology,” said Segars, “we have taped out a number of test chips.”

“The PIPD people often run early tape-outs of ARM processors to get a feel of what the processes will deliver,” added Segars, “and to provide feedback on what we think the processes will deliver.”

ARM is already receiving revenue from server chips. “Q2 was a very busy month for ARM in servers Applied Micro and Calxeda announced design wins and AMD said they’re going to build Seattle using eight Cortex A57s each running at 2GHZ.”

If Segars goes on as he started he will have a distinguished tenure as CEO of ARM. At his first quarterly earnings call yesterday he announced profits up 30%, revenues up 24% and a record quarter for cash generation – adding nearly £100 million to the coffers which now hold £613 million in cash.


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