directory:
. Taking over TSMC's long-term customer Intel will produce chips for MediaTek
. Big news! MediaTek and Intel cooperated with wafer foundry
. Australia actively used RMB to settle iron ore. Someone in the United States finally boldly proposed to return the US dollar to the gold standard
. The chip price was avalanche: 45 yuan fell to 3 yuan, 200 yuan fell to 21.5 yuan
5, Samsung Electronics plans to expand semiconductor packaging production capacity
6, and reduce the price by 10%! Wafer foundry takes the initiative to go out to solicit customers?
7, the chip counterattack has begun! Official media officially speaks out: China uses chip packaging technology to bypass the US ban
, and wins TSMC's long-term customers Intel will produce chips for MediaTek
On July 25, Intel and MediaTek announced a strategic partnership, and Intel will supply chips to MediaTek through its foundry division (IFS).
Intel did not disclose the details of the cooperation, nor did it disclose how many chips it will produce for MediaTek. It only stated that MediaTek plans to use Intel process technology to manufacture a variety of chips for a series of smart terminal products. The company also said that the first batch of products will be produced within the next 18 to 24 months, using a more mature chip process, namely Intel 16 (formerly the "22FFL" process, a traditional process optimized for low-power devices).
President of Intel's foundry division Randhir Thakur said that as one of the fable chip design companies, MediaTek drives more than 2 billion smart terminal devices each year, making it an excellent partner for the department as it enters the next stage of development; Intel has advanced process technology and production capacity resources located in different regions, which can assist MediaTek to deliver the next wave of 1 billion networked devices across multiple applications.
MediaTek said that after cooperating with Intel on 5G data cards, it will focus on the rapidly growing global smart devices and further cooperate with Intel in mature process wafer manufacturing. MediaTek also emphasized that the company adopts a diversified supplier strategy, and cooperation with Intel will help increase the company's production capacity supply for mature processes, while high-end processes will continue to maintain a close partnership with TSMC without any changes.
This time, Intel is expected to reach a cooperation in foundry business. This is the first time that Intel has snatched major customers from TSMC, and it will inevitably intensify competition with TSMC and Samsung .
Recently, demand for consumer electronics products has cooled significantly and chip prices have also begun to decline. However, wafer foundry manufacturers have not loosened their chip foundry quotations. TSMC has even planned to increase another 6% next year, which has caused chip design manufacturers not only to face product price cuts, but also to face the dilemma of rising costs.
Many semiconductor analysts believe that although MediaTek only handed over mature process chips to TSMC foundry, it has little substantial impact on TSMC, but with the participation of Intel, the competition in the wafer foundry market is more fierce, which will help MediaTek gain the right to speak in market pricing.
In addition to MediaTek, Intel is still working hard to expand its foundry business customers, including Amazon, Qualcomm, etc. In an interview in March this year, Nvidia CEO Huang Renxun told Interface News that Nvidia is interested in considering chips manufactured by Intel.
Intel has been a semiconductor manufacturer that integrates chip design, manufacturing and packaging. It was not until March 2021 that it officially announced the establishment of the foundry Division (IFS), which clearly defines foundry as one of the company's future core businesses. In order to narrow the gap between foundry scale and experience in serving external customers with leading wafer foundry companies, on February 15 this year, Intel announced the acquisition of Tower Semiconductor for US$5.4 billion to increase wafer foundry. Intel CEO Kissinger sets the goal for the company to become the second largest foundry manufacturer by 2030.
Intel's first quarter financial report shows that its foundry business achieved revenue of US$283 million, a year-on-year increase of 175%; its operating loss was US$31 million, compared with a loss of US$34 million in the same period last year.Intel CFO Zinsner said Intel is increasing investment in this field to strengthen foundry services for external customers. (Xinwenshe)
. Big news! MediaTek and Intel cooperated with wafer foundry
reported on July 26 that wafer foundry giant Intel and chip manufacturer MediaTek announced a strategic partnership, and MediaTek will use Intel foundry Services (IFS) to manufacture chips.
