TSMC experimenting with rectangular wafers vs. round for more chips per wafer
TSMC is developing an advanced chip packaging method to address AI-driven demand for computing power. Intel and Samsung are also exploring similar approaches to boost semiconductor capabilities amid the AI boom.
Read original articleTSMC, the world's largest chipmaker, is exploring a new advanced chip packaging method to meet the increasing demand for computing power driven by artificial intelligence (AI). The company is collaborating with equipment and material suppliers on this new approach, which involves placing more chipset on each substrate. While the commercialization of this technology may still be several years away, TSMC is actively working on developing this innovative packaging solution. Other major semiconductor manufacturers like Intel and Samsung are also testing similar methods to unlock more power from rectangular substrates. This move signifies a significant effort within the industry to adapt to the AI boom and enhance the capabilities of semiconductor technology.
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They don't need perfect silicon. It can be grown on a continuous ribbon which is sliced into panel sizes like they do for solar cells. If they need a perfect surface they can deposit some pure Si to finish it. Maybe we will eventually see that replace ingots for chip grade.
I presume Apple invests in a lot of the capital costs? Apple needs to put it's cash somewhere and they can align that with exclusive contractual access to production of leading edge CPUs.
Note that I haven't actually read anything about Apple's investment - I'm just hypothetically assuming it. We do sometimes hear about the exclusive contracts with TSMC.
Fabs got too expensive: that was why Global Foundries was spun out of AMD. Intel now has similar problems as AMD did?
With fabrication becoming more and more advanced I can see that this original cost advantage of round wafers becomes less significant compared to everything else.
Also, round chambers for etch and deposition are good for homogeneity. I can imagine square chambers would result in lots of process challenges.
The process of drawing the ingots leads to inherently round waffers. This is something that is not done by the foundary, but by a vendor.
Gosh, if they let me handle this chip design stuff, I’d have it figured out in no time! Looks easy.
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