summaryrefslogtreecommitdiff
path: root/posts/hsm-basics/index.html
diff options
context:
space:
mode:
Diffstat (limited to 'posts/hsm-basics/index.html')
-rw-r--r--posts/hsm-basics/index.html278
1 files changed, 0 insertions, 278 deletions
diff --git a/posts/hsm-basics/index.html b/posts/hsm-basics/index.html
deleted file mode 100644
index 0cda095..0000000
--- a/posts/hsm-basics/index.html
+++ /dev/null
@@ -1,278 +0,0 @@
-<!DOCTYPE html>
-<html lang="en-us">
- <head>
- <meta charset="utf-8">
- <meta name="viewport" content="width=device-width, initial-scale=1">
- <title>Hardware Security Module Basics | blog.jaseg.de</title>
- <link rel="stylesheet" href="/css/style.css" />
- <link rel="stylesheet" href="/css/fonts.css" />
-
- <header>
- <nav>
- <ul>
-
-
- <li class="pull-left ">
- <a href="https://blog.jaseg.de/">/home/blog.jaseg.de</a>
- </li>
-
-
-
-
- </ul>
- </nav>
-</header>
-
- </head>
-
- <body>
- <br/>
-
-<div class="article-meta">
-<h1><span class="title">Hardware Security Module Basics</span></h1>
-
-<h2 class="date">2019/05/17</h2>
-<p class="terms">
-
-
-
-
-
-</p>
-</div>
-
-
-
-<main>
-<div class="document">
-
-
-<div class="section" id="hardware-security-modules-and-security-research-and-cryptography">
-<h2>Hardware Security Modules and Security Research and Cryptography</h2>
-<p>On May 17 2019 I gave a short presentation on the fundamentals of hardware security modules at the weekly seminar of
-Prof. Mori's security research working group at Waseda University. The motivation for this was that outside of low-level
-hardware security people and people working in the financial industry HSMs are not thought about that often. In
-particular most network or systems security people would not consider them an option. Also it could turn out to be
-really interesting to think about what could be done with an HSM in conjunction with modern cryptography (instead of
-just plain old RSA-OAEP and AES-CBC).</p>
-<p><a class="reference external" href="mori_semi_hsm_talk_web.pdf">Click here to download a PDF with the slides for this talk.</a></p>
-</div>
-<div class="section" id="ideas-for-research-in-hsms">
-<h2>Ideas for research in HSMs</h2>
-<p>Preparing for this talk brought me back to some research ideas I've been working on for a while now. Since I'm not sure
-I'll find the time to properly research this topic, I thought it would be great to write down some rought outlines first
-for future reference.</p>
-<div class="section" id="the-problem-with-current-hsm-tech">
-<h3>The Problem with current HSM tech</h3>
-<p>Currently, HSMs are only used in certain specific niche applications such as certificate authority key management and
-financial transaction data handling. One key reason for this is that HSMs currently don't provide the affordances that
-would be needed for them to be adopted more widely by the cryptographic and security engineering community. As far as I
-can tell, the two core missing affordances are:</p>
-<ol class="arabic simple">
-<li>To be more widely adopted, HSMs must become less expensive. Currently, they go for several tens of thousands of Euro,
-which puts them outside most budgets.</li>
-<li>To be more widely adopted, HSMs must provide the standardized programming interfaces familiar to cryptographic
-developers. Currently, every HSM vendor has their own custom cryptographic API and a developer will have to train on
-one specific vendor's tooling. Furthermore, any documentation of these internals is kept secret behind NDAs. This
-constitutes a high barrier to entry, decreasing adoption in particular with young developers accustomed to
-open-source ecosystems.</li>
-</ol>
-</div>
-<div class="section" id="attacking-cost-of-implementation">
-<h3>Attacking cost of implementation</h3>
-<p>The first issue can be addressed by simply creating a viable low-cost alternative. There is no fundamental technical
-reason for the high cost of HSMs. This cost is instead due to manufacturers trying to recoup their expenses for R&amp;D as
-well as certification from the small volumes HSMs are sold in.</p>
-<p>Compared to system integration and certification the pure R&amp;D cost of HSM defense mechanisms themselves is not too high
-in an academic context it should be feasible to develop a sort of HSM blueprint that can then be cheaply produced by
-anyone in need. Since the application areas outlined here are far from the core business areas of the clients of
-established HSM vendors this would most likely not be a realistic threat to any established vendor's business and a
-co-existence of both should not pose any problems in the short term.</p>
-</div>
-<div class="section" id="benefits-of-an-academic-hsm-standard">
-<h3>Benefits of an academic HSM standard</h3>
-<p>Tackling the high cost of current HSM hardware with an open-source HSM blueprint would yield
-several academic advantages beyond cost reduction.</p>
-<ol class="arabic simple">
-<li>An open-source blueprint could serve as an academic reference design to evaluate and compare other HSM designs
-against. For instance this would not only allow quantifying the effectiveness of academic security measures but also
-allow an evaluation of commercial HSMs.</li>
-<li>An open-source blueprint could stimulate academic research in this academically very quiet albeit commercially
-important area. This research would ultimately benefit everyone employing HSMs by raising security standards in the