MediaTek is expected to use Intel's Intel 16 process technology to manufacture a variety of chips for smart terminal products, with applications ranging from mature process chips in the fields of smart home, Internet of Things, WiFi, etc.
MediaTek has always been regarded as a close partner of TSMC, but MediaTek has previously cooperated with Intel in the 5G data chip. MediaTek emphasized that it focuses on the rapid growth of global smart devices and further cooperates with Intel in the manufacturing of mature process wafers of Intel 16.
At the same time, MediaTek emphasized that it has always adopted a diversified supplier strategy. In addition to continuing to maintain a close partnership with TSMC in high-end processes, the cooperation with Intel will help increase the capacity supply of its mature processes.
News about Intel's strategic partnership with MediaTek. Tianfeng International's well-known analyst , Kuo Mingchi posted a post on , Twitter (Twitter), expressing his views, believing that the cooperation between the two is limited.
Guo Mingchi pointed out that according to the statements issued by both parties, MediaTek may obtain more 5G laptop data machine orders with the assistance of Intel in the future to reduce dependence on the smartphone business; Intel can convince the market that Intel Foundry Service (IFS) is getting more orders through a formal joint statement with MediaTek.
Guo Mingchi said that the above is an official win-win PR statement, but he believes that this kind of cooperation may have limited contribution to each other. ( Chip Vision)
. Australia actively settles iron ore with RMB. Someone in the United States has finally boldly proposed to get the US dollar to the gold standard
According to the Australian News Network on July 18, Australia actively settles iron ore with RMB for the first time. On July 10, Australia The mining company BHP Billiton's iron ore arrived at Chinese ports actively settled transactions in RMB instead of US dollars, officially starting the process of spot iron ore settlement in Australia's RMB in RMB. The foreign media said that since the RMB officially joined the IMF Special Drawing Rights (SDR) currency basket in 2016, the RMB's position in the fields of global trade settlement and international reserve has begun to continue to improve.
As we all know, behind the currency are commodities and transactions. The credit currency (paper banknotes) without transaction support is like waste paper. The reason why the US dollar is the main reserve currency is that the commodities represented by oil are all denominated in US dollars and controls and dominates the exchange and clearing system between international currencies.
On the other hand, most of the US dollar earned by countries around the world through sales and services will return to the United States in the form of US bond investment products. At the same time, international reserve assets are also calculated in US dollars. Therefore, under the endorsement of the US economic strength, petrodollar and US bonds jointly support the currency status of the US dollar after the decoupling gold standard.
In this regard, James Rekaz, a senior American economist, said that the United States regards the US dollar as a tool to limit the economy of other countries and normal foreign exchange settlement, which will only create demand for a separate international payment system. As a result, the value and usage of the US dollar will naturally decline. Many countries have actively or forced to turn to US dollar alternatives, thereby establishing a de-dollarized world financial order parallel to the US dollar. Once the US dollar is just another currency, the secret to the operation of the entire US economy is over.
Goldman Sachs said in a report released on July 20 that the US dollar will slowly lose its dominance under high debt and inflation pressures, and may eventually become a niche currency like the pound, forcing countries to rethink the quality of the US dollar. As the largest bank in the United States, the market was surprised by the rare warning of the US dollar.
And on the same day, Federal Reserve economists also began to publicly admit that the US dollar may experience a crisis. Several senior economists of the Federal Reserve Bank of New York also posted on the New York Fed website on July 20, surprisingly admitting that the US dollar may lose its main reserve status. This may not be a coincidence, because the latest de-dollarization trend is worth paying attention to.
In this regard, the US financial website Zerohedge even bluntly stated that now, overnight, de-dollarization has become a major event, and many US dollar users have begun to go from being cautious to publicly staying away from or getting rid of their dependence on the US dollar. Even now, this voice has drifted over the US dollar base Wall Street and Europe.
