Posted on 11/10/2025 4:40:30 PM PST by SunkenCiv
This is a deep, physics-based look into the future of the transistor, beyond the current FinFET and the emerging Gate-All-Around (GAA) architectures.
The Next Transistor: Inside TSMC's Push for CFETs | 19:52
Behind Asia | 423K subscribers | 20,647 views | November 5, 2025
(Excerpt) Read more at youtube.com ...
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Once the world's semiconductor powerhouse, Japan lost its lead in the 1990s -- but now it's quietly staging a comeback. Instead of racing TSMC or Samsung in chip fabs, Japan is buying back control of the upstream -- the materials, wafers, tools, and packaging every chipmaker depends on.How Japan Is Buying Back Its Semiconductor Industry | 26:06
Behind Asia | 423K subscribers | 54,525 views | November 2, 2025Behind Asia ASML search
I was just eating some chip and cheese and started thinking about this.
There are 4 competing designs on 18A.
TSMC
Japan
Samsung
Intel
Only 1 or two are going to make it work
Been investing in them for a couple of years now.
bookmark.
TSMC is IMO a well-run company. I have done work in several of their fabs in Taiwan, although that was more than a decade ago and things do change over time.
They have a serious risk: most of their production is <100 miles from the saber-rattling People’s Republic of China.
So there are two kinds of production diversification going on. TSMC is establishing production facilities elsewhere in the world (including here in the US); that takes time. And some companies with products that depend upon TSMC-manufactured ICs are seeking to diversify their supply sources away from TSMC.
We live in complex, interesting times...
The last time I was up to speed on these things was the introduction of MOSFETs.
Whatever they are, it was so long ago, like the 1980s.
Another good channel for this kind of content is “Asianometry”.
CC
Thanks! I’ve watched a couple of those, but not in months, and probably never got around to posting any of ‘em.
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