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Test 3NM is a bit hanging: AMD is looking for spare tires

via:快科技     time:2021/11/22 14:06:27     readed:53

TSMC has become the world's largest wafer in the world, and the advanced process is ahead of steps. Apple can say that the maximum hero of TSMC is successful. TSMC has naturally provided Apple with VVIP treatment.However, Tajor Electricity is too much apple is also cost, AMD, Qualcomm and other customers are also actively looking for spare tires, and 3 nm nodes are a critical node.

How important is Apple to Taiwan?According to the data of the research institutions Counterpoint Research, the production capacity of TSMP is supplied to Apple, and one exceeds all other customers.Qualcomm is second with a 24% share bit, which is also the result of the Qualcomm flagship chip to abandon the power of Taiwan in recent years.

In the past, there will be Huawei on this list. In the past few years, Huawei is also an important customer of Taiwan's power, and even the second largest customer after Apple, but these two years have not been able to solute.

In addition to Apple, Qualcomm, TSMO's other customers are very low, AMD accounts for 5%, NVIDIA accounts for 2%, and UNICEs account for 2%, but their accounting will increase many, Liaotai Advanced process orders are also growing.

But Apple is too high, no price, on the one hand, Tajor electricity is too dependent on Apple,On the other hand, other customers are gradually dissatisfied. Test 3NM, 7nm and next year's 3NM capacity are priority to ensure apples, other manufacturers' chips are waiting to queue.

Take AMD as an example, Apple's 5nm chip is quantified for 2 years. AMD's 5nm Zen4 processor should wait for the end of 2022 to come out, an important reason is that the 5nm production capacity should wait for Apple to use it, after it can turn to other manufacturers, lead them The product progress is slow.

台积电3nm有点悬:AMD要找备胎

This is also the reason. In the past few years, Mid-Pass flagship chip, NVIDIA's game GPU turned to Samsung, although there were a variety of slots, but they all understood the importance of eggs could not be placed in a basket.

I have to enter the 3nm node next year. Due to the huge investment, this table power is still prioritizing Apple's needs, but the market has also passed the AMD to see the three-star 3nm news, although there is currently no confirmation,However, AMD finds Samsung 3NM to do a spare tire, the key is to see if the 3nm process of Samsung is ready enough capacity.

Samsung bet on the 3nm process because of the backwardness of 5nm and 7nm, and the GAA transistor technology is raised. If this is paid, then the 3NM node has enough competitiveness, not only AMD is moving, Gao Tong, NVIDIA and other companies Obviously, it will also consider the transfer order, this is not a good thing for Terrace.

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