Semiconductor Innovations and TSMC's Role

Mar 20, 2025

Lecture on Semiconductor Developments and TSMC

Introduction

  • Semiconductors are crucial for modern technology.
  • Taiwan Semiconductor Manufacturing Company (TSMC) produces about 90% of the world's most advanced chips.
  • TSMC's new technology aims to go beyond 1nm.

Historical Progress

  • TSMC started in 1987 with a 3 micrometers (3000nm) chip.
  • Current technology is at 1.6nm, showcasing a 99.99% reduction in size.
  • New materials and transistor architectures, like CFET, are key to future advancements.

Transistor Technology

Planar Transistors

  • Basic structure: source, drain, and gate.
  • Effective until the 22nm process; struggled with electron tunneling issues.

FinFET Architecture

  • Introduced to enhance gate control by wrapping the gate around the channel.
  • Improved performance and efficiency.
  • First used by Intel in 2012 at the 22nm process node.

Gate-All-Around (GAA) Architecture

  • Involves horizontal nano sheets stacked vertically.
  • Provides better electrostatic control and reduces leakage.
  • Currently starting mass production in N2 technology for high-performance devices.

TSMC's Technological Advances

New Transistor Designs

  • Transitioning from FinFET to GAA architecture.
  • Development of CFET (Complementary FET) architecture, stacking PMOS and NMOS transistors vertically.
  • Challenges include complex vertical interconnects and thermal management.

Material Innovations

  • Focus on 2D materials to overcome silicon limitations.
  • TMD materials are under research for atomic thin channel transistors.

Manufacturing and Tools

Lithography and Other Tools

  • EUV lithography machines are less critical as new processes evolve.
  • Atomic layer deposition and epitaxial growth become essential.
  • Key companies: Applied Materials, ASM, and LAM Research for various tool needs.

Backside Power Delivery

  • Offloading power distribution to the wafer's bottom.
  • Reduces metal layer congestion and decreases costs.

TSMC Stock and Global Strategy

  • Recent stock decline due to potential US tariffs.
  • TSMC plans to invest $100 billion in US manufacturing facilities.
  • Expansion includes fabs, packaging facilities, and R&D labs.

Future of Semiconductors

  • AI and high-performance computing drive demand for more computing power.
  • Energy efficiency becomes critical as power grid limits are reached.
  • Advances needed in materials, transistor architecture, cooling, and more.

Conclusion

  • Technology's rapid advancement demands a multifaceted approach.
  • Integration of novel materials, transistor designs, cooling, and power management is essential.

Call to Action

  • Engage with content on Hostinger Horizons, AI-generated web apps, and semiconductor innovations.
  • Support TSMC's ongoing developments via investments and awareness.

These notes summarize the critical aspects discussed in the lecture on semiconductor advancements and TSMC's role in the industry. They provide a concise reference for understanding the technological progress and future directions of semiconductor technology.