Y1 / Y10 / Y100 Comparison
SIDRA YILDIRIM generation roadmap — six years of plan in one table.
Prerequisites
What you'll learn here
- Compare Y1, Y10, Y100 spec by parameter
- State the technology jumps per generation
- Track TOPS, TOPS/W, area, energy evolution
- Identify which generation fits which market
- Grasp the Y1000 vision
Hook: 6-Year Roadmap, One Page
The SIDRA YILDIRIM family:
- Y1 (2026-2027): workshop prototype → product.
- Y10 (2029-2030): datacenter expansion.
- Y100 (2031-2033): datacenter standard + edge.
- Y1000 (2035+): vision, photonic + bio-compatible.
This chapter lays them all side by side.
Intuition: Each Generation 10× Larger
| Metric | Y1 | Y10 | Y100 | Y1000 |
|---|---|---|---|---|
| Production year | 2026 | 2029 | 2031 | 2035+ |
| CMOS process | 28 nm | 14 nm | 7 nm | 5 nm + photonic |
| Cell size | 100 nm | 70 nm | 28 nm | 14 nm + 3D |
| Bits/cell | 8 | 10 | 12 | 16 |
| Memristor count | 419M | 10B | 100B | 1T |
| Weight capacity | 419 MB | 12 GB | 150 GB | 2 TB |
| Crossbar size | 256² | 512² | 1024² | 4096² |
| Crossbar count | 6400 | 40K | 100K | 1M |
| Analog TOPS | 30 | 300 | 3000 | 30000 |
| TOPS/W | 10 | 100 | 300 | 1000 |
| TDP | 3 W | 30 W | 100 W | 100 W |
| Die area | 100 mm² | 200 mm² | 400 mm² | 800 mm² (3D) |
| Packaging | FC-BGA | CoWoS | CoWoS+3D | wafer-scale |
Every 2-3 years a new generation, performance 10×, efficiency 3-10×.
Formalism: Generation-by-Generation Detail
Y1 (in production):
- 28 nm CMOS substrate + 100 nm HfO₂ memristor BEOL.
- One crossbar 256×256 = 65K cells.
- 6400 crossbars = 419M memristors.
- 30 TOPS analog, 3 W TDP.
- Inference focus (training on GPU).
- Market: edge AI, embedded, IoT.
Y10 (in development):
- 14 nm CMOS + 70 nm cell.
- Crossbar 512×512 = 262K cells.
- 40K crossbars = 10B memristors.
- 300 TOPS, 30 W.
- Hybrid training (last layer).
- 1S1R 3D-stack 4 layers.
- TDC ADC standard.
- HBM3 integration (CoWoS).
- Market: datacenter inference, high-perf edge.
Y100 (planned):
- 7 nm CMOS + 28 nm cell.
- Crossbar 1024×1024 = 1M cells.
- 100K crossbars = 100B memristors.
- 3 POPS, 100 W.
- Full analog backward (training).
- 1S1R 8-layer 3D.
- Photonic interconnect.
- On-chip STDP learning.
- Market: GPT-class inference, datacenter standard.
Y1000 (long horizon):
- 5 nm CMOS + 14 nm cell + 2D material.
- Crossbar 4096² = 16M cells.
- 1M crossbars = 1T memristors.
- 30 POPS, 100 W (1000 TOPS/W).
- Photonic + electronic hybrid.
- Bio-compatible organic generation.
Process evolution:
- 28 nm → 14 nm: TSMC standard transition, ~2 years.
- 14 nm → 7 nm: big jump, EUV required.
- 7 nm → 5 nm: marginal, near-limit.
SIDRA follows the supplier (TSMC) for these. BEOL memristor development runs in parallel.
Crossbar size growth:
256 → 512 → 1024 → 4096. Each step is 4× cells. But IR drop and sneak path grow → design improvements in lockstep:
- Y1: 256, 1T1R.
- Y10: 512, 1T1R + early 1S1R.
- Y100: 1024, 1S1R 3D.
- Y1000: 4096, 1T (selectorless) + 3D-stack.
Performance evolution:
Y1 30 TOPS → Y100 3 POPS = 100×. 100× in 6 years = beyond classical Moore’s Law (which is 2-3 years per 2×). Compute-in-memory advantage.
Y100 is ~3× over H100 inference (H100 ~1 PFLOPS sustained AI).
Market segmentation:
| Market | Y1 | Y10 | Y100 |
|---|---|---|---|
| Mobile/IoT | ✓ | - | - |
| Smart camera | ✓ | ✓ | - |
| Embedded | ✓ | ✓ | - |
| Edge server | - | ✓ | ✓ |
| Datacenter inference | - | ✓ | ✓ |
| Datacenter training | - | - | ✓ |
Y1 = small market (edge). Y10 = mid. Y100 = big.
Revenue estimate:
Y1: 100K chips/year × 5M/year. Y10: 1M chips/year × 500M/year. Y100: 10M chips/year × 20B/year.
(Compare: NVIDIA’s 2024 datacenter revenue ~$50B/year.)
Tech transitions (Y1 → Y10):
- CMOS: 28 → 14 nm. Foundry transition.
- Memristor: HfO₂ → HfAlO. Endurance 10⁶ → 10⁷.
- Cell: 1T1R → add 1S1R. 3D-stack begins.
- ADC → TDC: ~60% area saved.
- Hybrid training: last layer on SIDRA.
