According to Wu Tian, the global semiconductor industry will undergo continuous quantitative and qualitative changes in the next 20-30 years. Heterogeneous integration will not only be limited to CPU and memory chips, but will also extend beyond the scope not currently covered by Moore's Law.
In a speech at Semicon Taiwan in 2019, Mr. Wu said that Moore's Law has not covered optical, acoustic, video and taste sensing solutions and MEMS devices, but their innovation will be further promoted by Pan-Moore's Law.
Over the past 30 years, linear growth has occurred in different areas of the global semiconductor industry, mainly due to the invention and innovation of Moore's Law-driven systems, which in turn has spurred huge demand for foundry services, passive components and composite materials .
Wu said that while TSMC, Intel and Samsung continue to compete on the core CPU and memory IC expansion based on Moore's Law, the chip solutions related to human five senses will generate new business opportunities, and their development will be restricted by the law of Pan-Moore. The next step in the semiconductor industry will be to deepen the heterogeneous integration of the chipset covered by Moore's Law and Pan-Moore's Law, and extend its application to more niche areas such as medical care.
Looking ahead to the next 30 years, industries that can see a 10x expansion will not be limited to existing industries such as mobile phones, laptops, wearables and servers. Demand for optical, video and audio sensors and MEMS devices may also increase exponentially.