And just a month ago, the Dutch Central Bank wrote an article that if the dollar collapses, gold can serve as the basis for establishing a monetary system again, and it seems to be ready for the gold standard, which is quite rare because, this is a voice of de-dollarization by a developed Western country offering negative interest rates . What caught the US dollar even more off guard is that Reuters quoted a source's report on July 19 that the European Central Bank, the United Kingdom, Swiss , Canada, Japan, Swedish and International Settlements have jointly formed an digital currency development team to bypass the centralization of the US dollar and have made new progress. At present, many European countries including Germany, France, the Netherlands may have fully prepared for the euro digital currency that agrees with the currency gold standard or is backed by gold.
Wall Street prophet Peter Schiff said that looking at the history of currency, the status of the world's major reserve currencies has never been static, which has become clearer in the context of the global de-dollarization of butterfly effect is expected to become increasingly intense.
Then, senior economist Jeffrey Sax told British media FT on July 22 that "eventually, we will see a system that replaces the US dollar and share the halo of global reserve currencies." The IMF's latest report is feedback on this trend.
According to the latest global foreign reserve currency composition (COFER) data released by the IMF in July, as of March, the share of the US dollar in international reserve assets has dropped to its lowest value in 25 years to 58.8% (59.43% in the same period last year), continuing the downward trend for more than 20 years. If this trend is followed, we will soon see that this figure is close to 50%, while in 2000 the proportion is as high as 73%.
Some economists with the BWC Chinese website international financial team exclusively analyzed that this result is expected to be that digital currencies supported by IMF Special Drawing Rights currency and strategic resources such as gold and oil will gradually be at the center of international monetary system and will be parallel to the US dollar, which is also in line with the current trend. It is obvious that the United States is now monetizing trillions of debt deficits, which has weakened investors' confidence in the US dollar.
As BWC Chinese website has been tracking the de-dollarization report for many years, the world has once again lost confidence in the US dollar. Last time, the US dollar continued to dominate, although the US dollar has continued to dominate, the current US dollar can no longer regain the crazy magic light of the US dollar in the past, and has even reached the point of being abandoned or stopped. Not only that, at present, the fire of abandoning the US dollar has spread to Europe.
In fact, Europeans' distrust of the US dollar has shown that in recent years, many countries including Germany, France, Italy, Poland, Hungary and other countries have begun to transport gold from the United States or the United Kingdom back to their country in advance. This shows the picture below. The picture below is a public on-site picture of Poland's air transport of gold from abroad.
not only that, according to data released by IMI International Commissioner on July 2, 22 central banks in eastern Europe, , purchased the largest amount of gold since the pound crisis in the 24 months ended June 30.
. Behind this, after the US dollar broke up with gold (from the gold standard), the US dollar continuously charged the world market seigniorage by printing money, and used a large amount of money to repay debt interest, creating one high-valuation dollar asset price after another, while the US dollar's status and purchasing power are also declining.
It is in these contexts that some people in the United States have finally boldly proposed to get the United States to return the gold standard. The American financial website ZeroHedge reported on July 18 that Rep. Alex Mooney, a West Virginia member, submitted a new bill in the House of Representatives, attempting to withdraw the US monetary system to the gold standard.
Alex Mooney submitted a new bill to the House of Representatives for the third time since June, trying to restore the US monetary system to the gold standard. Although the US currently owns more than 8,000 tons of gold to cover the scale of hundreds of trillions of dollars, Mooney proposed a solution to control the Federal Reserve's money supply, reinject the value of gold, and return its decision to the US market. In other words, it is to return to the gold standard and let the US dollar exit the issuance model that anchors US bonds.
Before that, BWC Chinese noticed that many regions in the United States, including Kansas , Idaho , Wisconsin , Tennessee, Arizona , Maine and Virginia , etc. are legislating to make gold and silver a legal currency that runs side by side with the US dollar. Immediately afterwards, the Malaysian Central Bank has also proposed to the United States that pan-Asian gold supports currency, because gold is more stable.
and even, former Fed Chairman Greenspan, who has served for the longest, is currently endorsing gold, etc. These all show that the gold standard value of gold as a natural currency is returning from the edge of human vision, but now, an interesting phenomenon is that the Fed has been underestimating the strategic position of gold as the value of primitive currency.
