Author: Pradeep Chakraborty

Lhyfe announces progress in green hydrogen projects

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Hydrogen producer, Lhyfe, from the city of Nantes, France, started the first production facility into operation in Oct. 2021. Today, the company offers renewable energy solutions, bio-gas, smart grids, and batteries.

Matthieu Guesné.

Matthieu Guesné, Chairman and CEO, Lhyfe, talked about their achievements during FY 2023. The FY 2023 revenues were at €1.3 million, which is x2, as compared to FY 2022. Lhyfe had the signature of multiple new clients in France and Germany, including Avia, Manitou, Iveco, John Deer, Hypion, Hype, Symbio, Bretetche Hydrogen, etc.

New sites
Two new sites were inaugurated in France (Buléon and Bessières), making Lhyfe the first producer of renewable hydrogen in the country. Eight other sites are currently in construction or extension, mainly in France and Germany, more than any other player in the sector in Europe. We have continued innovation with the world’s first offshore green hydrogen production.

Lhyfe is also boosting the scale-up, with €149m grant from the French government for 100 MW project near Le Havre in France. It has strengthened financing strategy, with a €28m first green corporate syndicated loan, and increase in secured grants at c230 million, as of December 2023.

Bouin (France) site.

Bouin, France site is now running at full speed. Factory was completed in 2021, and it is now fully booked. Extension is planned for up to 1 ton of green hydrogen/day. This is representing 2.5MW electrolysis installed capacity after extension. The onsite storage capacity will be extended from 700 kg to 5 tonnes. It is scheduled by end of FY 2024.

This is Lhyfe’s first green hydrogen production site with a current production capacity of up to 300 kg of green hydrogen/day (installed capacity of 0.75 MW). It has direct connection to wind farm, and has secured PPA with Vendée Energie. It is serving mobility clients. Lhyfe has 100 percent success rate in deliveries.

Providing site update on Buléon (France), he said it is located in Brittany (Morbihan, Buléon near Lorient). Site has production capacity up to 2 tonnes of green hydrogen per day (5 MW installed capacity). Lhyfe is addressing mobility (70 percent) and bulk industry (30 percent). Main source of energy is wind PPA with VSB énergies Nouvelles. Client has already been signed. Another site was installed as of end 2023. Commercial ramp-up will start by end of H1-2024.

Bessières (France) site update was next. It is located in Occitany (Bessières near Toulouse Occitany). Production capacity is up to 2 tonnes of green hydrogen per day (5 MW installed capacity). Main source of energy is wind PPA. It is also winner of the Corridor Hydrogen tender for projects. This plant is under commissioning. Commercial ramp-up will start by end of H1-2024.

Lhyfe has several sites under construction in Germany. Tübingen, Germany has up to 200 kg per day (1 MW installed capacity). It is aimed at supplying hydrogen-powered trains on the Pforzheim-Horb-Tübingen line from 2024. Lhyfe signed contract with Deusche Bahn. Unit has been installed and ready for client’s start of operations.

Schwäbisch Gmünd, Germany has up to 4 tpd (10 MW installed capacity). It is mostly used for mobility. Construction works was launched at the end 2023. Brake, Germany, has up to 4 tpd (10 MW installed capacity. Site construction had started at end of 2023. It is 100 percent used for bulk.

Sites under construction in France include those in Croixrault and Sorigny. Croixrault has up to 2 tonnes of green hydrogen per day (5 MW of installed electrolysis capacity). It is located on the Mine d’Or industrial area, alongside the A29 motorway. It is the first production unit in the Hauts-de-France region to make renewable hydrogen available to a wide market. It will supply local uses in mobility and industry. Civil works had started early 2024.

Green hydrogen can decarbonize ammonia.

Sorigny has up to 2 tonnes of green hydrogen per day (5 MW of installed electrolysis capacity). It is part of Hy’Touraine project. Green hydrogen will be supplied for uses in mobility and industry, with many local authorities and businesses already identified as having hydrogen needs in the area. Civil works started early 2024. In total, Lhyfe will have 10 plants. We are also developing in Spain.

Lhyfe has Fortress pipeline, excluding projects already under construction. Bulk projects are in Wallsend (UK) – 20 MW, HOPE Project (Belgium) – 10 MW, Bussy St-Georges (France) – 5 MW, Vallmoll (Spain) – 15 MW, Duisburg (Germany) – 20 MW, Milan (Italy) – 5 MW, and Le Cheylas (France) – 5 MW.

Onsite projects are in Gonfreville l’Orcher (France) – 100 MW, Nantes Saint-Nazaire Port (France) – 210 MW, Fonderies du Poitou (France) – 100 MW, Epinal (France) – 70 MW, SouthH2Port (Sweden) – 600 MW, Delfzijl (Netherlands) – 200 MW, etc. Backbone projects are in Aaland Island (Finland) – X GW, Lubmin (Germany) – 800 MW, and Perl (Germany) – 70 MW.

Lhyfe has secured €149m grant from French government to support 100 MW project near Le Havre in France. 28,000 m2 available space at the planned site of Gonfreville-l’Orcher. It will produce 100 MW. This confirms Lhyfe’s ability to raise significant subsidies and de-risk large projects. It confirms as well the status as a key player in the renewable hydrogen industry, and know-how and expertise of Lhyfe teams, pioneers in the industry.

The project has been approved by the European Commission as part of the third wave of IPCEI (Important Projects of Common European Interest) on hydrogen.

SEALHYFE pilot.

Offshore hydrogen production
Lhyfe is also paving the way for offshore hydrogen production. SEALHYFE pilot is a unique set of data for a concrete step forward in hydrogen offshore development. It is the first offshore hydrogen production unit in the world in 2022. It is producing green hydrogen offshore in the Atlantic Ocean during pilot period from May-Nov. 2023.

Green hydrogen was produced under stressed conditions (corrosion, direct connexion to wind mill, strong accelerations, fully remote operations). Millions of data was collected to support next phase (HOPE project). Reliability of hydrogen offshore production in an isolated environment, and management of the platform’s movements were undertaken. There was validation of production software and algorithms. It was decommissioned end-Nov. 2023.

HOPE or Hydrogen Offshore Production for Europe, was for the first time in the world. Green hydrogen will be produced at sea, and delivered ashore via
a composite pipeline to local customers for use in industry and transport sectors.

Up to 4 tpd of green hydrogen and 10 MW installed capacity. It is located in the North Sea, off the port of Ostend. Operations are expected early 2026. €33m grants awarded, o/w €20m from EU and €13m from Belgian government. This project is coordinated by Lhyfe, and implemented together with eight European partners.

Aland Island, off west coast of Finland, is an autonomous, demilitarized, Swedish-speaking region of Finland. Lhyfe has project to develop large-scale hydrogen production on Åland, integrated with gigawatt scale offshore wind in Åland waters. It is for use on Åland and in the wider European region. Lhyfe has signed MoU with CIP, the world’s largest dedicated fund manager within the greenfield renewable energy investments, and a global leader in offshore wind, green hydrogen.

Lhyfe is well positioned to answer future offshore bids to be launched in Europe from 2024 onward. Another 80 actions will be implemented over the coming years to address the Group’s ESG strategic orientations. Over 80 tonnes green hydrogen has been produced and sold to date.

HPC Vega — Slovenian peta-scale supercomputer powering scientific discovery

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European Technology Platform (ETP) for High-Performance Computing (HPC) or ETP4HPC organized a conference today on the Vega system.

