Mzere wachitetezo wa TSMC wathyoledwa, ndipo mphamvu yopanga 7nm yatsika mpaka 50%

Nkhani za DIGITIME, mtsogoleri wapadziko lonse lapansi wachitetezo cha TSMC wathyoka, kugwiritsa ntchito mphamvu kwa 7nm tsopano kwatsika pansi pa 50%, kuchepa kwa gawo loyamba la 2023 kwakula, kukulitsa kwa Kaohsiung 7nm kwayimitsidwanso.

Zikumveka kuti pakadali pano, pali makasitomala ambiri opanga ma IC omwe amadula kwambiri maoda, kuchedwetsa kutumiza ndikusintha dongosolo la 7 nm la TSMC.Odziwika kwambiri ndi Media Tek AMD ndi Qualcomm, komanso Apple ndi Intel, komanso osewera ambiri apakhomo monga Unisoc.Pankhaniyi, TSMC sinayankhebe.

Popeza 76nm ndiye msika waukulu kwambiri wama foni anzeru, ma seva a PC ndi makina ena apamwamba kwambiri, zimapangitsanso dziko lakunja kuganiza kuti mafoni a m'manja okhudzana ndi mafoni a PC si abwino, kukakamizidwa kwa kuchepa kwakukulu kwa magwiridwe antchito kwakhala nako. kutenga chiopsezo chokhudza mgwirizano wa nthawi yaitali ndi TSMC ndikusintha dongosolo, nyengo yozizira ya semiconductor ikubwera pasadakhale, kutentha kochepa kwakhala kovuta kufotokozera.

Pankhani ya mafoni a m'manja, Qualcomm ndi MediaTek achenjeza za kuopsa kwa kuwerengera kwa mafoni a m'manja, momwe msika ukuyendera kwambiri, momwe MediaTek ili ndi chiwerengero chachikulu cha mafoni otsika kwambiri, zotsatira zake zimakhala zazikulu, kuwonjezera pa MediaTek ili ndi chiwerengero chachikulu cha mafoni otsika kwambiri. kuyembekezera kuchita mofooka m'gawo lachinayi, kutsika kwa kotala kwa ndalama za 20% kukwera ndi kutsika.Media Tek ndiyenso m'modzi mwa osewera akulu kwambiri pamadongosolo oyambira, malinga ndi omwe amapanga maziko.

"Chips" ndemanga

Pamene kugwiritsa ntchito mphamvu kwa 7nm ndi 6nm kwatsika mu gawo lachinayi, TSMC idasintha 7nm ndi 6nm capex, yomwe idatsika kufika $36bn chaka chino.Komabe, TSMC yapeza kale chiwongolero chachikulu chotumiza pafupifupi mayunitsi 20 miliyoni a Apple Mac yatsopano chaka chilichonse mu 2023, ndipo iwona maoda ochulukirapo kuchokera kwamakasitomala opanga ma IC padziko lonse lapansi masika akabwera pambuyo poti zinthu zatha.