However, if global demand for the US dollar begins to decline, then in a global financial monetary system where the oil dollar market share also begins to decline at the same time, the United States will have to significantly cut spending, and the Federal Reserve will have to continue printing money to monetize debts. Therefore, for the US federal government, which relies on US dollar demand to fund its out-of-control expenditures, it will be natural for the decline in US dollar demand and settlement usage. (BWC Chinese website)
. Chip price avalanche: 45 yuan fell to 3 yuan, 200 yuan fell to 21.5 yuan
[Introduction] The "chip shortage trend" seems to be still yesterday, why did the price suddenly avalanche? Recently, according to Daily Economic News and Upstream News, the prices of many chips have dropped significantly.
Some chips are priced at avalanche
Among them, the chip under ST STMicroelectronics has a model of STM32F103C8T6 was previously priced at 200 yuan, and currently priced at only 21.5 yuan, a decrease of nearly 90%. Another L9369-TR chip, which was the most tense chip shortage last year, soared by 100 times in the third and fourth quarters, and has been at a high of 3,500 yuan for a long time, but the current price is only 671 yuan, a drop of more than 80%. The price of the TPS61021 model's general consumer power management chip has also fallen from the highest point of 45 yuan last year to the current 3 yuan, a drop of more than 93%.
According to public data, among eight major chips such as driver IC, passive component , GPU, and analog chips, price diving has almost become a trend. A schematic diagram of the chip semiconductor market from China Big Data Industry Observation Network shows that the current chip semiconductor market is not optimistic. In addition to the sharp drop in prices, there are overcapacity, weak market demand, and some manufacturers have even begun to reduce orders.
Picture: China Big Data Industry Observation Network
It is reported that the industry leader TSMC has rarely experienced three major customers adjusting orders at the same time. In terms of mobile phones, Apple cut 10% of the first batch of iPhone 14 orders originally scheduled to be 90 million units; in terms of PC chips, AMD will cut orders of 7nm and 6nm advanced process orders by about 20,000 pieces; Nvidia was also exposed as the mining boom faded and demanded that order delivery be postponed in the first quarter of next year.
In addition, according to Nikkei News last month, Samsung Electronics, the world's largest memory chip manufacturer, temporarily stopped new purchase orders in order to curb the inventory surplus and asked some suppliers to postpone or reduce the shipment of parts for weeks.
memory chip giant Micron Technology also said that the company significantly lowered its revenue target in the fourth quarter outlook and said that the market "will weaken sharply in a very short period of time." "We believe demand has weakened significantly." Longbow Research analyst Nikolay Todorov believes that the memory chip cycle is turning, and the recent price drop is one of the signals.
chip price is on a "roller coaster"
Some industry insiders commented that the chip price "has risen outrageously and fallen outrageously".
Some sellers said, "Our quotation follows the market trend. Since June this year, this type of goods has suddenly dropped their prices wildly. From April to May, our quotation was still around 2,000 yuan." In addition, some models of chips "not only have sharp drops in prices, but also have sufficient spots, so you can ship them immediately after placing an order."
Previously, due to factors such as the new crown epidemic, shortage of upstream raw materials and changes in the international situation, the delivery time of chips was extended, and even "hard to find a single chip", and chip prices also rose at one point.
Since the second half of 2020, the semiconductor industry has begun to show out of stock. In 2021, chip shortage has gradually spread from chip shortages in individual enterprises, individual types, and individual uses to a comprehensive shortage of stocks in hundreds of industries around the world. Against the backdrop of supply and demand in the global semiconductor industry chain, major wafer foundries have continuously expanded their production capacity and frequently set new highs in performance, and the leading players have made a lot of money by taking advantage of this "east wind".
