Taiwan Electricity 2 nanometers is ready for production, and then gradually enters the full-scale production stage.Taiwan Electricity began to expand to customers, and firstly the key driving force for Taiwan Electric's future growth, which will...
Taiwan Electricity 2 nanometers is ready for production, and then gradually enters the full-scale production stage.Taiwan Electricity began to expand to customers, and firstly the key driving force for Taiwan Electric's future growth, which will bring sustainable growth to the company within five years.
Taiwan Electric Chairman and President Wei Zhejia previously emphasized that judging from the current customer intentions, the demand for 2 nanometers will exceed its previous generation process and is expected to provide the company with a stable business foundation and sustainable growth within five years. Therefore, the 2-nanometer line of Taiwan will cross the four major crystalline factories in Taiwan, which are located in Baoshan and Kaohsiung in Hsinchu. In order to meet the market's growing demand for the next generation of high-performance chips, Telco has set an ambitious capacity target, and it is expected that by 2 nanometer crystals, the monthly capacity target of 2-nanometer crystals will reach 100,000 pieces by 2026.
market insiders said that 2nm business would be more attractive than 3nm due to its excellent cost efficiency and higher expected market demand. At present, the initial 2nm promotion stage, six technology giant customers are participating in the production: Apple, Ultramicro (AMD), Qualcomm, MediaTek, Broadcom and Intel.
In terms of early production capacity distribution, the customer demand strength has shown a clear structure. Previous media reports pointed out that Apple, which has always been a major traditional customer of Taiwan Electric, will win nearly half of its early 2-nanometer capacity and continue to consolidate Taiwan Electric's largest customer status. Qualcomm, a large mobile processor manufacturer, is expected to tighten Apple's energy distribution. In terms of application areas, mobile product application remains the primary focus of 2nm. Apple is currently using advanced stages to design four chips, and Qualcomm and Joint Development Technology use 2 nanometers to create system single chips (SoCs) for the next generation of flagship smart phones.
Taiwan IEDM Conference 2024 was announced for the first time in 2 nanometer details, with the core of technological innovation leading the industry, including:
New transistor structure: 2 nanometers revolutionary Gate-All-Around (GAA) transistor structure. Optimization: With 2 nanometer NanoFlex DTCO.The above basic architecture changes help strengthen the wafer efficiency and efficiency balance.
Compared with NTF 3 nm, 2 nm exhibits significant performance and power consumption advantages. First, in the power consumption reduction part, under the condition of maintaining the same voltage, 24% to 35% of the power consumption of 2 nanometers is reduced. As for performance improvement, if the efficiency improvement is aimed at improving, 2 nanometers can achieve a performance range of up to 15%. In terms of transistor density, the transistor density of 2 nanometers has also increased, reaching 1.15 times the growth.
In terms of the current market conditions, in addition to the optimal use of the mobile device market, 2 nanometers have also begun to penetrate into other important high-level computing areas. Ultramicro (AMD) has confirmed that it will make 2m profitable to produce its sixth generation EPYC "Venice" server processor. What is particularly noteworthy is that the 2-nanometer CCD (Core Chiplet Die) used in the EPYC processor will be the first high-performance computing chip manufactured at this advanced stage, representing the 2-nanometer real first step in serving data centers and high-level computing markets.
