use this extension: Bypass Paywalls Clean -
use this extension: Bypass Paywalls Clean -





It's more precise to describe what Huawei did as less about 3D stacking and more about using the 3D design space to optimize circuit efficiencies that then let them fit in a lot more transistors vertically with minimal thermal and power draw penalties.3D stacking is not new; it has already been implemented in memory chips and TSMC's technology roadmap, but Huawei has clearly gone further in this direction.
Kirin2026 achieved performance that would normally require two or three generations of advanced processes thanks to its new architecture. As the conference presentation stated, increasing transistor density was not the goal from the beginning.
Assuming this roadmap holds true, the high investment required for new manufacturing processes is indeed overwhelming even for TSMC, this seems to suggest that the chip industry is returning to an era where vertical integration is needed from initial design/EDA software to the production steps. Does this mean that companies like Intel, Samsung, and Huawei will gain an increasing competitive advantage in the chip industry?
I'm not a semiconductor professional, are there any industry insiders here to share their views?
Is way more complicated than that. A good analogy would be let suppose you live in a city and you have a friend that you visit with some frequency but that friend lives 1Km away so you have to travel a lot, now let suppose that in order to shorten the travel time and save fuel I decide to build a second floor over your house and move your friend there so the travel distance and time is shorten from 1km to 3 meters, let suppose I do that across the city with a lot of people, fuel consumption is reduced and with added bonus of more empty space for more people. This is different and more complicated than 3DNAND and HBM.3D stacking is not new; it has already been implemented in memory chips and TSMC's technology roadmap, but Huawei has clearly gone further in this direction.
Kirin2026 achieved performance that would normally require two or three generations of advanced processes thanks to its new architecture. As the conference presentation stated, increasing transistor density was not the goal from the beginning.
Assuming this roadmap holds true, the high investment required for new manufacturing processes is indeed overwhelming even for TSMC, this seems to suggest that the chip industry is returning to an era where vertical integration is needed from initial design/EDA software to the production steps. Does this mean that companies like Intel, Samsung, and Huawei will gain an increasing competitive advantage in the chip industry?
I'm not a semiconductor professional, are there any industry insiders here to share their views?