TSMC Says it Will Move to Nanosheet Transistors at 2nm
… Kevin Zhang, VP of business development, said TSMC's expects it to be a popular node. “We do believe 3 nm will be a long node. We will continue to see high–volume demand on that node. …
… Kevin Zhang, VP of business development, said TSMC's expects it to be a popular node. “We do believe 3 nm will be a long node. We will continue to see high–volume demand on that node. …
… Although this will have to face off with the likes of TSMC's own 1.6nm node when it's released, Intel's features backside power delivery and could be better suited for high-end data center tasks, where the TSMC solution may be better suited for consumer hardware. …
… The chart below is based on TSMC's Q1 2015 results: TSMC's revenue by process node As of Q1 2015, 39 percent of TSMC's revenue was earned on technology nodes it deployed 10-20 years ago. 54 percent of its revenue came from nodes that were in volume production at least eight years ago. …
… TSMC 12-inch foundry. Photo by TSMC. If mobile companies continue moving to new nodes more quickly than other types of silicon, TSMC will have good reason to invest in facilities to build chips near the leading edge. …
… As always, keep in mind that the term "node" is used somewhat differently by the different foundries. Intel's 14nm and 10nm nodes are true feature shrinks across the board, while both Samsung and TSMC used a hybrid approach for their 16/14nm products. …
… It's unclear why, but it could have been caused by delays from TSMC. Going forward, N3 should be a blockbuster node for TSMC. …
… Now it might just be Apple that utilizes its most advanced node. It's been previously reported the company would be using it for its M2 Pro and Max SoCs. The article says it will also tap its 3nm node for its 2024 iPhone SoC. This is bad news for Intel and TSMC. …
… This opened an obvious hole in TSMC's capacity utilization that Intel, apparently, will be happy to fill. TSMC announced their 6nm process last year, it typically takes about 12 months to ramp up for volume manufacturing, and that means the node could be ready for production soon. …
… It readily acknowledges that source power scaling to-date has not scaled as quickly as previous roadmaps predicted, but believes it has a path forward for solving these problems and deploying the technology commercially below the 14nm node.
… It will be 2014 at the earliest before TSMC debuts its 20nm process, and I would be surprised if it's 2015 before we see real, mass-market production. It's too early to say, but Intel's roadmap says it will be at 10nm by 2015 -- two full process nodes ahead of TSMC, GloFo, and Samsung. …