Update: After some emailing back and forth, we can confirm that the slide that Intel's partner ASML presented at the IEDM conference is actually an altered version of what Intel presented for the September 2019 source. ASML added animations to the slide such that the bottom row of dates correspond to specific nodes, however at the time we didn't spot these animations (neither did it seem did the rest of the press). It should be noted that the correlation that ASML made to exact node names isn't so much a stretch of the imagination to piece together, however it has been requested that we also add the original Intel slide to provide context to what Intel is saying compared to what was presented by ASML. Some of the wording in the article has changed to reflect this. Our analysis is still relevant.

One of the interesting disclosures here at the IEEE International Electron Devices Meeting (IEDM) has been around new and upcoming process node technologies. Almost every session so far this week has covered 7nm, 5nm, and 3nm processes (as the industry calls them).  What we didn’t expect to see disclosed was an extended roadmap of Intel’s upcoming manufacturing processes. It should be noted that the slide presented at the conference by Intel's partner, ASML, was modified slightly from its original source.

They say a slide is worth 1000 words. Here’s 1000 words on Intel's future.


Intel's slide, as presented in September

This is Intel's original slide, not detailing which nodes in which years. However, it should be easy enough to figure out that each one of the elements in the bottom row is the next process node along, otherwise the +/++ wouldn't make sense.

ASML applied these assumptions to the slide it presented at the IEDM keynote, but the company did not disclose that they had modified the slide.

Intel's slide with ASML's animations overlayed, as shown in the slide deck distributed by ASML

So let’s go through some key areas.

1.4nm in 2029

Intel expects to be on 2 year cadence with its manufacturing process node technology, starting with 10nm in 2019 and moving to 7nm EUV in 2021, then a fundamental new node in each of 2023, 2025, 2027, 2029. This final node is what ASML has dubbed '1.4nm'. This is the first mention on 1.4nm in the context of Intel on any Intel-related slide. For context, if that 1.4nm is indicative of any actual feature, would be the equivalent of 12 silicon atoms across.

It is perhaps worth noting that some of the talks at this year’s IEDM features dimensions on the order of 0.3nm with what are called ‘2D self-assembly’ materials, so something this low isn’t unheard of, but it is unheard of in silicon. Obviously there are many issues going that small that Intel (and its partners) will have to overcome.

+, ++, and Back Porting

In between each process node, as Intel has stated before, there will be iterative + and ++ versions of each in order to extract performance from each process node. The only exception to this is 10nm, which is already on 10+, so we will see 10++ and 10+++ in 2020 and 2021 respectively. Intel believes they can do this on a yearly cadence, but also have overlapping teams to ensure that one full process node can overlap with another.

The interesting element to these slides is the mention of back porting. This is the ability for a chip to be designed with one process node in mind, but perhaps due to delays, can be remade on an older ‘++’ version of a process node in the same timeframe. Despite Intel stating that they are disaggregating chip design from process node technology, at some point there has to be a commitment to a process node in order to start the layouts in silicon. At that point the process node procedure is kind of locked, especially when it goes to mask creation.

In the slide, it shows that Intel is going to allow a workflow such that any first gen 7nm design could be back ported to 10+++, any first gen 5nm design could be back ported to 7++, and so on. One can argue that this roadmap might not be so strict with the dates – we have seen Intel’s 10nm take a long time to bake, so expecting the company to move with a yearly cadence on + updates alongside a two-year cadence with main process technology nodes would appear to be a very optimistic and aggressive cadence strategy.

Note that this isn’t the first mention of back porting hardware designs when it comes to Intel. With the current delays to Intel’s 10nm process technology, it has been widely rumoured that some of Intel’s future CPU microarchitecture designs, originally designed with 10nm (or 10+, 10++) in mind might actually find a home on a 14nm process due to the success of that process node.

Development and Research

Normally with process node developments, there will be different teams working on each process node. This slide states that Intel is currently in development of its 10+++ optimizations as well as the 7nm family. The idea is that the ‘+’ updates are capturing the low hanging fruit from a design standpoint every generation, and the number represents a full node benefit. Interestingly we see Intel’s 7nm being based on 10++, whereas in the future Intel sees 5nm come from the base 7nm design, and 3nm coming from 5nm. There is no doubt that some of the optimizations that enter each +/++ update will filter into future designs as and when they are needed.

