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TSMC's 2nm process will reportedly get another price hike — $30,000 per wafer for latest cutting-edge tech
(www.tomshardware.com)
this post was submitted on 04 Oct 2024
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This is what a lack of competition looks like.
However.... Twice the price of 4nm? The gains are fairly marginal from what I gather. I don't think many will bother.
It's both lack of competition and the end of Moores law. We've effectively reached the end of silicon gate sizes and the tooling complexity required to keep shrinking process nodes and increase transistor density is increasing exponentially, so semiconducters no longer get cheaper... and it's starting to push these cutting edge nodes outside of economic viability for consumer products. I'm sure TSMC is taking a very healthy profit cut for sure but the absolute magic they have to work to have 2nm work at all is beginning to be too much.
I'm of the opinion that this is why liquid cooling is so important to next gen hw. I think they're going to start spreading out the chips more and sandwiching them like with the dh200s Nvidia is working on
Absolutely. 3D stacking is becoming viable too, as AMD has proven with their X3D chips with massive gobs of L3 cache stacked on top of the logic dies. Vertical stacking and sheer die size is going to make total power density only continue to go up.