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Q&A With TSMC on Next-Gen Foundry (morethanmoore.substack.com)

submitted 1 month ago by [email protected] to c/[email protected]

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These announcements were made at TSMC’s US Technology Symposium earlier this year. The symposium is a roadshow, covering continents and key markets for the company. Just before the EU Symposium, I had a chance to catch up with Dr. Kevin Zhang, SVP and Deputy Co-COO of TSMC for an interview. We covered a wide range of topics, from Kevin’s thoughts on Moore’s Law, to how the market has changed under the weight of AI (also, the activations of AI).

https://www.youtube.com/watch?v=isjeYKLBffs

Here is a video of this interview, or a transcript is available below

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[–] [email protected] 6 points 1 month ago (2 children)

Comment won't age well when Moores police come knocking on his door.

[–] [email protected] 6 points 1 month ago

Lots of conversation around if Moore’s law is still valid in this day and age but it’s held true for decades now.

IIRC Moore himself said it would be obsolete within 10 years back in 2015, but it still seems relevant today. James Powell also calculated it would be obsolete sometime in the 2030s. So there’s still plenty of time ahead if that holds true.

[–] [email protected] 3 points 1 month ago

He didn’t say it wasn’t true just that he didn’t care about it, which, as a business leader, is the correct position.