EuroHPC supercomputers with HPC Vega system, was hosted by IZUM in Maribor, Slovenia. Aleš Zemljak and Žiga Zebec from IZUM presented on Vega. IZUM is the Institute of Information Science, Maribor, Slovenia.

Slovenian peta-scale supercomputer
Aleš Zemljak gave an overview of HPC Vega: “HPC Vega — Slovenian Peta-scale Supercomputer”. He touched on the system’s design, architecture and installation, focusing on most user-relevant basic concepts of HPC, and their relation to HPC Vega.

HPC Vega.

HPC Vega is the Slovenian peta-scale supercomputer. HPC Vega is the most powerful Slovenian supercomputer. It is the first operational EuroHPC JU system, in production since April 2021. It has performance of 6.9 PFLOPS, uses Atos Sequana XH2000 and 1020 Compute nodes, Infiniband 100Gb/s. It has 18PB large capacity storage Ceph, and 1PB high performance storage Lustre. It consumes < 1MW power, and has PUE < 1.15.

App domains
HPC app domains include earth sciences, such as seismology, earthquake simulations and predictions, climate change, weather forecast, earth temperatures, ocean streams, forest fires, vulcano analysis, etc. High energy physics and space exploration, such as particle physics, large Hadron collider, project ATLAS trkalnik, astronomy, large synoptic survey telescope, Gaia satellite, supernovas, new stars, planets, sun, moon, etc.

Medicine, health, chemistry, molecular simulation, including diseases, drugs, vaccines, DNA sequencing, bioinformatics, molecular chemistry, etc. Mechanical engineering and computational liquid dynamics. Machine, deep learning, AI, etc., such as autonomous driving, walk simulations, speech and face recognition, robotics, language analytics, etc.

HPC Vega has 10 design goals. These are: general-purpose HPC for user communities, HPC compute intensive CPU/GPU partitions, high-performance data analytics (HPDA) extreme data processing, AI/ML, compute node WAN connectivity, hyper-converged network, remote access for job submission, good scalability for massively parallel jobs, fast throughput for large number of small jobs, and high sequential with random storage access.

EU projects (funded) are: interTwin, exploitation of HPC Vega environment, two FTEs (IZUM, JSI), starts, EPICURE, SMASH (MCSA cofunded), o-boarding first postdocs, etc. EUmaster4HPC is preparing an offer for summer internship.

Supporting projects/activities (non-funded) are: EuroCC SLING, MaX3 CoE, etc. Others are: European Digital Infrastructure Consortium (EDIC) – national resources reserved, high-level app support help for Leonardo, CASTIEL2, Container Forum, MultiXscale CoE, and EVEREST (Experiments for Validation and Enhancement of higher REsolution Simulation Tools).

Future is data centers and ‘Project NOO’. Project “Recuperation and Resilience Plan — NOO. The goal is to archive facilities for research data, space for hosting of equipment of public research institutions and universities, space for future HPC(s). The project is due to be completed in June 2026. We have EUR15.2 million for two data centers and the long-lasting storage for research data equipment.

We envision two identical facilities or buildings for two data centers. They will be located in Dravske elektrarne, Mariborski otok. Acquisition of land has been completed. The other one is JSI (nuclear research) reactor, at Podgorica, Montenegro. We will be using the ground floor for HPC, first floor for the research data archive, Arnes’s and hosted equipment. Slovenia is going to need a new supercomputer by end of 2026. EuroHPC JU co-funding is expected (this system is not part of this ‘Project NOO.

Powering scientific discovery
Dr. Žiga Zebec presented: “HPC Vega: Powering Scientific Discovery”, focusing on the science conducted on HPC Vega, or “use cases”.

Slovenian research facilities using HPC Vega are: Kemijsko Institut, lab for molecular modeling, Univerza v Lubljani, for cognition modeling lab, FMF, in physics department, Univerza v Maribou, lab of physical chemistry, and Institut Jozef Stefan, theroretical physics, experimental particle physics, reactor physics, Centre for Astrophysics and Cosmology, etc.

Major domestic projects are development of Slovene in a digital environment. Project goal is to meet needs for computational tools and services in language technologies for Slovene. Development of meteorological and oceanographic test models. Hospital smart development based on AI, with project goal to develop AI-based hospitals. Robot textile and fabric inspection and manipulation. It is to advance state-of-the-art of perception and inspection, and robotic manipulation of textile and fabric, and bridge technological gap in this industry.

We have Slovenian Genome project with systematic study of genomic variability of Slovenians. There can be faster and more reliable diagnostics of rare genetic diseases.

There are scientific projects running on the Slovenian share of HPC Vega. These include deep-learning ensemble for sea level and storm tide forecasting, All-Atom Simulations of cellular senescence (process of deterioration with age), first-principles catalyst screening, dynamics of opioid receptor, visual realism assessment of deepfakes, etc. Scientific projects are also running on EuroHPC share of HPC Vega such as understanding skin permeability with molecular dynamics simulations.

Vega is involved in several international projects. These include SMASH, interTwin, EUMaster4HPC, Epicure, etc.

New leaders can capture the chiplet revolution

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TechInsights, USA, organized a fireside chat today on the global semiconductor industry.

G. Dan Hutcheson, Vice Chair, TechInsights, said, the Chinese economy has been starting to recover now. We are also getting into a new PC up-cycle. Companies are also trying to move their centers of excellence to the other countries. We are seeing a normal upside right now. You do get some variation in supply over the period of 12 months. We are also moving into the 2nm era next year.

The magnificent seven for everybody includes: Apple, Amazon, Google, Meta, Microsoft, Nvidia, Tesla, etc. Microsoft and Apple came out of the PC era. Amazon and Google came out in the 2000s. Nvidia came out of semiconductors. Tesla happened later. Apple is still riding on the smartphone. We also have the growing EV market. AI has also been emerging strong. However, AI stocks were worst performing among semiconductors stocks last week.

Nvidia has done a double lock-up recently. It has GPUs and whole system. They are re-architecting the way the data center works. Nvidia is, where it is today. We now need a new technology to be the next big thing. When Apple iPhone first came in, it started a new revolution. It always surprises you!

We will have new leaders in future. We will also see new leaders capturing the growing chiplet revolution. The foundries that exist would not have been possible without the EDA revolution. Chiplets have now emerged as the new revolution.

We have neural network processors already. We also have cellphone APUs. There are some really cool things coming that will help organizing your life, especially using the smartphone.

AI is seeing huge explosion in entrepreneurial pursuit. Several AI chip startups will be coming up. GPUs always had an innate advantage. GPUs chips were power hungry. We now need to partition that down to smaller parts. PCs had closed architecture partnership between Intel and Microsoft. We later saw the explosion of innovation around apps. AI is more of a curiosity right now. IBM used it to help physicians diagnose cancer. Today, it has become routine. AI solutions will take step forward, and bring real value.

China needs to catch up
As for domestic Chinese companies in AI, China is developing its own core technology. Taiwan has been incredibly successful as it has access to the global technologies. China also needs to do lot of classical innovation to get forward. Doing a lot of innovation can be very cultural. Silicon Valley is one example to follow. We are hoping that China can catch up, and get back to the order, and we can get back the global order.

AI will be used on chips to improve MCU/MPU performance. Synopsys is a world leader that enables all of that. We are also seeing new process technologies being developed. However, we still need the human intelligence to make all of this happen. AI, as a tool for engineers, may make them struggle. People were locked into their tools earlier. You have to be really good at using all the weapons at your disposal. If you don’t, you can be left behind. We are also going to go through another productivity surge in future

Regarding alternatives to silicon, he said that God was bullish on silicon. It has proved to be the best material. Today, we have substrates with specific functions. We have to get around the interconnect level. Data centers are migrating further down to the new chips. Quantum does replace it! However, it will co-exist with silicon.

