Wei also said TSMC is planning 13 leading-edge and advanced packaging fabs in Taiwan over the next several years, heading off concerns that the U.S. buildout comes at Taiwan's expense. Execution in Arizona still faces labor, water, and visa constraints , which will do as much as demand to determine how quickly four more fabs are built in Phoenix.
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Luke James is a freelance writer and journalist.\u00a0 Although his background is in legal, he has a personal interest in all things tech, especially hardware and microelectronics, and anything regulatory.\u00a0 ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-25/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Luke James Social Links Navigation Contributor Luke James is a freelance writer and journalist. Although his background is in legal, he has a personal interest in all things tech, especially hardware and microelectronics, and anything regulatory.
Zaranthos The amount of global advanced fab production in wafers per month is growing at a mind boggling pace. The world is likely to double production in just a few years time. Even more shocking is that isn't enough to satisfy global demand. The amount of advanced world compute power available to the human race is growing like never before. How will it all be used? I sure hope it's for the good of mankind. The amount of problems that could potentially be solved is hard to quantify. Reply
usertests Zaranthos said: The amount of global advanced fab production in wafers per month is growing at a mind boggling pace. The world is likely to double production in just a few years time. Even more shocking is that isn't enough to satisfy global demand. The amount of advanced world compute power available to the human race is growing like never before. How will it all be used? I sure hope it's for the good of mankind. The amount of problems that could potentially be solved is hard to quantify. I hope we're in a slump and that we get another burst of computational power from a 3D transition. 3D DRAM will almost certainly happen, which will be good, but monolithic 3D SoCs will be a tougher nut to crack. Reply
hotaru251 ahh yes the place that will be unlivable in few decades even before they arrived due to drought…lets build more water hungry factories… edit: yes I know most of it can be reused but the place already struggles for water to begin with so taking the amount needed even once or twice is a big issue Reply
SkyBill40 hotaru251 said: ahh yes the place that will be unlivable in few decades even before they arrived due to drought…lets build more water hungry factories… edit: yes I know most of it can be reused but the place already struggles for water to begin with so taking the amount needed even once or twice is a big issue In a few decades? Pfft. It's approaching that already. The fact they're spending money and expanding is great, but at what greater cost? Reply
TechieTwo hotaru251 said: ahh yes the place that will be unlivable in few decades even before they arrived due to drought…lets build more water hungry factories… edit: yes I know most of it can be reused but the place already struggles for water to begin with so taking the amount needed even once or twice is a big issue Maybe if there were not perpetual forest fires in CA and Canada there would be water for other uses? 😡 Reply
Zaranthos hotaru251 said: ahh yes the place that will be unlivable in few decades even before they arrived due to drought…lets build more water hungry factories… edit: yes I know most of it can be reused but the place already struggles for water to begin with so taking the amount needed even once or twice is a big issue The earth doesn't lack the water. I think we should pressure AI big spenders to supply their own water along with a surplus for the communities where they build. https://10across.org/experts-weigh-in-on-a-proposed-arizona-mexico-desalination-plant-to-solve-arizonas-water-problems/ Reply
Zaranthos usertests said: I hope we're in a slump and that we get another burst of computational power from a 3D transition. 3D DRAM will almost certainly happen, which will be good, but monolithic 3D SoCs will be a tougher nut to crack. I think technological advancement will explode right along with the AI boom. Reply
CrazyCarrot911 If Ai won't generate solid profit soon, then who is going to buy and pay for all those chips ? I still think this will end in a big implosion for one or the other reasons mentioned before. Water is not negotiable. Some will find that out very soon. Reply
SkyBill40 Zaranthos said: The earth doesn't lack the water. I think we should pressure AI big spenders to supply their own water along with a surplus for the communities where they build. https://10across.org/experts-weigh-in-on-a-proposed-arizona-mexico-desalination-plant-to-solve-arizonas-water-problems/ This is, quite honestly, a dead in the water (pardon the pun) solution. The cost alone makes this relatively untenable, not to mention the infrastructure required to get whatever water back to the valley for use. Reply
usertests Zaranthos said: I think technological advancement will explode right along with the AI boom. If we go by IMEC's latest roadmap, we get CFETs and incremental improvements on it through 2041. The end results of this 15 year period will be great, but not necessarily revolutionary. Think 10x performance per watt instead of 100-1000x. https://spectrum.ieee.org/semiconductor-technology-roadmap Unless they're wrong, of course. Reply
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Informational only. No financial advice. Do your own research.