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Semicinductors industry has serious issues, stop will follow
  • 563 Replies sorted by
  • Vitaliy_KiselevVitaliy_Kiselev

    By the end of the year, a research center will open in Japan as part of a partnership project with the United States, on the basis of which the development of technologies for mass production of chips using the 2 nm process technology will be carried out. In the future, the joint project will help companies build stable supply chains and insure against tensions around the industry leader, Taiwan.

    The center will be created on the basis of a new research institute, which will also open this year - as part of the project, it is planned to use equipment and involve specialists from the US National Center for Semiconductor Technology. Initially, researchers from the two countries will focus on advanced chips based on the 2nm process technology, which will improve performance and reduce energy consumption compared to existing solutions. The center will also set up a prototype production line, and the ultimate goal of the project is to start mass production of the chips in Japan by 2025.

    And again - it will be direct budget money injected into business.

  • Vitaliy_KiselevVitaliy_Kiselev

    And you've all heard many times Moore's Law is slowing down. Moore's Law is dead. What does that mean? It's not that there's not going to be exciting new transistor technologies.

    Actually, I can see exciting new transistor technology for the next -- as far as you can really plot these things out, is about six to eight years, and it's very, very clear to me the advances that we're going to make to keep improving the transistor technology, but they're more expensive. It used to be the old Moore's Law, right?

    You could double the density in every 18 to 24 months, but you'd stay at that same cost band. Well, that's not the case anymore. So, we're going to have innovations in transistor technology. We're going to have more density. We're going to have lower power, but it's going to cost more. So, how you put solutions together has to change.

    And we did see that coming, and that was part of the motivation of the Infinity architecture that we just spoke about because it allowed us to be very modular and how that we design each of the elements and that put us in a position to be able to leverage chiplets. Chiplets is really a way to just rethink about how the semiconductor industry is going forward.

    There's a lot of innovation yet to go because it's going to be the new point of how solutions to put together. It used to be a motherboard and you put all these discrete elements in the motherboard. What will keep innovation going and we'll keep, I'll say, a Moore's Law equivalent, meaning that you continue to really double that capability every 18 to 24 months is the innovation around how the solution is put together.

    It will be heterogeneous. It won't be homogeneous. So you're going to have to use accelerators, GPU acceleration, specialized function, adaptive compute like we acquired with Xilinx, which closed in February this year. So those elements are going to have to come together and then how you integrate it is you're going to see tremendous innovation on how those come together and it really will keep us on pace, and we actually have to because you can just look at the demands of computing, they haven't slowed down one iota. In fact, they're escalating rapidly with AI becoming more and more prevalent.

    https://seekingalpha.com/article/4561472-advanced-micro-devices-inc-amd-presents-wells-fargo-6th-annual-2022-tmt-summit-transcript

  • cantata_techcantata_tech

    @Vitaliy_Kiselev I agree.

    What are we hacking though?

    There's many ways to create Conciousness, as all types of matter have it because they are made from the same source particles.

    I've heard alleged Time-Travellers say that Computers will eventually replace the Justice system and run Cities because of the historical corruption that has occurred in those "Industries".

  • endotoxicendotoxic

    Alleged time travelers.

    That’s really way out of topic but interesting to hear what you have to say about that.

    Artificial Consciousness can only be achieved by quantic computing.

  • cantata_techcantata_tech

    Quantum Computers have already been perfected and will be operational in the future.

  • mitkoomitkoo

    Quantum Computers also need budget money injected into

  • endotoxicendotoxic

    Quantum computers are in the 1950s if we talk about development they are not perfected.

    When we have normal temperature, optical quantum computers in small size, I think we can call that developed quantum computing, shits not even perfected.

  • cantata_techcantata_tech

    Quantum Computers take blueprints of idea's and things and then make them using Quantum Physics like a 3D printer would make a piece of plastic.

    Their applications are in Health, Technology and Manufacturing.

    They are not as popular as a Laptop or iphone.

  • endotoxicendotoxic

    Dude are you sure you know what you are talking about ?

    Seems you are confused please elaborate on your idea .

  • cantata_techcantata_tech

    To quote wikipedia, "Quantum computing is a type of computation whose operations can harness the phenomena of quantum mechanics, such as superposition, interference, and entanglement."

  • Vitaliy_KiselevVitaliy_Kiselev

    On equipment criminal cartel

    ASML Holding NV, supplier of lithography technology to the semiconductor industry. This is the only company capable of producing unique devices worth about 160 million euros. Even though high-tech stocks have fallen, ASML stock is now worth ten times what it was eight years ago.

    In addition to ASML, there are two other semiconductor equipment companies in the Netherlands. These are BE Semiconductor Industries NV (20x growth in 10 years) and ASM International NV (10x growth in 10 years), which controls more than half of the world market for atomic layer deposition equipment. Since few companies can manufacture such sophisticated equipment, they can set prices at their discretion without fear of losing business to competitors.

  • Vitaliy_KiselevVitaliy_Kiselev

    EU countries and the region's parliament are about to approve a plan that will help the European semiconductor industry catch up with Asia and the US, Reuters reported. The implementation of the plan, known as the "Chip Act" by analogy with the same American law, will cost the EU 43 billion euros.

    The European "Chip Law" was announced last year when EU countries decided to reduce their dependence on US and Asian semiconductor manufacturers. This was prompted by the pandemic-induced shortage of chips, which in 2020-2021. caused significant damage to a number of European enterprises, and primarily to automakers.

    Present issues can be solved only with free (read - newly printer by goverment) money.

  • Vitaliy_KiselevVitaliy_Kiselev

    The Taiwanese company remains the largest contract chip maker in the world, its ability to rhythmically master advanced lithographic standards and offer chip production on them in the quantities needed is attracting many customers.

    By some estimates, it will charge twice as much per silicon wafer with 2nm chips as it would for 4nm or 5nm chips.

    At least, such calculations are cited by the Commercial Times, emphasizing at the same time that the new lithography steps noticeably increase the costs of manufacturers, and therefore price increases are inevitable. In particular, if at the development of 16nm technology was enough $100 million in research and development costs, in the case of 3nm technology, this amount is already at risk of not being within the range of $4 to $5 billion. Moreover, for this class of processes usually requires a new enterprise with advanced equipment, which costs from $15 to $20 billion. All this leads to the fact that a silicon wafer with 2nm chips can cost the customer $ 30,000 at least. Especially since TSMC itself will have to pay more for the same energy resources due to the concentration of its advanced facilities in Taiwan.

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