In early January this year, according to Taiwanese media reports, Apple has accepted the price increase of TSMC chips and ordered up to 150,000 4nm chips for its new processors. According to CCTV News in early April this year, due to the global shortage of automotive chips, the core chip STL9369, produced by STMicroelectronics , has soared from the original 20 yuan to 2,800 yuan (excluding tax), an increase of more than a hundred times year-on-year.
chip market is now "ice and fire"
It is worth mentioning that although there have been avalanches of prices in recent times, there have been serious shortages of automotive chips in the past two years. The current price of automotive chips is still at a high level, and some products still maintain high prices in the market that exceeds the factory price by more than 10 times.
Mercedes-Benz CEO believes that the global semiconductor chip shortage will continue this year until 2023. Huahong Semiconductor also predicts that the global supply and demand imbalance between semiconductors and chips will continue until after 2022, especially in the automotive electronics field.
The current chip market is avalanche of prices and weak demand, while the price is high and the shortage continues. It can be said to be a "dual world of ice and fire".
Zhihu user Guigu military advisor pointed out that the recent price decline is mainly consumer chips such as PCs and smartphones, while chip demand in areas such as automobiles and cloud computing is strong, and prices are still rising.
Among them, the new energy vehicle market demand is strong, and major auto companies are still at a loss due to the "chip shortage". MCU is one of the most scarce types among many automotive chips. It is reported that the MCU chip is mainly used for body control, including engine, electric motor , and various control systems such as lighting.Due to the large demand, the rapid inventory consumption of car companies, and the long time required for fab capacity allocation and expansion, MCU shortage is particularly serious in the case of structural imbalance caused by mismatch in supply and demand in the chip market. Last year, MCU chips rose by 5-20 times, and some dealers even stocked up on their prices. (Industrial and Manufacturing Technology)
5. Samsung Electronics plans to expand semiconductor packaging production capacity
According to Juheng.com, Samsung Electronics has begun to consider increasing investment in semiconductor packaging business and is evaluating an investment plan that may expand production at the South Korean Tianan plant.
The report pointed out that Samsung Electronics' current semiconductor packaging production capacity is mainly Wenyang and Tianan, Zhongqing South Province, South Korea, and there is also a semiconductor packaging factory and R&D center in Suzhou. Currently, Samsung may be leasing the space of the group's subsidiary Samsung Display Tianan Factory to expand production.
It is reported that in order to strengthen cooperation with large wafer foundry customers in the packaging field, Samsung Electronics DS department established a semiconductor packaging working group (TF) in mid-June. The group is composed of engineers from the DS department's test and system packaging (TSP), researchers from the semiconductor R&D center, and heads of the company's memory and wafer manufacturing department, and is directly led by Kyung Kye hyun, CEO of DS department.
As the miniaturization of circuits in front-end processes has reached its limit, "3D packaging" or "chip small" technology is attracting investment from manufacturers. Data from Yole Development, a municipal research agency, shows that in 2022, Intel and TSMC accounted for 32% and 27% of the global advanced packaging investment respectively. Samsung ranks fourth, second only to Sun Moonlight in Taiwan. ( Juheng.com)
6, price reduction of 10%! Wafer foundry takes the initiative to go out to solicit customers?
According to Taiwan's media Economic Daily, the production capacity of wafer foundry mature processes is loosening, and a wave of price reduction is coming. IC design operators in Taiwan have confirmed that some mainland wafer foundries have fired the first shot, and the price has been reduced by more than 10%. In order to prevent order loss, Taiwan wafer foundries have begun to offer "preferential prices" in some specific processes, with a discount of about a single digit percentage, which is equivalent to a disguised price reduction.
Mainland wafer foundry mature process indicator factories include SMIC , Huahong, Jinghe, Hechuan, etc.; Taiwan mainly uses UMC , World and Liji Electric. As prices begin to fall, related businesses will continue operations.
