5nm the end of DRAM?

By: Doug S (foo.delete@this.bar.bar), March 26, 2021 9:52 am
Room: Moderated Discussions
Brett (ggtgp.delete@this.yahoo.com) on March 25, 2021 5:17 pm wrote:
> Jon Masters (jcm.delete@this.jonmasters.org) on March 23, 2021 3:31 pm wrote:
> > The "Intel Unleashed" event this afternoon featured the announcement of
> > a new "IDM 2.0" model including a second attempt at doing a foundry:
> >
> > https://www.anandtech.com/show/16573/intels-new-strategy-20b-for-two-fabs-meteor-lake-7nm-tiles-new-foundry-services-ibm-collaboration-return-of-idf
>
> Intel’s unit growth is weak and each shrink is reducing die size by perhaps a third.
> So where does Intel possibly need 20 billion in new fabs when a shrink should close fabs?
>
> At 5nm you can put 256 cores on a chip but DDR cannot possibly feed these chips.
>
> I am predicting RAM goes on chip perhaps being called L4, and DRAM if included is used much
> like SSD’s for paging. Going from server chiplets to reticle limited dies with the bulk
> of the area RAM of some type and CPU’s along two edges with a slight gap in the middle
> so dies can be split in half for gamer chips. This would use 20 billion in fab space.
>


The "256 cores on a chip" market is just a niche, that does not affect the vast majority of the market that will never have that many (CPU) cores no matter how large the transistor budget becomes.

