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TSMC going strong on 7nm and 5nm
Taiwan Semiconductor Manufacturing Company (TSMC) has obtained a bunch of new orders, mainly advanced AI solutions, however requiring 7nm and 5nm process capacities in 2019, according to industry sources. Yes, there now already is talk of 5nm in 2019.
TSMC has started commercial production of 7nm chips for smartphone SoCs, and is gearing up for 5nm chip production next year. The foundry has secured new 7nm and 5nm chip orders for 2019 from mainly AI chip developers, the sources indicated.
TSMC is expected to see demand for 7nm and 5nm chips from AI chip companies stronger than that from other chip firms in 2019, given that AI solutions demand greater computing performance and lower power consumption, the sources said. AI chip developers' ability to attract additional capital is also encouraging the firms to pursue sub-10nm node technologies, the sources continued.
Instead of smartphone SoCs, orders for AI chips are set to be the key driver of demand for TSMC's 7nm and 5nm process technologies, the sources believe.
Qualcomm and MediaTek have introduced recently smartphone chips utilizing 12/14nm process indicating their efforts to enhance offerings for the mid-range and upper mid-range segments, the sources noted. Fabless chipmakers have increasingly put emphasis on the development of cost-efficient solutions, and put less focus on pursuing state-of-the-art semiconductor technology, the sources said.
As handset SoC suppliers have been encountering deceleration in the smartphone market and falling product ASPs, they have been cautious about advanced chip development and are taking a more rigorous R&D expense control prior to the arrival of 5G, the sources indicated.
On the other hand, demand for AI chip solutions is looking to boom for emerging applications such as data centers, smart cities and connected health, as well as niche-market applications including autonomous driving, big data analytics, robotics, and FinTech.
JamesSneed
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Senior Member
Posts: 610
Joined: 2017-02-14
#5577134 Posted on: 08/23/2018 03:00 PM
It's refreshing to see someone is actually making an effort to push technology forward.
Not like a certain company stuck at 14nm since 2014.
That was a low blow. I am happy TSMC is moving to 7nm on time.
It's refreshing to see someone is actually making an effort to push technology forward.
Not like a certain company stuck at 14nm since 2014.
That was a low blow. I am happy TSMC is moving to 7nm on time.
schmidtbag
Senior Member
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Joined: 2012-11-10
Senior Member
Posts: 4507
Joined: 2012-11-10
#5577140 Posted on: 08/23/2018 03:08 PM
It's refreshing to see someone is actually making an effort to push technology forward.
Not like a certain company stuck at 14nm since 2014.
Global Foundries and Samsung are also making great strides. It seems GloFo seems they may be skipping 5nm. So it's great to see so much competition.
It's refreshing to see someone is actually making an effort to push technology forward.
Not like a certain company stuck at 14nm since 2014.
Global Foundries and Samsung are also making great strides. It seems GloFo seems they may be skipping 5nm. So it's great to see so much competition.
Denial
Senior Member
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Joined: 2004-05-16
Senior Member
Posts: 12388
Joined: 2004-05-16
#5577143 Posted on: 08/23/2018 03:11 PM
It's refreshing to see someone is actually making an effort to push technology forward.
Not like a certain company stuck at 14nm since 2014.
I just want to point out that Intel is shipping processors on the 10nm process in low volume and their 10nm process is slightly better overall compared to TSMC's 7nm process. Like yeah, Intel is losing its lead but it's still ahead and they clearly spent a metric ton of money in the last 3 years trying to make 10nm work. So I wouldn't say Intel isn't pushing forward, they just ran into some unknown roadblocks that these other companies are avoiding - probably because they all have knowledge of where Intel got tripped up.
It's refreshing to see someone is actually making an effort to push technology forward.
Not like a certain company stuck at 14nm since 2014.
I just want to point out that Intel is shipping processors on the 10nm process in low volume and their 10nm process is slightly better overall compared to TSMC's 7nm process. Like yeah, Intel is losing its lead but it's still ahead and they clearly spent a metric ton of money in the last 3 years trying to make 10nm work. So I wouldn't say Intel isn't pushing forward, they just ran into some unknown roadblocks that these other companies are avoiding - probably because they all have knowledge of where Intel got tripped up.
Fox2232
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Joined: 2012-07-20
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Posts: 9755
Joined: 2012-07-20
#5577147 Posted on: 08/23/2018 03:15 PM
They cooperate to some degree because that's way forward. There's enough orders for everyone if technology does work.
Or there are orders for nobody if they try to gain advantage over everyone and fail.
I just want to point out that Intel is shipping processors on the 10nm process in low volume and their 10nm process is slightly better overall compared to TSMC's 7nm process. Like yeah, Intel is losing its lead but it's still ahead and they clearly spent a metric ton of money in the last 3 years trying to make 10nm work. So I wouldn't say Intel isn't pushing forward, they just ran into some unknown roadblocks that these other companies are avoiding - probably because they all have knowledge of where Intel got tripped up.
They cooperate to some degree because that's way forward. There's enough orders for everyone if technology does work.
Or there are orders for nobody if they try to gain advantage over everyone and fail.
