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[[{“value”:”Welcome to this comprehensive course on the semiconductor supply chain, where you will learn how a chip moves from design to the data center. You will learn all about semiconductor physics, design, fabrication, memory, packaging, and rack-scale integration. Your instructor, Kian, will guide you through this journey to help you understand the hardware infrastructure powering modern artificial intelligence.
Course created by @neuralkian
❤️ Support for this channel comes from our friends at Scrimba – the coding platform that’s reinvented interactive learning: https://scrimba.com/freecodecamp
⭐️ Chapters ⭐️
– 0:00:00 Intro & Course Overview
– 0:04:21 GB300 Architecture & Scale-Up vs. Scale-Out
– 0:08:44 Reticle Limits, Dual Dies & NV-HBI
– 0:11:00 High Bandwidth Memory (HBM)
– 0:13:28 Caches, NVLink & PCIe Routing
– 0:16:15 Inference Walkthrough & Memory Hierarchy
– 0:19:55 Hardware Economics & Transistor Budgets
– 0:22:41 Vera Rubin & Next-Gen Roadmap
– 0:24:46 Part 1: Semiconductor Physics
– 0:26:07 Logic vs. Memory & Clock Speeds
– 0:28:34 1T1C DRAM Cells, SRAM & 3D TSVs
– 0:30:14 Transistor Basics & Scaling History
– 0:32:46 What Process Nodes Mean (PPA)
– 0:35:28 Planar, FinFET & Gate-All-Around
– 0:40:50 End of Dennard Scaling
– 0:42:04 Rock’s Law & Fab Economics
– 0:43:40 The Great Unbundling: Fabless & Foundries
– 0:45:44 4 Modern Semiconductor Business Models
– 0:47:16 Part 2: Chip Design & EDA
– 0:48:24 SMs, Tensor Cores & Parallelism
– 0:50:39 CUDA: The Software Moat
– 0:52:16 Nvidia Margins & Market Dominance
– 0:53:14 The EDA Flow: RTL to Tape-Out
– 0:55:46 Leading-Edge Design Costs
– 0:56:56 Synopsys, Cadence & Siemens EDA
– 1:00:16 Choke Point #1: Certified EDA Tools
– 1:01:00 EDA Export Controls
– 1:02:22 Semiconductor IP: ARM vs. RISC-V
– 1:04:47 ARM’s Move into Custom Silicon
– 1:06:59 Fabless: Merchant, In-House & Custom ASICs
– 1:08:49 Part 3: Foundries & Manufacturing
– 1:10:30 History of TSMC & Morris Chang
– 1:12:15 Die Size, Defect Density & Yield Models
– 1:14:56 The Fab Scale Flywheel & Capex
– 1:16:33 How Apple De-Risked Node Ramps
– 1:18:49 5 Pillars of a Dependable Foundry
– 1:20:09 TSMC Roadmaps (N2, A16) & High-NA EUV
– 1:22:21 Wafer Pricing Trends
– 1:23:06 Choke Point #2: Leading-Edge Foundry Capacity
– 1:25:20 Geographic Concentration & TSMC Global Fabs
– 1:26:23 The Fall & Restructuring of Intel
– 1:31:32 Intel 18A / 14A Turnaround Plan
– 1:34:56 Rapidus, SMIC & Global Foundry Frontier
– 1:36:23 Wafer Fab Equipment (WFE) Overview
– 1:37:16 Silicon Ingots & Spruce Pine Quartz
– 1:38:21 Photomasks & Reticle Costs
– 1:40:27 Inside the Fab: Building a Wafer Layer
– 1:44:17 Doping & Annealing
– 1:45:51 Inline Inspection & Wafer Travel
– 1:48:08 Why Wafer Cycles Take 3–4 Months
– 1:50:41 Cleanroom Standards: ISO 1 Air
– 1:51:56 ASML & High-NA EUV Colossus
– 1:53:14 Optical Columns & Carl Zeiss Mirrors
– 1:56:34 The Extreme Supply Chain Behind EUV
– 1:58:10 Numerical Aperture & Resolution Limits
– 2:00:00 3D NAND Stacking & High Aspect Etch
– 2:01:00 Applied Materials, Lam Research & TEL
– 2:04:56 Metrology & Inspection: KLA’s Moat
– 2:07:54 Choke Point #3: Japanese Materials
– 2:10:06 Material Shocks: Neon, Quartz & Embargoes
– 2:11:51 The Other 90%: Legacy Nodes & Auto Shortages
– 2:13:21 Part 4: Memory Cycles & HBM
– 2:14:35 DRAM Economics & Supplier History
– 2:17:03 The AI Memory Wall
– 2:18:02 HBM3E Specs & TSV Wafer Penalty
– 2:20:56 Part 5: Advanced Packaging & Interconnect
– 2:22:34 Anatomy of CoWoS-L
– 2:24:58 Choke Point #4: Advanced Packaging
– 2:26:02 NVLink, NV-Switch Trays & SuperNICs
– 2:27:14 Part 6: Geopolitics & Policy Risk
– 2:28:20 Escalation of US-China Export Controls
– 2:29:30 Nvidia’s Access to China
– 2:30:20 Collateral Impact: Automotive Mature Nodes
– 2:31:50 China’s Counter-Strategy: Yield vs. Power
– 2:32:40 Tooling & Domestic Supply Chain Gaps
– 2:33:40 Taiwan Conflict Scenarios & Economic Impact
– 2:34:20 Diverging AI Hardware Stacks
– 2:35:20 Rack-Scale Power Limits (135 kW)
– 2:36:00 Conclusion: Core Supply Chain Choke Points
🎉 Thanks to our Champion and Sponsor supporters:
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👾 @rajibdassharma497
👾 @CloudVirtualizationEnthusiast
👾 @adilsoncarlosvianacarlos
👾 @martinmacchia1564
👾 @ulisesmoralez4160
👾 @_Oscar_
👾 @jedi-or-sith2728
👾 @justinhual1290
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