Previously, many people believed that when chip technology reached 2nm, it would be approaching the limit of chip manufacturing, as technology cannot continue advancing indefinitely due to physical limits.
However, ASML later released a report projecting chip technology into 2039, stating that Moore’s Law is not dead and will continue to be valid. In 2025, it will reach 2nm, and by 2039, it will reach 0.2nm…
ASML also stated that 0.2nm is not the end, and further advancements will follow. To support the progress of chip technology, ASML will release more powerful photolithography machines.
At this point, one should realize the underlying reason for ASML’s push for advancing chip technology: it’s to sell their more powerful photolithography machines. Naturally, more powerful machines come at a higher price and generate higher profits.
Therefore, ASML cannot allow chip technology to stagnate; they must find ways to keep it progressing so they can sell their photolithography machines.
Other chip equipment manufacturers share the same goal: to advance chip technology and not let it stop, because if it halts, they won’t be able to sell their equipment. This is a clear strategy.
These equipment manufacturers’ constant push for advancing chip technology is also intended to force chip manufacturing companies to keep moving forward, as the interests of these manufacturing companies align with theirs.
Chip manufacturers are also pushing for advancements in chip technology to encourage chip design companies to adopt the new technology.
If chip technology were to stagnate, for example at 3nm, chip design companies would only use the 3nm process at most, and there wouldn’t be options like 2nm, 1nm, or 0.7nm.
The more advanced the chip technology, the less competition there is, and the higher the profits. Therefore, for wafer fabs, they would prefer chip technology to advance all the way to 0.00001nm. Even if the process is difficult to produce, they would still push for it.
Thus, many people believe that the continuous advancement of chip technology is actually part of a strategy by chip equipment and chip manufacturing companies to force downstream chip design companies to adopt new processes, ultimately benefiting them.
When chip design companies adopt these new processes, their costs rise, requiring them to increase prices, and they must convince consumers to use these products, resulting in a collective effort to “harvest” consumers.
In reality, for most chips, there’s no need for 3nm or 2nm; perhaps 7nm or 5nm would be sufficient, and there’s no need to go below 5nm.
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