1. The article discusses the critical role of blank wafer suppliers in the semiconductor industry, highlighting their transformation of silicon sand into high-purity monocrystalline silicon wafers. 2. It explains the importance of silicon in the semiconductor industry, noting its semiconductor properties and the stringent purity requirements for electronic-grade silicon. 3. The article also addresses the current market dynamics, including the impact of the AI revolution on silicon demand and the challenges faced by GPU manufacturers in increasing performance within the reticle limit.

1. TSMC is reportedly exploring the use of 510x515 mm rectangular silicon wafers. 2. This move could triple the usable area compared to the current 300mm diameter technology. 3. The research is focused on advanced chip packaging.