Umgca wokukhusela we-TSMC wophukile, kwaye amandla okuvelisa i-7nm awele kwi-50%

Iindaba ze-DIGITIME, inkokeli yehlabathi ye-wafer foundry i-TSMC iqhawukile, izinga lokusebenzisa umthamo we-7nm ngoku liwele ngaphantsi kwe-50%, ukwehla kwikota yokuqala ye-2023 kuye kwaqina, ukwandiswa kwe-Kaohsiung 7nm nako kumisiwe.

Kuyaqondwa ukuba okwangoku, baninzi abathengi boyilo lwe-IC abasika ngokuqinileyo ii-odolo, ukulibazisa ukuhanjiswa kunye nokulungelelanisa i-7 nm ye-TSMC.Abona bantu banempembelelo kakhulu yiMedia Tek AMD kunye neQualcomm, kunye neApple kunye ne-Intel, kunye nabadlali abaninzi basekhaya abafana no-Unisoc.Ngokumalunga noku, i-TSMC ayikaphenduli.

Njengoko i-76nm iyeyona ntengiso inkulu yemveliso yeefowuni ze-smart phone, iiseva ze-PC kunye nezinye i-computing esebenza ngokufanelekileyo, yenza ukuba ihlabathi langaphandle licinge ukuba i-PC yefowuni enxulumene nonikezelo lwempahla yempahla ayilunganga, uxinzelelo lokuhla kabukhali ekusebenzeni. ukuthatha umngcipheko wokuchaphazela intsebenziswano yexesha elide kunye ne-TSMC kunye nokulungelelanisa umyalelo, ubusika be-semiconductor bufika kwangaphambili, ukushisa okuphantsi kuye kwaba nzima ukuqikelela.

Ngokumalunga neeselfowuni, i-Qualcomm kunye neMediaTek balumkisile ngobunzulu be-inventri ye-smartphone, imbonakalo yentengiso ilondoloza kakhulu, apho iMediaTek inomlinganiselo ophezulu wee-smartphones ezinesiphelo esiphantsi, impembelelo inkulu, ukongeza kwiMediaTek iye okulindelekileyo ukusebenza okubuthathaka kwikota yesine, ukuhla kwengeniso ngekota ngama-20% ukunyuka nokuhla.IMedia Tek ikwangomnye wabadlali abakhulu kumaza eodolo yesiseko, ngokutsho kwabenzi beziseko.

"Iitshiphu" izimvo

Njengoko ukusetyenziswa komthamo we-7nm kunye ne-6nm iinkqubo zehla kwikota yesine, i-TSMC yahlengahlengisa i-7nm kunye ne-6nm capex, eye yawa kwi-36bn ye-36 yezigidi kulo nyaka.Nangona kunjalo, i-TSMC sele ikhusele iodolo enkulu yokuthumela phantse i-20 yezigidi zeeyunithi ze-Apple entsha ye-Mac minyaka le ngo-2023, kwaye iya kubona ii-odolo ezininzi ezivela kubathengi boyilo lwe-IC yehlabathi xa intwasahlobo iza emva kokuba uluhlu lwempahla luphelile.