While the bulk of attention on TSMC is aimed at its leading-edge nodes, such as N3E and N2, loads of chips will continue to be made using more mature and proven process technologies for years to come. Which is why TSMC has continued to refine its existing nodes, including its current-generation 5nm-class offerings. To that end, at its North American Technology Symposium 2024, the company introduced a new, optimized 5nm-class node: N4C.
TSMC's N4C process belongs to the company's 5nm-class family of fab nodes and is a superset of N4P, the most advanced technology in that family. In a bid to further bring down 5nm manufacturing costs, for TSMC is implementing several changes for N4C, including rearchitecting their standard cell and SRAM cell, changing some design rules, and reducing the number of masking layers. As a result of these improvements, the company expects N4C to achieve both smaller die sizes as well as a reduction in production complexity, which in turn will bring die costs down by up to 8.5%. Furthermore, with the same wafer-level defect density rate as N4P, N4C stands to offer even higher functional yields thanks to its die area reduction.
"So, we are not done with our 5nm and 4nm [technologies]," said Kevin Zhang, Vice President of Business Development at TSMC. "From N5 to N4, we have achieved 4% density improvement optical shrink, and we continue to enhance the transistor performance. Now we bring in N4C to our 4 nm technology portfolio. N4C allows our customers to reduce their costs by remove some of the masks and to also improve on the original IP design like a standard cell and SRAM to further reduce the overall product level cost of ownership."
TSMC says that N4C can use the same design infrastructure as N4P, though it is unclear whether N5 and N4P IP can be re-used for N4C-based chips. Meanwhile, TSMC indicates that it offers various options for chipmakers to find the right balance between cost benefits and design effort, so companies interested in adopting a 4nm-class process technologies could well adopt N4C.
The development of N4C comes as many of TSMC's chip design customers are preparing to launch chips based on the company's final generation of FinFET process technology, the 3nm N3 series. While N3 is expected to be a successful family, the high costs of N3B have been an issue, and the generation is marked by diminishing performance and transistor density returns altogether. Consequently, N4C could well become a major, long-lived node at TSMC, serving as a good fit for customers who want to stick to a more cost-effective FinFET node.
"This is a very significant enhancement, we are working with our customer, basically to extract more value from their 4 nm investment," Zhang said.
TSMC expects to start volume production of N4C chips some time next year. And with TSMC having produced 5nm-class for nearly half a decade at that point, N4C should be able to hit the ground running in terms of volume and yields.
As Qualcomm's exclusivity for Arm-powered processors for Windows PCs is reportedly coming to its end, other chipmakers are getting ready to offer their Arm-based system-on-chips for Windows computers. And, according to a new report from Reuters, MediaTek will be among the companies jumping into the Windows-on-Arm field, with plans to launch their first PC processor late next year.
MediaTek's system-on-chip for Windows PCs will rely on Arm's 'ready-made designs,' according to Reuters. Which in turn hints that MediaTek would be using Arm's compute sub-system (CSS) for client PCs, a building block designed to significantly speed up development of SoCs.
With the vauge nature of the Reuters report, however, which version of Arm's IP MediaTek might be using remains unclear, and the answer to that will largely hinge on timing. Arm refreshes its client cores and IP offerings yearly – typically announcing them to the public in May – with finished chips rolling out as early as later in the year. So depending on just how late in the year MediaTek is planning to launch their chip, the company has a large enough window to potentially use either the current 2024 client designs, or next year's 2025 designs.
For reference, Arm's 2024 CSS for client systems is quite powerful on its own. It includes two ultra-high-performance Arm Cortex-X925 cores (each with up to 3MB L2 cache and clock speeds over 3.60 GHz, supporting SVE and SVE2), four high-performance Cortex-A725 cores, two energy-efficient Cortex-A520 cores, and an Immortalis-G925 graphics processor. And, of course, MediaTek has the expertise to skip Arm's CSS and build their own bespoke designs as well, if that's what they'd prefer.
Overall, the latest client designs from Arm can accommodate up to 14 CPU cores – Arm intentionally leaves headroom for designs to be scaled-up for laptops – which would make for quite a formidable chip. But the PC SoC market has no shortage of capable contenders with their own designs; besides Qualcomm's Snapdragon X processors, MediaTek would also be going up against the latest designs from Intel and AMD. All of whom are planning to make big plays for the mobile PC market in the next several months. So MediaTek will need to make a serious effort if their effort to jump into the PC SoC market are to succeed.
Since 2016, Microsoft has partnered with Qualcomm to bring Arm's processor architecture, which is widely used in smartphones, to Windows PCs. Qualcomm has an exclusive agreement to supply these chips for the next several months (the exact timing remains unclear), after which other designers like MediaTek can enter the market. Qualcomm, for its part, has benefited greatly from collaborating with Microsoft, so it will be interesting to see if Microsoft extends a similar hand out to other Arm chip makers.