Lead times are delivered largely by the complexity of the problem addressed. Today, we have about 2,000 process steps, but the lead time is still 12-13 weeks. We have to address complexity. We had the case of just-in-time. We may create disaster if we moved to just-in-case. Shrinking lead times requires you to decrease utilization. We saw lead times decrease to 60 percent, using utilization. Intel had increased utilization by increasing hot spots.

We also need to look at the supply chain. As we become more efficient, we may also be dealing with even more complexity. We cannot see that either happen, or decrease, in the forseeable future. Regarding NAND demand, we are witnessing the incoming demand, at least from data centers.

Japan getting back mojo!
Finally, which country can emerge as a semiconductor powerhouse? Japan is finally getting over lost decades. Japan is coming back certainly. It appears that Japan has got back its mojo after a long time. China is also going to grow. India has an advantage of cheap labor force. India may have difficulty in duplicating the success of software. It has advantages and disadvantages.

Japan and South Korea are much ahead right now. The US recovery is also taking place. Mexico is starting to rise. That’s driving new factories inside Mexico. Canada has a liberal immigration policy. Some of the best and brightest are present there. There is always opportunity. With technology, you need to run faster, work smarter, etc.

He hoped that everyone is safe in Taiwan, following the earthquake. Despite the severity of the tremors, the impact on Taiwan’s semiconductor manufacturing capacity appears to be limited. TSMC has done, and been doing incredible work in the future.

Policies and partnerships needed to support semiconductor startups

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Semiconductor Industry Association (SIA), USA, organized a seminar on: Encouraging innovation: Policies and partnerships needed to support semiconductor startups.

Startups are a critical part of the semiconductor ecosystem, driving growth and innovation in the industry and exploring new frontiers of chip technology. Unfortunately, startups in the semiconductor sector face significant challenges and barriers to entry. Creative and ambitious policy solutions and expanded public-private collaboration are needed to help semiconductor startups grow and strengthen.

SIA, and Dan Armbrust from Silicon Catalyst—the world’s only incubator and accelerator for startups focused on semiconductor solutions— had a discussion on the opportunities and challenges facing semiconductor startups. They looked at the actions needed to reinforce and expand this important part of the semiconductor ecosystem.

John Neuffer, SIA President, said that we represent two-thirds of the global chip industry. Startups have been an essential part of the ecosystem. There are barriers to entry. We have to overcome them.

Dan Armburst said that company valuations and profitability has seen eight of the top 20 market caps in technology. It is the third most profitable industry. AI is profoundly hardware limited, and it’s the next gold rush. There are essential assets in a geopolitical sea change away from globalism.

Surge of investments are underway. There are CHIPS Act(s) in various countries and regions. VCs are wading back in as there are green shoots in deep tech and specialty funds. We have reasonable M&A and IPO opportunities for startups. Chiplets and advanced packaging can be advantageous for startups.

Semiconductor startups face daunting challenges. There is escalating cost of innovation, with prototyping access and costs. Sustained decline of VC for semiconductors is also there. Achieving product-market fit remains challenging. We have diminished customer appetite to award design wins to startups.

More research will not lead to commercialization, unless, we continue to build startup playbook. We must aggressively implement CHIPS Act investments for prototyping and startup funds with a sense of urgency. We can supplement with existing government programs and funding streams. We need to strengthen the startup ecosystem for translation to industry.

How it all started?
In 1990s, foundry business model was led by TSMC in Taiwan. In 2010s, we had Moore’s Law slowdown, rise of AI, and emergence of Chinese threat, and pricing power. In 2020s, pandemic chips shortages, CHIPS Act(s), China’s access restrictions, and GenAI are in action.

We have been witnessing consolidation and concentration in each segment. These are across chip design costs, DRAM, logic/foundry platforms, and equipment market. Also, scaling is in trouble, as the evidence of Moore’s Law slowdown. We need a very solid roadmap for next decade. We now need CMOS roadmap to <1.0 nm, along with the advances in EUV lithography, advanced packaging, and more backside power distribution.

Today, system companies, such as Apple, Google, Microsoft, Meta, Cisco, Huawei, along with IBM, Samsung, etc., are becoming silicon houses. China export controls and trade restrictions are stressing globalism. VC has also moved past semiconductors to software and services over the years. Investment has been around $6.5 billion, only 2.5 percent of $244.5 billion, in 2022.

VC investment and model
Venture capital investments in AI/ML have escalated. Majority has been in vertical apps. We had the first wave of domain specific accelerators / architectures for AI, largely around edge/cloud. There have been some investments in optical/photonics, in-memory, and neuromorphic chips.

Today’s VC model at a glance suggests goal is return 3-5x or 20-30 percent annual IRR over the 10-year life of the fund. Invest fund in 20-25 companies, which represent 0.1-1 percent of deal flow. Hits-driven business means, we need one-three firms to return 10-100x of investment. VCs are compensated 2 percent of fund annually for opex, and retain 20 percent (carry) of profits. Each startup funding round is lead by a new VC that sets the valuation and investing terms for others. For existing investors, exercising pro-rata rights is key. VCs raise follow-up funds based on track record of prior funds.

Silicon Catalyst role over the years.

VC model dictates where investments are made, and why semiconductors struggle. Investments in semiconductors are less attractive, compared to software and services. Higher capital is required, with longer time to revenue ramp. It has higher innovation failure rates, and longer time to liquidity, and lower returns.

Semiconductors requires extensive and specific due diligence, a skill mostly atrophied. Product-market fit is hard to predict based on early measures of traction and adoption. Incubator and accelerator services have helped startups in other arenas, apart from semiconductors. He said Silicon Catalyst accelerator model is tuned to semiconductor startup needs. Silicon Catalyst services are available from the industry’s ecosystem.

What’s coming up?
Within semiconductors, we have materials/process changes, new materials and devices, new equipment and processes, and EDA for emerging technologies, are coming up in the future.

For substrates, we have SiC, silicon-on-insulator, GaN, compound semiconductors, etc. For wafer fabs, there are patternable materials, planarization materials, gases, cleaning solutions, etc. Device performance has 2D semiconductors, graphene, diamond, ferroelectrics, spintronics, etc. Interconnects have metals, metal oxides, metal barriers, carbon nanotubes, isolation materials, dielectrics, etc. Packaging materials have solders, ceramics, encapsulates, thermal management materials, insulators, etc.

CHIPS Act
CHIPS and Science Act was signed into law in August 2022. Innovation gap is about the CHIPS Act R&D provisions. Gaps are in prototyping at scale, scale-up business model, startup funding, and government-agency coordination.

CHIPS Act Industrial Advisory Committee (IAC) was also set up later. IAC R&D gaps recommendations includes:

  • Establish easily accessible prototyping capabilities in multiple facilities and enact the
    ability to rapidly try out CMOS+X at a scale that is relevant to industry.
  • Create a semiverse digital twin.
  • Establish chiplets ecosystem and 3D heterogeneous integration platform for chiplet
    innovation and advanced packaging.
  • Build an accessible platform for chip design and enable new EDA tools that treat 3D
    (monolithic or stacked) as an intrinsic assumption.
  • Create a nurturing ecosystem for promising startups.

CHIPStart UK is an example of a fast-moving government-led initiative. Last year, 11 startups were admitted for 9-month program. In Feb. 2024, there was call for second cohort applications.