In this slide, we have Intel’s 2023 node currently in the definition stage. At this IEDM conference there’s a lot of talk about 5nm in this timeframe, so some of those improvements (such as manufacturing, materials, consistency, etc.) will ultimately end up in Intel’s process depending on which design houses they partner with (historically Applied Materials). It is worth noting that 5nm is listed as a 2023 node, which is around the time that ASML will start selling its ‘High NA’ EUV machines to help with better path definition during the manufacturing process. I’m not sure if High NA will intercept at 5nm or 3nm, assuming this Intel roadmap has its dates correct and Intel is able to stick to it, but it is something to consider

Beyond 2023, Intel is currently in the ‘path-finding’ and 'research' mode. As always when looking this far out, Intel is considering new materials, new transistor designs, and such. At this IEDM conference we’re seeing a lot of talk of gate-all-around transistors, either as nano-sheets or nano-wires, so no doubt we’re going to see some of that as FinFET runs out of steam. TSMC is still using FinFETs for its 5nm process (Intel’s 7nm equivalent), so I wouldn’t be surprised if we see something like nano-sheets then nano-wires (or even hybrid designs) come into Intel’s manufacturing stack.

It’s worth also pointing out, based on the title of this slide, that Intel still believes in Moore’s Law. Just don’t ask how much it’ll cost.

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  • Everett F Sargent - Tuesday, December 10, 2019 - link

    Considering Intel's roadmap. Has Intel released 10nm silicon in the desktop, workstation or server space yet? AFAIK, the answer is a resounding NO!

    When/if Intel does 10nm in those spaces (say 2020) will they be at lower GHz then the latest 14nm silicon due to heat issues (e. g. by not adopting a chiplet strategy and going with a monolithic single chip strategy in the face of heat issues)?

    I seriously doubt yield issues at 10nm, simply because Intel has had five (going on six) years to solve that issue.

    I guess what I'm trying to say is that Intel did not learn from their own previous history of chasing GHz. That Intel has pushed GHz at the 14nm node at the expense of the 10nm node. In other words, if 10mn is slower than 14nm who would buy 10nm? Assuming that core counts (needs to go up), power (needs to go down) and pricing (needs to go down) don't change significantly.

    It will be like six years for 10nm desktop silicon. What's up with that?
  • haukionkannel - Wednesday, December 11, 2019 - link

    Intel will most likely jump directly to 7nm in desktop parts. Their 10nm is not good for desktop usage... and maybe newer will be.
  • ksec - Tuesday, December 10, 2019 - link

    1. Those date ( year ) are all Q4, and volume isn't in the quantity we traditionally expects, so unless they could push 7nm faster, it may be better to shift expectation or general conciseness of year by 1. Effectively 7nm is 2022, and 1.4nm is 2030.

    2. I was surprised the article has no mention of Jim Keller, this method of delivery and back porting or design and node detachment is called train delivery in Apple or AMD. Something he mentioned in the Anandtech interview.

    3. The three stage manufacturing method is also basically the same as TSMC, N7, N7P / + and N6, with three iteration of each node. ( EUV being exception )

    4. If Intel has fixated its 5nm on High NA EUV they will be repeating the same 10nm mistake again. Not only do I doubt ASML will have those machine on time, delivery of it will also be extremely limited. If I remember correctly ASML only delivered single digit of their EUV during first year, ~20 during 2nd. And in case Samsung is not trying to grab everyone of them, HVM on first year of introduction sounds like a very risky move.

    5. Still wish some industry perspective on economical model, although the recent Semienginnering revision of 3nm cost down to Sub $2B seems like a big improvement, it is still the elephant in the room.
  • Adonisds - Tuesday, December 10, 2019 - link

    Assuming each future Intel node increases density by 2x and each TSMC node by 1.7x, then Intel 1.4nm should be equivalent to TSMC 600 picometers
  • DannyH246 - Tuesday, December 10, 2019 - link

    Why would anyone believe a word Intel says about anything now? They have LIED for years about 10nm - how many times have we heard that 10nm is now “shipping”. They have LIED for years regarding security and shipped countless processors with serious vulnerabilities that they knew about. And now AGAIN they are LYING about benchmarks. Such a deceitful and dishonest company.
  • TEAMSWITCHER - Wednesday, December 11, 2019 - link

    Please... spare us your righteous indignation.
  • DannyH246 - Wednesday, December 11, 2019 - link

    Plenty of people on here alluding to the same thing i said. Intel are an untrustworthy company with a long history of lies and deceit. Deal with it fanboy.
  • TristanSDX - Tuesday, December 10, 2019 - link

    lol, back-porting as part of strategy, they are preparing for more 10nm like delays, interesting learning
    let they introduce back-tick, back-tock philosophy
  • eva02langley - Tuesday, December 10, 2019 - link

    Sure... and I am the ruler of the world...
  • eva02langley - Tuesday, December 10, 2019 - link

    The problem is as of today, Intel is having their biggest competitor rising in an incredible fashion... not AMD... TSMC. I am betting on TSMC to keep the lead.

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