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I’m curious about the division of innovation between ASML and TSMC. I know TSMC does incredible r&d, process engineering, HVM etc, but wouldn’t this land in th

• johncalvinyoung 3y ago
  If I'm understanding correctly, the OP is claiming that our current efficiency of computation is relatively close (within 1-2 orders of magnitude) to a theoretical lower bound of how much energy is required to flip a bit (physics and information theory). i.e. making things infinitely smaller (even if we thought it possible) might not actually result in improved power efficiency per operation anymore, sometime soon. Since ASML's technology (to the layman) seems to be mostly wrapped up in making things smaller, accurately, then I can't see how this would be ASML's problem to solve, if we believe that the Landauer limit can't be broken. The onus would be on the architectural side, of finding more efficient ways of getting the higher-level results we care about, reducing the number of minimum-energy operations required to get to those results. Or maybe I'm misunderstanding something?
• ragebol 3y ago
  The way I understand this matter: TSMC runs a process in which ASML is a tool, an important one, that needs to run TSMC's process reliably. Both the process and tool needs to innovate to enable each other to get the most out of both.