Recommendations
It is recommended that USA executes what’s been authorized and appropriated with the CHIPS Act. Accelerate access to affordable prototyping capabilities for startups through the various CHIPS Act initiatives. This includes: NSTC for silicon, NAPMP for packaging, and Manufacturing USA for digital twin. DoD Commons (Hubs) for “lab to fab” – 8 regional hubs were launched in Sept. 23. We also have to Implement NSTC’s Innovation fund at minimum of $0.5B consistent with IAC and SCSP recommendations.

We can enhance existing SBIR/STTR and DIU programs with fast-track entrepreneur lane to 3x funding across NSF/DoE/DARPA/DoD/NIH. Leverage ongoing government initiatives by ensuring that startup investment and procurement are included (e.g., DoD NDIS (National Defense Industrial Strategy) and SBICCT (Small Business Investment Company Critical Technologies)), and DoE Office of Science (BES) and AMO funding and loan programs.

We can complement all this by attracting further private investment. Increase corporate VC (CVC) investments by 2x to provide signals to VC for early-stage startups with innovative technologies, especially in materials, metrology, processes and EDA.

We must commission the OSTP to establish means of collaboration with allied nations’ CHIPS Acts and ensure coordination across government agencies on initiatives that support startups. Increase the number of “hard tech” and specialty fund VCs by identifying and addressing gaps in incentives and policies via a neutral technology-based organization (e.g., MITRE, SRI, CoC – Council on Competitiveness). Enhance the capital gains provisions for entrepreneurs and investors that have long liquidity timelines (QSBS – Qualified Small Business Stock for capital gains).

Regarding EDA startups, they face similar problems to semiconductor companies. EDA historically has had significant startup and M&A activity. That has been a significant contributor to how the EDA industry has grown. There are major opportunities in chiplets and advanced packaging enablement, moving forward, and the use of AI to improve designer productivity.

Regarding agencies response to targeted and augmented SBIRS, he added that DoD and DARPA have modified and offered funding along these lines.

CHIPS R&D workshop addresses digital twin data interoperability standards

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Digital twins in manufacturing enable proactive decision-making, predictive maintenance, scenario testing, and collaboration among stakeholders, etc. This workshop will focus on standards needs for a specific use case, application of a digital twin for manufacturing in the chiplet-packaging module.

CHIPS R&D, USA, organized a conference today. Participants discussed the potential for digital twin technologies to drive progress in the semiconductor and microelectronics industry. They looked at the role of data interoperability standards for digital twins in semiconductor manufacturing ecosystem.

Factors to be considered in identifying standards priorities include potential for broad impact, feasibility for accelerated development, and suitability for various standards development channels, including through alliances, incubators and accelerators, and standards setting organizations.

Eric Forsythe.

CHIPS Manufacturing USA
Eric Forsythe, CHIPS R&D, provided an introduction to CHIPS Manufacturing USA. We have a funding opportunity and context. CHIPS Manufacturing USA falls under the CHIPS Act. We will try and solve problems, specifically for the digital twin. We have a workforce initiative going on, as well. We are focused on workforce development. Within the R&D portfolio, we have Natcast, NAPMP, CHIPS Manufacturing USA, with 17 institutes across the network, and CHIPS metrology program.

Manufacturing USA purpose is to accelerate the discovery to US production. We are creating an effective collaboration for applied industry research to bridge the gap from discovery to production. The process has basic research, proof of concept, production in lab, capacity to produce the prototypes, capacity in the production environment, and the demonstration of production rates.

We have minimum NIST commitment of ~$200 million over a five-year period. We are analyzing RFI responses, industry feedback etc., for digital twins. The objectives include reduce time and cost for chips development and manufacturing. Accelerate adoption of the semiconductor manufacturing innovations. We are also increasing the access to semiconductor manufacturing training, etc. We have established the shared resources capabilities, competitively fund industry-led technical and workplace development projects. We have digital framework for interoperable data, shared and validating data, etc. We are also creating a shared marketplace of digital twins model.

Digital twins in semiconductor manufacturing standardization
There was a panel discussion on defining the landscape, scope, and focus of digital twins in semiconductor manufacturing standardization efforts.

Kemaljeet Ghotra.

Kemaljeet Ghotra, Enterprise Data Strategist, PDF Solutions, said digital twin is a virtual representation of the physical world that is capable of producing intelligent feedback with simulation, emulation, data analytics, and modelling.

We are now developing virtual process, tools and devices, and virtual fab. Data is the horizontal across all. We have grand challenges such as generating data, create models, share, and use data, with security around it. Digital twin framework requirements include DT re-usability, interoperability, validity and verification, maintainability, capability, extensibility, accuracy, security, provenance, hierarchical relations, historian model life cycle, etc.

We need to have an operationally focused digital twin for the extended semiconductor supply chain. We need to bring in the end-to-end traceability for products. Operational DT allows for centralized management of globally distributed supply chain to be built on PDF’s Extensio platform capabilities. We need to allow sharing of data in much more secured environment.

PDF has AI models for automation and real-time insights for DT. We have added fault detection and classification, predictive maintenance, virtual metrology and sensing, and fab predictive model in the PDF solution. The operational DT leverages and expand PDF’s existing solutions and market presence. Focus is to get off different proprietary data types to be able to talk to each other.

James Moyne.

James Moyne, Research Scientist, University of Michigan, stated that the scope of DT is across the manufacturing ecosystem. We have existing DT solutions. New ones are emerging from improved ecosystem integration, and solution integration. We also have improved reuse of solutions.

Enabling collaborative DT environment across the industry requires agreement on specs for DT and DT framework. DT is a purpose-driven digital replica of physical asset, process, system, or product. It quantifes prediction and prediction accuracy. The DT framework involves aggregation and generalization examples.

We need to understand requirements driving DT and DT framework definition. We have already done lof of work to identify requirements. We have a path forward for getting results into industry practise, such as International Roadmap for Devices and Systems (IRDS), SEMI, and other standard organizations.

Ben Davaji.

Ben Davaji, Asst. Prof., Northeastern University, stated that development of targeted domain-specific DTs could be more efficient. DT for semiconductor manufacturing includes manufacturing process — such as drifts, aging, tool PM, diagnostics, etc. We can accelerate process development and characterization for manufacturing equipment. We can develop new process equipment and reduce evaluation times.

We can enable fast adoption of novel and emerging materials and substrates. We can do innovation in process design to enable novel device architectures. We can enable accelerated PDK development, etc.

DT for nanofabrication involves DUV lithography process and plasma etch process as examples. He talked about DNN-enhanced virtual metrology. We can have minimum viable DT with data standards, quantitative and multimodal data, TCAD and EDA to generate large data sets and calibrate using experimental data.

We can have DT black box from tool manufacturer and material suppliers. We can develop process and test datasets. We can have computational infrastructure to support secure computing and federated learning. We can also have an open environment for the integration of DTs, enabling interconnections.

Serge Leef.

Serge Leef, Head of Secure Microelectronics, Microsoft, we have been witnessing the convergence of electronics and physical worlds. DT was limited to chip-level modeling and simulation. We are seeing computing continuum up to 2030.

Modern systems are domain specific, highly heterogenous, distributed over networks, highly interactive with physical world, etc., and everything really has to work together. Physical prototyping for complex systems is a huge task. Typically, one or two prototypes can get built. We also need to have DT simulation, with heterogeneity challenge.

