About time someone put serious money into advanced fabs outside Taiwan, this is a smart play by TSMC to chase AI demand and hedge geopolitical risk. 3nm in Kumamoto is a big vote of confidence for Japan and a signal that the industry sees AI chips as where the margins are.
That said, don’t expect a flood of 3nm product overnight. Ramping 3nm in a brand new fab is brutally hard, yields take months if not years, and skilled fab workers and equipment are not plug-and-play. Bumping the budget to $17B and promising late 2027 is fine on paper, but the real work is the grind of volume ramp and supply chain readiness.
Also meh about the cheerleading from politicians. Sure, public support matters, but taxpayers deserve transparency on what they’re subsidizing. Overall I’m cautiously optimistic, but staying realistic: this helps diversify capacity, but it’s neither cheap nor quick.
craigers@lemmy.world 1 day ago
Just a reminder for anyone that thinks 3nm chips means the transistors themselves are only 3nm, they are bigger than that. 3nm is the marketing name for the fab process they are using.
kbobabob@lemmy.dbzer0.com 1 day ago
Close, except it’s not a marketing term. It’s part of a published IEEE standard.
From Wikipedia:
AnUnusualRelic@lemmy.world 12 hours ago
So, the IEEE has an actual norm for marketing speak.
Which, honestly, ought to happen more often.
craigers@lemmy.world 1 day ago
And the number keeps going down because… That’s good marketing. IEEE rebranded 802.11ax as wifi 6 because… Marketing. They can do it too.
zaphod@sopuli.xyz 16 hours ago
If I’m not entirely mistaken there is still some basis to the nanometre number, it just doesn’t refer to the actual smallest feature size or gate pitch anymore. Basically in the mid-2000 Dennard scaling stopped working and ever since the nanometre numbers are “made up”. Dennard scaling was how most progress was made by just shrinking transistors. But that doesn’t mean just because Dennard scaling doesn’t work anymore there is no progress, it’s just harder to achieve. So the semiconductor manufacturers just continued naming their fabrication methods as if Dennard scaling still worked.