TSMC TSMC last week held an investor conference (corporate briefing), announced the Q3 quarter operating conditions. Benefit from the iPhone 7 market, as well as emerging markets in mainland China and other high demand, TSMC quarterly revenue grew 22.5%, creating a new record. With this emboldened, TSMC in the new process will be bolted all the way to the end of this year to run 10nm process, and 7nm node is to do the world's first, next year Q2 will be the risk of trial production, 2018 will be mass production - - You know, Intel's 7nm process at least until 2020.
TSMC's Q3 quarter consolidated revenue of NT $ 260.4 billion, an increase of 17%, an increase of 22.5%, setting a new single-season record. TSMC to promote the performance of the main growth is listed on the iPhone 7, TSMC exclusive OEM A10 processor, coupled with emerging markets such as China, 4G smart phone demand than before, mobile processors in short supply, TSMC would like to make money is immune . dim250wks06
From this point of view, even if Qualcomm selected 14nm node instead of TSMC Samsung foundry, it seems TSMC performance did not how affected.
TSMC performance bright, they emboldened the next generation of technology is more adequate. The current high-end process is 16nm, the end of this year will launch 10nm process, no accident, then Apple next year's A11 processor will select TSMC 10nm process, if not exclusive OEM, at least TSMC also guaranteed.
The next generation is 7nm process, after we reported TSMC 7nm node ambitions, because in this generation of technology, TSMC may really go beyond the past can not match the opponent Intel, the latter 7nm process at least until 2020, But TSMC will be much faster, co-CEO Liu said at the legal meeting, TSMC is expected in the second quarter of next year, risk trial production 7nm, 2018, mass production. pm45502c
As for the external worries 7nm process cost will be higher and higher, is not less and less customers, Liu said he believes that over time, 7nm customers will continue to grow, is expected to 7nm node at least 20 customers.
And then the next generation process is 5nm, mainly for high-performance computing, mobile products and other fields, TSMC said the news is accelerating the 5nm process is expected to come out in 2019.
According to the previous news, TSMC also referred to the more distant 3nm process, said that more than 300-400 people have been in the team of technology research and development, but did not disclose the 3nm process schedule.