This was such a magnificent presentation!! Thank you ❤ our brightest days are still ahead of us

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13:40

4:51

9:49

I think the industry faces a crisis, the devices do everything that a human needs, so they invent this boogeyman "AI"....sure....

How do you think, when forksheet fet with Full bottom dielectric isolation will come. Impact of self heating effect in bottom dielectric isolation is not overcome

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145 Trillion.

The chip design is now in 3D.

This is very nice to hear. As a masters student focussing in analog and RF, I'm interested to know how much analog design will prevail in lower technology nodes. I'm also keen on seeing how much analog will be used in AI/ML application like in memory computing, Oscillators for RADAR chirping and frequency synthesis

Good speech. I particularly like the part at 3:55 where he explains that AI will shit the growth curve of the industry. Much foresight.

Outstanding

Very proud of you, as a Malaysian.

thanks for the talk, this is inspiring.

I'm watching this on march 2024, I would say this presentation is preety much the most important technical presentation to be understood.

This guy is awesome.

Interesting. AMD and Nvidia talked about similar things.

I’ll say this… I’m glad I got out of the RF front-end business…

Boy, TSMC must be protected with Taiwan from China's implied take over of the country.

Definitely he is a funny person in life, and he enjoys so much on his expertise...

❤

Hope the Amarican foundries. in US and Mexico put you guys out of business.

Brilliant presentation!

talk was BOMB

Dr. Zhang's point on semiconductors as the economy's backbone resonated deeply. In our experience, the integration of emerging memory technologies like RRAM is not just a trend but a necessity for future developments. It's fascinating to see how these innovations will shape the industry's path.

Great speech!

this is a great talk. I learned so much from this guy, especially using AI to design Chip! That’s so cool!

Great talk!!! Thanks.

Tesla went with end to end AI as otherwise, they ended up micromanaging everything and that never ends. Too much micromanagement, helping businesses do this, do that. Robots will be smarter, faster, cheaper than humans so AI will do everything. Businesses, they are allowed to exist but they don't have the right to exist and at some point, humanity will escape materialism due to abundance and that means no businesses. So what matters? Meeting the needs of people and robots. And yes hardware is needed for AI and further down the road for artificial bodies, whatever that ends up being, doesn't have to be semis. Oh and cars can not be sustainable, in terms of weight, volume, footprint vs payload, they are absurdly inefficient. They offer speed, safety, comfort that is hard to match though. The fun factor can matter too for vehicle so can be factored in. Energy, we need solar cells with over 90% efficiency as soon as possible, the theoretical limit is just theoretical. Connectivity, data and power might be best, if electricity remains the main way to power things. Media (games, music, movies) generated on device no more Netflix or Square Enix. A robot can be a wold class chef so no more a lot of things in the food industry. Can be a teacher, a shrink and so on. Glasses and virtual chemistry set or lab,, much more efficient than areal chemistry set. Ofc glasses and beyond that, replace TVs, phones, PCs, tablets and so on. How to eliminate the need for so many IoT devices, how to be much more efficient? There is no real competition and worse, no real innovation in Western capitalism because of how capitalism is perceived. Innovation means risk but risk is seen as a bad thing. Only startups innovate as they don't have any other option but that's not enough. Best to zoom out and see the forest, not just the trees.

Outstanding presentation 😊😊

Since 2019 you live in the Urim's era, Urim's algorithm.

Bram NB

very interesting and a speaker passionate about his field!

great sales pitch!

Any reference paper or real chip ?

Very insightful talk! Thank you.

Where can i find the slide?

Amazing talk

Thank you!

