AMD

SEMICON Korea 2023 showcased the latest developments in high-priority areas including sustainability, smart manufacturing, advanced chip technologies, and workforce development. Keynotes by semiconductor leaders AMD, imec and Lam Research on critical chip industry trends.

The state of Penang, nestled along the northwest coast of Peninsular Malaysia, needs no introduction in the global electronics manufacturing sector. Despite its diminutive stature with just over 1,000 square kilometers of land area and a 1.8 million-strong population, Penang commanded an estimated 5% of global semiconductor exports in 2019, according to data compiled from the Department of Statistics Malaysia (DOSM) and UN Comtrade. The State’s transformation, from a traditional seaport economy into the Silicon Valley of the East, began in the 1970s, when the establishment of Malaysia’s first free trade zone in the State drew key investments from eight Multinational Corporations (MNCs). These pioneering investors – Intel Corporation, Hewlett Packard (now Keysight Technologies and Agilent Technologies), Robert Bosch, AMD, Litronix (now Osram Opto Semiconductors), Hitachi (now Renesas), Clarion and National Semiconductor[1] – sparked the development of a robust ecosystem of ancillary industries, which formed a foundation for the State’s rise as a prominent, offsite manufacturing hub. Today, Penang houses more than 350 MNCs that are supported by over 3,000 manufacturing-related SMEs. As Penang flourished as a vibrant, regional E E manufacturing hub, the local talent pool steadily accumulated a wealth of business intelligence and technical experience, enabling the robust supply chain to evolve in tandem with technology megatrends. This, in turn, enabled the State to focus on pursuing investments that have propelled the industry up the value chain, away from its beginnings as a low-cost manufacturing hub. Consequently, Penang has seen a proliferation of upstream technology-related investments in high value-added functions in recent years, ranging from research and development (R D), design and knowledge-based solutions, and downstream advanced manufacturing and testing to global business service (GBS) and Centre of Excellence (CoE) activities. Penang’s growing significance in the global E E value chain is demonstrated by its steady and resilient export performance in recent years. From 2014 to 2019, the State’s E E exports grew at a compounded annual rate (CAGR) of 12% to reach RM210 billion (US$51 billion). It has emerged as a hub for professional, scientific and controlling instruments (including medical technology), with exports of these products growing at a 5-year CAGR of 15% to reach RM23 billion (US$6 billion) in 2019. E E products, alongside professional, scientific and controlling instruments, collectively contributed between 77% and 82% of Penang’s total annual exports since 2014, and accounted for 50% of Malaysia’s exports in these two segments during the period. More impressively, despite the disruptions from the COVID-19 pandemic, Penang’s total exports continued to rise in 2020, growing 7% year-on-year to RM310 billion (US$75 billion), and a further 14% year-on-year in January and February 2021, driven by strong global demand for semiconductors. Shaping up as the destination of choice for advanced manufacturing investments As part of efforts to move Penang’s industry up the value chain, the State government has placed emphasis on attracting companies with strong commitments in implementing Industry 4.0 and sustainable investing. These efforts have yielded positive results, with the state having gained traction as a hub for advanced manufacturing investments. This is evidenced by the rising trend in investments per new job creation, which saw a six-fold jump from 2012 to 2020, as well as the number of global heavyweights announcing new investments as well as expansions of existing facilities in the State in 2019 and 2020. Penang attracted RM31 billion (US$7.5 billion) in approved direct manufacturing investment inflows in 2019 and 2020, 88% of which involved investments into the E E, equipment and medical technology industries. Prominent new investments included those from Lam Research, Bosch Group, Ultra Clean Holdings, Dexcom as well as Smith+Nephew. Together with planned expansions by a number of existing MNCs in Penang, these new investments, which are on track to commence operations between 2021 and 2023, are poised to bring Penang’s