Semiconductor Manufacturing
topic on 9 shows · 11 statements across 11 episodes
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11 statements about Semiconductor Manufacturing, every show
Catanzaro: Moore's Law has been economically dead for five to ten years
“The original statement of Moore's law was economic, right? It was about, we can afford to put twice as many transistors on the same chip in every, whatever, 24 months, whatever the time period is. And these days that is, Absolutely not the case. It hasn't been…”
Tan: Chip manufacturing will reach 10A and 7A nodes despite escalating costs
“So I think I can see, you know, right now we have A and then now going to production of A, I can see 10 and seven. And so I think that path, I think we can get there, but couldn't it be more and more expensive and more difficult to do?”
Clark: US semiconductor manufacturing dropped from about 40% to 10%
“Back in the 19 nineties, about 40% of semiconductor manufacturing happened in the US. Today it's something like 10%. So drastic decrease.”
Patel: ML research is the exact same as semiconductor manufacturing
“ML research is the exact same as semiconductor manufacturing. You know, there's a ton of jobs in, in, in semiconductor manufacturing that don't exist in ML research, but it is a ton of, tune a thousand different knobs, right?”
Shadbolt: PsiQuantum allocates zero resources toward small intermediate demo processors
“We've invested in the semiconductor manufacturing, in the networking, in the cooling, in all of the technology that we need to deliver a million qubit machine. And we haven't spent any of our resources On like taking a 20 qubit processor, sticking it online, l…”
Helberg: US Strategic Vulnerabilities Are Components, Chips, and Minerals
“Our biggest exposure points are component manufacturing, semiconductor manufacturing, and minerals”
Japan leads globally in batteries, semiconductors, and hard tech innovation
“Japan is such a wealth of Hard tech innovation really is a world leader when it comes to innovation in areas that, you know, we seem to care a lot about, like batteries and energy storage, semiconductor manufacturing, life sciences and healthcare.”
Friedberg: Near-term Chinese chip manufacturing breakthroughs will surprise the US
“And just like we were knocked over by DeepSeq, I think we will be knocked over by some semiconductor manufacturing processes coming out of China in the near term.”
Manickam: You cannot build a successful chip company without domestic manufacturing
“I'm a big believer that without manufacturing, you can't build a chip company.”
Gelsinger claims only Intel and TSMC can manufacture leading-edge chips at scale
“There's only two companies in the world, we believe, that can be that leading edge technology manufacturer at scale. And, you know, one of those is in Asia. One of them is an American company who's done our R&D here in the US.”