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Chip Wars: TSMC, Silicon and Power

Microchips become geopolitics. Taiwan’s TSMC, ASML’s EUV, ARM vs x86, and the 2020–22 chip crunch. Export controls, CHIPS Acts, and China’s fab drive. A single phone packs billions of transistors — power rivaling 1990s supercomputers.

Episode Narrative

In 1991, as the cold winds of history swept across Eastern Europe, the curtain of the Soviet Union fell, marking the end of a geopolitical era. The aftermath of this dissolution birthed a new world order ripe with possibilities. It was a moment when the realms of science and technology rose like a phoenix from the ashes of an ideological battleground. Western nations, once ensnared by the ideological constraints of communism, now strove to advance their scientific frontiers. Meanwhile, emerging Asian economies began a rapid ascent, diving headfirst into the intricate world of semiconductor research and manufacturing.

The stage was set for the rise of Taiwan Semiconductor Manufacturing Company, or TSMC, a beacon of innovation in a burgeoning industry. This new landscape transformed not just how technology was developed, but also who had the power to shape our global future. As nations scrambled to harness the potential of semiconductors, the implications would resonate through countless fields — from medicine to communication, and beyond.

By 1995, the focus shifted to the human genome. The Human Genome Project was launched as an ambitious endeavor to map the genetic blueprint of humanity. This monumental task wasn't just an exploration of biological science; it became a testament to the synergy between biology and technology. Computational power became the lifeblood of this research, showcasing how data processing could unravel the complexities of life itself. With each base pair deciphered, hopes grew for breakthroughs in biotechnology and personalized medicine, igniting aspirations for treatments tailored to individual DNA sequences.

Advancements in science moved rapidly through the late 90s, and by 1998, the first effective therapy for the hepatitis B virus emerged. This breakthrough highlighted a crucial intersection. Advanced pharmaceuticals relied heavily on the substructure of semiconductor technology that enabled drug discovery and production. The healing touch of science was deepened by the very tools that powered modern innovation. This marriage of chemistry and technology opened doors once thought unimaginable, underscoring the foundational importance of semiconductors in healthcare.

As we entered the early 2000s, the horizon of interdisciplinary research expanded. Medical science caught fire with large-scale collaborations that transcended traditional boundaries. Breakthroughs in cloning, medical technology, and pharmacology surged forward, revealing an intricate web of interdependence among various fields. The need for advanced computing systems became more pressing; data analysis transformed from a niche activity into a central pillar of research. Researchers found themselves not just scientists but also data architects, miners of a digital age.

In 2006, a collaboration unfolded on another front, as the China Huaneng Group, alongside Tsinghua University and the China National Nuclear Corporation, embarked on the ambitious Shidaowan project. This high-temperature gas-cooled reactor required cutting-edge semiconductor technology for its control systems and safety monitoring, embodying a strategic move to harness nuclear energy more effectively. The project symbolized a turning tide in China’s manufacturing capability, showcasing an ambition not only to keep pace with the West but to redefine the landscape altogether.

By 2012, the Shidaowan reactor's construction took shape, with an impressive 93.4% of its components developed and manufactured in China. This achievement was more than a national milestone; it demonstrated a collective leap towards technological self-sufficiency. As such, the project marked a shift in the global energy paradigm, as nations sought to reduce their dependence on foreign technologies and innovate at home.

The teen years of the 21st century witnessed an explosion in the Internet of Things, or IoT. This new frontier ushered in fresh engineering majors encompassing big data, cloud computing, and artificial intelligence. Each facet of this burgeoning technology relied on the relentless advancement of semiconductors. What had once been simple processors evolved into intricate systems capable of connecting everything from household appliances to entire cities, weaving the fabric of a hyper-connected world.

As we moved to 2014, a significant milestone emerged in the academic arena with the launch of the journal *Advanced Science*. This publication focused on interdisciplinary research and became a platform for cutting-edge technologies and their transformative applications. It reflected humanity’s insatiable thirst for knowledge and the hunger for new frontiers in science. With over 10,000 submissions by its tenth anniversary in 2024, it served as a mirror of the rapidly growing interconnectedness within scientific domains.

By 2018, recognition in the realm of health and medicine reached its zenith. The Nobel Prize in Physiology or Medicine honored the discoveries of anti-CTLA-4 and anti-PD-1 therapies, groundbreaking advancements in cancer treatment that demonstrated the effectiveness of high-throughput screening and sophisticated computational methods in drug development. The story of struggle and triumph turned towards hoping against hope lives could be saved, and treatments discovered, thanks to those who dare to innovate.