We now need to execute meaningful scenarios at near-real-time speed at near-zero modelling cost to gain actionable insights. Microsoft has developed vision for automotive and aerospace DTs. There are some walls between disciplines that need to be broken down.

Cloud-based architecture is leveraging speculative parallelism. We need to use ML to train reduced order models on real-world data. We have standards opportunities for simulation backplanes, modeling interfaces, and testing frameworks.

Gurtej Sandhu.

Gurtej Sandhu, Principal Fellow and CVP, Micron Technology, noted we have an end-to-end Si virtual model. DT of chip fab is virtual model of the entire process flow to accelerate technology development and ramp to inline and packaging yield.

Cost of developing chips is increasing exponentially. Tools are needed to make more informed decisions and build faster process flows. Successful collaborations require multi-disciplinary collaboration across the entire framework of chip building discipline, structure and materials, etc. Achieving this requires breakthroughs in multi-scale modelling. We also need partnerships among chip makers, tool providers, etc.

We have the fab technology co-optimization (FTCO) framework. We can have DT models on the top. It can be followed by metrology, process, tools, efficiency, and partners. A module-level co-optimization requires over 20 process steps/modules. A typical fab co-optimization requires over 1,000 steps. The DT platform is a virtual test bed. Members can develop tools/models, access data for testing/validation, and deliver DT solutions.

Victor Zhirnov.

Victor Zhirnov, Chief Scientist, Semiconductor Research Corp. (SRC), talked about DT for microelectronics. SRC is creating CHIPS Manufacturing USA Institute. SEMI is partnering with SRC. DT should have plug-and-play capabilities. It is a tool for rapid innovation enablement. The MAPT plan is call for DT infrastructure.

We need to look at data standards that can be applicable for electronics manufacturing, We are quite familiar with design automation, modelling and simulation, and industrial automation.

Standards must be set to enable interchange of materials and 3D data between various entities involved in SIP design and manufacturing, Key drivers include multiple physics field nature of design. DT interoperability is currently a problem. We need universal standard to cover use cases.

CHIPS R&D semiconductor supply chain trust gets essential!

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CHIPS R&D Semiconductor Supply Chain Trust & Assurance Data Standards Workshop started today in Rockville, Maryland, USA.

As semiconductor products are manufactured, key transactions are captured as data in different digital twin ecosystem modules (e.g., raw materials acquisition, design, layout, tape-out, mask making, chip fabrication, testing, packaging, and assembly). Digital twin modules must be linked together to allow backward traceability across these ecosystems, and to enable access to accumulated supply chain data for traceability, authentication, and provenance tracking.

Yaw Obeng, CHIPS R&D, welcomed the audience. He also introduced the Workshop Planning Committee.

Carl McCants.

Addressing supply chain issues
Carl McCants, Special Assistant to DARPA Director, presented the opening keynote on DARPA’s history in the semiconductor supply chain trust and assurance standards. It has been focused on addressing supply chain issues. We had a grand challenge in 2005, where we wanted autonomous cars. We had failed back then.

DARPA has been creating breakthrough, paradigm-shifting solutions. We are accepting and managing risks as well. Concern with globalized microelectronics ecosystem has also been addressed within DoD since 2000. DARPA TRUST and IRIS programs developed the techniques for validating design and process integration before distribution.

He also talked about EDA and testing, and whether the tools were doing what they were expected to do. For IRIS, we focused on what’s happening to the manufacturing process. DARPA SHIELD will develop the facility to provide 100 percent assurance against certain known threat modes quickly, and at any step of the supply chain.

Semiconductor manufacturing supply chain needs to address trust and assurance challenges. We need to maintain the confidentiality of the technology delivered, protect the IP, and have continuous and sustained access to technology needed. We have challenges such as data and definitions, so that a semiconductor product can be delivered without compromise to the product’s integrity, trustworthiness, and authenticity.

For IP protection, we need to incorporate, verify, and validate an IP into design. We need to protect the logic design and simulation of the chip. We also need to be able to transmit and store the functional test programs to the wafer fab facility, and the assembly, packaging, and testing facility. We also have to do aggregation of package-level test data in the APT facility, and take that to the customer.

Eric Forsythe.

Model and simulate semiconductor supply chain
Eric Forsythe, Technical Director, CHIPS R&D, introduced the CHIPS Manufacturing USA. The grand challenge is to seamlessly model and simulate the entire semiconductor supply chain. We need to create an effective collaboration environment for applied industry research to bridge the gap from discovery to production.

CHIPS Manufacturing USA Institute is meeting the digital twin institute objectives. These are: reduce time and cost for chip development and manufacturing, accelerate adoption of semiconductor manufacturing initiatives, etc.

Data — reliable, secure and accessible, workforce development, and model development and validation, were the top three areas to look at. These are the big challenges for developing digital twin technologies for semiconductor manufacturing.

Electronics supply chain digital security standardization
There was a panel discussion on landscape, scope, and focus of electronics supply chain digital security standardization efforts. The participants were Gretchen Greene, NIST, Chris Ritter, Idaho National Lab, and Christophe Bégué, PDF Solutions.

Gretchen Greene.

Gretchen Greene, Group Leader, Data Science Group, NIST, said we are currently building trusted chip environments (TCE). We are modernizing the ecosystem and leveraging digital technology. Security and interoperability remain the main issues.

In the CHIPS supply value chain, there are design, fabrication, package, assembly, and test, and commercial sectors. These are addressed by players in muti-physics and modelling, IP, Open Source, manufacturing process and tooling, materials and resources, photonics, microelectronics, etc.

Granularity of the semiconductor supply chain is at the heart of the standards challenge. The interoperability at scale supporting coarse grain digital assets has been inconsistent, and even non-existent. We have the opportunity to impact the industry. We are opening several windows of commercial opportunity for marketplace innovation.

We are also standardizing protocols, such as information sharing, smart connections, etc. We are making protocol specs, payload types, synchronization or process flows, status, managing authorities, verification/validation and resolver services, and registry/curation for monitoring, nodes/hubs, etc.

We are also developing a knowledge network via CHIPS exchange. Semiconductor knowledge can be shared across digital assets, such as taxonomy, machine, actionable, analytics, visualization, etc.

We have goals such as federate across supply chain through use of digital architecture connecting generations, standards, TREs and stakeholders. Strengthen exchange, reuse, and interoperability. Enable discovery and access, etc.

Chris Ritter.

Digital engineering mission
Chris Ritter, Idaho National Lab, said that we have the digital engineering mission. Digital engineering transforms the way we design and operate energy assets. Digital engineering is an innovator and key success driver across all initiatives. It is a key enabler for net-zero program.

With DE, we can design — it links facility information. Operations enable the digital twin. He talked about Deep Lynx, its virtual, and physical platforms. Deep Lynx open source model is a centralized digital twin data warehouse and live event system. Ontological and time series storage of digital twin data streams is there. Event system can push and pull data in real-time around a digital twin. It is proven in operation of MAGNET digital twin.

Idaho National Lab has open ontology for thread and twins. General entity model (GEM) is an extensible, upper-level ontology. It has an advanced manufacturing app. It has digital twin demonstrations across lifecycle stages.

Christophe Bégué.

Supply chain traceability
Christophe Bégué, PDF Solutions, said the semiconductor market is currently looking at reliability, RMA or failures in the field, security, and regulation.

Supply chain traceability can provide fast and precise analysis of a reliability or security issue. We can enable short- and long-term containment plans to reduce cost and preserve brand. We can have assurance and preferred supply through provenance and traceability.

