At its 2023 Technology Symposium TSMC revealed some additional details about its upcoming N4X technology that is designed specifically for high-performance computing (HPC) applications. This node promises to enable ultra-high performance and improve efficiency while maintaining IP compatibility with N4P (4 nm-class) process technology.

"N4X truly sets a new benchmark for how we can push extreme performance while minimizing the leakage power penalty," said Yujun Li, TSMC's director of business development who is in charge of the foundry's High Performance Computing Business Division.

TSMC's N4X technology belongs to the company's N5 (5 nm-class) family, but it is enhanced in several ways and is optimized for voltages of 1.2V and higher in overdrive mode.

To achieve higher performance and efficiency, TSMC's N4X improves transistor design in three three key areas. Firstly, they refined their transistors to boost both processing speed and drive currents. Secondly, the foundry incorporated its new high-density metal-insulator-metal (MiM) capacitors, to provide reliable power under high workloads. Lastly, they modified the the back-end-of-line metal stack to provide more power to the transistors.

In particular, N4X adds four new devices on top of the N4P device offerings, including ultra-low-voltage transistors (uLVT) for applications that need to be very efficient, and extremely-low threshold voltage transistors  (eLVT) for applications that need to work at high clocks. For example, N4X uLVT with overdrive offers 21% lower power at the same speed when compared to N4P eLVT, whereas N4X eLVT in OD offers 6% higher speed for critical paths when compared to N4P eLVT.

Advertised PPA Improvements of New Process Technologies
Data announced during conference calls, events, press briefings and press releases
  TSMC
N5
vs
N7
N5P
vs
N5
N5HPC
vs
N5
N4
vs
N5
N4P
vs
N5
N4P
vs
N4
N4X
vs
N5
N4X
vs
N4P
N3
vs
N5
Power -30% -10% ? lower -22% - ? ? -25-30%
Performance +15% +5% +7% higher +11% +6% +15%
or
more
+4%
or more
+10-15%
Logic Area

Reduction %

(Density)
0.55x

-45%

(1.8x)


-


-
0.94x

-6%

1.06x
0.94x

-6%

1.06x


-


?


?
0.58x

-42%

(1.7x)
Volume
Manufacturing
Q2 2020 2021 Q2 2022 2022 2023 H2 2022 H1
2024?
H1 2024? H2 2022

While N4X offers significant performance enhancements compared to N4 and N4P, it continues to use the same SRAM, standard I/O, and other IPs as N4P, which enables chip designers to migrate their designs to N4X easily and cost effectively. Meanwhile, keeping in mind N4X's IP compatibility with N4P, it is logical to expect transistor density of N4X to be more or less in line with that of N4P. Though given the focus of this technology, expect chip designers to use this technology to get extreme performance rather than maximum transistor density and small chip dimensions.

TSMC claims that N4X has achieved its SPICE model performance targets, so customers can start using the technology today for their HPC designs that will enter production sometimes next year.

For TSMC, N4X is an important technology as HPC designs are expected to be the company's main revenue growth driver in the coming years. The contract maker of chips anticipates HPC to account for 40% of its revenue in 2030 followed by smartphones (30%) and automotive (15%) applications.

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  • ikjadoon - Friday, May 26, 2023 - link

    >The contract maker of chips anticipates HPC to account for 40% of its revenue in 2030 followed by smartphones (30%) and automotive (15%) applications.

    So did TSMC finally change what they mean by "HPC"? IIRC, recently, TSMC's definition of HPC actually included smartphones.

    >Yujun Li, TSMC's director of business development for high-performance computing (HPC) which also includes mobile,

    Source: https://community.cadence.com/cadence_blogs_8/b/br...
  • ballsystemlord - Friday, May 26, 2023 - link

    Upvote!
  • dotjaz - Friday, May 26, 2023 - link

    What sort of smartphone soc runs above 1.2V?
  • Ryan Smith - Saturday, May 27, 2023 - link

    From Anton:

    "From TSMC's revenue split standpoint, HPC is a rather vague category that includes everything from laptops to datacenters, but not smartphones. It has been so for years, actually. From technology point of view, Apple, for example, uses performance-enhanced nodes for its smartphone SoCs."
  • Kangal - Saturday, May 27, 2023 - link

    Do you think the rumours are true?
    Apparently there is a lot of yields of N3, but Apple is hoarding more than 80% of it. So other smartphone manufacturers from BBK Electronics, Xiaomi Group, and Samsung, basically can't use TSMC-3nm for 2024. Basically the next-gen Snapdragon chipset is delayed another year, instead coming with another refresh in 2024 in the QC 8g3 being made on the N4X process node.

    We will probably see a MediaTek Dimensity SoC built on N3 in 2024, but it will be low-quantity, so it will be found on very limited number of devices. Almost like a paper-launch until they can place orders after Qualcomm, followed by Ryzen devices, then Nvidia dGPUs, and the rest of the industry.

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