Ulayini wokuvikela we-TSMC wephukile, futhi umthamo wokukhiqiza we-7nm wehlele ku-50%

Izindaba ze-DIGITIME, umholi we-wafer foundry womhlaba wonke we-TSMC wephule umugqa wokuvikela, izinga lokusebenzisa umthamo we-7nm manje lehle ngaphansi kwama-50%, ukwehla kwekota yokuqala ka-2023 kushubile, ukunwetshwa kwe-Kaohsiung 7nm nakho kumisiwe.

Kuyaqondakala ukuthi okwamanje, kunamakhasimende amaningi okuklama kwe-IC asike ngokuqinile ama-oda, abambezela ukulethwa futhi alungise ukuhleleka kuka-7 nm we-TSMC.Ezinamandla kakhulu iMedia Tek AMD neQualcomm, kanye ne-Apple ne-Intel, kanye nabadlali abaningi basekhaya abafana no-Unisoc.Mayelana nalokhu, i-TSMC ayikaphenduli.

Njengoba i-76nm iyimakethe enkulu kunazo zonke yomkhiqizo wohlelo lokusebenza yamafoni ahlakaniphile, amaseva e-PC kanye nezinye i-computing esebenza kahle kakhulu, kwenza futhi umhlaba wangaphandle ucabange ukuthi uhlu lokuhlinzeka nge-PC oluhlobene ne-PC alulungile, ingcindezi yokwehla okukhulu ekusebenzeni kube nayo. ukuthatha ingozi yokuthinta ukubambisana kwesikhathi eside ne-TSMC futhi ulungise ukuhleleka, ubusika be-semiconductor bufika kusengaphambili, ukushisa okuphansi kube nzima ukubikezela.

Mayelana nomakhalekhukhwini, i-Qualcomm ne-MediaTek baxwayise ngobucayi be-inventory ye-smartphone, umbono wemakethe uyaqina kakhulu, lapho i-MediaTek inenani eliphezulu lama-smartphones asezingeni eliphansi, umthelela mkhulu, ngaphezu kweMediaTek ukusebenza okubuthakathaka okulindelekile kwikota yesine, ukwehla kwenani lemali engenayo ngo-20% phezulu naphansi.IMedia Tek iphinde ibe ngomunye wabadlali abakhulu ku-wave of Foundry orders, ngokusho kwabasunguli be-Foundry.

"Ama-chips" amazwana

Njengoba ukusetshenziswa kwamandla kwezinqubo ze-7nm kanye ne-6nm kwehla ngekota yesine, i-TSMC yalungisa i-7nm kanye ne-6nm capex, ehle yafinyelela ku-$36bn kulo nyaka.Kodwa-ke, i-TSMC isivele ithole i-oda elikhulu lokuthumela amayunithi acishe abe yizigidi ezingama-20 ochungechunge olusha lwe-Apple minyaka yonke ngo-2023, futhi izobona ama-oda amaningi avela kumakhasimende wokuklama we-IC womhlaba wonke lapho intwasahlobo iza ngemuva kokuphelelwa yimpahla.