TSMC Samsung will mass produce 3nm chips in 2022: will the iPhone be the first?

11 month 25 Daily news According to Bloomberg , TSMC will be in 2022 Mass production began in the second half of the year 3 Nano chip , Monthly capacity 5.5 From ten thousand pieces ,2023 The year was pushed up to 10.5 Ten thousand pieces / month .
Liudeyin, chairman of TSMC, said ,3 When the production of nano chips begins, the number of employees of the company in Tainan Science Park will reach about 2 ten thousand people , At present for 1.5 ten thousand people .
TSMC expects 3 Nano will be in 2022 It has become the latest 、 The most advanced nodes . And 5 Nano comparison , The gains are also modest , Performance is only improved 1.1-1.15 times , Power consumption increases 1.25-1.3 times . These gains are relative to 5 In terms of nano , instead of N5P. And 7 Nano comparison ,3 Nanometers at the same power , Performance should be improved 1.25 times - 1.35 times , Or lower power consumption under the same performance 1.55 times - 1.6 times .
TSMC expects , Apple 、 qualcomm 、NVIDIA、AMD And other customers are expected to take the lead in adopting their 3nm process .
And further 2nm process , It is said that TSMC has set up a R & D team last year , To determine the 2nm R & D route of process , It is estimated that TSMC will 2nm The process may be in 2024 Large scale production in .

TSMC is the world's largest chip foundry manufacturer , Its chip OEM customers include apple 、 Qualcomm and many other technology companies , It is the leader of the top chip OEM . In recent years, TSMC has been on the road of advanced manufacturing technology , Defeated many OEM factories , The price is also rising .

In terms of technology , TSMC representation N3 Will continue to be used FinFET Fin FET , Instead of transitioning to GAA Surround structure field effect transistor . Samsung has already indicated that it will 3 Nano nodes use more radical technical routes GAA Around the gate transistor .
But it is said that in the next generation 2nm Technical process , TSMC will give up the FinFET( Fin FET ), It's about expanding it into “MBCFET”( Multi bridge channel fet ), That's nanosheets (nanosheet). This technology can greatly improve the circuit control , Reduce the leakage rate .

As a competitor, Samsung , We also strive to catch up with and surpass in technology . in fact , from 2019 Year begins , Samsung has already launched a “ semiconductor 2030 plan ”, Hope that in 2030 Invested... Years ago 133 Trillions of the won , About us 1160 Billion dollars , Let us develop into the largest semiconductor company in the world , Among them, advanced logic technology is one of the key points , The goal is to catch up with TSMC .

According to the latest news , A senior executive of Samsung's semiconductor business department recently disclosed that , Samsung plans to 2022 In mass production 3nm process , TSMC's plan is 2022 Mass production in the second half of 3nm process . This point in time means that Samsung Electronics and TSMC are 3 The time of nano mass production is basically synchronous .

At present, desktop chips are still 7nm Process , The mobile platform has arrived 3nm The process is complete . Sure enough, technology has changed life ！