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Morris Chang (founder of TSMC)'s speech a year ago touched on 3 huge advantages Taiwan uniquely has. Having a whole, well-knit-together country with such intens
by rektide 5y ago
Morris Chang (founder of TSMC)'s speech a year ago touched on 3 huge advantages Taiwan uniquely has. Having a whole, well-knit-together country with such intense knowledge & specilaization in making chips is something that would be extremely hard to recreate anywhere else. A community of practitioners is key. https://interconnected.blog/morris-chang-global-semiconductor-competition-make-making-stuff-cool/ https://interconnected.blog/morris-chang-global-semiconducto...
The United States had extreme success growing really good chip designing talent with the digital foundry model. We simply gave college students & others access to the means of production. Something we see eFanless/Google/Skywatdr kind of doing these days, with free chipmaking (at 130nm). But how we get good at making the foundries, create a body of expertise in not chip design but chipmaking, at any level of density... hard problem.
- duped 5y agoThe first two points are at best opinion and and worst nationalism, neither are facts.
- VWWHFSfQ 5y agoChang is very well known for making these kinds of statements that make no sense.
- TrevorJ 5y agoIt isn't that his point isn't true, it's just that it is tautological. It's sort of like saying cars are more useful in country X than country Y because country x has roads. On the one hand: yes. On the other hand: it used to be that no country had roads, so obviously this is a problem with a solution. The country has roads, because it has cars.
- hahaxdxd123 5y agoWhat? I am reading the English translation and it seems based in truth to me. 1. The US of course has technical talent. However the vast majority would rather work in in the higher margin software industry, not hardware. If I am intelligent/hard-working enough in America to understand the physics behind semi-conductors, I would rather apply that to prop trading than Intel. 2. Manager-employee customs are vastly different across cultures. What is institutionalized in Japan is harassment in America. If he says Taiwan has a sufficiently different culture, I believe him.
- christkv 5y agoDo people just forget that intel has fabs all over the world with that expertise as well?
- notyourday 5y agoThe ones where it has not been successful at making their own chips using their own designs? Those fabs?
- rat9988 5y agoWell, they are not the cutting edge anymore, but are still a powerhouse.
- notyourday 5y agoNo, they were a power house. We will know if they still are a powerhouse if a year from now we no longer have these kinds of discussions.
- dragontamer 5y agoSince TSMC reached 7nm and 5nm first (and it will be years before Intel reaches parity with 5nm technology, and TSMC is expected to reach 3nm by that point...), its obvious for us to be focused on what TSMC/Taiwan is doing that we in the USA aren't. TSMC seems to have achieved a sizable technological lead over Intel, that will perpetuate for the next few years or even decade.
- bilbo0s 5y agoBet against the US if you like, but it's a losing bet. Onshoring will happen. In the US. In China. in the EU. And likely in Russia too. This has become a national security issue, and at least in the US, we are resolved to make it happen.
- dragontamer 5y ago