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Samsung's 3nm is cool. TSMC
has made a huge profit of 175.8 billion
. Apple has become the biggest hero of TSMC.
Intel asks for cooperation The
desktop chip market ushered in a reshuffle. Recently
, the world's largest chip foundry
, TSMC, released the latest data. The data shows that
TSMC 's revenue in June this year was about
NT$175.87 billion, an increase of 18.5%
compared to
the same period last year. A decrease of 5.3%.
TSMC's cumulative revenue in 2022
is about NT$1.025 trillion , an increase
of nearly 40% compared with the revenue in the first half of last year.
Personally think that the lifeblood of chip foundry is
almost "finished by TSMC".
"Well, the profit margin
is naturally very large
, and the company has recently raised the unit price of chip foundries. The
company must be full of food and drink.
Even if the chip foundry price increases, the orders from
manufacturers are still in an endless stream.
TSMC is simply too busy.
Recently Intel Begin to "call for help" TSMC
desktop chip market ushered in a reshuffle!
Anyone who knows a little about computer configuration
should have a certain understanding of processors. There
are two major brands in the market, Intel and AMD. The
two companies have been each other's biggest competitors for more than ten years.
Purpose However,
AMD and Intel are different from
AMD. AMD sold the fab early and
then handed over the chip foundry to TSMC
. Intel has always insisted on self-developed and self-produced chips
, but after the arrival of the 7nm chip era,
all this is Although
Intel is the most advanced foundry in the United States,
it cannot withstand the impact of new technologies.
TSMC and
Samsung have entered the 3nm era
, and
Intel has not yet been able to achieve mass production of
the 7nm process. With its Zen series chip architecture and TSMC's advanced chip technology
, the counterattack has been successfully completed.
Because
AMD cooperated with TSMC earlier,
it can also get more production capacity guarantees,
which also makes Intel lose in the market competition.
Intel has been polishing for many years . The 14nm process
itself is an invincible existence on the PC side,
but it can't stand the impact of the 7nm
5nm process,
lower
power consumption
and stronger performance ,
Intel has to lower its arrogant head,
Intel's foundry method
and TSMC
There is still a big difference, and
it is precisely because of the obsession with old technology
that Intel has completely lost the battle.
At present
, it can only complete the mass production of 10nm chips.
Although it is advanced enough for PC computers, it is
impossible for the current stage. Consumer perceptions
have begun to like to pay attention to digital details.
14nm and 10nm processors are not much different
in price compared to more advanced 7nm and 5nm processors. I
believe many people will make a choice at the first time. AMD's chips are not necessarily in the
In terms of performance, it can catch up , but
in terms of data, it has already won. After all, consumers are not researchers, and they only
pay attention
to surface data.
Therefore, at this stage, the news that AMD chips have relatively strong
performance continues to ferment , which seems to be caught in an infinite loop,
which also makes Intel In terms of market performance
,
Intel is definitely going to win over AMD in terms of comprehensive technical strength.
Since AMD can find TSMC as a foundry
, Intel can naturally
also take advantage of power consumption,
which can still be compensated by technology. At present
, Intel has also compromised, and
its CEO stated that he will visit TSMC in August to
further discuss the cooperation plan
to correct the production capacity disadvantage of its own process.
It is currently certain that the
next generation of Intel GPU chips
will be handed over to TSMC 3nm process.
Foundry According to
news from foreign media, Intel's internal
situation has also led to a delay in the time of cooperation with TSMC. The new GPU chip, which
was originally planned to
be mass-produced in 2022,
is expected to be delayed until 2023 at the
earliest . It will also be commercialized in 2024,
and the cooperation between the two parties has been set a long time ago.
If Intel breaks the contract, the loss
to TSMC will be borne by
the CEO this time . It is very
likely that I went to TSMC headquarters to solve this problem.
Intel will definitely refuse compensation.
According to
industry insiders,
Intel's trip is to carry out more in-depth cooperation. The
original production line is still open,
but this time the foundry will be It is the processor chip that
partially upgrades the original 14nm and 10nm production capacity to the most advanced 5nm and
3nm production capacity.
This solution is obviously the most secure. A
two-step approach is adopted for customers. For
those customers who are obsessed with surface data, they
can choose a more advanced process.
For those consumers who really understand technology ,
they can continue to choose Intel's self-developed and self-produced processors.
After readjusting the process layout,
they can also directly confront AMD in the PC market
to
further restore their former market share.
An operation can be described as a win-win situation
, but it also compromises to a certain extent AMD’s Zen3 and Zen4
chips, which are equipped with TSMC’s advanced technology,
use 7nm and 5nm processes. Just
from the data on paper,
they have already completely beat Intel’s
14nm and
10nm . For most of the day, only the 10nm process can be achieved. Naturally,
consumers have lost their expectations for
it. Before that, Intel was not willing to admit that it was backward
, and
accused TSMC of playing word games
. Technically, it did not reach the 5nm level at all,
but then the market share was reduced. AMD
is willing to admit its failure after being "beaten" by reality quickly,
but now that Intel has received high support from Laomei,
the cooperation with TSMC will definitely be closer
. After that, the pressure
may return to AMD. In the global wafer foundry market, TSMC
and Samsung are far ahead of other manufacturers in the sub-
7nm process. Only they can play well,
and
TSMC has also led Samsung in recent years,
which makes Samsung
. The urgency of catching up with TSMC is very high.
At the end of June, it finally overtakes TSMC in a corner on the 3nm
process. The
reason for overtaking in a corner
is because Samsung not only
preceded TSMC in 3nm mass production,
but also made more The GAA transistor technology has been radically
advanced
, and the FinFET transistors that have been used now have been abandoned.
TSMC will not use the GAA transistor process until the 2nm process in 2025.
Samsung 's 3nm process indicators are very good.
According to official data, compared
with
5nm,
the newly developed 3nm
GAE process can reduce power consumption by 45%,
reduce area by 16%,
and improve performance by 23%. The
second
-generation 3nm GAP process can reduce power consumption by 50%,
improve performance by 30%,
and reduce area by 35%
.
Samsung Preemptively mass-produced the 3nm process and
won the top prize.
However, this is not the
end . Let’s not talk about
whether the actual technical indicators of Samsung’s 3nm process can be compared to TSMC’s 5nm
and 4nm process. A
more critical question is who does Samsung have in 3nm? In the foundry market,
how many customers can be drawn to use its
own process is decisive.
TSMC has won Apple AMD over the past few years.
A large number of orders from NVIDIA and Qualcomm,
Samsung
has only grabbed a small number of customers and orders.
Originally, Samsung's largest customer of 3nm process was
Samsung
's own Exynos chip department.
However, after the successive failures of Exynos 2100
and Exynos 2200,
it
is a question whether Samsung mobile phones will use Exynos processors
again. As for external customers
, Samsung previously mentioned a 3nm launch customer
named
PanSemi, which is actually Shanghai
PanSemi Semiconductor Technology Co., Ltd. This
is a mining machine chip company,
but the scale of this company is limited .
Samsung's 3nm paper victory has raised questions from overseas media
including Japan.
Where are Samsung's 3nm customers?
If customers place an order to produce 3nm process, they will
not be able to reduce costs.
This is very unfavorable for Samsung. The production time has fallen, but
the orders from companies such as Apple,
AMD
, Qualcomm,
NVIDIA, etc. are guaranteed.
Intel may also become
a customer of the 3 nm node second only to Apple.
These are things that Samsung cannot do.
Finally, this episode ends here.
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