• 7 months ago
Taiwan's semiconductor giant TSMC may keep its edge over its rivals thanks to new chips in the works, industry insiders say.
Transcript
00:00 In the race to build the world's most advanced computer chips, Taiwan's TSMC looks set to
00:05 hold on to its lead.
00:06 That's because in plants like this, big ideas are taking shape.
00:10 The latest is this, so-called 1.6 nanometer technology.
00:15 Chips made with it will start coming out in 2026.
00:18 They'll have three important advantages.
00:20 Speeds up to 10% faster, power use up to 20% lower, and more tightly packed transistors,
00:27 in some cases up to double the density of current chips.
00:31 In short, the new chips are going to be more powerful, more efficient, and more compact.
00:35 And that's just what a key up-and-coming industry, AI, needs.
00:40 Phone makers will also be interested.
00:42 "We are constantly increasing the computing power of our phones, and the number of chips
00:45 we have is large enough to cover the cost of light."
00:49 Some industry insiders expect this demand will allow TSMC to keep its edge over rivals
00:54 Samsung and Intel.
00:56 "In 2026, in terms of manufacturing technology, Intel will not be left out of the front.
01:04 Intel will also be launching their fourth generation, the 14A 1.4 nanometer chip in
01:11 2026.
01:12 The 1.4 nanometer and 1.6 nanometer are basically in the same generation."
01:20 And that's good news for Taiwan's economy, an economy where tech, and above all, semiconductors,
01:25 are key.
01:26 Luffy Lee and John Vantriest for Taiwan Plus.
01:29 [BLANK_AUDIO]

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