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I think the doubling costs are pushing toward 1 fab a generation and TSMC is 1 year ahead.. The model I would make is that TSMC has maybe 4 more generations as
by manymatter 3y ago
I think the doubling costs are pushing toward 1 fab a generation and TSMC is 1 year ahead.. The model I would make is that TSMC has maybe 4 more generations as Samsung and Intel lose and they run a new fab that serves all demand for each generation. Then they will also cease to compete with their past fab without delaying significantly to reign in costs.
- yreg 3y agoNo, this was not the question. OP has said that Moore's law still applies and “oh, it's only Intel who's unable to keep up”. Does TSMC double the amount of transistors every two years on average?
- satellite2 3y agoThey do. By the video by 2022 Moore's law target is at 90 billions transistors per chip. The Nvidia H100 is at 80 billions.