-field. Since HSMs are never solely relied upon for overal system security both defensive and offensive security
-research would yield these benefits.</li>
-<li>An open-source blueprint would encourage new people to get into the field and both apply HSMs to practical problems
-as well as improve HSMs themselves. Currently, this is highly discouraged due to the strictly proprietary nature of
-all available systems.</li>
-<li>Finally, developing an open-source HSM blueprint might yield new findings in adjacent academic areas due to the
-hightly multi-disciplinary nature of security research in general and HSM design in particular.</li>
-</ol>
-</div>
-<div class="section" id="scope-of-an-academic-hsm-standard">
-<h3>Scope of an academic HSM standard</h3>
-<p>An academic HSM blueprint would need to be flexible so that researchers can adapt it to their particular problem. A
-modular architecture would lend itself to this flexibility. Fundamentally, there would be three components to this
-architecture. First, a <strong>base</strong> containing infrastructure such as the surveillance microcontroller, power supplies,
-power supply filtering and hardware DPA countermeasures, and possibly a standardized mechanical and electrical
-interface.</p>
-<p>Next to the base, a system integrator would put their <em>payload</em>. The nature of this payload is intentionally kept
-unspecified, and it might be anything from a cryptographic microcontroller to a small embedded system such as a
-raspberry pi single board computer. Keeping the <em>payload</em> open like this achieves two benefits: It gives the HSM
-blueprint's user <em>their</em> familiar tooling and the hardware <em>they</em> need, allowing fast adoption. Someone well-versed in
-e.g. Javascript could literally implement their cryptography in Javascript, run it on an off-the-shelf raspberry pi and
-just apply the HSM blueprint around it. In addition, keeping the <em>payload</em> open reduces the scope of what needs to be
-implemented. Building a general SDK on top of something like a bare ARM SoC such as a TI OMAP or a Freescale/NXP IMX
-would be a considerable additional burden, on top of the actual HSM design. Keeping the <em>payload</em> open allows research
-to concentrate on the actual point, the HSM design.</p>
-<p>The final and most important component would be a set of <em>security measures</em> that can be combined with the base to
-form the final HSM. Each of these <em>security measures</em> would entail a detailed specification of its design, manufacture
-and security properties. These <em>security measures</em> could be simple things like tamper switches or potting, but could
-also be complex things like security meshes.</p>
-<p>Given these three components -- <em>base</em>, <em>payload</em> and <em>security measures</em> as detailed specifications any engineer should
-be able to design and manufacture a HSM customized to their needs. Unifying these three components within the HSM
-blueprint would be a set of reference designs. Each reference design would implement a particular parametrization of the
-three architectural components with a physical hole cut out where the payload would go.. These reference designs would
-for one serve to guide any implementer on the customization and integration of their own derivation from the blueprint.
-In addition it would serve as an extremely simple, low-cost point of entry into the ecosystem. A curious researcher
-could simply replicate the reference design and put their existing payload inside. Practically this might mean e.g. a
-researcher having PCBs produced according to the design files for a reference design for a mesh-based HSM, producing
-their own mesh, physically glueing a raspberry pi SBC into the middle of it, and potting the resulting system. Given the
-ease of prototype PCB fabrication today this would realistically allow evaluation of HSM technologies on a budget that
-is orders of magnitude less than the cost of current HSMs.</p>
-</div>
-</div>
-<div class="section" id="research-ideas-for-tamper-detection-mechanisms">
-<h2>Research ideas for tamper detection mechanisms</h2>
-<p>The core component of an HSM blueprint would be a suite of tamper detection mechanisms. Following are a few ideas on how
-to improve on the current state of the art of membrane tamper switches plus temperature sensors plus PCB and printed
-security meshes plus potting.</p>
-<div class="section" id="diy-or-small-lab-mesh-production">
-<h3>DIY or small lab mesh production</h3>
-<p><strong>Analog sensing</strong> meshes are a proven technology where instead of just monitoring for continuity and shorts, analog
-parameters of the mesh traces such as inductance and mutual capacitance are monitored. In 2019, <a class="reference external" href="https://tches.iacr.org/index.php/TCHES/article/view/7334">Immler et al. published
-a paper</a> where took this principle and turned it all the
-way up. They directly derived a cryptographic secret from the analog properties of their HSM's security mesh in an
-attempt to built a <a class="reference external" href="https://en.wikipedia.org/wiki/Physical_unclonable_function">Physically Unclonable Function, or PUF</a>. The idea with PUFs is that they reproduce some entropy
-that comes from random tolerances of their production process. The same PUF will always yield (approximately) the same
-key, but since you cannot control these random production variations, in practice the resulting PUF cannot be cloned.
