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Thus only a very small number of companies (currently TSMC, Samsung, and Intel) attempt to operate leading-edge nodes, and the industry has shifted to a “fabless” model where companies like Apple and Nvidia design their chips but have them manufactured by “foundries” like TSMC. By pooling the orders of many different chip companies, the foundries can achieve the scale necessary to afford cutting edge fabs.
I wonder if AI training will end up being similar in the long-term (it's already partially true today).https://youtube.com/watch?v=IS5ycm7VfXg
It’s a thoroughly interesting video, but I’m a bit disappointed he never took his idea any further than he did. I’d really love to see something like a 6502 being made at home.
I’d also highly recommend the book Chip Wars by Chris Miller for anyone looking for a deeper dive into the history and current dilemmas of the semiconductor industry
BTW, having spent 35 years in the semiconductor industry, this is the best 'layman's' description of what goes into chip fabrication I have seen. A perfect blend of description and illustration without over simplifying.
The topic for the last several days was on the CHIPS And Science Act and the new Semiconductor Fabs being built by TSMC and Intel in Phoenx, AZ.
It will be several years before the plants already being constructed will go into production but there is a whole ecosystem of current construction, education of the future workforce that will need to be hired in the future. Not to mention all the ancilliary companies that are needed to support these gigantic plants in the area.
The dollars from CHIPS Act are not only bringing in the manufacturing plants but will be essential to bring this lost capability back to the US in the scale needed both from an economic and national security perspective.
It was great listening to the show and the impact the CHIPS Act on people's lives already happening now and in the future.
For anyone interested the links to the specific shows are available as podcasts here.
https://www.npr.org/podcasts/381444600/marketplace