▍ From the customer's door to the door to the door to find customers
It is understood that SMIC has also encountered order cuts from some consumer electronics customers, some process nodes are loose, and they are looking for new customers to fill the spot. In the past, customers were delivered to the door, but now they need to go out to find customers.
Uncontrolled will hold a legal lecture this Wednesday (27th). It is currently in a silent period before the legal lecture. It will not comment on market rumors, especially price trends, and emphasize that it will release its outlook in the legal lecture. World Advanced will hold a meeting on August 2, and it is also in a silent period. Liji Electric pointed out that the company is continuing to adjust its product portfolio and has no plans to reduce prices.
Previously, TSMC has clearly pointed out in the legal meeting that the supply chain has taken action to lower the inventory level. It is estimated that customer inventory adjustments will last for several quarters and may not end until the first half of next year. At that time, the market generally believed that consumer electronic buying has declined severely due to the impact of the epidemic and inflation pressure, and wafer foundry mature process may not escape the fate of price decline .
Some IC design industry representatives revealed that many of its chips produced in mainland wafer foundries have lowered the price of chips, and has dropped by more than 10%. It is expected that the cost of related chips will be reduced from the fourth quarter.
Another IC design operator is not shy about the industry news that after the price of the mainland wafer foundry factory cuts, Taiwanese factories also responded, and some processes give single-digit percentage "discount space" to reduce the risk of orders flowing to mainland factories. This move is equivalent to "disguised price reduction", but these are all "private agreements" between buyers and sellers, "will not tell others when they beat the drums and drums." Because if other customers hear the relevant information, they may misunderstand that the price reduction is a comprehensive price reduction, which leads to a large-scale bargaining, so no one wants to admit it.
Some IC design industry players also admitted that when talking about price reduction, some wafer foundries still stick to their position, at most they are willing to let go and don’t need to increase the price at this time, or “you can negotiate if you want to reduce the price”, but the premise is to have a quantity of . However, the problem is that with the current situation, controlling inventory is the key, and few people are willing to add orders.
▍ will trigger a price war? The rules of the chip foundry industry have always been rotated every few years from supply shortage, supply and demand balance to oversupply. This round of supply chain crisis caused by the new crown epidemic and special demand under the epidemic has led to this round of "chip shortage" longer than the normal cycle. As the epidemic improves and the demand for consumer-grade chips weakens, if there are no other accidents in , semiconductors will enter a downward cycle.
In the past two years, major chip factories have been expanding their production capacity, and once the production capacity starts, it will not stop. It is highly likely that have lowered the price in order to compete for orders.
Although chip foundries are actively adjusting their product structure, there may be a wave of price reduction after the production capacity is released.
A chip industry analyst said that domestic chip production capacity has expanded a lot this year, and a price war may break out in the future . "It can basically be judged that the foundry factory will be lowering prices, especially 55 nanometers, SMIC, Jinghe and Huahong have all expanded production." (Xinji Speed)
7. The chip counterattack has begun! Official media officially spoke out: China uses chip packaging technology to bypass the US ban
[Introduction] Some official media officially spoke out about this, saying that China uses chip packaging technology to bypass the US ban. What is chip packaging technology? Can chip package continue Moore's Law ?
chip performance gradually slowed down with the continuous improvement of the process, reaching the 4nm and 3nm process, further breaking the limit of Moore's law. The outside world believes that chip performance can show an exponential growth, but the performance improvement does not exceed expectations, and it is accompanied by power consumption problems. In addition, the existence of American chip rules requires more efforts to make domestic chips.
. Chip packaging counterattack
chip is a complex integrated circuit component, a chip the size of a fingernail uses high-end advanced 5nm and 4nm process technology, and can accommodate hundreds of transistors . The more transistors, the stronger the computing power, and it also means a stronger performance level. In the traditional chip manufacturing industry, there are many ways to improve chip performance. Either start from the supply chain and provide better lithography machine equipment products from ASML, or improve chip manufacturing process from chip manufacturers as the entry point.
