Agbajiela ahịrị nchekwa TSMC, yana ikike mmepụta 7nm adaala 50%

Akụkọ DIGITIME, onye ndu ụwa wafer foundry TSMC agbachitere ahịrị emebiela, ọnụọgụ ikike 7nm adaala ugbu a n'okpuru 50%, mbelata na nkeji mbụ nke 2023 abawanyela, Kaohsiung 7nm kwụsịtụrụ.

Aghọtara na ugbu a, enwere ọtụtụ ndị ahịa imewe IC bụ ndị na-egbutu iwu siri ike, na-egbu oge nnyefe ma mezie usoro 7 nm nke TSMC.Ndị kachasị emetụta bụ Media Tek AMD na Qualcomm, yana Apple na Intel, yana ọtụtụ ndị egwuregwu ụlọ dịka Unisoc.N'akụkụ a, TSMC azabeghị ya.

Dị ka 76nm bụ nnukwu ngwa ngwaahịa ahịa maka smart phones, PC sava na ndị ọzọ dị elu-arụmọrụ ịgbakọ, ọ na-emekwa ka ụwa na-eche na ekwentị mkpanaaka PC njikọ ọkọnọ ngwaahịa ngwaahịa adịghị mma, nrụgide nke nkọ ọdịda na arụmọrụ nwere. iji nweta ihe ize ndụ nke imetụta mmekọrịta dị ogologo oge na TSMC ma gbanwee usoro ahụ, oge oyi nke semiconductor na-abịa n'ihu, obere okpomọkụ siri ike ịkọ.

N'ihe banyere ekwentị mkpanaaka, Qualcomm na MediaTek dọrọ aka ná ntị banyere mkpa nke smartphone inventory, echiche maka ahịa bụ nnọọ conservative, nke MediaTek nwere a elu nkezi nke ala-ọgwụgwụ smartphones, mmetụta dị ukwuu, na mgbakwunye na MediaTek nwere. na-atụ anya ịrụ ọrụ adịghị ike na nkeji nke anọ, nkwụsị nke nkeji iri na ise nke 20% elu na ala.Media Tek bụkwa otu n'ime ndị egwuregwu kachasị na ebili mmiri nke iwu ntọala, dị ka ndị na-emepụta ihe si kwuo.

"Chips" kwuru

Dị ka iji ikike maka usoro 7nm na 6nm jụrụ na nkeji nke anọ, TSMC meziri 7nm na 6nm capex, nke dara na $ 36bn n'afọ a.Agbanyeghị, TSMC enwetala nnukwu iwu iji bupu ihe fọrọ nke nta ka ọ bụrụ nde 20 nke usoro Mac ọhụrụ nke Apple kwa afọ na 2023, ma ga-ahụkwu iwu sitere n'aka ndị ahịa IC zuru ụwa ọnụ mgbe oge opupu ihe ubi na-abịa mgbe ngwa ahịa agwụla.