Recent #Moore's Law news in the semiconductor industry

5 months ago

➀ Engineered substrate technology is driving the semiconductor industry from traditional planar scaling to innovative materials and 3D integration.

➁ Companies like Soitec, Intel, and Samsung are leading the adoption of this technology.

➂ Foundries are increasingly recognizing the strategic importance of engineered substrates like Fully Depleted SOI (FD-SOI) for their benefits in cost and performance.

3D IntegrationChipletEngineered SubstrateFD-SOIFoverosGaNIntelMoore's LawSEMICONDUCTORSamsungSiCSmart Cut™SoitecUCIe
5 months ago

➀ According to Jensen Huang, CEO of NVIDIA, AI is more likely to augment jobs than fully replace them, automating up to 80% of tasks.

➁ Huang compares this shift to the early invention of electricity, heralding the beginning of a new Industrial Revolution.

➂ He suggests that AI advancements are outpacing Moore's Law, with computing power increasing by a million times in 10 years.

AIAI AgentsAutomationMoore's LawNVIDIAWorkforce
7 months ago
➀ Dr. Tahir Ghani discussed the impact of Moore's Law and the challenges of energy efficiency in semiconductor technology. ➁ He highlighted the evolution of transistor technology over six decades. ➂ He advocated for new transistor designs and collaborations to improve energy efficiency for AI computing.
AI ComputingEnergy efficiencyFinFETGAA TransistorIntelMoore's LawSEMICONDUCTORTransistor Technology
7 months ago
➀ TSMC's Mii presented a keynote at the 70th IEDM, discussing the semiconductor industry's growth and the impact of AI, predicting a revenue of one trillion dollars by 2030. ➁ He highlighted the evolution of logic technologies and introduced CFET architectures. ➂ He discussed the importance of advanced silicon stacking and packaging technologies.
AICFETIEDMMoore's LawSEMICONDUCTORSoWSpecialty TechnologiesSystem IntegrationTSMC
6 months ago
➀ Malcolm Penn at IFS2025 discussed the threat to Moore's Law, emphasizing that it is not technological challenges but a lack of competitive vigour that poses the threat. ➁ He cited Intel and Samsung's failure to catch up with TSMC in leading-edge processes as a contributing factor. ➂ Penn highlighted TSMC's cost management and the potential for price increases without competition, emphasizing the importance of cost reduction for industry growth.
IntelMoore's LawSamsungTSMCsemiconductor
11 months ago
➀ TSMC's Senior Vice President, Kevin Zhang, stated that as long as technological scaling continues, he is indifferent to the status of Moore's Law. ➁ Zhang emphasized that Moore's Law should not be narrowly defined by 2D scaling alone but should include advancements in 3D integration and advanced packaging. ➂ TSMC continues to improve PPA (Performance, Power, and Area) by over 30% with each node transition, highlighting the ongoing relevance of technological innovation.
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