It’s definitely a moving target and I can see a world where it stays in the same relative position. Moving to a better node is a necessary but not sufficient condition to be competitive.
I will add that nodes don’t stay still, either. A 2025 run on a node may have a bunch of improvements over a 2023 run on that same node.
And Google’s jump from Samsung to TSMC itself might be a bigger jump than a typical year over year improvement. Although it could also mean growing pains there, too.
Legacy nodes (known in the industry as “mature” nodes) remain in use after they’re no longer cutting edge. Each run teaches lessons learned for improving yield or performance, so there’s still room for improvement after mass production starts happening.
It’s definitely a moving target and I can see a world where it stays in the same relative position. Moving to a better node is a necessary but not sufficient condition to be competitive.
I will add that nodes don’t stay still, either. A 2025 run on a node may have a bunch of improvements over a 2023 run on that same node.
And Google’s jump from Samsung to TSMC itself might be a bigger jump than a typical year over year improvement. Although it could also mean growing pains there, too.
Wow, I didn’t know that the quality of a process changes with time.
Legacy nodes (known in the industry as “mature” nodes) remain in use after they’re no longer cutting edge. Each run teaches lessons learned for improving yield or performance, so there’s still room for improvement after mass production starts happening.