nanometer is a marketing term now and doesn’t reflect actual sizes. Samsung were first with “3nm”.
America was doing “3nm” in 2018. You don’t seem to have any understanding of this issue.
From Wikipedia:
The term “3 nanometer” has no direct relation to any actual physical feature (such as gate length, metal pitch or gate pitch) of the transistors. According to the projections contained in the 2021 update of the International Roadmap for Devices and Systems published by IEEE Standards Association Industry Connection, a 3 nm node is expected to have a contacted gate pitch of 48 nanometers and a tightest metal pitch of 24 nanometers.
Also from Wikipedia:
South Korean chipmaker Samsung started shipping its 3 nm gate all around (GAA) process, named 3GAA, in mid-2022. On 29 December 2022, Taiwanese chip manufacturer TSMC announced that volume production using its 3 nm semiconductor node termed N3 is under way with good yields.
In early 2018, IMEC (Interuniversity Microelectronics Centre) and Cadence stated they had taped out 3 nm test chips, using extreme ultraviolet lithography (EUV) and 193 nm immersion lithography.
nanometer is a marketing term now and doesn’t reflect actual sizes. Samsung were first with “3nm”.
And iPhones chose TSMC’s 3nm, because TSMC is more than just 3nm, but also at a scale and price-point that Apple desires.
America was doing “3nm” in 2018
I’m talking about industry and manufacturing. Test labs doing one or two wafers back in 2018 doesn’t matter compared to the millions-of-chips that roll off of Taiwan’s production facilities.
No one in the USA can mass produce designs like this. Korea / Samsung is 2nd best, but still is slower at mass production than Taiwan.
Which brings us right back to my point. They aren’t wizards, they are simply benefiting from the enormous government investment into the extremely expensive chip manufacturing industry.
Their manufacturing efficiency is top tier, their government built facilities are top tier. However they weren’t first, they aren’t the only ones who can produce them and now that the US is interested in chip manufacturing again the new facilities will match TSMC in a few years.
We just invited the Taiwanese to stay in Arizona. I don’t expect Taiwan to give us their latest-and-greatest technologies. But this is still good for us in the great scheme of things.
But even USA’s #1 chipmaker, Intel, has fallen behind Taiwan. USA’s 3rd party manufacturer, GlobalFoundries, is 12nm and has no plan to go further. TSMC is still the only one who can help us with the CHIPS program, albeit by building a factory in Arizona but that’s still Taiwanese controlled technology.
TSMC is literally a Taiwan-sponsored company. Its the Taiwanese Semiconductor Manufacturing Company. They’re 100% full bred Taiwanese executives, engineers, and scientists. Their literal geopolitical aim is the “Silicon Shield”, the creation of such companies and processes to encourage other entities (like USA) to defend them.
There’s a reason why AMD, Intel, NVidia, Apple, Samsung, and Qualcomm (aka: Snapdragon aka Android’s #1 chip) are all made in TSMC aka Taiwan. Because they got better manufacturing technology than us. We literally cannot replicate their feats of production.
IE: Yields (percentage of completed chips without errors), costs, production node advancements (3nm vs 2nm), etc. etc.
Advanced FPGAs like Xilinx FPGAs used in the F-35 project.
USA literally can’t make these chips. We design them, but only Taiwan has the advanced process nodes to actually make them physically. We send our designs to Taiwan, and they ship them back to us by boat.
Intel literally cannot make these chips in its Arizona, Texas, or Utah fabrication labs. Literally cannot make them. That’s why Intel contracted TSMC to make the Intel Alchemist chips (!!!). The other major advanced manufacturer, Global Foundries (Buffalo, New York) failed 10 years ago and cannot make anything more advanced than 12nm nodes (roughly Taiwan’s 2016 era technology). USA advancement of chips stalled out a decade ago, we rely almost entirely on Taiwan…
Except for the few chips we’re contracting out to Samsung instead, since Korea is the other place who can take these chip orders.
Which is all foundry investment. None of the technology needed belongs to Taiwan. Intel is ramping up for Intel 3 and are already doing high volume production on the Intel 4 using EUV.
