In the field of chip manufacturing, TSMC is undoubtedly the most powerful company. It not only masters advanced process manufacturing technology, but also has a higher yield rate.
Benefiting from many advantages, TSMC has won over 50% of global chip foundry orders, ranking first in the world.
TSMC officially announced 3nm
Today, TSMC’s chip manufacturing process has come to the 4nm node, and at the same time, there is new news about its 3nm process.
ON December 25, Kuai Technology News, at the 2021 IC Industry Innovation Conference, TSMC Nanjing Branch General Manager Luo Zhenqiu said that a new generation of 3nm process technology will be launched as scheduled in 2022.
It should be known that 3nm is a brand new process node, which is fundamentally different from 5nm and 4nm processes. In terms of the number of transistors, performance and power consumption, the most critical indicators, the 3nm process has improved significantly.
According to data provided by TSMC, compared with the previous generation of 5nm process, TSMC’s 3nm has increased the logic density by 1.7 times and the performance has increased by 11%.
Not only that, under the same performance, TSMC’s 3nm power consumption is 25%-30% lower than that of 5nm.
From the above point of view, TSMC’s 3nm process technology has a better performance than 5nm, which means that once TSMC achieves 3nm mass production next year, there will be a large number of 3nm chips on the market. By then, the popular 5nm chips will be available today. It will also be obsolete.
It is worth mentioning that TSMC, as the world’s largest foundry manufacturer, not only maintains a leading position in terms of technology, but also leads in the yield and production capacity of advanced processes. In other words, TSMC will accelerate 3nm chip production. Popularity in the market.
TSMC has once again become a sweet potato
Regarding the rumors that TSMC is difficult to produce 3nm, now, the rumors are self-defeating. Although TSMC’s 3nm process has not yet achieved mass production, it has already become the focus of the industry. Many customers seek cooperation with TSMC in order to obtain part of the 3nm production capacity.
According to past practice, the first batch of TSMC’s most advanced manufacturing processes will generally be allocated to Apple. However, according to domestic media reports, TSMC’s 3nm is not exclusive to Apple.
TechWeb reported that Intel will be allocated part of TSMC’s 3nm process capacity.
When TSMC’s 3nm has not yet been mass-produced, Apple and Intel have taken the lead in obtaining the first wave of production capacity. Once their 3nm production capacity has been greatly increased, giants such as Qualcomm, MediaTek, and AMD may become TSMC’s 3nm customers.
There is no doubt that the 3nm process node will bring more profit to TSMC than the 5nm and 4nm nodes, and the revenue capability will be further improved.
Samsung’s threat cannot be ignored
It should be noted that TSMC cannot ignore the threat from Samsung. According to the author’s understanding, Samsung’s 3nm process uses advanced GAA technology, while TSMC still uses FinFET technology. According to reason, Samsung’s 3nm is better than TSMC’s 3nm.
However, whether Samsung can surpass TSMC at the 3nm node mainly depends on its proficiency in GAA technology. You should know that the GAA technology adopted by Samsung 3nm is not very mature, and there are many technical problems. In my opinion, it is difficult for Samsung to guarantee the yield of 3nm process technology.
In contrast, TSMC uses a relatively conservative Fin technology, which can guarantee the 3nm yield while also allowing the process to achieve mass production as scheduled.
Therefore, at the 3nm node, it is obvious whether TSMC and Samsung are the real winners.
After TSMC produces the 3nm process, its position and influence in the global foundry market will surely increase again. If Samsung overturns again at the 3nm process node, in the future, it may face many challenges to surpass TSMC.
All in all, the competition between TSMC and Samsung will become increasingly fierce. In this context, chip manufacturing technology will also iterate faster. Who can become the true foundry king is worth looking forward to.