TSMC believes that Moore's Law is irrelevant in modern-day markets, as the firm has sought out efficient methods of "technology scaling."
The current semiconductor dynamics have evolved tremendously, and over the past few years, companies have started to pave out new ways to continue the innovation process in the markets rather than depending upon traditions such as Moore's Law. For those unaware, Moore's Law focuses on a continuous model of "node shrinking" in a certain period, associating this with the only way to receive generational performance bumps. However, firms like TSMC have figured out "effective" workarounds that are sustainable and superior.
In an interview with Dr. Kevin Zhang, SVP and Deputy Co-COO of TSMC, by the expert Ian Cutress, it was revealed that TSMC had defied the semiconductor morals established by Moore's Law and that with the influx of AI, the scalability of compute power has grown massively, credits to techniques and improvements brought by TSMC in its semiconductor products. Upon asking about Moore's Law, here is what TSMC's official had to say:
This statement does indeed verify the fact that Moore's Law's role in defining the shape of the markets is decreasing with time. 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
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