Raws li koj paub los ntawm peb cov xov xwm dhau los, TSMC yog lub chaw tsim khoom loj tshaj plaws hauv lub ntiaj teb. Raws li koj kuj paub ntau tech giants nyiam Apple, Qualcomm lossis MediaTek tsis muaj lawv tus kheej lub peev xwm tsim tawm, yog li lawv tig mus rau TSMC lossis Samsung rau lawv cov qauv tsim. Piv txwv li, xyoo tas los Qualcomm Snapdragon 865 nti tau tsim los ntawm TSMC siv cov txheej txheem 7nm, thiab xyoo no Snapdragon 888 yog tsim los ntawm Samsung's Samsung Foundry faib siv 5nm txheej txheem. Tam sim no, Counterpoint Research tau tshaj tawm nws qhov kev kwv yees rau kev lag luam semiconductor rau xyoo no. Raws li nws, kev muag khoom yuav nce 12% mus rau 92 billion las (kwv yees li 1,98 trillion CZK).
Counterpoint Research tseem cia siab tias TSMC thiab Samsung Foundry yuav loj hlob 13-16% thiab raws li xyoo no. 20%, thiab hais tias thawj zaug 5nm txheej txheem yuav yog tus neeg siv khoom loj tshaj plaws Apple, uas yuav siv 53% ntawm nws lub peev xwm. Tshwj xeeb, A14, A15 Bionic thiab M1 chips yuav raug tsim tawm ntawm cov kab no. Raws li lub tuam txhab kwv yees, tus thib ob cov neeg siv khoom loj tshaj plaws ntawm Taiwanese semiconductor loj yuav yog Qualcomm, uas yuav tsum siv 5 feem pua ntawm nws cov 24nm ntau lawm. 5nm ntau lawm yuav tsum suav rau 5% ntawm 12-nti silicon wafers xyoo no, nce plaub feem pua ntawm xyoo tas los.
Raws li rau cov txheej txheem 7nm, TSMC tus neeg siv khoom loj tshaj plaws xyoo no yuav tsum yog lub processor loj AMD, uas tau hais tias yuav siv 27 feem pua ntawm nws lub peev xwm. Qhov thib ob hauv qhov kev txiav txim yuav tsum yog qhov loj heev hauv daim npav daim npav Nvidia nrog 21 feem pua. Counterpoint Research kwv yees tias 7nm ntau lawm yuav suav rau 11% ntawm 12-nti wafers xyoo no.
TSMC thiab Samsung tsim ntau yam chips sib txawv, suav nrog cov uas tau siv EUV (Extreme Ultraviolet) lithography. Nws siv ultraviolet rays ntawm lub teeb rau etch heev nyias qauv rau hauv wafers los pab engineers tsim circuits. Txoj kev no tau pab cov foundries hloov mus rau 5nm tam sim no nrog rau xyoo tom ntej txoj kev npaj 3nm.
Koj tuaj yeem txaus siab rau