-Note however, that its secrets can of course be copied if you find a way to read them out.</p>
-<p>As Immler et al. demonstrated in their paper, you don't need any secret sauce to create an analog mesh sensing circuit.
-All you need are a bunch of (admittedly, expensive) off-the-shelf analog ICs. The interesting bit here is that by
-applying more advanced analog sensing, weaknesses of an otherwise coarse mesh desing could maybe be alleviated. That is,
-instead of monitoring a very fine mesh for continuity, you could instead closely monitor inductance and capacitance of a
-more coarse mesh. This trade-off between sensing circuit complexity (resp. cost) and mesh production capabilities may
-allow someone with a poorly equipped lab to still make a decent HSM. The question is, how do you produce a &quot;decent&quot; mesh
-given only basic tools? Here are some ideas.</p>
-<p><strong>3D metal patterning techniques</strong> refers to any technique for producing thin, patterned metal structures on a
-three-dimensional plastic substrate. The basic process would consist of 3D-printing the polymer substrate, depositing a
-thin metal layer on top and then patterning this metal layer. A good starting point here would be the recent work of
-<a class="reference external" href="https://www.youtube.com/watch?v=Z228xymQYho">Ben Kraznow</a> on this exact thing.</p>
-<p><strong>Copper filament methods</strong> would be any method embedding copper wire from a spool in some resin or other matrix. This
-could mean either of a systematic approach of carefully winding or folding the copper wire into patterns or a
-non-systematic approach of simply stuffing a large tangle of copper wire into a small space. The main challenge with the
-former would be to find a non-tedious way of production. The main challenge with the latter would be to find process
-parameters that guarantee complete coverage of the HSM without holes or other areas of lower sensitivity to intrusions.
-Both approaches would require careful consideration of the overall design including the polymer resin supporting
-structure to ensure sensitivity against attacks since copper wire is mechanically much stronger than the micrometre-thin
-metal coatings used in patterning techniques.</p>
-</div>
-<div class="section" id="envelope-measurement">
-<h3>Envelope measurement</h3>
-<p>Finally, I think there is another set of currently under-utilized tamper-detection methods that would be very
-interesting to explore. I am not aware of an academic term for these, so I am just going to dub them <em>envelope
-measurement</em> here.</p>
-<p>The fundamental apporach of a mesh is to build a physical security envelope (the mesh) that physically detects when it
-is disturbed (open or short circuits). This approach works well but has the disadvantage that these meshes are rather
-complex to manufacture since effectively every part of them is acting as a sensing element. A conceptually more complex
-but in practice potentially simpler approach might be to split the functions of security envelope and sensing element.