Foundries are extremely expensive and everyone was happy to let Taiwan do the whole thing. Now with the geopolitical risk, investment is ramping up into chip foundries again. Once that is done the manufacturing will be mostly on par. Which is completely different to your first post about wizards and no one else can do it nonsense.
We are however going around in circles so I’ll likely leave it here.
nanometer is a marketing term now and doesn’t reflect actual sizes. Samsung were first with “3nm”.
America was doing “3nm” in 2018. You don’t seem to have any understanding of this issue.
From Wikipedia:
Also from Wikipedia:
And iPhones chose TSMC’s 3nm, because TSMC is more than just 3nm, but also at a scale and price-point that Apple desires.
I’m talking about industry and manufacturing. Test labs doing one or two wafers back in 2018 doesn’t matter compared to the millions-of-chips that roll off of Taiwan’s production facilities.
No one in the USA can mass produce designs like this. Korea / Samsung is 2nd best, but still is slower at mass production than Taiwan.
Which brings us right back to my point. They aren’t wizards, they are simply benefiting from the enormous government investment into the extremely expensive chip manufacturing industry.
Their manufacturing efficiency is top tier, their government built facilities are top tier. However they weren’t first, they aren’t the only ones who can produce them and now that the US is interested in chip manufacturing again the new facilities will match TSMC in a few years.
Erm… You know how we’re doing that right?
https://www.trendforce.com/news/2023/12/21/news-tsmcs-arizona-plant-rumored-for-q1-2024-trial-production-securing-orders-from-three-u-s-clients/
We just invited the Taiwanese to stay in Arizona. I don’t expect Taiwan to give us their latest-and-greatest technologies. But this is still good for us in the great scheme of things.
But even USA’s #1 chipmaker, Intel, has fallen behind Taiwan. USA’s 3rd party manufacturer, GlobalFoundries, is 12nm and has no plan to go further. TSMC is still the only one who can help us with the CHIPS program, albeit by building a factory in Arizona but that’s still Taiwanese controlled technology.
What Taiwanese technology? Name some.
Intel is building fabs, TSMC is moving away from Taiwan due to the geopolitical risks.
Uh huh…
TSMC is literally a Taiwan-sponsored company. Its the Taiwanese Semiconductor Manufacturing Company. They’re 100% full bred Taiwanese executives, engineers, and scientists. Their literal geopolitical aim is the “Silicon Shield”, the creation of such companies and processes to encourage other entities (like USA) to defend them.
There’s a reason why AMD, Intel, NVidia, Apple, Samsung, and Qualcomm (aka: Snapdragon aka Android’s #1 chip) are all made in TSMC aka Taiwan. Because they got better manufacturing technology than us. We literally cannot replicate their feats of production.
IE: Yields (percentage of completed chips without errors), costs, production node advancements (3nm vs 2nm), etc. etc.
You haven’t named a single technology.
iPhone chips M1. NVidia RTX 4080. AMD 7800 XTX.
Advanced FPGAs like Xilinx FPGAs used in the F-35 project.
USA literally can’t make these chips. We design them, but only Taiwan has the advanced process nodes to actually make them physically. We send our designs to Taiwan, and they ship them back to us by boat.
Intel literally cannot make these chips in its Arizona, Texas, or Utah fabrication labs. Literally cannot make them. That’s why Intel contracted TSMC to make the Intel Alchemist chips (!!!). The other major advanced manufacturer, Global Foundries (Buffalo, New York) failed 10 years ago and cannot make anything more advanced than 12nm nodes (roughly Taiwan’s 2016 era technology). USA advancement of chips stalled out a decade ago, we rely almost entirely on Taiwan…
Except for the few chips we’re contracting out to Samsung instead, since Korea is the other place who can take these chip orders.
Which is all foundry investment. None of the technology needed belongs to Taiwan. Intel is ramping up for Intel 3 and are already doing high volume production on the Intel 4 using EUV.
Foundries are extremely expensive and everyone was happy to let Taiwan do the whole thing. Now with the geopolitical risk, investment is ramping up into chip foundries again. Once that is done the manufacturing will be mostly on par. Which is completely different to your first post about wizards and no one else can do it nonsense.
We are however going around in circles so I’ll likely leave it here.