Chinese Academy of Sciences Huawei did not usher in a breakthrough, and TSMC "suddenly" announced something?
Traditional integrated circuit technology was introduced a long time ago"Moore's Law"Therefore, many companies are worried about the advent of the Moore era, whether chip technology will fall into a dead end?
As a result, finding new ways to innovate IC technology has become the goal of many technology companies, and among the many advances, most companies prefer silicon IC technology. This includes the Chinese Academy of Sciences, Huawei, Google and many other tech giants.
However, there was not much good news from these businesses.
It is understood that Huawei has invested a lot of resources in this field, and in 2018, it showed a sample of silicon photonic chips for the first time and applied for a patent. However, until now, there has been no large-scale commercial application. Google also successfully developed a silicon photonic chip in 2015 and demonstrated its powerful performance, but has not announced any new progress since then. In addition to these tech giants, the Chinese Academy of Sciences has also put in a lot of efforts.
But there has been no news of large-scale commercial production, so in a sense, they have not yet begun a real breakthrough, after all, in the field of new technologies, mass production, can break the status quo. Does this mean that our inclination to move down this technological path cannot be a reality again?
It is worth noting that TSMC"Suddenly"An official announcement was made.
It is reported that TSMC will work with Broadcom, Nvidia and other major customers to jointly develop new products such as silicon photonics technology and optical co-packaging, defining the process technology as 45nm-7nm, which is expected to start mass production in the second half of next year at the earliest, and enter the mass production stage in 2025. So far, only TSMC and another company have obtained mass production information, and from a certain point of view, their major technological breakthrough in this field is likely to usher in a new situation for silicon photonics chips.
As many chip experts say: silicon photonics chip technology will kick off in the spring.
But if TSMC dominates the mainstream discourse, it is not a favorable thing for our domestic chip companies.
From the perspective of the global semiconductor industry, if TSMC breaks Moore's law, it will develop a new track, which has made a significant contribution to the bottleneck problem encountered in the current chip development. But since this dominance is not in our hands, it is easy for us to fall into a passive situation.
Especially when TSMC is still holding hands with most companies in the United States, it is easier for us to fall into a situation of being suppressed. The most important thing is that silicon wafer technology itself is not a new alternative technology, but an expansion technology in the case of the shortcomings of traditional integrated circuits in the past, not to mention that we have a unique advantage in this field.
What's more, with the advent of silicon photonics chips, there will be more competitors in this new field. In fact, Intel and other companies are also vigorously developing silicon photonics chip technology, originally from Intel's point of view, our starting line is still on the line, but if TSMC already has the right to dominate the voice, we are equivalent to opening up a gap with other competitors. For example, Intel, when its own technical strength cannot keep up, is also willing to cooperate with opponents.
In this case, if our national enterprises do not have the means to get ahead, perhaps the tragedy will repeat itself. Of course, from now on, we still have a chance to catch up, and I just hope that national enterprises will make more progress on this new path, or complete the real corner overtaking - the emergence of alternative technologies.
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