We need standards for single device traceability. We have SEMI E142 standard that defines a data model for devices within a wafer or complex assembly. Devices have a virtual identifier (VID) based on this model. E142 forms basis for single device tracking.

We need standards for supply chain traceability. SEMI is developing Specification for Supply Chain Traceability using Distributed Ledger Technology standard proposal to record chain of custody and provenance. We also have SEMI Supply Chain Traceability using distributed ledger technology or DLT. Standard currently defines the data and transaction model, asset lifecycle, and services.

Using diamond films to enhance thermal performance in electronics packaging

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IEEE Electronics Packaging Chapter, Santa Clara Valley Chapter, USA, recently organized a seminar on using diamond films to enhance thermal performance in electronics packaging.

Artificial diamond films are deposited from a mixture of methane and hydrogen — and the deposition of the material is not an expensive process. However, the integration of diamond films and electronic devices requires the development and optimization of new processing lines, which is a costly procedure. LEDs, for instance, have become low-cost components.

Dr. Joana Catarina Mendes, Researcher at the Instituto de Telecomunicações in Portugal said a diamond is metastable allotrope of carbon, where carbon atoms are arranged in a variation of the face‐centered cubic crystal structure known as diamond lattice. It has small atomic radius, extremely strong covalent bonding between sp3 hybrid orbitals, and set of extreme properties. Some properties include high hardness, high demand inertness, high young modules, high thermal conductivity, high bandgap/breakdown field, high electron mobility, and low dielectric constant.

Diamond-coated 6-inch Si wafer.

Natural diamond forms 150-200 km inside the earth’s mantle under extreme conditions. Despite their high commercial value in jewelry, natural diamond crystals have too many defects, and cannot be used for electronic applications. Their use is typically limited to tri-bological apps.

Diamond synthesis
Artificial diamond can be formed under high pressure and high temperature (HPHT). The HPHT method reproduces diamond formation conditions inside the earth’s mantle. Diamond seeds are placed at the bottom of a press at 5 GPa. The internal part of the press is heated above 1400°C, and melts the solvent metal. The molten metal dissolves and drags atoms from high purity carbon source, which precipitate on the diamond seed.

Another method is chemical vapor deposition (CVD). CH4 and H2 are typical input gases. The input gases are dissociated and activated. The activated radicals flow and react with C atoms on a substrate. Atomic H etches away non‐sp3 C bonds. Due to their short wavelength (12 cm at 2.45 GHz) the MW power can be supplied as TEM or TM waves. Conductive plasma replaces the outer conductor of coaxial line in plasma discharge region.

Single crystal diamond (SCD) substrate leads to homoepitaxial diamond films. They have the highest thermal conductivity. They are ideal for electronic devices and thermal management apps. Non‐diamond substrate leads to heteroepitaxial/polycrystalline diamond films (PCD). Here, different substrates are possible, such as Si, SiC, GaN, etc.

Diamond films enhance thermal performance in electronics packaging
We can use diamond films to enhance thermal performance in electronics packaging. We can start by integrating diamond and GaN high-electron-mobility transistors (HEMTs). In some cases, the amount of heat generated per unit volume is comparable in magnitude to that encountered at nuclear reactors and at the surface of the sun! We need to cool down the hotspot. We can also grow diamond on the back of GaN wafer.

Next, we have capping diamond, where, films are deposited at 700°C. Metal heat spreaders transfer the heat to the underlying HEMT holder. Thermal resistance is reduced by ≈ 40 percent, and junction temperature is lowered by 100°C @ 25 W/mm. 4’’ GaN‐on‐diamond wafer volume manufacturing was achieved in 2021. Radios and power amplifier modules are available for satellite apps.

Diamond substrate needs GaN/diamond wafer bonding. We can do thermocompression using adhesive layer, as well. We can also do surface-activated bonding (SAB). Another method is Van der Waals (VdW) bonding. The process was initially employed for GaAs thin films.

Diamond mine in Ekati, Canada.

Other uses
Diamond can be used as chip‐carrier of power LEDs. We can also have diamond carriers for high power LED dice. Diamond can also be used as power board. Depending on the activation energy of the aging processes, LEDs mounted on diamond board will age 60-90 percent slower @350 mA and 90-99 percent @700 mA.

Conclusion
Diamond has been successfully used to improve the thermal management of different devices.

For GaN HEMTs, we have diamond‐capping of passivated HEMTs, direct growth of diamond on back of GaN wafers, bonding of GaN wafers/HEMTs and diamond substrates, commercial GaN‐on‐diamond‐based RF power amplifiers are available for satellite communications. Companies such as Mitsubishi Electric Corp. and Fujitsu are involved in research.

Diamond as chip‐carrier has similar impact of PCD and SCD carriers on LED characteristics. It improves stability of the wavelength with the current, and increases LED lifetime significantly. Diamond as power board increases LED lifetime considerably, when compared to standard MCPCBs. The results can be extrapolated to other devices.

Advanced materials for industrial leadership key for Europe

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European Research & Innovation (R&I) Days was held recently in Brussels, Belgium.

Marc Lemaître.

At the Advanced Materials for Industrial Leadership session, Marc Lemaître, Director-General for Research and Innovation (RTD), European Commission, delivered the opening message. Advanced materials are used in many things, which we don’t even know. It is used for renewable energy, lighting, etc. About 70 percent of renewable energy is based on all-new advanced materials. Even AI, computers, etc., would not be performing, as they are today.

Europe has been the world leader in materials science. Do we turn this leadership into an advantage? We have a comprehensive and compelling agenda to get to that. We need to create dynamic, secure and focused ecosystem for advanced materials in Europe. Second, we need to align R&I objectives along the priorities. Third, we need increasing public and private investment. Fourth, address the demand side. Fifth, attracting and training the best talent.

Prof. Luc Langer.

Stellar success!
Prof. Luc Langer, MD Materia Nova, Belgium, said that we are in process of development of new advanced materials. We have project Stellar. We had a workshop on advancing insect contamination mitigation for laminar wings: Innovations in coating and testing technologies.

We developed nice, smooth surfaces to reduce the friction coefficient. These surfaces are very optimized. They have to be protected in time. The nice properties have to remain available over the lifetime. We had goal of developing surfaces and coatings that can be protected over time. We had academic scientists understanding material science what’s needed to be done. We also had industrial partners. Our obsession is: how can we accelerate discussion between academic materials scientists and industrial companies.

We went ahead, doing tests on the industry floors, and not in the lab, to validate the coating. We were very lucky to have an airline partner who was willing to put coating on the plane. Today, we have planes flying with this coating. If you can have the entire value chain — from scientists to end users — that really speeds up projects and development. We can now deliver new coatings in several other sectors, as a learning. EC should look at how can we use the knowledge and develop for other sectors.

Sabine Klauke.

Sabine Klauke, CTO, Airbus, stated that we saw the weight reduction potential. The project brought us closer to our environmental objectives. There were 14 industrial partners. We were looking to make the coating industrially reliable, and also viable. We need the overall ecosystem to produce it.

We also had graphene and systems orientation. We had graphene-based technology for very lightweight, electrical aircraft. We went from the technology readiness level or TRL-1 to TRL-4 and TRL-5 in about three years. We now have examples where materials are going into real applications.

Clivia M. Soyomayor Torres, DG, International Iberian Nanotechnology Lab (INL), Portugal, said that we find it fascinating to see use of materials for surfaces. We also need to take the knowledge to the other sectors. We are not learning from what we have learned before. Knowledge takes 10-20 years to be developed to a product.

