1.4nm officially confirmed!TSMC news is coming, Samsung's plan is going to fail?
The world's first 5nm chip is the Kirin 9000 chip, I thought that Huawei could take this to the peak, but Ren Zhengfei still underestimated the "jealousy" of the United States, in order to continue the hegemony of science and technology, a series of special care also followed, and Huawei's actual operation became difficult.
Fortunately, Huawei has maintained its original intention, focused on self-developed technology, and insisted on investing no less than 20% of its total annual revenue in R&D funds, and after three years of hard work, everything has settled after the return of the Kirin 9000S chip, meeting the needs of various businesses at the high-end level.
According to the teardown analysis in the United States, it was concluded that the Kirin 9000S is at least a 7nm process and is made in China, but the current most mainstream chip process has reached 3nm, and Apple, as a competitor, has carried TSMC's 3nm process on the iPhone15 Pro.
Therefore, the pressure on Huawei has not passed, and the debate about the end of the chip has once again become a hot topic in the field, and TSMC recently confirmed 1The 4nm process has also made the limit of Moore's law confusing, and Samsung's plan may fail.
Chips based on silicon-based materials followed the "Moore's Law" at the beginning of its birth, which has also become the direction of the entire chip industry, and when the process breakthrough to 5nm, the number of transistors in the chip the size of a fingernail has been accommodated.
Chips of 7nm and below need to be highly dependent on ASML's EUV lithography machine production, and the current bottleneck in the upgrade of lithography machine has obviously been encountered, which naturally means that after the mass production of the 3nm process, it is difficult to further improve the process process.
Originally, if you want to further upgrade the performance of chips, you can only rely on disruptive technologies and materials to complete, but this point of view has been broken by TSMC, and in the next ten years, silicon-based chips still have a way to get the corresponding development, and they are still the top 14nm process.
At the IEEE International Electronic Devices Conference, TSMC officially announced the new news, revealing 1The process research and development of 4nm is in full swing.
Such a message is not informative, and it can be concluded that the process will be further reduced, and the number of transistors that can be accommodated in the same size range will be doubled, which will provide higher chip performance and lower power consumption.
Although new technologies such as optoelectronic chips and quantum chips are emerging in an endless stream, they are still in the stage of technical verification, and it is still unknown whether they can be put into large-scale production in the end, so silicon-based chips based on traditional processes will still be mainstream for at least the next ten years.
TSMC's follow-up mass production plan has also been announced, which will mass-produce the 2nm process in 2025 and upgrade to the advanced N2P process in 2026The 4nm process is expected to be unveiled in 2027-2028.
TSMC's 1The 4nm process, which has been confirmed to be named A14, will also use the latest GAAFET technology.
Samsung has gathered a lot of money and is ready to buy more than 50 EUV lithography machines, with the aim of catching up with TSMC in 2030 and becoming the world's largest chip foundry, but such a dream may also be time to wake up.
At present, although Samsung's top process has also reached 3nm, it is not comparable to TSMC in terms of yield rate and performance, and TSMC's foundry share in the third quarter was 579%, while Samsung has set it at 124%, the choice of the market already speaks for itself.
After choosing to build a factory in the United States, TSMC has long had no way out, and only the top technology is left to make the Biden team fearful, so the follow-up will definitely accelerate the upgrading and iteration of technology, and Samsung wants to catch up within ten years, and there is almost no chance.
Whether it's 2nm or the final 14nm, TSMC's opportunity is obviously greater, the reputation accumulated for a long time, will not collapse because of the restrictions of the United States, the current production capacity of the top manufacturers in the United States has no intention of transferring, so TSMC is still very stable.
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