Foreign legal person expects TSMC to use GAAFET for 2nm and mass production in 2025

time:2022-12-08 06:28:14 source:scripttoolbox.com author:Tablet PC
Foreign legal person expects TSMC to use GAAFET for 2nm and mass production in 2025

IT House News on September 4th, in the 3nm era, Samsung chose to use the gate-around (GAAFET) transistor architecture to create 3nm chips, while TSMC continued the FinFET (FinFET) solution, and it is expected that TSMC 3nm (N3) chips It will be put into production in the second half of this year. Taiwan's "Economic Daily" said that although it is slightly conservative in the 3nm generation, in any case, the width of the fin (Fin) is close to the actual limit, and it will encounter bottlenecks further down, so the foreign legal person estimates that TSMC's 2nm advanced process will be 2nm chips are produced using wraparound gate field effect transistor GAAFET high-end architecture. According to TSMC's official website, TSMC will continue to form an Electronic Design Automation Alliance with 16 EDA manufacturers around the world, including the world's top 5 EDA manufacturers. The US-based foreign legal person pointed out that TSMC has a very close relationship with US manufacturers in terms of EDA software tools for advanced processes. Most of its high-end equipment and IP are not only supplied by US companies, but also KLA process monitoring equipment and ASML's extreme ultraviolet light EUV light. It is also difficult to be replaced by Japanese, European and even Chinese manufacturers. The foreign legal person said that in the next 5 to 10 years, the global advanced wafer manufacturing process will still design or manufacture chips with US-based EDA software (currently mainly Synopsys, Yihua Computer and Siemens) and Silicon IP as the core. Although EDA tools are highly concentrated in the name of American companies, other major manufacturers have not been absent in EDA. For example, MediaTek cooperated with National Taiwan University's Institute of Electrical and Electronic Engineering and Zhida Technology in early May to apply AI artificial intelligence technology to IC design and drive EDA intelligence. development. Hon Hai Group is also actively deploying semiconductor chip design. Its subsidiary, Fii, revealed in mid-July that they are deploying semiconductors to lock in advanced packaging, testing, equipment and materials, electronic design automation software, chip design and other fields. The Asian foreign legal person pointed out that the global EDA market in 2020 is about 11.5 billion US dollars, and it is estimated that the scale will approach 13.4 billion US dollars this year. Dollar-scale digital economy development. Regarding the prospect of chip demand, TSMC said that its growth in 2023 will be supported by advanced technology, and high-performance computing (HPC) will be the main engine of long-term growth. The company currently expects capacity utilization to remain good in 2023. In terms of the production timing of next-generation chips, TSMC emphasized that 3nm (N3) chips will be put into production in the second half of this year and will contribute to revenue in the first half of next year. IT House reminds that TSMC's 3nm process has many derivative versions, including N3, N3P, N3S, N3X, and N3E, which will be mass-produced in the next two or three years. For the 2nm chip (N2), TSMC reiterated that it will achieve mass production in 2025. The 2nm chip is a major node for TSMC. The process will use nanosheet transistors (Nanosheet) to replace fin field effect transistors (FinFET), which means that TSMC’s process has officially entered the era of GAA transistors. Among them, the 2nm chip is 10~15% faster than the 3nm chip under the same power consumption. At the same speed, the power consumption is reduced by 25~30%. The financial report shows that TSMC’s 5nm process wafer shipments accounted for 21% of the company’s revenue in the second quarter (20% in the previous quarter), and 7nm process wafer shipments accounted for 30% of the company’s revenue (30% in the previous quarter). The revenue of the 5nm process technology continued to increase in the quarter, but it has not exceeded the revenue brought by the 7nm process technology. In addition, TSMC's advanced process (7nm and more advanced process) total revenue reached 51%, which continued to expand from 50% in the previous quarter.

(Responsible editor:A main board)

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