Enrique Dans

On the effects of technology and innovation on people, companies and society (writing in Spanish at enriquedans.com since 2003)

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How TSMC is redefining the future of chip design

Enrique Dans
Enrique Dans
Published in
3 min read4 days ago

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IMAGE: An alegoric image marking the importance of chip packging
IMAGE: TSMC

In the fast-paced world of AI, innovation is no longer measured in nanometers, but also in the way chips are assembled and packaged. Taiwan Semiconductor Manufacturing Company (TSMC), the world’s largest chipmaker, is now poised to redefine chip packaging — not as an afterthought, but as a strategic cornerstone for tech giants like Nvidia, AMD, Google, and Amazon.

Traditionally, chip packaging — the stage where the silicon die is encased in a protective housing to guard against physical damage and corrosion — has been seen as a final, relatively unremarkable phase in semiconductor production. But as the demand for faster, more energy-efficient chips for AI applications surges, packaging has evolved into a critical frontier of innovation.

TSMC has pioneered advanced packaging technologies such as Chip-on-Wafer-on-Substrate (CoWoS) and System-on-Integrated-Chip (SoIC), enabling the three-dimensional integration of multiple chips into a single unit. These technologies significantly enhance performance and reduce power consumption, addressing the heavy computational needs of modern AI systems. CoWoS and SoIC support both vertical and horizontal chip integration, allowing for denser, more efficient architectures. CoWoS, for instance, powers Nvidia’s H100 chips and AMD’s MI300 accelerators, while SoIC fosters tighter coupling between CPUs…

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Enrique Dans
Enrique Dans

Published in Enrique Dans

On the effects of technology and innovation on people, companies and society (writing in Spanish at enriquedans.com since 2003)

Enrique Dans
Enrique Dans

Written by Enrique Dans

Professor of Innovation at IE Business School and blogger (in English here and in Spanish at enriquedans.com)

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