台積電、Nvidia四大門派「超強聯盟」誕生 南韓絕望急要三星找盟友對抗！？【關鍵時刻】20230329-1 劉寶傑 黃世聰 呂國禎 吳子嘉 李正皓
welcome to critical moments Now the South Korean media has extensively reported For Korean semiconductors they are full of pessimism they even think Semiconductors in South Korea There is a crisis of total annihilation Why are you talking so alarmist? That's Businessweek in Korea aka their business weekly Special Mention says Now TSMC has combined three other has become a super alliance this super alliance Now we are moving to 2 nanometers So what are these four super alliances? We see that it is actually based on NVIDIA as the core Then combined with TSMC Combined with ASML Combined with Synopsys four manufacturers That is, we know that throughout the chip design process You actually have to do a lot of calculations you a lot of detection even you need a lot of basic information what we just talked about in the past We use these old masters That is, the unique information of each manufacturer But now NVIDIA comes in After NVIDIA came in He can handle it with AI After AI processing Many Chip Designs You can save a lot of wrong roads chip design you can in the shortest possible time use an optimal design for the entire manufacturing process Now NVIDIA uses such a concept with a chip like this Using such an AI technique combined with TSMC Combined with ASML Combined with Synopsys Now that the four major alliances have combined turned into a very large moat very strong wall This makes it difficult for outsiders to enter Samsung is now at 3nm at 5nm TSMC's taillights are no longer visible Now if it has entered 2 nanometers you are already no ability to pursue And now Jen-Hsun Huang has spoken Future generations are already a The iPhone Era of AI It is an era of new rules of the game AI may change everything Does AI Really Change Everything? If AI Changes Everything Is it the era of 2 nanometers? If the era of 2 nanometers comes now The combination of the four sects there will be one Earth-shaking big change? OK, we have six guests today. The first one is very familiar to everyone Financial expert Huang Shicong Hello Shicong Hello everyone ok second place is Wu Zijia, Chairman of Formosa Electronic News Hello everyone Okay, the third is current affairs commentator Li Zhenghao Hello everyone Okay, the fourth is Yao Huizhen, a senior media professional. Hello everyone ok fifth place is Lu Guozhen, chief writer of the Shang and Zhou dynasties Hello everyone Okay, the sixth place is Lin Yuhong, an agricultural expert Hello everyone Se Cong, we see Korean media now very nervous, nervous what? he actually said The four major manufacturers have combined The combination of these four manufacturers Is there a fatal blow to South Korea? Because TSMC has combined NVIDIA Combined with ASML Synopsys And Samsung, Samsung has nothing Baojie, a few days ago NVIDIA has combined Including TSMC, Esmer Synopsys form a quartet What is this four-way alliance going to be like? Prepare to develop the so-called 2nm wafer So this is for Korea really sad why do you know Samsung gave up 3 nanometers He almost cuts directly into the 2nm GAA He is going to be in 2025 To annihilate your TSMC Unexpected result Four companies combine to develop 2nm And take a different path This makes Samsung feel that Then I have been in the past few years Isn't it completely in vain? So Samsung originally wanted to overtake in a curve Hit the wall yes so you see Why BusinessKorea will make this that is to say you see Samsung Electronics in the battle for advanced chips Facing TSMC and the Nvidia Alliance He said that the TSMC alliance is now looking for Your Samsung needs to find relevant alliances Otherwise, after 2 nanometers you did not catch up Since then, Samsung Korea's semiconductor will forever be Taiwan Semiconductor Give a situation thrown very far And you talk about the alliance is a cross-generational alliance And the combination of this alliance Will change the rules of the game for chip design and manufacturing very simple These four alliances are strong strong combination The combination of the top four These are the four super For TSMC He is the number one foundry in the world Market share 53% Also NVIDIA he is so far The world's first graphics chip His market share in the entire AI chip almost arrived Almost a complete monopoly Elsmore He is the chipmaker of the city world extreme ultraviolet light machine 100% market share belongs to him Synopsys is a debugging software beyond design software i need to know say this Is my design chip good or bad? Can it be used I need to use debugging software to debug His market share is also the first in the world So it's four superpowers combined This is no ordinary alliance Here's an alliance of four superpowers They're going to break 2 nanometers So why are they knocking on 2 nanometers I tell everyone in fact so far South Korea and TSMC They are on top of 2nm development Facing the limits of a human being because of physical limitations 2nm actually you have to produce Facing many physical limits many scientists say What does 2nm attack mean? than one is like us human beings It was as difficult as producing an atomic bomb So how can this be overcome? it's a human Since then, a very important turning point has been broken through Because at 2nm has reached a limit of the silicon wafer After reaching the limit of the silicon wafer You are the tunneling effect It's hard to avoid mutual infection, yes. ok what the hell Why does this get everyone's attention Mainly because of NVIDIA's introduction called cuLitho the technology cuLitho what does this chip mean It's actually an AI way of dealing with there's a lot more to it There are a lot of accumulated The so-called line database is here so it is equivalent to saying I use this for my database Plus say I let it learn so the whole.. we know for a while when manufacturing wafers Baojie, let me tell you first A 3nm wafer you know it above how many transistors are there how many It has 250 million transistors 250 million Then between your 250 million transistors You need a lot of wires to connect to each other, right So this is completely invisible to humans so many lines So you see, the process of circuit design for a while how do i design it I use dial to dial in hit that line Is that line correct or not? you have no way of knowing You can only use AI count by design Let's say this might be the case no problem no problem So it used to be..
