SinceChipsAs the technology enters the sub-10nm stage, it is becoming more and more difficult to further improve the technology. This leads to someChipsOEMLarge factories such as GF andUMC, giving up research on sub-10nm technology. of these two companiesChipsThe technology is still there14nmstage, the future development prospects are also very limited. Below 10nmChipsThe manufacturing cost and threshold are very high, and only the real giants can play in this field. There are currently only four in the worldChipsManufacturers have mastered the manufacturing technology below 10nm, and from the technical level, it seems that it can be divided into two levels. The first is two state-of-the-art companies that have not only mastered 3nmChipstechnology, also mastered 5nm and7nmTechnology. This is followed by two slightly more backward enterprises, which have only mastered7nmChipstechnology, failed to enter the field of 5nm.
GF andUMCof these two companiesChipsThe technology is still there14nmstage, it is difficult to develop further in the future because it is below 10nmChipsThe cost is too high, and the threshold is too high. This illustrates below 10nmChipsTechnology is an area in which only real big business can participate. In fact, there are currently only four in the worldChipsManufacturers have 10nm or lessChipsmanufacturing technology, and these four manufacturers can be divided into two gears from the technical level. The first gear is two of the most advanced companies, and they have not only mastered 3nmChipstechnology, also mastered 5nm and7nmTechnology. The other is two second-class enterprises, which are only mastered7nmChipstechnology, failed to enter the field of 5nm.
First of all, TSMC needless to say, it is the first company to master 3nm technology. At the end of 2022, TSMC achieved 3nm technologyMass productionand help in 2023ApplesProduced A17ProChips。TSMC has the most advanced technology and the highest market share, and is a company in Taiwan, China.
Secondly,Samsung3nm technology has also been realized, but it is not yet on a large scaleMass production。AlthoughSamsungIt uses more advanced Gaafet transistor technology, but its yield is said to be low, so it is slightly inferior in the PK battle with TSMC. However,SamsungMastered 3nmChipstechnology, this is indisputable.
Again,IntelCurrently only owned7nmChipsTechnology. Not so long ago, thoughIntelAnnouncing its Intel20 processChipsIt has already begunMass production, the process is actually equivalent to 2nm technology. This means:IntelIt will be the first to realize 2nm technology in 2024. For now, thoughInteltechnology is still limited to:7nm
Finally, we have the domestic famousSMIC。AlthoughSMICdid not publicly declare their ownChipstechnology, previously disclosed only14nmfinfet technology, but from last year'sKirin9000sChipsIt can be seen,SMICAt least mastered7nmChipsTechnology. We won't do much analysis about other technologies, let's keep a low profile, everyone knows it.
Of the four companies, two are Chinese, one is American, and one is Korean. That's the presentChipsThe pattern of the manufacturing industry can also be said to be the strongest in China, followed by South Korea, and the United States in third. Because of this, the United States has been rushing to buy TSMC and trying to suppress ChinaChipsindustry to maintain its ownChipsHegemonic position.
ChipsThe development of technology has entered a bottleneck period, especially the stage below 10nm. With the continuous progress of the process,Chips's manufacturing is becoming more and more difficult, and technological breakthroughs are becoming more and more difficult. For things like GF andUMCSuchChipsOEMAs technology continues to advance, more advanced processes will further increase the cost and threshold, which also makes them gradually turn their attention to other fields. And in the world, there are only a handfulChipsManufacturers are able to master manufacturing technologies below 10nm.
Among these four manufacturers, TSMC is undoubtedly the most eye-catching, not only leading other manufacturers in 3nm technology, but also in 5nm and7nmAn important breakthrough has been made in technology. TSMC has always been committed to pushing the envelopeChipsThe advancement of the manufacturing process has not only made great achievements in terms of technology, but also occupies an important position in the market. SamsungAlthough 3nm technology has also been realized, it has not yet been able to achieve large-scale due to the low yieldMass production。ForIntelAlthough only currently owned7nmtechnology, but there are already plans to achieve 2nm technology and hope to achieve it in 2024Mass production。As forSMIC, despite the fact that its technical level was not publicly announced, but was launched from last yearKirin9000sChipsLook, it at least mastered7nmTechnology.
ChipsThe mastery of manufacturing technology for a countryTechnologyStrength and industrial competitiveness are crucial. Currently, China is inChipsThe manufacturing sector is showing more and more strength to become the most competitive in the worldChipsOne of the manufacturing powers. Not only TSMC is a Taiwanese enterprise,SMICIt is also famous in the countryChipsOne of the manufacturing enterprises. This has also made the United States uneasy, and has been trying to protect itself by acquiring TSMC and other meansChipshegemony and attempts to suppress ChinaChipsIndustrial development.
Currently, globalChipsThe pattern of the manufacturing industry is the strongest in China, followed by South Korea, and the United States again. The formation of this pattern is the result of the combined action of many factors. First of all, China is inChipsThe manufacturing field has increased investment, and actively promoted independent technology research and development, and has achieved remarkable results. Secondly, South Korea, as a world-renowned technological power, is inChipsWe also have a wealth of experience and strength in the manufacturing field. Finally, the United States asTechnologyStrong country, although inChipsIt is slightly inferior in manufacturing, but it still has strong R&D capabilities and market advantages.
For China,ChipsThe development of the manufacturing industry is essential for the upgrading of the countryTechnologyStrength, pushEconomyDevelopment and security are of great significance. However, to achieveChipsThe transformation and upgrading of the manufacturing industry is still facing a series of challenges. First of all, it is necessary to increase R&D investment, continuously promote core technology breakthroughs and innovations, and enhance independent innovation capabilities. Secondly, it is necessary to establish a sound industrial chain, improve supporting facilities and first-class chain management, and improve productionEfficiencyand product quality. At the same time, it is also necessary to strengthen talent training and team building, establish a good environment for innovation and entrepreneurship, and attract more talents to joinChipsManufacturing.
In addition, it also plays an important role in policy guidance and support, and it is necessary to further improve the business environment, provide more financial support and preferential tax policies, and provide more opportunities and impetus for enterprise innovation and development. At the same time, it is also necessary to carry out extensive cooperation with other countries to strengthen technical exchanges and cooperative research and development, and jointly promote itChipsThe development of the manufacturing industry.
In short,ChipsThe mastery of manufacturing technology for a countryTechnologyStrength and industrial competitiveness are crucial. Currently, China is inChipsThe manufacturing sector has shown strong strength and has become the most competitive in the worldChipsOne of the manufacturing powers. However, to achieveChipsThe transformation and upgrading of the manufacturing industry is still facing a series of challenges. Only by increasing R&D investment, improving the industrial chain, strengthening talent training and policy support, and carrying out extensive cooperation with other countries can we promote itChipsThe healthy development of the manufacturing industry for the countryTechnologyProgress andEconomyProsperity contributes.