It's generally superlinear due to yield effects - this is a bit oversimplified, but in particular, with lithography defects being more or less randomly placed throughout the wafer, a defect in a 100mm2 die impacts a far smaller percentage of the dies in the wafer than a defect in an 800mm2 die. Assuming a constant defect rate per wafer, you'll end up with drastically less usable wafer area with large dies than with small ones.

This was a major reason that AMD was able to price Ryzen so aggressively even at the high end - a high-end CPU is just made of more of the same small dies used in low-end CPUs, albeit requiring a better bin, instead of having to make a much larger single die.

The constant defect rate isn't typically a correct assumption across different products (e.g. different CPU or GPU dies) - different feature designs will have differing defect rates. Maybe Apple was able to design the M1 Ultra's features so that defect rate is very very low, though - I don't really know much about that silicon.

Apple has both a 48 core & 64 core GPU variant of the M1 Ultra. Since the GPU is the largest single element of the M1 Max / Ultra, that's how they are handling yields. And it's then +$1000 for the 64 core variant over the 48 core, suggesting probably "normal" TSMC yields and then a very healthy profit margin. Apple does have the luxury of just charging whatever they want for this SoC since they are a market unto themselves. So even if yields are bad, they can just pass that cost along to the consumer.

Not entirely unlike what Intel used to do with Xeons before AMD re-entered the picture and what Nvidia kinda does with the likes of the A100.

This is probably M1 Ultra is designed to be two M1 Max glued together, more or less.

The M1 Ultra would be at or over the reticle limit as a single die, depending on how much area could be saved by removing the inter-die transceivers.

I don't think that's a deal breaker if you're willing to lay thick interconnects, treating the connection much like you'd treat something like EMIB.

After all, Cerebras made a functional wafer sized chip.

> After all, Cerebras made a functional wafer sized chip.

https://cerebras.net/

Yes, but the Cerebras wafer-chip is a repeating pattern of logic, memory, and interconnect tiles. Each pattern is well under the reticle limit of the process node they're using.

And how many Cerebras wafers have shipped? I would imagine that they can afford to spend more engineering effort in the late manufacturing phase, fusing off bad bits, maybe salvaging some other bits... but enabling such late-stage functional-unit binning requires a larger mesh topography.

Apple is using a design that's at the limit of economic feasibility at the mass-market sales volume they can support. They can amortize the engineering expense down among the single most popular retail item on the planet.

Cerebras is an engineering marvel, but I wouldn't call it a mass-market item.

The Mac Studio more closely resembles high-end IBM POWER mainframe modules.

Stunning that you can just go out and buy one. And you don't need a data center to feed it.

https://www.anandtech.com/show/16626/cerebras-unveils-wafer-...

https://cerebras.net/

But you'd also keep each half of the M1 ultra under the limit.

I'm not saying it's a good idea, because they'd have done it if it was. They clearly know what they're doing.

I'm just saying that it's not an absolute blocker for a design you'd otherwise be connecting over something like EMIB anyway.

... three days later ...

Oh, I see: you are wondering why Apple M1 Ultra, as two chips linked by EMIB, couldn't just be the two chips adjacent on the wafer.

See the difference? Apple knows what their yields are; if they could be sure to get two matched SoC M1 Max chips right next to one another on the wafer, they could punch that pair out and bypass the whole EMIB thing.

I don't know enough about testing and dicing 100-billion-transistor chips to know how expensive that would be.

Is it actually 2 different pieces of silicon though? I thought they were 2xM1 Max as a single silicon. Which wouldn't help with defect rates

It is two separate dice, with an EMIB-style interconnect.

That makes a lot of sense. The Max is still pretty fucking big, but two of those is a lot more manageable than a single monolothic die double the size

I just listened to the latest atp.fm podcast. I think John said that it actually is two adjacent M1 max dies. The Ultra can’t be made from two random working die. They have to physically be adjacent on the wafer.

I don’t know if that means it’s physically one due though.

Usually dies aren't mirrored on the wafer so I'm calling citation needed on this one.

Not sure if the counts. I know it’s a patent and it could be anything. But it talks about two adjacent dies being used if they’re good or being split if there is a defect.

https://patents.google.com/patent/US20210217702A1/en?oq=2021...

Thanks for the link. I'm not a lithography expert, but this looks like a Cerebras-style approach at a smaller scale. It might be cheaper than the EMIB/InFo approach since there's no interposer with the associated alignment and thickness issues. In the keynote Apple explicitly said they're using a silicon interposer, which doesn't sound like this patent.

probably this is why they decide to do it as last m1 product, in genera the more you use a process -> less error in the production process happens.