Ultimately, the market for Arm PC SoCs has the potential to get crowded quickly. According to previous reports from Reuters, both AMD and NVIDIA are also developing Arm-based chips for Windows. So if all of those projects come to fruition, there could potentially be several Arm SoCs available to PC manufacturers around the same time. All of which would be a massive change from the past 20 years of the PC, where Intel and AMD have been the entire market.
Both MediaTek and Microsoft have declined to comment on the ongoing developments, the news agency states.
CPUsAs LPCAMM2 adoption begins, the first retail memory modules are finally starting to hit the retail market, courtesy of Micron. The memory manufacturer has begun selling their LPDDR5X-based LPCAMM2 memory modules under their in-house Crucial brand, making them available on the latter's storefront. Timed to coincide with the release of Lenovo's ThinkPad P1 Gen 7 laptop – the first retail laptop designed to use the memory modules – this marks the de facto start of the eagerly-awaited modular LPDDR5X memory era.
Micron's Low Power Compression Attached Memory Module 2 (LPCAMM2) modules are available in capacities of 32 GB and 64 GB. These are dual-channel modules that feature a 128-bit wide interface, and are based around LPDDR5X memory running at data rates up to 7500 MT/s. This gives a single LPCAMM2 a peak bandwidth of 120 GB/s. Micron is not disclosing the latencies of its LPCAMM2 memory modules, but it says that high data transfer rates of LPDDR5X compensate for the extended timings.
Micron says that LPDDR5X memory offers significantly lower power consumption, with active power per 64-bit bus being 43-58% lower than DDR5 at the same speed, and standby power up to 80% lower. Meanwhile, similar to DDR5 modules, LPCAMM2 modules include a power management IC and voltage regulating circuitry, which provides module manufacturers additional opportunities to reduce power consumption of their products.

Source: Micron LPDDR5X LPCAMM2 Technical Brief
It's worth noting, however, that at least for the first generation of LPCAMM2 modules, system vendors will need to pick between modularity and performance. While soldered-down LPDDR5X memory is available at speeds up to 8533 MT/sec – and with 9600 MT/sec on the horizon – the fastest LPCAMM2 modules planned for this year by both Micron and rival Samsung will be running at 7500 MT/sec. So vendors will have to choose between the flexibility of offering modular LPDDR5X, or the higher bandwidth (and space savings) offered by soldering down their memory.
Micron, for its part, is projecting that 9600 MT/sec LPCAMM2 modules will be available by 2026. Though it's all but certain that faster memory will also be avaialble in the same timeframe.
Micron's Crucial LPDDR5X 32 GB module costs $174.99, whereas a 64 GB module costs $329.99.
MemoryDuring the Intel keynote hosted by CEO Pat Gelsinger, he gave the world a glimpse into the Intel Client roadmap until 2026. Meteor Lake launched last year on that roadmap, and Lunar Lake, which we dived into yesterday as Intel disclosed technical details about the upcoming platform. Pat also presented a wafer on stage, Panther Lake, and he gave some additional information about Intel's forthcoming Panther Lake platform, which is expected in 2025.
We covered Intel's initial announcement about the Panther Lake platform last year. It is set to be Intel's first client platform using its Intel 18A node. Aside from once again affirming that things are on track for a 2026 launch, Pat Gelsinger, Intel's CEO, also confirmed that they will be powering on the first 18A wafer for Panther Lake as early as next week.
| Intel CPU Architecture Generations | |||||
| Alder/Raptor Lake | Meteor Lake |
Lunar Lake |
Arrow Lake |
Panther Lake |
|
| P-Core Architecture | Golden Cove/ Raptor Cove |
Redwood Cove | Lion Cove | Lion Cove | Cougar Cove? |
| E-Core Architecture | Gracemont | Crestmont | Skymont | Crestmont? | Darkmont? |
| GPU Architecture | Xe-LP | Xe-LPG | Xe2 | Xe2? | ? |
| NPU Architecture | N/A | NPU 3720 | NPU 4 | ? | ? |
| Active Tiles | 1 (Monolithic) | 4 | 2 | 4? | ? |
| Manufacturing Processes | Intel 7 | Intel 4 + TSMC N6 + TSMC N5 | TSMC N3B + TSMC N6 | Intel 20A + More | Intel 18A + ? |
| Segment | Mobile + Desktop | Mobile | LP Mobile | HP Mobile + Desktop | Mobile? |
| Release Date (OEM) | Q4'2021 | Q4'2023 | Q3'2024 | Q4'2024 | 2025 |
One element to consider from last year is that Lunar Lake is built using TSMC, with the Lunar Lake compute tile with Xe2-LPG graphics on TSMC N3B, and the I/O tile on TSMC N6. Pat confirmed on stage that Panther Lake will be on Intel 18A. Still, he didn't confirm whether the chip will be made purely at Intel, or a mix between Intel and external foundries (ala Meteor Lake). Intel has also yet to confirm the CPU cores to be used, but from what our sources tell us, it sounds like it will be the new Cougar Cove and Darkmont cores.
As we head into the second half of 2024 and after Lunar Lake launches, Intel may divulge more information, including the architectural advancements Panther Lake is expected to bring. Until then, we will have to wait and see.
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