… All of this has made procurement and capacity allocation the biggest operational challenges at present. - DigiTimes Manufacturers like Apple and NVIDIA are likely among the biggest beneficiaries of the supply shortage at TSMC, given that not only do they have exclusive access to production lines, b… …
… Remember that China is cut off from EUV Extreme Ultraviolet tools required for 7nm and below process nodes. Furthermore, 12nm is a very mature node, so production yields are high and sufficient to supply the large-scale Chinese market. …
… But Intel has also teased that they are already engaged with external customers on not only the 14A node, but also the 18AP node. Intel's 14A is currently more mature, yielding higher, and performance surpasses the 18A node at a similar point. …
… Read all comments on Intel’s EMIB Challenges TSMC’s CoWoS as America’s Answer to the AI Packaging Bottleneck
… It's not uncommon for major chip designers like Nvidia or AMD to deploy on “n-1 nodes”. That is to say, they wait for a new node n to come out before starting production of the old one n-1 . …
… Announced last month, Wildcat Lake, which is based on Intel’s 18A process node, features between five and six Cougar Cove P-cores, notably without Hyper-Threading support. …
… Nvidia acknowledged supply constraints on Ampere in early December, but it announced it had inked a deal with Samsung to supply additional Ampere cards a few weeks later. The Korean company hopes to ship a 3nm node to compete with TSMC in 2022, according to remarks made last year by Park Jae-hong. …
… The latest iPhones and Macs use what is known as the 3-nanometer fabrication node. But not even Apple, one of the largest purchasers of silicon, is immune to supply-chain disruptions. …
… The tool vendors who would see incremental benefit are similar to the BSPDN supply chain – CMP, fusion bonding, TSV etch. Peri-on-cell is simply hybrid bonding of completed storage node array and peripheral wafers. …
… QD-OLED panel supply boosted growth, with ASUS leading at 24% market share. …