In that rareified air of extreme hyperscalers they are already going custom, they can create chips with 10,000 pins to allow a couple dozen DRAM channels if that's what it takes to keep it fed. They can solder the RAM stacks on both sides of their custom boards. They can do something like HBM if it provides a better option (not sure there, since they care so much about power)
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TopicPosted ByDate
Intel's IDM 2.0 announcementJon Masters2021/03/23 03:31 PM
  Intel's IDM 2.0 announcementRayla2021/03/23 03:45 PM
    Intel's IDM 2.0 announcementdmcq2021/03/23 04:30 PM
    commitment to foundry, shutting down fabless talkDaniel B2021/03/23 04:46 PM
      commitment to foundry, shutting down fabless talkKester L2021/03/23 04:56 PM
        commitment to foundry, shutting down fabless talkanonymou52021/03/24 12:57 AM
          commitment to foundry, shutting down fabless talkme2021/03/24 03:25 AM
            commitment to foundry, shutting down fabless talkJoe2021/03/24 05:56 AM
              commitment to foundry, shutting down fabless talkMichael S2021/03/24 06:47 AM
                commitment to foundry, shutting down fabless talkme2021/03/24 07:04 AM
      commitment to foundry, shutting down fabless talkJames2021/03/24 03:39 AM
        Intel gutted 7 nmme2021/03/24 03:48 AM
          Intel gutted 7 nmDoug S2021/03/24 08:20 AM
            Intel gutted 7 nmanon2021/03/25 12:43 PM
              Intel gutted 7 nmeh2021/03/26 02:36 AM
                Intel gutted 7 nmAdrian2021/03/26 08:58 AM
                  Intel gutted 7 nmwumpus2021/03/26 09:53 AM
                  Intel gutted 7 nmme2021/03/26 10:11 AM
                  Intel gutted 7 nmMaxwell2021/03/26 02:21 PM
                    Intel gutted 7 nmYoav2021/03/29 01:06 AM
              Intel gutted 7 nmDoug S2021/03/26 09:43 AM
                Intel gutted 7 nmanon2021/03/26 03:39 PM
                  Intel gutted 7 nmNoSpammer2021/03/26 08:46 PM
                    Intel gutted 7 nmAdrian2021/03/26 11:57 PM
                      Intel gutted 7 nmAndrey2021/03/28 06:18 PM
                    Intel gutted 7 nmanon2021/03/27 05:52 AM
                    Intel gutted 7 nmwumpus2021/03/27 12:16 PM
                  Intel gutted 7 nmDoug S2021/03/27 05:08 PM
                    Intel gutted 7 nmanon2021/12/13 03:05 PM
                      Intel gutted 7 nm---2021/12/13 04:31 PM
                      Intel gutted 7 nmDoug S2021/12/13 09:34 PM
                        Intel gutted 7 nmanon2021/12/13 10:41 PM
                          Intel gutted 7 nmDoug S2021/12/14 11:38 AM
                            Intel gutted 7 nmanon2021/12/14 11:58 AM
                            Feed the Troll less (unless you are enjoying it!)Mark Roulo2021/12/14 01:52 PM
                Intel gutted 7 nmblue2021/03/27 10:16 AM
                  Intel gutted 7 nmme2021/03/27 12:22 PM
                  Intel gutted 7 nmDoug S2021/03/27 05:14 PM
                    Intel gutted 7 nmDavid Kanter2021/04/07 09:06 PM
                      Intel gutted 7 nmDoug S2021/04/08 12:38 PM
        commitment to foundry, shutting down fabless talkDaniel B2021/03/24 08:08 AM
      commitment to foundry, shutting down fabless talkDoug S2021/03/24 08:12 AM
      commitment to foundry, shutting down fabless talkMaxwell2021/03/25 11:16 AM
        commitment to foundry, shutting down fabless talkme2021/03/25 11:38 AM
          commitment to foundry, shutting down fabless talkAdrian2021/03/25 01:01 PM
            commitment to foundry, shutting down fabless talkme2021/03/27 12:57 PM
    A lot has changed since thenDoug S2021/03/24 08:01 AM
    Intel's IDM 2.0 announcementGabriele Svelto2021/03/25 03:17 AM
  Intel's IDM 2.0 announcementBeastian2021/03/23 05:39 PM
    Intel's IDM 2.0 announcementJames2021/03/24 03:14 AM
      Intel's IDM 2.0 announcementme2021/03/24 03:37 AM
        Intel's IDM 2.0 announcementJames2021/03/24 03:53 AM
      Intel's IDM 2.0 announcementanonymou52021/03/24 08:39 AM
    Intel's IDM 2.0 announcementJukka Larja2021/03/24 06:05 AM
    Intel's IDM 2.0 announcement - Hyper-scalers as customersBjörn Ragnar Björnsson2021/03/24 06:19 PM
  5nm the end of DRAM?Brett2021/03/25 05:17 PM
    What is next after DDR5?Ganon2021/03/25 05:56 PM
      What is next after DDR5?wumpus2021/03/26 09:10 AM
        What is next after DDR5?Brett2021/03/26 04:39 PM
          What is next after DDR5?wumpus2021/03/28 10:44 AM
      What is next after DDR5?Brett2021/03/27 04:27 PM
        What is next after DDR5?Doug S2021/03/27 05:18 PM
      What is next after DDR5?Anononymous Coward2021/03/30 07:03 AM
        What is next after DDR5?Andrey2021/03/30 09:09 AM
          What is next after DDR5?David Hess2021/04/04 08:52 PM
      What is next after DDR5?David Hess2021/04/04 08:45 PM
        What is next after DDR5?Doug S2021/04/05 06:57 AM
          What is next after DDR5?David Hess2021/04/05 10:45 AM
          Same costAnon2021/04/05 11:31 AM
            Same costDavid Hess2021/04/05 08:26 PM
            Same costMaxwell2021/04/06 07:17 PM
              Same costDavid Hess2021/04/07 02:35 PM
          What is next after DDR5?wumpus2021/04/07 09:06 AM
      L4 is not a memory technologyHeikki Kultala2021/04/07 12:38 PM
        DRAM cachewumpus2021/04/08 08:24 AM
        Intel iGPU memory was eDRAM, not SRAMMark Roulo2021/04/08 11:31 AM
          I am not talking about the eDRAM. I am talking about the cache that is L3 for CPUHeikki Kultala2021/04/08 11:09 PM
            I am not talking about the eDRAM. I am talking about the cache that is L3 for CPURobert Williams2021/04/09 11:24 AM
              This STILL has NOTHING to do with the eDRAM. I am talking about the SRAM LLCHeikki Kultala2021/04/09 12:57 PM
                This STILL has NOTHING to do with the eDRAM. I am talking about the SRAM LLC---2021/04/09 01:40 PM
    5nm the end of DRAM?Rayla2021/03/26 09:28 AM
      5nm the end of DRAM?riy2021/04/08 06:26 AM
        5nm the end of DRAM?Michael S2021/04/08 11:51 AM
    5nm the end of DRAM?Doug S2021/03/26 09:52 AM
      5nm the end of DRAM?wumpus2021/04/07 09:10 AM
        5nm the end of DRAM?Robert Williams2021/04/07 11:05 AM
    Totaly misunderstanding of DDR SDRAM memory interfaces and DRAMHeikki Kultala2021/04/07 12:36 PM
      Totaly misunderstanding of DDR SDRAM memory interfaces and DRAManonymou52021/04/07 01:13 PM
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