☆ Yσɠƚԋσʂ ☆

  • 212 Posts
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Joined 5 years ago
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Cake day: March 30th, 2020

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  • Exactly, even 20nm semiconductors work just fine for the vast majority of applications. the main advantage of 5nm and lower is in reduced power consumption, and there are a few domains, like mobile devices, where this is relevant. Given that China can already produce 5nm chips, seems to me that they’ve effectively closed the gap with the west in practical terms.

    The other aspect of all this is that we’re now running into physical limits of what’s possible using silicon substrate. There is herculean effort involved in making 1-2nm chips for diminishing gains, and then there’s no room to grow after that. So, western companies don’t really have room to grow going forward.

    Incidentally, China is researching alternative computing substrates such as graphene, and Chinese researchers even managed to produce a 12 inch wafer using MoS2 substrate already. I think this is the real path forward, and it could make silicon look like vacuum tubes overnight. Even a crude chip on a different substrate could have far better performance than anything possible on silicon with decades of optimizations to follow.


















  • Fair, I don’t expect shipping to go away entirely. It’s worth noting though that you still have to get goods on and off the ship, which is done by land. So, the bottlenecks end up being in moving things to and from the port, hence why we tend to see big economic centres close to the ports with a fall off as you get fruther from the port. On the other hand, trains have the potential to connect a lot of areas that aren’t close to the water, and kick start economic development in places where it wasn’t cost effective previously.

    And of course, in the context of US trying to contain China, it makes a lot of sense for China to focus on creating economic routes through land where US can’t interfere with them.