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TSMC's chip manufacturing process has been making steady progress, starting from 7nm and developing all the way down in accordance with the set process planning roadmap.
The timing of each nanofabrication process is in line with expectations, although the industry rumors that the 3nm of the company has encountered difficulties and led to delays, but the latest news shows that TSMC has planned to put in 3nm in August.
Not only 3nm, TSMC also officially stated its position on 2nm chips and set a mass production time. For 2nm, what kind of production plan does TSMC have? Can Samsung still remain calm?
TSMC said 2nm, setting a mass production time
After the chip process entered the 5nm era, it seems that there is no imaginary stagnation. More than once in the industry, Moore's Law has reached its limit, but at present, the chip process process has not reached the end.
Because under 5nm, TSMC has achieved mass production of 4nm chips, and 3nm is also clearly going to mass production in the second half of this year. The progress of several generations of process processes is very smooth, not only this, about the 2nm chip, TSMC has also made a new statement.
According to TSMC President Wei Zhejia, 2nm is expected to be the most mature and suitable technology to support customer growth, and TSMC's plan is to achieve mass production in 2025.
2025 is TSMC set a 2nm chip mass production time, if TSMC achieves 3nm mass production this year, then it means that this generation of technology and other 7nm to 4nm high-end processes, will become TSMC's flagship technology from 2022 to 2024.
There is a gap of about 2 years in the middle of this period will not be updated to the 2nm process, and in the past few years, TSMC will launch a new generation of nano process technology every year.
The terminal product chip process listed in 2020 is 5nm, which is 4nm in 2021, 3nm this year, and then 2nm needs to wait until 2025.
However, it can also be understood that the physical limits of the chip and the ability of ASML to supply a new generation of NA EUV lithography machines will affect the process of chip manufacturing.
Perhaps TSMC can develop a 2nm process to solve many core technical problems, but the global industrial chain must achieve a consistent process pace to ensure that it can meet the needs of the 2nm production line, and it is possible to achieve mass production of 2nm chips.
The current semiconductor industry, on the one hand, needs to solve the problem of technology development, on the other hand, it also needs to solve the shortage of semiconductor equipment supply, so TSMC has set a mass production of 2nm chips in 2025, which is a reasonable point in time.
If you are in a hurry to achieve success, and rush to promote a generation of process processes a year, you may only care about achieving mass production of chips, and ignore the control of yield rate, and then it will still be more than worth the loss.
Another is that the existing chip process has basically been able to meet most of the technology market demand, and many technology products do not even use high-end chips. For the pursuit of high-end chip process, the best way is to be steady.
Can Samsung still remain calm?
Since TSMC can set the mass production time of 2nm chips, it means that there is a certain degree of certainty. Otherwise, TSMC cannot arbitrarily express its position on the 2nm process, although it is not known what progress will be made in entering the mass production of 2nm chips in 2025, but the question now is whether Samsung can still remain calm?
Samsung is the only one that can keep up with the progress of TSMC's process, and when TSMC breaks through the new generation of process technology, Samsung can also achieve consistent synchronization. Including the 3nm process, Samsung has also made many progress, such as the realization of the tape-out of the 3nm chip last year, and in the case of the GAA architecture, it is said that the performance is higher than TSMC's 3nm.
But 2nm further down, can Samsung keep up with the progress? Maybe it will take longer to make a breakthrough. But at least one thing is certain that Samsung will not give up its pursuit of 2nm chips.
At present, Samsung has not sent out any news about the 2nm chip, and what kind of progress it is in is unknown to the outside world. If Samsung wants to achieve its goal of surpassing TSMC, it is necessary to keep pace with TSMC.
As for whether Samsung can remain calm, it is estimated that Samsung's mind is not on 2nm now. Instead, I think about how to improve the yield rate of 4nm chips and how to solve the chip supply problem.
Can the chip process continue to break through?
As the world's second and second largest chip manufacturers, TSMC and Samsung master the most advanced chip manufacturing process technology of all mankind.
But silicon-based chips still exist in the world of physical rules after all, the nanoprocess process developed to 3nm, 2nm is already close to the chip performance limit, so can the chip process continue to break through? Or whether 2nm can be conquered to 1nm, or even surpass 1nm.
The Belgian Microelectronics Research Center (IMEC), the world's top semiconductor research institution, said that 1nm will enter practical use in 2027 and mass production of 0.7nm in 2029.
If IMEC's research predictions are true, then the chip process may continue to break through and come to the era of 1nm process. Just to do this, it is no longer a matter of one or two companies getting a technological breakthrough.
It is also necessary to mobilize suppliers from all over the world to top technology, exert technology beyond the limits, combine theory and practice, and complete the production breakthrough of the corresponding chip process. At that time, the height of human technology will be, it is expected.
summary
TSMC officially stated that the 2nm chip will achieve mass production in 2025, while Samsung is still in the stage of improving the yield rate of the 4nm chip, it seems that Samsung has to work harder. From the perspective of scientific and technological progress, it is natural to hope that the chip process can make greater breakthroughs and make the global technology industry go to a higher level.
What do you think about that?
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