A smart person who abandon ship from Intel to tsmc

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🎯 Key Takeaways for quick navigation: 00:00 🎙️ *Introduction of Kevin Zhang and Semiconductor Industry Overview* - Kevin Zhang's background and current role at Taiwan Semiconductor Manufacturing Corporation (TSMC). - Semiconductor's critical role as the foundation of the modern economy, powering various sectors from high-performance computing to healthcare. - Growth projections for the semiconductor industry and the impact of AI on semiconductor demand. 03:00 📈 *Business Perspective on Semiconductor Industry* - Overview of worldwide semiconductor revenue and projections for growth by the end of the decade. - Discussion on the impact of AI on semiconductor demand and revenue. - Importance of wireless communication technologies and their role in driving advanced silicon technology adoption. 06:27 🚗 *Automotive Industry Evolution and Semiconductor Integration* - Evolution of the automotive industry towards silicon-defined vehicles and autonomous capabilities. - Challenges and opportunities in integrating advanced semiconductor technologies into automotive applications. - Importance of collaboration between foundries, semiconductor manufacturers, and auto design teams to accelerate the adoption of advanced silicon technology in automotive. 07:10 💼 *Business Innovation in Semiconductor Industry* - Introduction of the Pure Play Foundry model and its impact on semiconductor industry dynamics. - Growth projections for Fab-less companies and system/cloud providers by 2030. - Significance of business innovations like the Pure Play Foundry model in driving semiconductor industry growth and innovation. 08:29 🔧 *Technological Advancements in Transistor Architecture* - Evolution of transistor architecture from geometric reduction to innovation in architecture and material usage. - Introduction of new transistor architectures like Nano Sheet transistors for improved performance and energy efficiency. - Impact of advancements in transistor architecture on high-performance computing and energy-efficient computing. 11:42 💡 *Design-Technology Co-Optimization (DTCO) for Semiconductor Scaling* - Importance of design-technology co-optimization (DTCO) in achieving optimal scaling benefits. - Examples of DTCO applications in digital library design and SRAM scaling. - Collaboration between design and technology teams to maximize performance, density, and power efficiency in semiconductor products. 15:00 ⚙️ *Future Trends in High-Performance Computing (HPC) Platforms* - Challenges in current AI accelerator platforms and the need for significant uplift in high-performance computing (HPC) platforms. - Future trends in HPC platforms, including vertical stacking for computation density and integration of advanced packaging technologies like silicon photonics. - Addressing challenges in power delivery and interconnect density to meet future computational needs. 16:58 🌐 *Future Trends in Interconnect Density and Silicon Photonics* - Importance of 3D stacking in achieving high interconnect density and chip-to-chip communication. - Role of silicon photonics and co-packaged optics in addressing communication challenges in high-performance computing. - Challenges and advancements in integrating photonics with electronics for future computing platforms. 18:52 📶 *Advancements in RF and Wireless Communication* - Transition from 4G to 5G and future trends in RF transceiver design for 6G. - Impact of semiconductor technology advancements on RF transceiver design and data rate improvements. - Importance of advanced silicon technologies like 5nm and 3nm for future RF applications. 22:38 🚗 *Future Trends in Automotive Semiconductor Technology* - Evolution of automotive technology towards silicon-defined vehicles and autonomous driving capabilities. - Challenges in adopting advanced semiconductor technologies for automotive applications and solutions for accelerating technology adoption. - Importance of MCU technology and emerging memory technologies for automotive computing platforms. 24:15 📷 *Evolution of Sensing Technology in Semiconductor Industry* - Evolution of sensing technology from simple 2D designs to smart systems based on 3D wafer stacking. - Importance of multi-layer design in optimizing pixel efficiency and achieving higher resolutions. - Applications of multi-layer sensing approaches in areas like photography and augmented/virtual reality (AR/VR). 26:10 💰 *Economic Impact of Semiconductor Industry* - Projection of semiconductor market reaching one trillion dollars by 2030 and its multiplier effect on the electronics industry. - Potential economic impact of the semiconductor industry, including revenue generation and GDP growth. - Personal reflection on the significant opportunities presented by the emergence of AI and the continued growth of the semiconductor industry. Made with HARPA AI

I thought I would fall asleep but it made me stay awake whole night. It's outstanding!

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Great talk!

Thanks!

Fantastic

Thanks for insights!