Europe and ecosystem for materials
So, how is Europe going about in developing an ecosystem for materials. Klauke said materials are core for businesses. We also have strong requirements. We partner in the latest technology development and supply. Public-private partnership for advanced materials is really important to us.

Regarding challenges, we now need new performance materials. We need lighter systems and structure, leading to reduced fuel consumption. That consumes 97 percent of our CO2 footprint. Next, we need new materials for development of batteries, fuel cells, electronics, new systems, hydrogen environments, etc. We need joint work on the industrialization process and supply chain risks. Future supply chains will need cooperation from new bodies to secure safer supply chain.

We also need to scale up new materials. We need to work on joint loop and recycling. We need partnerships with industries and players for critical materials supply and guarantee of materials via digital means that can be adopted across the full chain. We need to step up with this. Joint platform on data sharing across the EU will ease the problem of traceability.

In Germany, there is a digital platform that supports data sharing across the country. We have to build such examples across Europe. We also need to have policy for recycling of composites. We need to develop smart management of resources within Europe. Eg., the German Bundesdatenschutzgesetz (BDSG) is a federal data protection Act, that together with data protection acts of German-federated states and other area-specific regulations, governs the exposure of personal data, which are manually processed or stored in IT systems.

Prices of materials are only going to increase in the future. Some of them can also become hard to get. We also need to comply with regulations, and also look for alternative materials. Cooperation remains key, along with EU support. We also need companies and academia to access and assess new materials. Aviation, as against construction and transportation, is minor. We can cross breed and develop new materials, as well. She thanked the EU Commission for supporting new materials, and aviation sector.

Clivia Torres added that we need to look at value chain and process development that involves some of the ideas for next-generation materials. We must be scouting and testing for new materials. We need to work on partnerships among equals.

Clivia M. Soyomayor Torres.

Scientists have a passion for knowledge. We need to make things useful for the industry and usage. We can develop this further, and possibly have a string of solutions for the day after tomorrow. Langer added we also need to involve SMEs. We need to create new platforms for use. In the ecosystem, SMEs can have tools that can help them scale up and develop new materials.

There is strong fragmentation of R&I programs among the member states. What is needed for dynamic cooperation? Torres said the the fragmentation is also on how we produce and communicate knowledge. This knowledge is generated by knowledge. We have to pass the motivation to the younger colleagues for the future.

It all needs a level of trust. People can take knowledge up to different areas and levels. We can have best possible understanding. Consortia approach has been good. There are networks of excellence. We have large projects with companies. We are taking bits that can be accelerated. We need to have pool of ideas of knowledge, and look at what needs to be accelerated. We can benefit from the accumulated knowledge that we have since gathered.

Memories of a project are also very important. We need have better coordination, trust, mutual respect, motivation, etc. That way, we can further harvest our knowledge.

Lemaître noted that we have to make the European leadership in advanced materials happen. We need to take steps, such creating an Advanced Materials Technology Council. It will facilitate cooperation among all the players.

Why is India the next manufacturing hub?

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Supply Chain Resources Group (SCRG), USA, organized a webinar today on: Why India is the next manufacturing hub?

The participants were Saurine Doshi, AT Kearney, Arun Kumar, Celesta Capital, and Mahesh Krishnamurti, SCRG. SCOOP founder, Philip Stoten, was the moderator.

So, what makes India the next manufacturing destination? And, why now? Kumar, Celesta, said there is a global value chain and dangers of concentration. Second, we have the geopolitical situation. Third, rise of local presence.

There is hyper-specialization of manufacturing landscape, driven by globalization. About 25+ percent of manufacturing is located in China. There is now a concentration risk. Pandemic was a wake up call. The world now needs multiple sources of supply. China was also becoming a geopolitical risk, globally. People started looking at services beyond China. Companies in the regional supply chains also started improving. India scores quite well, and is trusted by lot of countries. Manufacturers are seeking other locations. China also does not want to play in the low end.

India now has a great opportunity. Medium tech sector is showing promise. GoI is also pushing to move to the hi-tech intensive end. RSAP is dominated by China. India is now beginning to have free trade deals with Europe, Australia, etc. India’s import tariffs are also quite high among emerging markets. With GST, we are having a one, common market. India has also handed strong incentives, starting from the Covid-19 period. India’s digital public infrastructure has also developed.

Doshi, Kearney, added that we have seen the CHIPS Act in USA has seen bringing back leading-node chips to the USA. There are opportunities in lagging node technology. India has the advantage. Tata has signed a tech license with Powerchip, Taiwan. The environment in India is getting better. We will see green shoots around them.

Krishnamurti, SCRG, noted that India is well-positioned to becoming a major port maritime shipping hub. India also has got the global trust back. Around 1.4 billion people represents a very large market. There is significant demand for smartphones, and India is also the second-largest maker. There is a huge demand for automobiles. We also have edutech, healthcare, etc., that provides a huge demand. It has a growing appetite.

Doshi, Kearney, said 10 years ago, exports was the primary focus. Krishnamurti said India has passed through the pandemic, and had the need for advanced electronics. There is a much larger middle class coming up in India.

What will be the impact of elections that could see some slowdown? Doshi, Kearney, said we should be concerned more about manufacturing. Things should continue as usual, in India. Kumar agreed, adding there is an interesting legislation on labor laws. Momentum will be maintained, irrespective of the results. Krishnamurti added that continuity is very important for the supply chain. The economic growth train has already left the station.

Key areas for electronics manufacturing
Where should India be thinking in terms of the geography? What are the key areas for electronics manufacturing? Kumar, Celesta said that India is spreading out electronics manufacturing. We have units coming up in Assam and Gujarat. Tamil Nadu has emerged as a hub. Bangalore, Hyderabad, Baroda, Ahmedabad, etc., have also come up. We are also looking at the talent resource. Clusters can be used by talent. We already have about 1600 GCCs in India. It all depends on the sector.

Doshi, Kearney, added that MNCs are going to Gujarat, Tamil Nadu, Karnataka, etc. All state governments are keen on developing and getting business. Memory, storage, semiconductors, etc., can be part of that. The USA is trying to set up an ecosystem. India can also do that via special economic zones (SEZs). We will be getting the ecosystem of products very soon. Semiconductors and memory requires special skills, and there will be lot to learn. We also have some JVs coming up.

There are supply chain ecosystem issues as well. Regions in Guadalajara, Mexico, is one such example. What’s happening in India? Krishnamurti noted that the Government and states are providing sufficient incentives. Micron is now in India. Tata is starting a fab in India with Powerchip. We are also seeing ATMP and OSAT facilities coming up. These will create ecosystems across the chain, including water supply, electricity, etc. Mumbai, Gujarat in the west, and east zones, are being developed. We need to make this pan-India, and achieve equilibrium and balance. Collaboration between the academia and corporations is also very important for talent.

Regarding talent, Kumar, Celesta, said there are elite institutes across India. Companies are also investing in them. We need to ensure quality education is maintained across schools. It is not yet a situation like China. We need to improve this further. China knows how to set up manufacturing at scale. India is not there yet. We also have many job seekers. We need better education and job development.

Doshi, Kearney, added that roads, railways, road and water transport have all improved across India. It needs more SEZs across the states. He noted PSMC signed a licensing agreement with Tata. Incentives are also there. We can say India is set to scale up from infrastructure, talent, perspectives, etc. India has the dominance here, and it will change in future.

Achieving in India
India also has the size in terms of talent, size, etc. Infrastructure has allowed China to stay there. They still have a domestic market to retain large footprint. Regarding how easy it is to enter India as a foreign OEM, Krishnamurti said there are JVs happening, with contract manufacturers, as well. Diversity of India is very huge. There can also be chaos in India, as sometimes, there are both carts and cars on the road.

