withChipsThe continuous development of technology below 10nmChipsManufacturing has become the current technical bottleneck. Due to cost and threshold limitations, manyChipsOEMLarge manufacturers have given up research on sub-10nm technologies. There are currently only four in the worldChipsThe manufacturer mastered7nmFollowingChipsManufacturing technology, these four manufacturers can be divided into two grades.
The two manufacturers in the first gear have mastered the most advanced 3nmChipstechnology, and also mastered 5nm and7nmTechnology. Among them, TSMC is the first manufacturer to achieve 3nm by the end of 2022ChipsofMass productionand also help in 2023ApplesMass productionA17ProChips。As a Taiwanese company, TSMC has the most advanced technology and the highest market share. The second manufacturer is:Samsung, they achieved a breakthrough in 3nm technology in the first half of 2022, but it is not yet on a large scaleMass productionofChips。Although they use more advanced Gaafet transistor technology, the yield is said to be low, so it is still inferior to TSMC in the technology competition.
The two manufacturers of the second grade have mastered7nmChipstechnology, but failed to make it to 5nm. The third isIntel, which they only have at the moment7nmChipsTechnology. Recently, thoughIntelsaid that their Intel20 process has been taped out, which means:IntelIt will be the first to realize 2nm technology in 2024. The fourth is prestigiousSMIC, thoughSMICNot too many technical details have been revealed publicly, but according to last year's launchKirin9000sChips, one can speculate that they at least have7nmChipsTechnology. AboutSMICWe might as well keep a low profile, after all, the industry has its own speculation.
It is worth noting that two of the four companies are Chinese, one is American, and one is Korean. This is also a reflection of the current globalChipsThe pattern of the manufacturing industry, that is, China stands in the first position, followed by South Korea, and the United States is close behind. Due toChinese chipsThe United States has been trying to acquire TSMC and suppress itChinese chipsindustry to maintain its ownChipsHegemonic position.
TSMC as the world's largest specialtyChipsOEMManufacturers have always been leaders in the field of technology. At the end of 2022, TSMC took the lead in achieving 3nmChipsofMass production, an achievement that consolidates their technological superiority. And in 2023, TSMC will alsoApplescompanyMass productionA17ProChips, which further reflects the leading edge of their technology and the strength of their strength.
TSMC's technological advantages are reflected in many aspects. First of all, they are in siliconWafersThe manufacturing field has the world's most advanced process technology, which can achieve higher density and higher performanceChipsFabricate. Secondly, TSMC has the world's first-class equipment and process technology, which can provide high quality and highEfficiencyofChipsProduction and ordering. Finally, TSMC has invested a lot of resources in R&D, constantly innovating and making breakthroughs, and maintaining its leading position in technology.
TSMC's technological advantages are not onlyChipsIn the field of manufacturing, it also covers a wide range of application areas. Whether it's mobile communications, the Internet of Things, etcArtificial intelligenceOr automotive electronics and other fields, TSMC can provide advancedChipssolutions to meet market needs. Their technology is not only inHuaweiApplesand other well-known manufacturers have been used, and have also been used all over the worldTechnologyWidely adopted by the company.
For TSMC, the challenge ahead is how to maintain continuous technological innovation and consolidation of advantages. GloballyChipsIn the context of intensified competition in the manufacturing industry, TSMC needs to continue to increase R&D investment and work closely with customers to deal with competitors from all over the world. At the same time, they also need to ramp up productionEfficiencyto reduce costs and keep yourself competitive in the market.
As a worldwide renownedTechnologycompanySamsungInChipsIn terms of manufacturing technology, it has been in competition with TSMC. Although they achieved 3nm in 2022Chipstechnological breakthroughs, but compared to TSMC, they areChipsof the massesMass productionThere are still some difficulties.
SamsungInChipsTechnological catch-up in the manufacturing field is mainly reflected in R&D and innovation. They have invested a lot of resources in technology research and development, adopting more advanced Gaafet transistor technology to improveChipsperformance andEfficiency。However, while they have made some breakthroughs, the issue of yield has led to their inability to compete with TSMC.
ForSamsungImproving yield is a key challenge. They need to solve some technical problems in the process to ensure:ChipsStable production and quality control. At the same time, they also need to strengthen their cooperation with customers to provide personalized solutions to meet market needs. Only through constant effort,Samsungto be able to do soChipsContinued advancement in manufacturing technology and more intense competition with competitors such as TSMC.
IntelAs the world's leadingSemiconductorsThe company has been committed toChipsR&D and application of manufacturing technology. At the moment, they only have7nmChipstechnology, but they have made some breakthroughs in R&D, giving the sense of ups and downs in technological development.
Recently,IntelIndicates their Intel20 craftsmanshipChipsIt has been taped out, indicating that they will be the first to realize 2nm technology in 2024. This breakthrough makes:IntelIt has important competitiveness and advantages in technology. However, at the moment they are still here7nmIn the technical stage, there is a certain gap compared with TSMC's 3nm technology.
ForIntelThe key challenge is to accelerate the iteration of the technology and the promotion of the market. They need to get 2nm technology to life as soon as possibleMass productionand raiseChipsperformance and stability. At the same time, they need to work closely with customers to meet the needs of different application areas and maintain continuous innovation and leadership in technology.
SMICAs ChineseChipsManufacturing companies have been rising in a low-key and steady way. Although they don't reveal much about it publiclyChipsDetails of manufacturing technology, but introduced from last yearKirin9000sChipsIt is not difficult to infer that they at least have it7nmChipsTechnology.
SMICThe strength of the company has been widely recognized. They produceKirinseriesChipsIt has achieved great success in the market and has contributed an important force to the rise of China's mobile phone industry. Although they have not yet reached TSMC andSamsungtechnical level, but at home and even globallyChipsManufacturing plays a vital role.
ForSMICKeeping a low profile has been their long-term development strategy. They improve through continuous technology accumulation and cooperative innovationChipsperformance and quality to meet market demand. Although there is speculation about their technical situation, this only speaksSMICAlready in the worldChipsoccupies a place in the industry and forChinese chipsThe rise of the company has injected a strong impetus.
There are only four in the world7nmChipstechnology manufacturers, they are TSMC,SamsungIntelwithSMIC。These four companies are in the worldChipsThe manufacturing industry plays an important role. TSMC, as the pinnacle of technology leadership, has the most advanced 3nmChipstechnology, and have an advantage in market share. SamsungSome breakthroughs have been made in technology catch-up, but there are still problems such as yield that need to be overcome. IntelCurrently only owned7nmtechnology, but in 2024 it is expected to be the first to achieve 2nm. SMICAs a Chinese company, it has risen rapidly, keeping a low profile but playing an important role in the market.
Despite the fact that below 10nmChipsThe cost and threshold of technology are high, and only real giants can afford it, which also leads to only a few manufacturers in the world mastering this technology. CurrentChipsThe manufacturing pattern is dominated by China, South Korea and the United States, with China being the strongest, followed by South Korea and the United States in development. The United States in order to defend itselfChipshegemony, trying to buy TSMC and suppress itChinese chipsIndustry. withChinese chipsThe rise of the industry and the enhancement of technological strength are globalChipsThe manufacturing industry will become more competitive.