TSMC Predicts 1 Trillion-Transistor GPUs Within a Decade

Advanced packaging and 3D stacking technologies are key to achieving this milestone, say TSMC executives.

TSMC, the world's largest GPU manufacturer, forecasts the development of GPUs with over 1 trillion transistors in the next decade, leveraging advanced packaging and 3D stacking technologies.
The semiconductor industry's push towards higher transistor counts is driven by the growing demands of AI applications, requiring more powerful chips.
Current GPUs have reached the reticle limit of around 800 square millimeters, prompting the need for innovative solutions like chiplets and 3D stacking to increase transistor density.
NVIDIA's Blackwell B200 AI GPU, with 208 billion transistors, exemplifies the trend towards chiplet designs, which will be crucial for future advancements.
TSMC's roadmap includes overcoming challenges such as heat management in stacked chips and enhancing interconnect density to facilitate the leap to 1 trillion transistors.