In the global wafer foundry market, there are no companies can exceed TSMC, their 16/12nm orders remain high, 7nm and improved version 7nm EUV process is in full swing, the next generation of 5nm process is also very smooth, it is understood that the yield is now better than the early 7nm process.
TSMC’s 5nm process has been developed, the second half of this year trial production, Apple’s new generation processor A14, Huawei’s new generation processor Kirin 1000 (tentative name) in September on the flow piece verification, TSMC is currently actively improving the yield of the 5nm process, in preparation for the first half of next year mass production.
According to official data, the new 5nm chip based on the Cortex A72 core offers 1.8x logic density, a 15% faster, or 30% reduction in power consumption, compared to 7nm (first generation DUV), and the same process’s SRAM is excellent and the area is reduced.
According to the latest news, TSMC 5nm process yield has reached 35% to 40%, this performance is better than the early development of the 7nm process, meaning that the 5nm process yield climb is very smooth.
With the retirement of time, the yield of the 5nm process will continue to rise, culminating in mass production in July next year, in preparation for processor mass production of flagship sms from the iPhone 12 and Mate 40 in September.
TSMC recently sharply increased its capital expenditure this year, from $11 billion to $14-15 billion, up 40 percent from $11 billion, including $2.5 billion for 5nm process expansion and 15nm for 7nm process expansion.
According to TSMC’s plan, the 5nm process is first produced in the first phase of the Nanke Fab 18 plant, next year Q3 mechanical and electrical room capacity reached 55,000 wafers / month, Fab 18 plant phase 2 project also planned 55,000 wafers / month of production capacity, is expected to be ready in the first half of 2021.
By 2021, AMD’s Zen4 architecture is expected to be completed, and, unsurprisingly, it will be mass-produced using a 5nm process, when AMD will also launch a next-generation platform (AM5?) to add DDR5 memory and other new technology support.