industry to greater heights and further integrate the State into the global value chain. Recent Notable Direct Manufacturing Investments in Penang Source: InvestPenang and respective companies Penang’s conducive business environment nurtures successful homegrown technology companies Penang’s conducive business environment has not only proven successful in attracting foreign direct investments (FDIs), but also successfully nurtured local E E success stories of locally employed engineers turned technopreneurs, who have founded and built companies that have successfully grown to become internationally renowned in their own right. These homegrown E E companies play crucial roles in the ecosystem, particularly in the areas of automated test equipment (ATE), automation, outsourced semiconductor assembly and testing (OSAT) services, electronics manufacturing services (EMS), precision engineering and tooling. The past five years have also seen the emergence of young, fast-growing Penang-based companies such as Experior, Oppstar Technology and Skyechip, which provide IC design and IC test design services to MNC clients globally. Public-private partnerships cultivate Penang’s talent development roadmap The state is cognisant that the development of a robust and skilled talent pool is imperative to support the growth of strategic industries in Penang. Strong public-private partnerships with concerted efforts in supporting talent development are key to Penang’s continued success. Toward this end, the State government has backed Penang Skills Development Centre’s (PSDC) industry-led training and education efforts, which have helped train over 200,000 of workers to support the industry’s needs since 1989. The State has also coordinated collaboration for industries to provide input to local institutions of higher learning on the relevance of the institutions’ courses, and rallied the industry to support State-run scholarships (Penang Future Foundation) and STEM initiatives. Holistic initiatives to make Penang a world-class investment destination for global frontier companies The dynamics of the global value chain, especially for the technology sector, have evolved rapidly since 2018, particularly amid the complex confluence of trade protectionism, COVID-19 pandemic-driven issues and disruptive technologies. The State government believes that strong, geographically localised industry clusters could help companies mitigate the risks of supply chain disruptions, in addition to improving companies’ time-to-market at a lower cost. To further increase Penang’s attractiveness for high quality investments, the State is focusing on three key strategies: Extending its competitive edge in advanced manufacturing, further strengthening Penang’s industry clusters, which include expediting SMEs’ Industry 4.0 transformation journey, and nurturing more homegrown companies to penetrate the global supply chain Embarking on a continuous drive to develop and recruit talent to the State, as well as cultivate the younger generation’s interest in STEM Enhancing Penang’s liveability with a strong focus on making Penang a smart and green city The State government is committed to continue developing Penang in a holistic manner, with the aim of creating a vibrant business and investment destination with a robust and sustainable economy and high standard of living, creating a conducive environment to “work, live, learn, play and invest.” About InvestPenang InvestPenang is the Penang State Government’s principal agency for promotion of investment. Its objectives are to develop and sustain Penang’s economy by enhancing and continuously supporting business activities in the State through foreign and local investments, including spawning viable new growth centres. To realize its objectives, InvestPenang also runs initiatives like the SMART Penang Centre (providing assistance to SMEs), Penang CAT Centre (for talent attraction and retention) and i4.0 seed fund (a catalyst for the start-up ecosystem). For more information, contact [email protected]. InvestPenang also works closely with various industry associations, including SEMI, to promote Penang’s supply chain and E E ecosystem. InvestPenang is delighted to have collaborated with SEMI on numerous occasions since 2015 and endeavours to sustain the partnership in the years to come, including for the SEMICON SEA 2022 exposition to be held in Penang. [1] No longer present in Penang following a corporate M A exercise.