Y10 → Y100:
- CMOS: 14 → 7 nm. EUV.
- Memristor: HfAlO + HZO ferroelectric hybrid.
- 3D stack: 4 → 8 layers.
- Photonic interconnect: wafer-scale.
- Online learning: hardware STDP.
Y100 → Y1000:
- 2D material: MoS₂, hBN heterostructure.
- Wafer-scale: Cerebras-style single wafer.
- Bio-compatible organic: PEDOT:PSS synapse.
- Superconducting option: 4 K cryogenic (special apps).
Risk points:
- Y10: 1S1R production maturity. NbOx OTS endurance.
- Y100: photonic on-chip integration (still prototype).
- Y1000: bio-compatible material stability.
Türkiye strategic position:
Y1: workshop, small batch. Türkiye design + workshop production. Y10: mini-fab. Feasible in Türkiye (~5B. Can Türkiye? Political call. Y1000: world standard. Continues if Türkiye is in at Y100.
SIDRA team timeline:
- 2024-2026: Y1 tape-out + production.
- 2026-2028: Y3 prototype (Y1 improvements).
- 2028-2030: Y10 tape-out + production.
- 2030-2033: Y100 tape-out.
- 2033+: Y1000 prototype.
Experiment: Three-Generation GPT-3 Inference
GPT-3 175B params, FP16 = 350 GB. One inference 350 GFLOP.
Y1: capacity 419 MB → GPT-3 doesn’t fit. Multiple chips needed (~840 Y1). Impractical.
Y10: capacity 12 GB → multiple chips (29 Y10). Cluster server.
Y100: capacity 150 GB → 3 Y100 in parallel. Single server.
Y1000: capacity 2 TB → 1 chip. Datacenter.
Per-token inference time:
- Y1: 350 GFLOP / 30 TOPS = 12 ms (single-chip insufficient).
- Y10: 350 / 300 = 1.2 ms.
- Y100: 350 / 3000 = 0.12 ms.
- Y1000: 350 / 30000 = 12 µs.
1000-token energy:
- Y10: 3 W × 1.2 s = 3.6 J.
- Y100: 100 W × 0.12 s = 12 J.
- H100 compare: ~1.4 ms × 700 W = 1 J/token, 1000 tokens = 1 kJ. SIDRA 100×+ more efficient.
TCO (Total Cost of Ownership) 5 years, datacenter:
- 1000 H100: 20M power (5 years) = $70M.
- 100 Y100: 2M power = $7M.
SIDRA is 10× cheaper for datacenter inference.
Quick Quiz
Lab Exercise
SIDRA annual production-volume planning.
Market estimates:
- Edge AI 2026: 50/device, 100M device potential.
- Datacenter inference 2030: 5K/server, 10M servers.
- Semiconductor market 2035: 200B.
Questions:
(a) Y1 100K chips/year — workshop capacity? (b) Y10 1M chips → mini-fab (~5B)? (d) Years for Türkiye to reach 1% of global AI chip market? (e) SIDRA valuation in 2030?
Solutions
(a) Workshop capacity: 200 mm wafer, 38 dies/wafer, 70% yield = 27 chips/wafer. 100K/year = 3700 wafers/year = 10 wafers/day. Workshop capacity sufficient (mid-small design workshop).
(b) Y10 1M chips = 37K wafers/year = 100 wafers/day. Mini-fab (~$200M) supports it. Türkiye-feasible (TÜBİTAK + ASELSAN partnership).
(c) Y100 10M chips = 370K wafers/year = 1000 wafers/day. Full fab. ~$5B. Strategic decision.
(d) Türkiye 1% = ~500M Y10-based, $20B/year via Y100. Achievable between 2030-2035.
(e) SIDRA 2030 valuation: 20B (with Y100). Comparable to modern AI chip companies (Cerebras 200M, Rain $80M private). Important for Türkiye’s leadership.
Cheat Sheet
- Y1: 30 TOPS, 3W, 419M memristors, 28 nm. Edge.
- Y10: 300 TOPS, 30W, 10B, 14 nm. Datacenter inference.
- Y100: 3 POPS, 100W, 100B, 7 nm. GPT-class.
- Y1000: 30 POPS, 100W, 1T, 5 nm + photonic + bio.
- Process: 28 → 14 → 7 → 5 nm + 2D.
- Memristor: HfO₂ → HfAlO → +HZO → 2D heterostructure.
- Crossbar: 256² → 512² → 1024² → 4096².
- Market: edge → datacenter → GPT.
Vision: Türkiye's Neuromorphic 2035
At the Y1000 horizon (2035-2040):
- 3-5 different SIDRA variants produced in Türkiye (mobile, automotive, medical, space, industrial).
- $20-50B/year AI chip exports.
- 50K+ AI engineers employed.
- 100+ university research groups.
Path:
- 2026-2028: Y1 product, workshop expansion.
- 2028-2030: Y3 prototype, mini-fab build.
- 2030-2033: Y10 production, datacenter market.
- 2033-2037: Y100 production, world-market share.
- 2035+: Y1000 vision.
Further Reading
- Next chapter: 5.15 — Thermal and Packaging Deep Dive
- Previous: 5.13 — Signal Chain and Packaging
- AI chip product comparisons: Reuther et al., AI Accelerator Survey, IEEE HPEC annual.
- NVIDIA H100 spec: NVIDIA whitepaper.
- SIDRA roadmap: internal document (placeholder).