People should first understand what they are looking to achieve in India. We have to look at products and services, and their needs. We can align those with specific sectors. We need to do good due diligence. There are many organizations who have partners on the ground. They can always relay feedback

Doshi, Kearney, added that when customers make a mental leap, there is still a challenge at which things are done. It is becoming faster. We also need to have sense of when things can go live, and can they be relied upon. Stability is also a big issue. More companies feel that it is becoming good. We will also gain in speed over time.

Kumar, Celesta, said there are large companies with alternative sources for manufacturing. If a sector is aligned with the government, it can speed up things, look at tariffs, etc. They can also sit down and help, if required. It is becoming easier to do business. Krishnamurti added that things are improving, We are highly cognizant of the potential. Invest India is helping folks come and manufacture in India. We have the experience and speed.

Finally, what will happen in the short term? Kumar said we are in the early stages right now. Global manufacturing opportunities are enormous. It is going to speed up. Doshi said it may take 5 years to scale up. We also need to factor in the importance of global and local markets. Krishnamurti said the intent is there. There is no turning back. We will see demand for electronics and semiconductors grow. The flywheel is now moving.

Accelerated computing has reached tipping point: Jensen Huang, Nvidia

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Jensen Huang, Nvidia CEO, presented the GTC 2024 keynote in San Jose, USA. He said that technology leaders are sitting here, heading companies that accelerate computing. $100 trillion of the global industry is represented here today.

CUDA has turned out to be a revolutionary model from Nvidia in 2006. In 2012, Alexnet happened. AI and CUDA made first contact in 2016, recognizing the importance of DGX1, with 170TP in the world’s first supercomputer.

In 2023, GenAI emerged, and a new industry begins. Software had never existed before, and it is a new category. We are now creating new type of tokens creating AI factories to generate new AI. A new industry has now emerged. We will discuss how we are going to do computing next. We will talk about new software, and apps, and how can we start preparing for what’s coming next!

Nvidia is at the intersection of computer graphics, physics, and AI — all intersecting inside a computer in omniverse, in virtual world simulation. Accelerated computing has reached the tipping point. The impact is dramatic, especially in our own. We are driving up the scale. We need to accelerate an entire industry, and bring the world into accelerated computing.

Talk about partnerships
Nvidia is partnering with Ansys, to accelerate their ecosystem. The apps they accelerate will have a major impact. The end users will have the most amazing apps, and system makers and CSTs would also benefit. We are also partnering with Synopsys. They have revolutionized the chip industry. Nvidia has created a library that accelerates computational lithography.

Nvidia also announced that TSMC and Synopsys are going into production with its computational lithography platform to accelerate manufacturing, and push limits of physics for the next generation of advanced semiconductor chips.

“Computational lithography is a cornerstone of chip manufacturing,” said Huang. “Our work on cuLitho, in partnership with TSMC and Synopsys, applies accelerated computing and generative AI to open new frontiers for semiconductor scaling.” Nvidia also introduced new generative AI algorithms that enhance the cuLitho, a library for GPU-accelerated computational lithography, dramatically improving semiconductor manufacturing process over current CPU-based methods.

“Our work with Nvidia to integrate GPU-accelerated computing in the TSMC workflow has resulted in great leaps in performance, dramatic throughput improvement, shortened cycle time and reduced power requirements,” said Dr. C.C. Wei, CEO of TSMC. “We are moving Nvidia cuLitho into production at TSMC, leveraging this computational lithography technology to drive a critical component of semiconductor scaling.”

“For more than two decades, Synopsys Proteus mask synthesis software products have been the production-proven choice for accelerating computational lithography — the most demanding workload in semiconductor manufacturing,” said Sassine Ghazi, President and CEO of Synopsys. “With the move to advanced nodes, computational lithography has dramatically increased in complexity and compute cost. Our collaboration with TSMC and Nvidia is critical to enabling angstrom-level scaling, as we pioneer advanced technologies to reduce turnaround time by orders of magnitude through the power of accelerated computing.”

Huang added that Nvidia is also partnering with Cadence Design Systems. To realize the benefits of GenAI, our society depends on use of the world’s data centers. To mitigate the potential impact of these on the environment, it is critical to more efficiently design, optimize, and manage them. Nvidia and Cadence have partnered, using Cadence Reality Digital Twin platform and Nvidia Omniverse to accomplish, and deliver success in AI era.

He said that we are also building supercomputers. In the future, companies like Cadence, Ansys, etc., will offer you AI co-pilots. We can create a future in digital twins. LLMs have benefitted mostly. We have now grown computational requirements quite a lot. We are also going to need much bigger GPUs.

Blackwell and Hopper.

Blackwell is here, along with Hopper!
In 2021, we built Selene supercomputer with 4,480 A100 GPUs. In 2023, we built the EOS, with 10,752 H100 GPUs. We now need even larger models. They need to be grounded in physics. We need even bigger GPUs in the future. He introduced a very big GPU, named after mathematician, David Blackwell. Blackwell GPU. He showed the Blackwell and Hopper GPUs. Hopper securely scales diverse workloads in every data center, from small enterprise to exascale high-performance computing (HPC) and trillion-parameter AI—so that brilliant innovators can fulfil their life’s work at the fastest pace in human history.

Blackwell platform is for trillion-parameter scale GenAI. Its partner, TSMC, will use 4NP in production. The GPU architecture has six transformative technologies for accelerated computing, help unlock breakthroughs in data processing, engineering simulation, EDA, computer-aided drug design, quantum computing and GenAI — all emerging industry opportunities for Nvidia. Among the many organizations expected to adopt Blackwell are Amazon Web Services, Dell Technologies, Google, Meta, Microsoft, OpenAI, Oracle, Tesla and xAI.

GPUs are also able to do mathematics right in the network. We also need to have the ability to detect a weak chip and swap with another. We also have the ability for encrypting data at rest, and in transit. While, its being computed, it is all encrypted. It is in trusted engine environment. We also handle decompression. All these capabilities keep Blackwell as busy as possible. Remember, a GPU is making tokens. Some call it inference, but it is appropriately generating the way computing is done. The future is generative! The way we compute is fundamentally different. He also announced Project Groot. This includes a new computer based on Blackwell. Project Groot will be available to humanoid robot makers.

DGX GB200 NVL72 GPU.

DGX is bigger GPU
Nvidia now wants to have a bigger GPU. Therefore, we decided to scale, and improved computation by 8x times. In the last eight years, we have gone 1,000 times, and we have two years still to go. We have built another chip — NVLink Switch chip. It has 50 billion transistors, and almost the size of Hopper. It has four MV links, each, 1.8Tbps. We can have every single GPU talk to every other GPU at full speed, at same time.

We also have DGX GB200 NVL72 GPU. Huang had delivered the first DGX chip to OpenAI, which was 170 teraflops. This GPU is now 720 teraflops! We have the world’s first exascale machine in one rack. This is an exaflop AI system in one single rack. It connects 36 Grace CPUs and 72 Blackwell GPUs in a rack-scale design. GB200 NVL72 is a liquid-cooled, rack-scale solution that boasts a 72-GPU NVLink domain. This acts as a single massive GPU, and delivers 30X faster real-time for trillion-parameter LLM inference.

Our goal is to continuously drive down cost, and energy so they are directly proportional to each other’s cost and energy for computing. We can continue to expand and scale up the computation.