Adnan Hamid, CEO, founder and visionary of Breker Verification Systems, an ESD Alliance member based in San Jose, Calif., once described his job in chip design verification at AMD as “breaking things.” When it came to naming his startup, Breaker was a natural choice. After some consideration, the “a” was dropped and the company became Breker. Now Hamid is breaking the most complex semiconductor designs and Breker, moving from a startup to a scale-up company, is a noted part of the functional verification space. Smith: Why does verification continue to take the most amount of time in a project cycle? Hamid: The project cycle for semiconductor design has changed. Design abstraction has been raised to a much higher level than the days when developers were connecting logic gates. Today’s developers are typing functions that don’t include lower-level implementation details. Designs incorporate more blocks of reusable IP. Both reduce design time. Meanwhile, designs are getting bigger with more blocks of IP stitched together, all in need of testing. As design complexity grows, the amount of testing and verification increases as a square of design effort. One block requires one functional verification effort. Four blocks of IP mean up to 16 functional interactions require verification. While design is moving up the abstraction level, that’s not the case for verification, where plenty of detail must be reimplemented. Verification has certainly evolved, but engineers still think at the level of independent stimulus, response and coverage, driving the need to allocate so much time for verification. Smith: Are chips targeting artificial intelligence and machine learning applications more difficult to verify? If so, why? Hamid: Yes, absolutely and it’s an interesting challenge, especially given that machine learning is based on massively connected processing element arrays. Attempting to verify the individual processing elements and the critical interconnects is complex. AI device arrays and, interestingly, verification test content operation may both be thought of as a mathematical graph of processing elements and interconnect. Their operation involves walking through the graph form to generate a result. Finding the optimum path through these arrays is key. To understand how these systems may be effectively verified, it is worth investigating planning algorithms. Originally proposed by IBM, these hold the key to this type of verification process. The AI- style algorithm starts backward at the end of the processing element array and tracks down the most optimal and likely paths through it. At Breker, we have used these planning algorithms extensively to drive our graph-based test content synthesis process. Smith: Does system integration require verification? Hamid: Yes, it does. In the past, most functional verification has been performed at the block level. However, with the increase in more specialized SoCs, functionality is spread across multiple blocks, as well as the software running on the processors, driving full system-on-chip (SoC) functional verification. In addition, new requirements such as security and safety must be validated. A system-level infrastructure such as cache coherency and power domain execution has become more complex and these must also be tested. The new frontier in verification is ensuring a fully operational SoC. Of course, given the size of these SoCs, hardware-assisted verification such as emulation is essential, and porting tests from block simulations to SoC emulations has become a requirement. This porting process is problematic and this in turn has driven portable tests, giving rise to the idea behind Accellera’s Portable Stimulus Standard (PSS), of which Breker was a major participant. Indeed, some companies are taking this to the next level by composing their system-level testbench at the same time as they commence SoC architectural design, and then developing the hardware design, software design and test content all in parallel, in the so-called “shift-left” manner. Smith: Is “shift-left” a growing trend that are you seeing in verification? Hamid: Yes. Shift-left is taking hold in hardware and software design, giving way to an increase in early test content composition. Then as individual blocks are finished and connected, their verification is driven from this same test content, saving a significant amount of time and effort. This is a huge verification and test generation change that was inevitable given the increased time-to-market constraints and SoC complexity. Figure 1: Shift-left is ushering in the next generation of SoC verification. Source: Breker Smith: As an entrepreneur, what advice would you give someone founding a startup or thinking about starting one? Hamid: Do not take the attitude “Build it and they will come.” My best advice for an entrepreneur or fledgling entrepreneur is to solve a specific customer problem, however narrow it might seem. Including services as part of a product offering and developing partnerships with other vendors helps with this and turns your company into a solution provider not a product developer. This is essential for getting the right products to market on time and within budget, and then ultimately scaling them across the market. The ESD Alliance and Accellera are hosting a two-part webcast series on the work-from-home experience titled Remote Work, Remote Chip Design: Building Chips During a Pandemic. The first panel, Wednesday, June 9, at 9:00am PDT, will feature a discussion led by Tom Fitzpatrick, strategic verification architect from Siemens EDA verification engineers through their experiences converting their home offices into verification test labs. The second panel in July will explore how executives managed a remote workforce and explain how they plan to bring employees back to physical offices. About Bob Smith Robert (Bob) Smith is executive director of the ESD Alliance, a SEMI Technology Community. He is responsible for the management and operations of the ESD Alliance, an international association of companies providing goods and services throughout the semiconductor design ecosystem.