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Zhang Maozhong: Investing in the future requires vision, continuity, and a roadmap In terms of technology, TSMC has brought Moore's Law to the extreme and achieved the highest density of transistors (integration scaling), but Zhang Maozhong pointed out that although the density of transistors is getting higher and higher, the performance of individual transistors has not improved. Well, "The performance after exceeding 28nm is getting worse and worse. More transistors are squeezed into the circuit, and the performance of a single transistor is not as good as before." Therefore, to maintain the growth of the semiconductor industry, TSMC must continue to consolidate " The status of "Protecting the Nation" and other directions can be worked hard to break through the current situation and continue to grow. The pursuit of Moore's Law is not the only direction For example, Zhang Maozhong, such as the expansion of semiconductor performance (performance scaling), must start from the material. Semiconductor materials have evolved from the first generation of silicon, the second generation of gallium arsenide (GaAs)/indium phosphide (InP), to the third generation of compounds based on gallium nitride (GaN) and silicon carbide (SiC) Semiconductor (compound semiconductor). The replacement of materials can allow transistors to withstand higher voltages and have higher computing speeds, effectively improving the performance of individual transistors. Another direction of expansion is to start from the function. For a long time, the operation of transistors has been referred to as operation, and the light has been returned to light. In the future, different functions will be integrated into the same component, and more functional applications can be supported through all-in-one components. In order to achieve this goal, heterogeneous integration of semiconductor materials is also one of the key points. Different generations of semiconductor materials can be integrated on the same component according to their characteristics and needs. "Three generations under one roof" will become a possible trend. Zhang Maozhong emphasized that future semiconductors not only need to continue to pursue higher density, but also take into account stronger performance and more functions. "The best junction for the function is needed." The function must be plugged in, so the equipment will become more and more expensive, which will form a development bottleneck. "The bottleneck will be cost, and this is the key to whether we can continue to grow in the future." The United States and Taiwan think differently about semiconductors In addition to technological development, Zhang Maozhong, who has taught in the United States for a long time and is also an academician of the Academia Sinica, the American Academy of Engineering, and the American Academy of Inventors, also reminded that the United States and Taiwan have different views on semiconductors. He said that the U.S. industry believes that semiconductors are an important tool used to define future systems and market technologies, but the real key to success lies in proposing visions that go beyond existing supply chains and solutions. Semiconductors are just one of the things that make up these visions, not the real goal.
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