"5nm to 3nm...brought in 30% energy efficiency improvement, which is massive"
Given that semiconductor companies are determined to squeeze in "functionalities" in their process nodes, this has contributed massively to the exponential growth in capabilities. When asked about whether TSMC's major nodes are "incremental," Zhang revealed that their technology roadmap negates this fact, and he backed this with the fact that TSMC's 5nm to 3nm journey brought in 30% energy efficiency improvement, which is massive.
Zhang also revealed TSMC's CoWoS supply status, claiming that the Taiwan giant is focusing on rapidly upscaling production lines. The CAGR currently stands at 60%, with room for further growth. He says that CoWoS is the "workhorse for AI accelerators," and with the ongoing innovation in this segment, the future is indeed exciting.
Moore's Law, once known as a benchmark for the markets, is slowly transitioning into a phase of "retirement" as new techniques overtake it. A notable one is Huang's Law, which has brought about a 1000-times performance increment in computing chips during the last decade.
TSMC Doesn't Care if Moore's Law is Alive or Dead, VP Says That It's Irrelevant In Modern Times (wccftech.com) |
