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Chipmakers continue to push the limits of Moore's Law, and the chip manufacturing process has also changed from 5nm compression to 4nm and now to the 3nm process. Every technological advancement will push human technology to new heights. 3nm is not the end, the battle for the more advanced 2nm has begun, and Zhang Zhongmou did not expect that the "sanctions" would be so fast.
Intel founder Gordon Moore famously proposed Moore's Law, which states that the number of transistors that can fit on an integrated circuit doubles every 18 to 24 months for the same chip area, and the cost drops by half accordingly.
This means that the size of electronic devices will continue to decrease, the level of integration will increase, and the performance will continue to increase. This technological advancement is faster than other industries, and it has become an important driving force for the development of computers and electronics.
However, there are physical limits to silicon-based chips, and the further down the chip process goes, the more difficult it becomes. Many believe that Moore's Law has come to an end and that there can be no more major breakthroughs in chip processes. The reality is that chipmakers have invested huge manpower and material resources to break the limits of Moore's Law.
No, the more advanced 2nm chips are also being mass-produced by TSMC and Samsung, which plans to do so in 2025. Once 2nm chips are really mass-produced, the technology industry will undergo earth-shaking changes, and industries with higher computing power requirements will go to the next level.
Before that, what TSMC and Samsung need to do is to seize the first-mover advantage and gain more customer recognition, so a battle for 2nm began.
TSMC is showing the results of 2nm process prototype tests to Apple, Qualcomm and other customers, while Samsung intends to provide cheaper 2nm chip foundry** to attract orders from customers such as Nvidia. The more advanced the process, the greater the foundry cost, and Samsung has made concessions on the first, which may attract many customers to cooperate.
According to Trendforce data, TSMC still ranked first in the global wafer foundry ranking in the third quarter of this year, accounting for 579%, with revenue of 172$500 million. More than half of the world's chips are foundry by TSMC, and this position is very solid.
However, Samsung and Intel are accelerating their layout, and some of the achievements have to attract the attention of TSMC. It is estimated that Zhang Zhongmou did not expect that the "sanctions" came so quickly, and Samsung's participation in the 2nm battle was only one of them, and the second was that Intel had entered the top ten of the global wafer foundry list.
Ranked ninth in the top 10 list, becoming the world's top 10 foundries for the first time. Behind Intel is the United States, and some customers have also expressed their willingness to cooperate with Intel. Nvidia, for example, said it might consider Intel to produce its next-generation chips. Qualcomm has also confirmed that it will use Intel's 20A process to manufacture chips in the future.
Maybe Intel is still far from surpassing TSMC, but sooner or later the chip will reach the physical limit, and as TSMC's development slows down, it will be easy for competitors to catch up, and TSMC will be able to remain calm at that timeFrom the perspective of customers, the stronger TSMC is and the higher the right to speak, the less bargaining power it has.
TSMC can only be allowed to increase the pricing of chip foundry, and it has to compete for TSMC's limited production capacity. So there are more, better options, and it's only a matter of time before customers leave.
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