The United States supported Intel, and the delivery of 6 lithography machines made TSMC regret it.
According to foreign ** reports, ASML will mass-produce 10 2nm lasers this year, of which 6 will be shipped to Intel first, TSMC and Samsung will compete for the remaining 4, and the time of these 4 will also be delayed, and Intel will lag behind in 2nm process research and development. The report states:
Today, AMD has led the world in chip manufacturing for 20 years, but as AMD becomes increasingly competitive in the PC processor market, it has become difficult to truly surpass Intel because it is also an advanced process.
However, after mass production of the 14nm process in 2014, Intel's pace of innovation has slowed down, with the 10nm process delayed by three years and the 7nm process delayed by two years, while TSMC and Samsung continue to mass-produce advanced process generations within one to two years, and now TSMC and Samsung have mass-produced the 3nm process, while Intel's and Intel's cutting-edge processes are still stuck at 7nm.
The development of advanced process technology to 3nm is facing a new bottleneck, Samsung's aggressive use of GAA technology, the chip process yield decreased by 2%, TSMC conservatively uses part of the original FinFET technology, resulting in a yield of only about 55%, but the performance of the A17 processor produced only leads to a 1% increase in power consumption, which is too big a problem.
On the one hand, the disadvantage of the 3nm process is that the advanced process is gradually approaching the 1nm limit, and on the other hand, the existing first-generation EUV lithography machine is not suitable for manufacturing the 3nm process, so Intel, TSMC, and Samsung have launched the second-generation EUV lithography machine ASML, or 2nm lithography equipment, to compete.
ASML is the world's largest lithography machine manufacturer and the only company that can produce EUV lithography machines, but EUV lithography machine technology originated in the United States, when the United States began to develop the EUV alliance and succeeded in EUV lithography machine technology, ASML bypassed the Japanese lithography machine companies, technology, ASML has fully established itself as the leader of lithography technology.
In this case, ASML needs to obey the requirements of the United States, and now ASML's upcoming mass production of 2nm lithography machine will be one of Intel's 60% priority projects, and it is self-evident that the United States has insufficient influence in the middle, which shows that the United States still trusts its own local companies more, and Samsung and TSMC are not at ease.
On the contrary, before Samsung and TSMC were called American, the United States demanded that they hand over classified data, which they did. The United States asked them to set up factories in the United States, and they did so, but we have heard that the United States has since repeatedly broken its promises.
The United States promised that as long as TSMC and Samsung set up factories in the United States, they would give generous chip subsidies, however, after TSMC and Samsung officially set up factories in the United States, the United States moved the chip rules and requirements forward after giving 10% and 13% chip subsidies, and they chip technology and core technologies to share profits, but in disguised form invited TSMC and Samsung to hand over this part of the limited chip subsidies to companies connected to lifeblood.
So far, the United States in 2 nanometer lithography technology, Intel has been at the forefront, all of this shows that the United States is bent on supporting Intel back to the forefront of chip manufacturing technology, as the only company in the United States, Intel has a precedent in the United States It can be confirmed that after many years of failure in the competition between General Electric and Alstom in the electrical market, a series of events occurred, and finally Alstom came.
TSMC is now worried about being out of breath. We wanted to illuminate the moon, but the moon illuminated the gutter"If the 3nm process fails and the 2nm R&D process lags behind, the glory may be over. This is because Intel not only wants to recapture the advanced technology, but also wants to occupy the foundry market in a big way. Among the world's top ten chip foundries, Intel took the lead in snatching some orders from TSMC. Intel could become a major threat to TSMC in the future.