TSMC’s light speed advances: 3 nm, 4 nm, annual mass production, 2 is on the way

Since its market value has entered the top ten in the world, TSMC seems to be out of control. At the recent TSMC technology seminar, TSMC not only confirmed the smooth mass production of 5nm and 6nm, but also officially announced that the enhanced version of n5p process with 5nm will be launched next year, and the chip of 3nm and 4nm will also be mass produced in the following year. < / P > < p > when it comes to TSMC, 5nm is naturally the most advanced chip manufacturing process, but TSMC’s main force is still the 7Nm process. However, TSMC has long announced that 3nm will take the lead in mass production next year, and formally mass produce in the following year. This seminar has set a tone for the future development of TSMC. < / P > < p > in fact, since 7Nm and 5nm are no longer a problem for TSMC, 6nm and 4nm should be quite certain now. Because 6nm is actually an improved version of 5nm, and 4nm is the ultimate evolution of 5nm. As long as the technology and equipment can keep up, TSMC, which has conquered 7Nm and 5nm, will naturally launch 4nm and 6nm product lines. As for the 5nm enhanced version process n5p, it can be regarded as 5nm +, which is also the basis of 4nm process. < / P > < p > it is still 3nm that can be said to be technically changed. 3nm will be put into trial production at risk later next year and put into mass production in 2022. Compared with 5nm, 3nm can reduce power consumption by 25-30% and improve performance by 10-15%. And 4nm is also scheduled for trial production of Ming insurance and mass production in 2022. For today’s TSMC 5nm customers, it can be very simple to transition to 4nm, the cost of the chip will not increase, at the same time, the chip flow speed will be greatly accelerated. In short, chips like Qualcomm and Apple will continue to use 5nm next year, and 4nm will be used the following year. In addition, TSMC also talked about 2nm, which has no spectrum at present In fact, many people predicted that 3nm was already a physical wall, and it would be very difficult to evolve into a smaller process. At present, TSMC is still in the research and development state for 2nm, but TSMC has announced a new R & D center and will invest 8000 engineers to tackle the 2 nm process. < / P > < p > for the 2nm process, it is not an improved version of 3nm, but a product of technical iteration. TSMC will adopt GAA process in 2nm, which Samsung will use in 3nm in advance, so 2nm is a new course for TSMC. TSMC has previously mentioned that the development of 2nm process technology is smooth, has made a major breakthrough, and has successfully found the path to enter the GAA process. However, it seems that TSMC’s 2nm technology can only be said to be on the road, and it will take a long time for TSMC to really announce the success of the 2nm process. Maybe we won’t see a breakthrough until next year. However, for TSMC, the most important thing now is to maintain its advantage in chip manufacturing. Intel can’t make a breakthrough in 7Nm, while TSMC has begun to tackle the technical difficulties of 2nm. 3nm and 4nm technologies are no longer a problem. This is very important for TSMC to maintain its position in the semiconductor industry. Of course, TSMC is not without rivals. Although Samsung’s 5nm will start mass production at the beginning of next year, it is more than half a year later than TSMC. However, in order to catch up with cymc, Samsung has also accelerated the research and development of the 3nm process, and actively used the GAA process in 3nm. At the same time, Samsung wants to start mass production of 3nm next year to attract more customers. Moreover, Samsung’s existing 10 nm, 8 nm and 7 nm processes are relatively mature, and the price also has certain advantages, which may pose a threat to TSMC. Developed a “plug and play” solar power generation scheme, and “5B” won a $12 million round a financing