Semiconductor foundry market roundup 2020

There are two type of chips, where density of transistors per square mm to impact, they are logic and traceiver block based system on chips, and pure semiconductor memory, and off-course there is a bit of each one in the other. Beyond 7 nm, the market driving higher density logic SoC ICs is basically high resolution graphic intensive, video/picture processing applications. By using chips made at 3 nm, a video played on your smart phone can be analysed frame by frame, where each frame can be illustrated in written text or audio voice. Visually disabled people can clearly understand the video through audio explanation, though they are unfortunate to see the picture. Text based illustration of the picture/video can be used for automated driving and robotics. Chips made at 3nm can also enable playing of highly graphic rich, near realistic quality virtual scenes and images. Virtual reality is no doubt a big application for deep node chips. However you don't need all this at edge, when you have the 5G or equivalent fibre connection to your 28 nm chips, which can very well leverage cloud for all this above said examples. All this tells, there is no extraordinary compelling demand for chips made at 5nm and lesser nodes unless you want to give more processing power at edge. For the server market/cloud computing side, it can always empowered with higher processing power, if it is ...