In modern timesTechnologyIn the context of rapid development,ChipsManufacturing technology has always been in a state of continuous innovation and progress. State-of-the-artChipsThe process is currently TSMC andSamsung3nm process. However, getting from 5nm to 3nm is not an easy task, and it can take up to 3 years. Not only that, but it also requires a huge investment to enter the 3nm process, according to estimates, TSMC andSamsungThey spent more than 30 billion US dollars, totaling more than 400 billion yuan. Such a large investment means that it will take at least 5 years to reap the rewards and make money on the 3nm process.
However, even in the ushering of the 3nm processthresholdAfter that,ChipsManufacturing still faces significant challenges. Each time you make the leap from one more advanced process to another, you face longer development times and higher investment costs. The process of moving from 3nm to 2nm will be more arduous, take longer, and invest more money. Although advanced processes are highly sought after in the current field, they are matureChipsIt is rare to move towards advanced technology, which in turn only values the most advanced technology. This also means that those processes that do not reach the advanced level will be difficult to be favored by the market. For example, after the implementation of the 3nm process,7nmThe craft may lose orders because of maturityChipsWill not be selected again7nm, and advanced technology is also right7nmThe process is not interested, and the more advanced 5nm and 3nm processes are more preferred. Therefore, it can be said objectivelyChipsManufacturing technology faces huge challenges after entering 3nm, because the return on investment is not directly proportional to the sophistication of the process, and it is even possible to lose money.
However, for ChinaChipsFor the industry, this situation is good news. After entering 3nmChipsThe dilemma of manufacturing technology has given China valuable time to catch up. It can be likened to a runway with TSMC andSamsungFor example, they went very fast, but had difficulty getting into more advanced processes and couldn't even move on. China only needs to follow behind them, and although it started relatively late, it is already catching up quickly, and the gap with them is gradually narrowing. And now, when it is becoming more and more difficult for them to move forward on the technological road, China simply needs to quickly catch up. This is not a fiction, but a fact, and we just have to wait and see what happens.
ChipsThe evolution of manufacturing technology has always been globalTechnologyThe focus of competition. After making some progress, due to the continuous improvement of technical difficulty and the continuous increase of input costs,ChipsFurther development of manufacturing technology has become difficult. After entering 3nm, it faces more difficult challenges. However, forChinese chipsThis is undoubtedly a rare opportunity for the industry. By catching up with state-of-the-art processes,Chinese chipsThe industry is expected to gain more room for development in the competition. GloballyTechnologyCompetition,Chinese chipsThe industry is moving to a higher level and will play a more important role in the future. Personally, I'm rightChinese chipsThe catch-up development of the industry is full of confidence and is looking forward to itChinese chipsA more brilliant tomorrow for the industry.