Representatives of TSMC at the quarterly event did not hide the fact that in the second half of next year, this company will begin mass production of 3nm products. At the same time, it was noted that the corresponding technical process will attract more customers from the high-performance computing segment than its predecessor at a comparable stage of the life cycle. AMD and NVIDIA may be among them.
Now TechNews reports that the quotas for the release of 3nm products on the TSMC conveyor have been distributed until 2024. The company intends to expand the new stage of lithography in four stages. “The right of the first wedding night”, as noted, will traditionally go to Apple, which will be the first to start receiving 3nm products among all TSMC customers.
The next three waves will include AMD, NVIDIA, Xilinx, Qualcomm and some others, according to Taiwanese sources. Strictly speaking, Xilinx should be part of AMD by then if the deal is approved by regulatory authorities by the end of this year. A separate intrigue is the relationship between NVIDIA, Qualcomm and Samsung. It is known that NVIDIA has divided orders for the production of graphics processors with Ampere architecture between TSMC and Samsung: the former produces computing accelerators using 7nm technology, and a Korean contractor is entrusted with the production of 8nm gaming chips. Qualcomm is also trying to reallocate orders between TSMC and Samsung. How both American companies will build relationships with contractors in the production of 3-nm products has not yet been specified, but it is already clear that TSMC will receive its part of the orders.
As the source notes, initially TSMC will be able to process up to 55 thousand silicon wafers with 3-nm products per month per month, and by 2023 the volumes will grow to 105 thousand silicon wafers per month. The new process technology will increase the density of transistors by 70%, as well as either increase the speed by 15% with constant power consumption, or reduce energy consumption by 30% compared to the 5nm process technology. According to preliminary estimates, TSMC is ready to invest $ 71.6 billion in the development of 3-nm technology.
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