A report says that TSMC's mass production of 3nm chips has been delayed from September to an unknown date this quarter.
TSMC and Samsung are currently battling each other for control of process leadership. Right now, Samsung Foundry has started shipping chips produced using the 3nm process node. The smaller the node size, the smaller the transistors being used with that particular component. That allows more transistors to fit inside a chip. And the higher the transistor count, usually the more powerful and energy-efficient a chip is.
3nm production from TSMC could be used for Apple's M3 chip expected to be deployed in products released during next spring. The report says that Apple could be the only company receiving the N3 chips from TSMC next year despite earlier comments from the company stating that it expected N3 to be fully utilized in 2023. Seeking Alpha came to this conclusion by noting TSMC's tepid forecast for N3's contribution to next year's revenue.start producing 2nm chips in 2025 with 1.
. But there is a third player looking to reclaim process leadership, and this company makes 75% of its chips in the United States! We are, of course, talking about Intel which will start production using its 20A process node in 2024. This chip will be equivalent to 2nm and will use Intel's new RibbonFET transistors which are more commonly known as GateAllAround . GAA is already being used by Samsung for its 3nm production and TSMC will use it for its 2nm node. With GAA, current leaks are reduced sharply. Fewer leaks mean that there is less additional power that needs to be made up. GAA is expected to improve performance by 25% with 50% less power consumption.
With TSMC expected to be on the 3nm process node for 2.75 years and 3 years with the 2nm node, TSMC will not be putting any innovations in play for more than five years. And that could help both Intel and Samsung Foundry surpass TSMC as the largest foundry in the world. Don't expectTSMC currently owns 52.9% of the global chip foundry industry followed by Samsung's 17.
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