News TSMC SVP Kevin Zhang opens up on process technology development & evolving demands: Interview

[Admin]

TSMC is evolving its strategy by developing distinct leading-edge process technologies optimized for AI, client, and HPC applications, while maintaining aggressive scaling with innovations like backside power delivery and second-generation nanosheet transistors.

TSMC SVP Kevin Zhang opens up on process technology development & evolving demands: Interview : Read more

 

[jp7189]

Good interview. There are great questions in there.

 

[thestryker]

Great read and managed to get some good answers to the questions asked. TSMC's BSPDN strategy is really interesting and it makes sense to me to silo it.

Hopefully there will be some more details on packaging down the road as that's becoming as important as manufacturing process.

 

[hannibal]

And it tells that we still get speed upgrades, but also that those speed upgrades cost more.
So performance / dollar does not get better now on. On the contrary. Somewhat interesting. In the past machines were expensive and did get cheaper when time gone past. Now the computer will become more expensive when time goes on...
Unless we stay in old cheaper nodes. Where we don´t get more speed, but the price neither does goes up as fast.