Evlmj
Junior Member
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Junior Member
Posts: 7
Joined: 2017-11-28
#5577149 Posted on: 08/23/2018 03:17 PM
Its all ASML's fault!
https://www.extremetech.com/computing/265064-euv-integration-5nm-still-risky-major-problems-solve
Its all ASML's fault!
https://www.extremetech.com/computing/265064-euv-integration-5nm-still-risky-major-problems-solve
angelgraves13
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Senior Member
Posts: 1437
Joined: 2014-10-11
#5577219 Posted on: 08/23/2018 06:51 PM
It's refreshing to see someone is actually making an effort to push technology forward.
Not like a certain company stuck at 14nm since 2014.
Intel is a big fat joke lately. Their security has more holes than Swiss cheese.
It's refreshing to see someone is actually making an effort to push technology forward.
Not like a certain company stuck at 14nm since 2014.
Intel is a big fat joke lately. Their security has more holes than Swiss cheese.
Reddoguk
Senior Member
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Joined: 2010-05-26
Senior Member
Posts: 1741
Joined: 2010-05-26
#5577230 Posted on: 08/23/2018 07:29 PM
With 7nm and 5nm only around the corner why would you buy a certain 12nm product? ^^
With 7nm and 5nm only around the corner why would you buy a certain 12nm product? ^^
tunejunky
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Senior Member
Posts: 881
Joined: 2017-08-18
#5577268 Posted on: 08/23/2018 10:05 PM
there are already 5 o.e.m.'s that have windows 10 notebooks and tablets on the new ARM chips. all day battery life on a windows 10 machine is a slam dunk for anyone who travels. i can leave the gaming laptop in the luggage and carry around an iPad with balls.
there are already 5 o.e.m.'s that have windows 10 notebooks and tablets on the new ARM chips. all day battery life on a windows 10 machine is a slam dunk for anyone who travels. i can leave the gaming laptop in the luggage and carry around an iPad with balls.
Noisiv
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Senior Member
Posts: 6656
Joined: 2010-11-16
#5577269 Posted on: 08/23/2018 10:17 PM
I thought that 12nm was around the corner. September 20th, wasn't it?
WOW 7nm/5nm around the corner... are we talking in geological terms?
With 7nm and 5nm only around the corner why would you buy a certain 12nm product? ^^
I thought that 12nm was around the corner. September 20th, wasn't it?
WOW 7nm/5nm around the corner... are we talking in geological terms?
nz3777
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Senior Member
Posts: 2371
Joined: 2014-01-21
#5577283 Posted on: 08/24/2018 12:06 AM
Not that I understand the logic behing the chip making but what happens when we get too 1nm? Were do we go from there?
Intel's doing just fine I think Amd sorta pocked em in the ass a little bit to wake up.
Not that I understand the logic behing the chip making but what happens when we get too 1nm? Were do we go from there?
Intel's doing just fine I think Amd sorta pocked em in the ass a little bit to wake up.
jortego128
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Joined: 2017-04-30
Senior Member
Posts: 105
Joined: 2017-04-30
#5577296 Posted on: 08/24/2018 01:01 AM
Not that I understand the logic behing the chip making but what happens when we get too 1nm? Were do we go from there?
Intel's doing just fine I think Amd sorta pocked em in the ass a little bit to wake up.
500 (pico)m, of course...
Not that I understand the logic behing the chip making but what happens when we get too 1nm? Were do we go from there?
Intel's doing just fine I think Amd sorta pocked em in the ass a little bit to wake up.
500 (pico)m, of course...
Nima V
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Joined: 2016-07-15
Member
Posts: 55
Joined: 2016-07-15
#5577312 Posted on: 08/24/2018 03:50 AM
Not that I understand the logic behing the chip making but what happens when we get too 1nm? Were do we go from there?
Intel's doing just fine I think Amd sorta pocked em in the ass a little bit to wake up.
We’re getting very close to the limit of how small we can make a transistor. 1nm chips may not even be possible.
Not that I understand the logic behing the chip making but what happens when we get too 1nm? Were do we go from there?
Intel's doing just fine I think Amd sorta pocked em in the ass a little bit to wake up.
We’re getting very close to the limit of how small we can make a transistor. 1nm chips may not even be possible.
angelgraves13
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Senior Member
Posts: 1437
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#5577329 Posted on: 08/24/2018 05:57 AM
Can't wait for Ampere on 7nm! Probably a 2020 launch though unless AMD or Intel get something out the door sooner.
Can't wait for Ampere on 7nm! Probably a 2020 launch though unless AMD or Intel get something out the door sooner.
Reddoguk
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Senior Member
Posts: 1741
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#5577330 Posted on: 08/24/2018 06:01 AM
5nm was said to be near impossible but we'll see. Those poor electrons need some room to move in 5nm will have some leakage i bet. When i say around the corner i mean a year or two.
Time travels fast where tech is involved. ^^
5nm was said to be near impossible but we'll see. Those poor electrons need some room to move in 5nm will have some leakage i bet. When i say around the corner i mean a year or two.
Time travels fast where tech is involved. ^^
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It's refreshing to see someone is actually making an effort to push technology forward.
Not like a certain company stuck at 14nm since 2014.