-This would mean that in place of the mesh, some form of passive element such as metal foil forms the security envelope
-which is then checked for tampering using a very sensitive sensor inside. This remote-sensing approach might simplify
-the manufacture of the envelope itself and thus yield a design that is more easily customized. Following are a few ideas
-on how to approach this envelope measurement problem.</p>
-<p><strong>Ultrasonic</strong> If the HSM is potted, a few ultrasonic transducers could be added inside the potting. With several
-transducers, any one could be used to transmit ultrasound while the others measure complex phase and energy of the
-signal they receive. The circuitry for this could be made fairly simple if using a static transmit frequency or a low
-chirp rate by using a homodyne receiver built around a comparator fed into some timers. This approach would likely
-detect any mechanical attack and would also rule out chemical attacks involving liquids (though starting from which
-amount of liquid depends on receiver sensitivity). The main disadvantages might be high power consumption and cost and
-size of the ultrasonic transducers. Traditional cheap transducers made for air as a transmission medium are fairly large
-and might not adequately couple into potting compound. If somehow one could convince a standard small piezo element to
-do the same job that would be great as far as cost and size are concerned. A concern in some fringe use cases might be
-suceptibility to ambient noise, though this could easily be reduced at the expense of space and heat dissipation
-capacity by adding sound dampening on the outside. A likely attack vector against this approach might be using a laser
-cutter to drill a hole through the potting compound, then inserting probes carefully chosen to not couple too much
-to the potting compound ultrasonically.</p>
-<p><strong>Light</strong> In either an unpotted HSM or one potted with a transparent (at some wavelengths) potting compound one could
-embed LEDs and photodiodes in a similar setup to the ultrasonic setup described above. In contrast to the ultrasound,
-the LEDs would literally have to light up the HSM's interior and shadows might be an issue since the HSM is likely some
-flat rectangular shape. A possible solution to this would be to coat both the embedded payload and the lid with some
-highly reflective paint such as some glossy silver paint or simple white paint. The basic approach might be as simple as
-simply turning on several LEDs distributed throughout the HSM in turn and measuring amplitude at several photodetectors,
-or as complex as doing a LIDAR-like phase measurement sweeping through a range of frequencies to determine not only
-absorption but also phase/distance characteristics between emitter LED and detector photodiode. Using some high-gain TIA
-along with a homodyne detector (lock-in amplifier) and changing emitter intensity, very precise measurements of both
-absorption and phase might be possible, as might be measurements through almost opaque, diffuse potting compounds such
-as a grey epoxide resin. The main disadvantages of this method would likely be the need to thoroughly light-proof the
-entire HSM (likely by wrapping it in metal foil) and the potentially high cost of transmitter and receiver circuitry
-(nice TIAs aren't cheap). To be effective against attacks using e.g. very fine drills and probes the system would likely
-have to be very sensitive.</p>
-<p><strong>Radar</strong> Finally, one could turn to standard radar techniques to fingerprint the inside of the HSM. The goal here would
-be fingerprinting instead of mapping since only changes need to be detected. In this approach one could use homodyne
-detection to improve sensitivity and reduce receiver complexity, and sweep frequencies similar to an FMCW radar (but
-probably without exploiting the self-demodulation effect). Besides high cost, this approach has two disadvantages.
-First, such a system would likely not go beyond 24GHz or maybe 40GHz due to component availability issues. Even at 40GHz
-the wavelength in the potting compound would be in the order of magnitude of several millimeters. Fine intrusions using
-some tool chosen to not interact too much with the EM field inside the HSM such as a heated ceramic needle or simply a
-laser cutter might not be detectable using this approach. In any case, this system would certainly not be able to detect
-small holes piercing the HSM enclosure. The HSM enclosure would have to be made into an RF shield, likely by using some
-metal foil in it.</p>
-<p>Overall in the author's opinion these three techniques are most promising in order <em>Light</em>, <em>Ultrasonic</em>, <em>Radar</em>. Light
-would prbably provide the best sensitivity at expense of some cost. Ultrasonic might be used in conjunction with light
-to cover some additional angles since it is potentially very low-cost. Radar seems hard to engineer into a solution that
-works reliably and also would likely be at least an order of magnitude more expensive than the other two technologies
-while not providing better sensitivity.</p>
-</div>
-</div>
-</div>
-</main>
-
- <footer>
-
-<script>
-(function() {
- function center_el(tagName) {
- var tags = document.getElementsByTagName(tagName), i, tag;
- for (i = 0; i < tags.length; i++) {
- tag = tags[i];
- var parent = tag.parentElement;
-
- if (parent.childNodes.length === 1) {
-
- if (parent.nodeName === 'A') {
- parent = parent.parentElement;
- if (parent.childNodes.length != 1) continue;
- }
- if (parent.nodeName === 'P') parent.style.textAlign = 'center';
- }
- }
- }
- var tagNames = ['img', 'embed', 'object'];
- for (var i = 0; i < tagNames.length; i++) {
- center_el(tagNames[i]);
- }
-})();
-</script>
-
-
- <div id="license-info">
- &#169;2020 by Jan Götte. This work is licensed under
- <a href="https://creativecommons.org/licenses/by-nc-sa/4.0/">CC-BY-NC-SA 4.0</a>.
- </div>
- <div id="imprint-info">
- <a href="/imprint">Impressum und Haftungsausschluss und Datenschutzerklärung</a>.<br/>
- <a href="/about">About this blog</a>.
- </div>
- </footer>
- </body>
-</html>
-