However, these methods are inseparable from the collaborative cooperation of multiple parties. Even if chip manufacturers solve the process problems and explore more advanced chip manufacturing technologies, it will be difficult to complete chip production without the cooperation of semiconductor equipment and material suppliers, let alone improve chip performance.
But at present, what domestic chips need to solve is not only the problem of improving chip performance, but also the sustainable progress of the chip industry. From domestically produced 28nm to 14nm, or even more advanced process technologies, need to be explored for a long time. It’s just that the United States has formulated chip rules, which have certain variables in obtaining some top EUV lithography equipment.
So how can the chip achieve greater performance breakthrough without the participation of EUV lithography machines? Some official media officially spoke out, pointing out that chip packaging technology can bypass the US ban.
According to this, packaging technology will serve as a way for chips to fight back. So what is chip packaging technology? Chip packaging is the back-end industry of chip manufacturing, and a chip will go through design, manufacturing and packaging. The packaging process requires the manufactured chip to be fixed to the shell used by the integrated circuit chip with special packaging technology, so that the chip can be connected to other electronic components . Traditional packaging processes mainly use 2D packaging, but with the strengthening of chip manufacturing technology, it has gradually developed to 2.5D and 3D packaging.
In these packaging technologies, manufacturers who master packaging capabilities will adopt different packaging processes according to customer needs. For example, when TSMC packages the M1 Ultra for Apple, the packaging process used is InFO-LSI. With the support of InFO-LSI packaging process, two M1 MAX are connected together to become the more powerful M1 Ultra.
So here comes a new packaging concept, that is, chip stacking. As the name suggests, chip stacking is to stack two chips. Although the M1 Ultra is used in combination with superimposed components, it is a planar expansion because the device can accommodate a larger area of chip space.
If the device has a limited chip area, it will most likely be packaged in 3D to save the chip usage area. In general, chip packaging is indeed a forward-looking technology, and TSMC, Samsung, SMIC, etc. are currently participating in the layout. Jiang Shangyi, former vice chairman of SMIC, said that Moore's Law is close to the physical limit, but the chip technology will continue, and advanced packaging is the technology that is laid out in the post-Moore era.
2. Can chip packaging continue Moore's law?
Most chip manufacturers used to lay out advanced processes to purchase ASML's top EUV lithography machine equipment, invested huge amounts of R&D funds in advanced processes, and finally developed advanced process chips to the level of 5nm and 4nm.
Samsung has mass-produced more advanced 3nm, and TSMC will also achieve mass production of 3nm in the second half of this year. However, the official media's voice made us realize that advanced packaging is also very important. Even the chip industry tycoon Jiang Shangyi defined advanced packaging as a technology that should be laid out in the post-Moore era. So can chip packaging continue Moore's Law? From a theoretical perspective, there is indeed this possibility. Because packaging technology essentially changes the installation method of chips and maximizes the benefits of chips. While saving capital expenditures for advanced technology, it also allows the packaging industry to create new glory.
In the future, chip manufacturers will not only purchase EUV lithography machines, but also use two chips as one chip, which will not break the record of a single chip. Moore's Law believes that the transistors that an integrated circuit can accommodate double every two years. According to the concept of chip stacking, it is estimated that it will take less than two years to directly stack the two chips together to achieve the double effect, so the limit of Moore's Law will naturally continue.
Of course, this road is still very long, and Moore's Law has not yet come to an end. By 2025, ASML will also launch more advanced NA EUV lithography machines, and TSMC and Samsung will do their best to overcome the 2nm chip process. The history of human development of chips lasts half a century. We don’t know whether we can make greater breakthroughs from the traditional process path in the next few decades. But as the cornerstone of the technology industry, chips are just hoped that domestic chips can amplify the industrial layout. As the saying goes, all roads lead to Rome, and chip packaging may be a road to Rome. (Industrial and Manufacturing Technology)
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