
Analyzing TSMC's fab expansion roadmap — multi-fab N2 ramp, CoWoS, SoIC, and uncorking bottlenecks
Imec’s roadmap explicitly positions CFET as the leading contender for A7, which means that the organization sees conventional nanosheet architectures approaching practical scaling limits in the early 2030s. Yet, since A7's CPP does not change from A10, chipmakers may or may not adopt the all-new transistor architecture at A7. Also note that imec seems to consider BSPDN as mandatory for CFETs.
"Moving into A7, the seventh-angstrom generation, which is the fourth generation of nanosheet, we see more and more challenges in scaling the conventional nanosheet device technology," Ryckaert said. "There is a contender that we have already mentioned as well in previous presentations, where CFET could start emerging as the solution for the next era of transistors."
Beyond A7, the roadmap seems to depend on CFET evolution. The A5 generation, expected in 2035–2036, retains a 42nm CPP but reduces cell height to about 64nm using a 4-track library. By 2038, the roadmap reaches A3 with a 39nm CPP and 50nm cell height. At this point, imec envisions sequential CFET implementations and eventually bonded CFET structures that further exploit vertical integration. In fact, vertical integration seems to be the new way we should look at Moore's Law's evolution. Meanwhile, to get to a 39nm CPP and 50nm cell height, chipmakers might need to use Hyper-NA EUV lithography scanners, according to imec.
The most interesting thing about imec's roadmap is that it essentially redefines what Moore's Law means. Traditionally, we consider Moore's Law as the observation that the number of transistors on a chip of a certain size doubles every 18 – 24 months, as they are getting smaller.
The fact that imec shows CPP stuck at 42 nm from A10 through A5 is almost an admission that classical transistor scaling is running out of steam, and future density gains must come from vertical integration. In the imec roadmap, transistors are still getting denser, but not exactly because individual transistors are shrinking at the same pace they used to decades ago, but because chip designers can fit more logic gates into a given area because of different transistor architectures, 3D integration, or backside power delivery.
As a result, in the coming years, we may no longer care how many nanometers a gate pitch is, or individual transistors, but rather the size of a standard cell. After all, when companies like AMD, Intel, or Nvidia design a chip, they do not place individual transistors, but actual blocks built from standard cells. Yet, calculating the size of a standard cell is complicated because while cell height is fixed, its width is not, and depends on the actual function.
Library height × CPP is not the size of a specific standard cell. It is the fundamental footprint unit of a standard-cell library and a widely used proxy for logic density. Actual standard cells have that height, but their width varies depending on function. Instead, the industry uses such metrics as logic cell area (standard-cell footprint) — Cell Height × CPP — that measures the actual footprint of the logic building blocks that designers use, not just the dimensions of individual transistors.
The transition from 6-track cells at N2 to 3-track cells at A3 illustrates how future density gains will rely as much on shrinking standard-cell height as on reducing transistor pitch. As a result, despite the fact that CPP shrinkage is expected to stall for years, logic cell area is set to decrease; designers will be able to extract transistor density gain from future nodes, proving that Moore's Law is still here.
Given all the changes that the semiconductor industry is already experiencing and what is set to come, imec believes the sector is entering a new era that it calls Heterogeneous Large-Scale Integration (HLSI). The concept reflects a shift away from traditional VLSI scaling, where progress largely depended on the evolution of transistors and increasing transistor density, toward a model that combines multiple technologies within a single compute platform.
Future systems will rely on heterogeneous integration of logic, memory, power-delivery circuitry, and optical I/O using advanced 3D and 3D + 2.5D packaging technologies, according to imec's predictions. Of course, the organization expects AI workloads to become the main driver of semiconductor demand , so expect both compute architectures and the semiconductor industry to evolve in a direction that satisfies the needs of AI applications. "As we will move deeper into AI-driven architecture, we will need to double down on the heterogeneity that technology offers, and this will probably move the VLSI paradigm to the HLSI paradigm, the Heterogeneous Large Scale Integration," Ryckaert said.
To optimize future platforms on the system level rather than develop individual components in isolation, imec has established its Cross-Technology Co-Optimization (XTCO) framework, which could be seen as an integral part of the HLSI vision. XTCO is designed to wed development logic, memory, interconnects, power delivery, cooling, and packaging, and assesses their impact on key system metrics such as compute density, energy efficiency, thermal performance, and memory.
It remains to be seen how this is going to work out, if at all, given the fact that logic process technologies are developed at foundries, memory technologies are designed at DRAM makers, whereas cooling is developed at third parties like CoolIt or Frore Systems .
As individual chips get denser and more power-hungry, power delivery is set to become a critical bottleneck, which is why all leading chipmakers — Intel, Samsung, and TSMC — are implementing or set to implement backside power delivery technologies and integrated voltage regulators.
Imec expects future AI accelerators and CPUs to rely on a combination of BSPDN, IVRs, embedded capacitors, and advanced power semiconductors to reduce losses and improve efficiency. Over time, more power-conversion stages are expected to migrate from racks and motherboards into packages themselves to deliver cleaner power directly to transistors.
Since we are talking about multi-chiplet packages consuming kilowatts of power, the importance of cooling is hard to overestimate. For sure, 3D stacking and CFETs will not make cooling any easier because thermal power density is set to increase linearly with the number of transistors, thermal resistance is set to increase, and local hotspots will become an even bigger problem than they are today. As a result, imec expects future compute platforms to rely on a combination of more advanced cooling technologies, improved heat spreading, fine-grained thermal sensors, and system-level thermal optimization techniques. "At the end of the day, what we need to achieve is a reduced energy cost of data movement. We need to improve the TDP for better thermal management," Ryckaert said. "We need to improve the efficiency of the power delivery, and we need to obviously increase the compute density to improve the functionality."
In short, useful future scaling will depend not only on the ability to build transistors and increase their density, but on delivering power efficiently and removing heat effectively.
Imec's latest semiconductor roadmap projects logic process technologies all the way to A3 generation around 2038 and argues that Moore's Law can continue despite the slowing pace of traditional transistor scaling. While the Dennard scaling for semiconductors is over, there are plenty of interesting things incoming.
According to the roadmap, conventional gate-all-around nanosheet transistors should remain viable through A10, while CFET architectures become a candidate for production insertion at the A7 generation around 2033. Meanwhile, future transistor density gains are expected to come from vertical integration, reduced standard-cell footprints, and eventually sequential and bonded CFET structures rather than from aggressive shrinking of transistor dimensions.
Anton Shilov is a contributing writer at Tom\u2019s Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-24/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Anton Shilov Social Links Navigation Contributing Writer Anton Shilov is a contributing writer at Tom’s Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends.
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- https://www.tomshardware.com/tech-industry/semiconductors/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/semiconductors/imecs-2026-roadmap-details-0-3nm-nodes-by-2038-cfet-transistors-become-viable-at-0-7nm-company-redefines-moores-law-as-cell-sizes-gain-importance-for-density#main
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