Chips Hit A Wall? | How TSMC Could Lead the Post-Moore Era | feat. Dr. Konrad Young

[ENG/中文CC] For 50 years, Moore's Law was the semiconductor industry's steady heartbeat — smaller transistors, better performance, lower cost. But since the 28nm node, that formula has started to break down. As AI pushes computing demand to unprecedented levels, shrinking transistors alone is no longer enough. Host: Laurel Stewart Guest: Dr. Konrad Young (former R&D Director at TSMC) On this episode of The Chain Maker, we unpack what comes next: ✅ Why Moore's Law hit a "twist inflection point" at 28nm ✅ Huawei's "Tau Scaling Law" — a real alternative, or just a workaround? ✅ Inside advanced packaging: CoWoS, CoPoS, and the race to stack chips ✅ Why Dr. Young says quantum computing is "not commercializable yet" ✅ US "AI brand" vs. China "AI body" — two very different innovation paths ✅ Can Taiwan move beyond being the world's best follower? Plus: this week's Tech Biz on Nvidia's co-packaged optics, new US restrictions on Chinese optical transceivers, and Jeff Dean's new AI startup. 00:00 Beyond Moore's Law 01:18 The Limits of Scaling 05:17 Huawei's Tau Law 09:59 Rise of Advanced Packaging 15:11 Future Computing Technologies 17:06 Taiwan's Next Opportunity 21:55 Advice for Young Engineers 24:40 Tech Biz #AI #TSMC #AdvancedPackaging #Semiconductor #MooresLaw #SiliconPhotonics #Nvidia #CoPoS #CoWoS #US #china #SemiconductorInnovation #QuantumComputing #aichips #SemiconductorIndustry #Chiplets #HBM #ChipletTechnology #TheChainMaker #huawei #摩爾定律 #台積電 #量子電腦 #CPO #共同封裝光學 #半導體 #晶片 #輝達 #黃仁勳 #華為 #任正非 #魏哲家 #楊光磊