Then came an unexpected global crisis. From 2020 to 2022, a worldwide chip crunch crippled industries, leaving businesses — from automotive to consumer electronics — struggling to find the components they needed. This shortage illuminated the critical role of semiconductor manufacturing and laid bare the intertwined fates of economies dependent on these micro marvels. The very fabric of modern life hung in balance, reminding industries and governments alike of the stakes involved in this ongoing struggle for technological supremacy.

The pandemic also altered the trajectory of research. In 2020, COVID-19 echoed through laboratories and hospitals around the globe. The urgency spurred unprecedented waves of drug repurposing. Researchers employed agile frameworks and adaptive trials to sift through potential therapies, relying heavily on advanced computational and data analysis tools. A race against time unfolded, revealing the dual nature of modern science: relentless and compassionate, rooted in the desire to save lives.

By 2021, the World Health Organization, alongside scientists across borders, pushed forward in their ongoing battle against COVID-19. The development of mRNA vaccines was a testament to human ingenuity, highlighting the central role of semiconductor technology in vaccine research and production. This breakthrough didn't just represent scientific progress; it epitomized humanity's resilience and capacity to come together in the face of adversity.

In 2022, another milestone shone brightly against the backdrop of space exploration. The James Webb Space Telescope delivered astonishingly clear images of distant galaxies, showcasing the advanced semiconductor sensors and data processing systems that made such views possible. The cosmos beckoned, revealing wonders once lost in the dark, reminders that science constantly pushes the boundaries of our understanding.

As we transitioned into 2022-2023, the landscape of semiconductor technology witnessed further milestones. New 2D transistors emerged, breaching the limits of silicon-based technologies. This innovation heralded the potential for next-generation computing, inviting a new era of possibilities. The flicker of a dawn lit the path ahead, as excitement about computational advancement surged.

By 2023, advancements in neuromodulation achieved remarkable feats. Brain-machine interfaces progressed to realize real-time control over motion directions in trained monkeys. This groundbreaking work laid groundwork for less-invasive, portable interfaces that could one day assist those with physical disabilities. Each leap in technology brought with it the promise of human empowerment, again underscoring the importance of semiconductors in bridging aspirations with reality.

Fast forward to 2024, where the NIH BRAIN Initiative bore the fruits of its labor. Accelerated neuroscience research led to groundbreaking insights into the neural circuitry of behavior, paving the way for potential treatments targeting complex human brain disorders. The intrinsic connection between advanced computing and data analysis further became a vital thread woven into the tapestry of medical research.

The year also celebrated the ten-year journey of *Advanced Science*, reflecting the growth of interdisciplinary research and the increasing importance of semiconductor technology across various scientific fields. Its pages, filled with cutting-edge work, demonstrated that the heart of scientific inquiry beats stronger than ever.

As we step into 2024-2025, the Forward Physics Facility at CERN became a focal point for researchers aiming to uncover the mysteries of dark matter and subatomic particles. Advanced semiconductor technology played an essential role in facilitating data acquisition and analysis, again reinforcing the interconnectedness of science and technology in pursuit of knowledge.

Then, in 2025, we commemorated 85 years since the establishment of the All-Russia Society of Helminthologists, a tribute to continued scientific collaboration and the essential role of advanced technology in public health. At the same time, we honored the legacy of physicist Alexander Pines, celebrating a tradition of migration from fundamental research to applied sciences. This legacy echoed through history, showing how breakthroughs in medicine arose from advances in physics and chemistry, intertwining disciplines in ways that had profound impacts on human life.

As we navigate through these times marked by technological rapidity and relentless advancement, a question lingers in the air: what does the future hold for us? The journey of semiconductors is not merely a race towards power and performance; it’s a shared human story — one of collaboration, ambition, healing, and discovery that will continue to shape the very essence of existence for generations to come.

