TSMC’s semiconductor manufacturing facility in Phoenix celebrates the first NVIDIA Blackwell wafer produced on U.S. soil. The US Nvidia Blackwell has reached volume production. The chip packaging is still done in Taiwan. TSMC Arizona will produce advanced technologies including two-, three- and four-nanometer chips, as well as A16 chips, all essential for applications like AI, …
Taiwan, South Korea and China have critically low fertility rates below 1.0. Japan is also very low (1.15) and has had low fertility for longer. By 2070, the countries could halve their current populations. A fertility rebound could avert 30-70% of projected population losses by 2100. This might stabilizing societies at near-current sizes—but only if …
The story of the battle for semiconductors was the battle between Liang Mong Song of SMIC /Samsung vs Morris Chang of TSMC and the future of AI. Dwarkesh Patel talked with Dylan Patel and Jon Y of Asianometry. Dylan Patel runs Semianalysis, the leading publication and research firm on AI hardware: https://www.semianalysis.com/ Jon Y runs …
TSMC (Taiwan semiconductor) has a major multi-year plan to create rectangular substrate (510 millimeters by 515 millimeters) with over triple the usable area of current round wafers. The rectangular shape means there would also be less unused area left over at the edges. this means less waste because of the rectangular shape and lower costs …
TSMC introduced its System-on-Wafer (TSMC-SoW™) technology, an innovative solution to bring revolutionary performance to the wafer level in addressing the future AI requirements for hyperscaler datacenters. At the TSMC 2024 North America Technology Symposium, they debuted the TSMC A16™ technology, featuring leading nanosheet transistors with innovative backside power rail solution for production in 2026, bringing …
SpaceX is reported to have a Starshield internet service contract with the US military. A congressmen has requested activation of the service over Taiwan from SpaceX. SpaceX and Elon Musk will provide an update by March 8, 2024 on the status of activation and operations. SpaceX says it is in full compliance with all of …
TSMC’s (Taiwan Semiconductor) 2.5D advanced packaging CoWoS (Chip on wafer and wafer on substrate) technology is currently the primary technology used for AI chips. The production capacity of CoWoS packaging technology is a major bottleneck in AI chip output and will stay as a problem for AI chip supply in 2024. Nvidia H100 (AI chips) …
Taiwan has one hundred times the area of Gaza. Over 13976 square miles versus 140 square miles. Taiwan has at least two hollowed-out mountains. They are to place hundreds of airplanes and thousands of missiles in those underground facilities. They have tunnels connecting military and government facilities throughout the island. Imagine Gaza 100 times bigger …
The Council of Foreign Relations states the difficulties that China would have attacking Taiwan. Taiwan is a nearly perfect island to defend. China would need to shift military assets to its eastern coast and undertake other visible preparations for an invasion, which Taiwan and the United States would likely be able to detect. Even if …
Most people do not contextualize what is happening in the Ukraine War or the Gaza War with what they expect to happen in a war between China and Taiwan. Ukraine and Russia have been fighting their larger expanded war for nearly 2 years. Both sides still have weapons and are continuing to hit each other …
China’s PLA’s Eastern Theater Command announced the end of a large military exercise today. Taiwan’s R.O.C. Armed Forces will continue to keep a close watch on PLA’s movements 24/7 and act accordingly. On Monday, China’s Navy had 11 ships and 70 PLA aircraft near Taiwan and about 35 of the planes crossed the median line …