you see the manufacturing process You have to use a lot of computers to calculate Is it right for me to design this way? No wonder the yield rate at the beginning was problematic Yes, well, what is the NVIDIA way? I have a database directly I can compare the lines you need in the future Then there is I put my A100 series processor i get it in I learn it like this so when learning it equal to my future when you design the circuit I use AI artificial intelligence enhanced version to judge you Therefore, the computing power will be greatly increased You may calculate the correct value in the future will be more and more correct So to make a wafer it's very difficult I'm going to draw the lines above, yes that line is like a highway That net is the same It's like saying I want to draw well, right? without interfering with each other and I'm going to use the shortest distance Mutual communication just mentioned in the past Why debugging is so important Why ASML is so important I can do the best But it has reached the limit of human beings After reaching the limit of human what we just talked about today NVIDIA this software yes burst out right It's something that can help you you can think about it Let's see the painting so small I tell you within such a small area It has 250 million transistors There are dense lines you human how do you calculate how do you know Is that line correct or not? This is a very difficult mode of operation Then you have to use AI to calculate it AI will enhance itself So it will get stronger and stronger.. after Your yield can be improved So for TSMC he has said I'm going to use your system Then why did Ashmore join? He's in the future in his machine He's about to join NVIDIA's servers in it That means he is inside the machine This chip is about to be built.. AI chips if the chip is inside i can speed up Now TSMC may use an external method In the future, Ashmore will say then this can Maybe I import it into my chip design So why did Ashmore want to develop with him? It is my future machine It is possible to import this way of AI So why should Xinsi cooperate? because you have this database 2 nanometers can be made in the future then you have a table And then when you have this designed way when you want to debug Xinsi also wants to help you Design a sub-2nm especially for this When the whole set of production logic is different in the future my debugger so this is totally different Completely subvert everyone's ideas with the past And how important debugging software is It wasn't the China-US war before The United States wants to block China's semiconductors Blocked first item debug software Debugging software cannot be given to China, yes The United States will not give China anything below 3 nanometers So what does that mean? Your future 3nm 2nm What is this for AI artificial intelligence I will never give it to you in the United States In fact, so far China has said I claim to be able to make 14 nanometers but sorry That doesn't help the AI at all so you know in fact now the whole He is equal to 4 companies formed a higher wall let the people behind a wall that is almost entirely impassable This is really subversive If 2nm is really made Then the whole AI speed will be The time to advance will be faster and faster Not because Jensen Huang said It looks like June of this year His 2nm may be in production And because what's even scarier what i want to ask is Then this software from NVIDIA this chip If I can use it for TSMC today Is it possible for me to use it for Samsung then? so far impossible Because TSMC's production line is now on trial So TSMC first made 2nm TSMC's market share is so high Everyone must vote for him first So why does NVIDIA cooperate with TSMC? Of course he just wants to cast films for TSMC So this is equivalent to forming a strong alliance The people behind can't catch up at all Then you say I introduced this cuLitho what are the benefits First In the future, I will talk about the design of the circuit 2nm will be more accurate My yield may improve more again that is to say because of the past operation It is necessary to connect an external server to calculate so very power hungry you know the computing power is to be very At least 40,000 hosts are needed now run side by side In the future, only about 100 The server of A100 can fully calculate So the power is greatly attenuated So only 1 power left is enough Then the other one is Your yield and your accuracy will be higher So equal to..
Then the production time will be faster So it is equivalent to this efficiency This can completely blow up the situation of Samsung and you want to say This point in time is very important just said The first one is that I'm at the 2 nanometer threshold a human limit chip limit The second is just like what Huang Renxun said Now it’s time for the AI iPhone What is the iPhone era of AI? because it's simple AI is ready to start a big explosion Why start a big explosion Everyone can use AI in the future You see now NVIDIA is going to provide a Supercomputer cloud service Cloud called DGX that is to say the future I don't have a supercomputer, do I? it doesn't matter I this I have many servers There is a lot of computing power in the server you rent directly from me For example, today I want to crack a very difficult subject I may not be able to run after It's okay, you rent with me I can rent the supercomputer directly to you then you can calculate So the computing power will be quite strong So supercomputers are all on the cloud on the cloud And you can use it whenever you want So of course it's a AI's iPhone moment You can use AI anytime with so-called supercomputers so you see This is not just for Huang Renxun Google does too Microsoft will do too Oracle also has to do everyone to do So it's like saying that after doing this, In the future we will have to deal with many difficult problems You can't solve problems in the past It can be solved directly on the cloud So a poor student in my lab I can also get a supercomputer in the cloud Yes, supercomputers can help you crack For example, I want to know to say this i can think of any problem Use supercomputers to help you calculate directly well, except for this What AI Foundation does he have? AI Foundation what it does help you make some models including saying that it can help you do some language model vision model and biological models wait for this different situation It means that it completely helps you create Different thoughts and different situations So you see it can help... If you know the AI is going to generate like protein or what drug you're going to develop when I can totally help you produce a Completely different AI model Help you simulate your possible drug What is the whole generation process of the future? so it is equal to totally different experience This is totally subverting us Some new services imagined in the future