2022-06-10 14:13:41
TSM 大外宣,作者劉德音 Mark Liu,大老闆自己寫的,要給尊重!
-COVID-19 and the lockdowns it brought along with it became another turning point for technology innovation with more than 10 years’ worth of digitization happening over a single year
Covid 把十年份的數位化濃縮到一年內完成
-Today, HPC has already surpassed the smartphone as a growth driver. It is one of the fastest growing segments of the semiconductor industry, with the global HPC chipset market size expected to reach $13.68 billion by 2027 from $4.30 billion in 2019, according to research from Report Ocean.
HPC (CPU, GPU, Server etc.)已經超越手機成為半導體領域最快速成長動力。2019 年市場規模為 $4.3B, 2027 年會約莫成長三倍至 $13.68B
-Today’s average VR/AR headsets weigh well over a pound, with a battery life of less than two to three hours, and a high price tag, which reminds us of the cell phones of 25 years ago. To achieve the same level of ubiquity as today’s cell phones, VR/AR devices will need to improve by more than 100 times.
今日的 VR/AR 就是 25 年前的手機(重量、續電力、價格),要達到今日手機的水準 VR/AR 必須加強一百倍
-The upcoming decades will be a golden era for the semiconductor industry.
接下來數十年是半導體黃金年代
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全文用易懂的方式告訴大家 all in 半導體。
https://fortune.com/2022/06/08/tsmc-semiconductors-5g-artificial-intelligence-high-performance-computing-mark-liu/
6.4K viewsedited 11:13