Intel

TSMC's Next-Gen AI Packaging: 12 HBM4 and A16 Chiplets by 2027

During the Semicon Taiwan 2024 summit event, TSMC VP of Advanced Packaging Technology, Jun He, spoke about the importance of merging AI chip memory and logic chips using 3D IC technology. He predicted that by 2030 the worldwide semiconductor industry would hit the $1 trillion milestone with HPC and AI leading 40 percent of the market share. In 2027, TSMC will introduce the 2.5D CoWoS technology that includes eight A16 process chipsets and 12 HBM4. AI processors that use this technology will not only be much cheaper to produce but will also provide engineers with a greater level of convenience. Engineers will have the option to write new codes into them instead. Manufacturers are cutting the SoC and HBM architectural conversion and mass production costs down to nearly one-fourth.

Nevertheless, the increasing production capacities of 3D IC technology remain the main challenge, as the size of chips and the complexity of manufacturing are decisive factors. However, the higher the size of the chips, the more chiplets are added, and thus the performance is improved, but this now makes the process even more complicated and is associated with more risks of misalignment, breakage, and extraction failure.
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