PDA

View Full Version : ATI 58xx parts are delayed a bit more


Heinz68
11-18-09, 03:21 PM
The TSMC (nana2)(nana2)(nana2)(nana2) up is bad news for ATI since they can sell any chip as fast as TSMC can deliver it.
Well at least it looks like the situation might improve soon. Plus I just got my order confirmed for the HD 5970.

TSMC's problems are very very odd
by Charlie Demerjian at SemiAccurate (http://www.semiaccurate.com/2009/11/16/ati-58xx-parts-delayed-bit-more/)

November 16, 2009

IT LOOKS LIKE the wait for more Cypress/HD58xx cards just got a little longer, but not by much. One has to wonder how TSMC can be so bad for so long.

The short story is that the flow of Cypress chips was supposed to uncork on December 1, plus or minus a week or so. ATI just updated AIBs that it is now another week or two on top of that. Instead of December 1, think December 15. Not the end of the world, but it is still annoying.

The blame has to be laid squarely at the feet of TSMC. Yields going from good to awful without any changes to the chip are not a design problem, they are a process problem. How TSMC could backslide like that is beyond me.

Officially, the problem is a 'chamber mismatch'. This is where a tool, likely a plasma etch chamber, is out of calibration. Basically, if you set it to 5, and it works like a 3 or a 7, it is 'off'. This can happen for a number of reasons, but semiconductor process engineers spoken with by SemiAccurate say that this is a bring up error. It doesn't just happen in the middle of a run.

It looks like this happened at TSMC, and not only that, but it went undetected for weeks or months. Given the number of chips affected, or more to the point, the number of chips that were supposed to come out but didn't, it was undetected for a long long time.

If this 'mismatch' happened early in the chip making process, then you might think it was plausible that the problem wasn't detected until the dead chips came off the line. This isn't likely given the cost of bad parts. Chipmakers check and double check the results of tools with stunning regularity. In the industry parlance, the term for this is called metrology.

So, what happened is that TSMC claims that it essentially had a chamber mis-calibrated. Unlikely, but fair enough. In the industry technical parlance, this is called 'sh*t happens'. For TSMC's metrology checks not to catch this for a month or more however is not acceptable. It should have been at most a day, and then a little longer to figure out why it happened, and maybe a few days to get the darn thing re-calibrated.

For TSMC to screw up this badly for this long is not an understandable problem. It goes beyond error, and falls well into that nebulous zone where too many things went wrong for them to all have been chance. You have a bring up error, a sudden tool miscalibration, and then two plus months of no one noticing something that should have set off alarm bells within an hour or two. This should have been tested for and caught within a wafer batch or two.

TSMC has been making a mess of things lately, but it does have a 40nm semiconductor process that mostly works. This makes it one of the few places in the world that has that high a level of technology. It didn't get there by chance, that took work, engineering, and attention to detail.

With that in mind, the sheer incompetence of this error, coupled with the sheer incompetence of the metrology, makes you wonder if it was actually by chance. From there, things get really odd.S|A

Galvin
11-18-09, 03:30 PM
All it did was hurt us. If this didn't happen nvidia would of probably had product before the end of the year. And AMD would have a lot more GPUs out too.


Can't wait till global founderies will be up. GF seems like they'll be much better at making chips. Which hopefully means less delays on new products for us.

Johnny C
11-18-09, 06:14 PM
I'm sure that AMD will be holding TSMC accountable for any "lost" profits associated with TSMC's inability to deliver products on the 40nm process, and rightly so...

frenchy2k1
11-19-09, 02:14 PM
Those processes are a lot harder to get right than SemiAccurate makes it sound like.
The 40nm is on the bleeding edge. It is HARD to get everything lined up for good yields on a new, badly understood process. AMD has no recourse there except thinking about going to the competition (Global Foundry) and their 40nm base silicon process is not quite ready either (not even talking about their readiness and their experience as a foundry, which is none, as they used to be a dedicated foundry for AMD).
So, I'm sure AMD will look very seriously into using other sources, but for now, so solution, no recourse...

Heinz68
11-19-09, 04:38 PM
Does not matter how hard it is to get the process right. What the article said is, if the problem is 'chamber mismatch' as claimed by the TSMC, it should have been discovered much sooner and it should not get so long to get it fixed, this is according to semiconductor process engineers spoken with by SemiAccurate.

Just MAYBE the TSMC is not disclosing the whole story. Anyway the vendors using the TSMC are depending on accurate information from TSMC for planning the introduction of the new products and to EOL to previous product.

This is according to the DigiTimes article (http://www.digitimes.com/news/a20091030PD209.html):
"During TSMC's July 2009 investors conference, Chang revealed that yield rates for 40nm processes had improved to 60%, up from as low as 20-30% in the second quarter of 2009."

In the same article dated October 2009 the TSMC company chairman and CEO Morris Chang said 40nm yield issues resurface.

This is after the AMD/ATI introduced the new HD 5000 line cards by the end of September 2009

Even if the AMD doesn't have any recourse to claim some damages from TSMC, the fact is they got screwed by the TSMC BIG time.

josiahsuarez
11-20-09, 03:41 AM
maybe TSMC went ahead with taking 40nm orders before their process was quite ready yet. well obviously that is what happened because the process isn't up to speed yet, but they probably knew this and presented a rosier picture to potential customers to get their business.

Redeemed
11-20-09, 04:03 AM
Am I the only one that finds it an odd coincidence that by the time yeild is up to par, the GT300 cards wont be far out, giving AMD that much less time to sell the 5800 series?

I'm no conspiracy theorist, but part of me wonders if somebody got paid off...

Viral
11-20-09, 05:58 AM
This has been brought up elsewhere and hinted to by charlie at semiaccurate, frankly the notion is rediculous. TSMC need AMD's business, nVidia would have to pay them a sum worth far more than it would stand to make for such a situation to finanically beneficial to TSMC. Then there's the obvious legality issues, since such a proposition would be very, very, black and white and hard to hide.

People are saying that because AMD will likely be shifting to GF next year that TSMC may be more likely to strike such a shady deal with nvidia, but I see it as the opposite. AMD will be comparing GF's results to TSMC's, not blindly switching.

That aside. The yeilds were good in June, which suggests this is not a process maturity problem, but a problem with the operation and calibration of the tools. TSMC have stuffed up, so yes, nvidia could have payed them off to purposely do this, and if it comes to light that they did, I'll never buy another nvidia product again. I severely doubt such a deal would have taken place....

abtomat74
11-21-09, 11:21 PM
I'm sure that AMD will be holding TSMC accountable for any "lost" profits associated with TSMC's inability to deliver products on the 40nm process, and rightly so...

Agreed. We'll know when it gets to court sometime around Q2 2017...in the meantime, it's a black eye on the value of the company.

JasonPC
11-22-09, 12:02 AM
I highly doubt nvidia has been paying them off considering from what I've heard the 40 nm yield problems are also affecting nvidia.

Johnny C
11-23-09, 12:47 AM
Agreed. We'll know when it gets to court sometime around Q2 2017...in the meantime, it's a black eye on the value of the company.

AMD just can't win.......