Highlights

  • In 1991, the dissolution of the USSR marked the beginning of a new era in global science and technology, with Western countries and emerging Asian economies rapidly advancing semiconductor research and manufacturing, setting the stage for the rise of companies like TSMC. - By 1995, the Human Genome Project was underway, driving breakthroughs in biotechnology and personalized medicine, and illustrating the increasing importance of computational power and data processing in scientific research. - In 1998, the first effective therapy for hepatitis B virus was developed, highlighting the critical role of advanced pharmaceuticals and the underlying semiconductor technology used in drug discovery and production. - The early 2000s saw the emergence of large-scale interdisciplinary research, particularly in medicine, with significant breakthroughs in cloning and medical technology, further emphasizing the need for advanced computing and data analysis. - By 2006, China Huaneng Group, in collaboration with Tsinghua University and China National Nuclear Corporation, began the development of the Shidaowan high-temperature gas-cooled reactor, a project that required advanced semiconductor technology for control systems and safety monitoring. - In 2012, construction of the Shidaowan reactor started, with 93.4% of the components developed and manufactured in China, showcasing the country's growing capability in high-tech manufacturing and its strategic push to reduce dependence on foreign technology. - The 2010s witnessed the rapid expansion of the Internet of Things (IoT) and the rise of new engineering majors, such as big data, cloud computing, and artificial intelligence, which relied heavily on advanced semiconductor technology for their implementation. - By 2014, the launch of the journal Advanced Science marked a significant milestone in the publication of interdisciplinary research, with a focus on cutting-edge technologies and their applications in various fields. - In 2018, the discovery of anti-CTLA-4 and anti-PD-1 therapies for cancer treatment was recognized with the Nobel Prize in Physiology or Medicine, demonstrating the impact of advanced computational methods and high-throughput screening in drug development. - The 2020–2022 period saw a global chip crunch, with shortages affecting industries worldwide, from automotive to consumer electronics, highlighting the critical role of semiconductor manufacturing and the strategic importance of companies like TSMC. - In 2020, the COVID-19 pandemic spurred an unprecedented wave of drug repurposing, with agile translational research frameworks and large adaptive trials proving critical in separating truly effective therapies from speculative candidates, all of which relied on advanced computational and data analysis tools. - By 2021, the World Health Organization and global scientific community continued to combat COVID-19, with the development of mRNA vaccines and other advanced therapies, further emphasizing the importance of semiconductor technology in vaccine research and production. - In 2022, the James Webb Space Telescope delivered the clearest images of distant faint galaxies, demonstrating the capabilities of advanced semiconductor sensors and data processing systems in space exploration. - The 2022–2023 period saw the emergence of new 2D transistors that surpassed the limits of silicon-based technologies, marking a significant breakthrough in semiconductor research and the potential for next-generation computing. - In 2023, neuromodulation and brain-machine interfaces achieved real-time control of up to 8 motion directions in trained monkeys, paving the way for less-invasive and portable human brain-machine interfaces, which rely on advanced semiconductor technology for signal processing and control. - By 2024, the NIH BRAIN Initiative had yielded remarkable success in accelerating research on the neural circuit basis of behavior and breaking new ground toward the treatment of complex human brain disorders, further highlighting the importance of advanced computing and data analysis in neuroscience. - In 2024, the journal Advanced Science celebrated its 10th anniversary, with over 10,000 submissions and a number of full-text articles, reflecting the rapid growth of interdisciplinary research and the increasing importance of advanced semiconductor technology in scientific publishing. - The 2024–2025 period saw the continued growth of the Forward Physics Facility at CERN, with the potential to shed light on dark matter, new particles, neutrino physics, QCD, and astroparticle physics, all of which require advanced semiconductor technology for data acquisition and analysis. - In 2025, the All-Russia Society of Helminthologists marked 85 years since its foundation, highlighting the ongoing importance of scientific collaboration and the role of advanced technology in medical research and public health. - The 2025 anniversary of Alexander Pines, a prominent physicist, underscored the long tradition of scientists migrating from fundamental to applied research, with breakthroughs in medicine often originating from advances in physics and chemistry, further emphasizing the interconnectedness of scientific disciplines and the critical role of semiconductor technology in driving innovation.

Sources

  1. https://doi.apa.org/doi/10.1037/rev0000542
  2. https://www.cureus.com/articles/370141-translational-success-and-pharmacoeconomic-lessons-of-pandemic-driven-drug-repurposing
  3. http://eustudies.history.knu.ua/polish-military-technical-assistance-to-ukraine-during-the-full-scale-russian-ukrainian-war/
  4. https://s-rsa.com/index.php/agi/article/view/15525
  5. https://j-morphology.com/1026-3543/article/view/691520
  6. https://www.semanticscholar.org/paper/3ff38674f15ecebf91cd988d21cd84e1c383c19d
  7. https://www.ahajournals.org/doi/10.1161/01.STR.0000106160.34316.19
  8. https://ojs.bbwpublisher.com/index.php/IEF/article/view/7694
  9. https://arxiv.org/pdf/2501.05001.pdf
  10. https://royalsocietypublishing.org/doi/10.1098/rspa.2024.0141