A cewar majiyoyin masana'antu, mafi girman masana'antar kwangila na semiconductor, TSMC ya fara fuskantar matsaloli tare da jigilar samfuran silicon akan lokaci da aka samar ta amfani da fasahar 7nm. Sakamakon karuwar bukatu da karancin kayan masarufi, lokacin jiran abokan ciniki don kammala odarsu ta 7nm ya ninka zuwa kusan watanni shida. Daga ƙarshe, wannan na iya shafar kasuwancin masana'antun da yawa, gami da AMD, wanda TSMC ke samar da na'urori na zamani na dangin EPYC da Ryzen, da kuma kwakwalwan hoto na Radeon.
Sakamakon karuwar buƙatar samfuran TSMC 7nm an bayyana shi da kyau. Ƙara yawan abokan haɗin gwiwar TSMC suna canzawa zuwa amfani da tsarin lithographic na zamani, wanda a ƙarshe ya haifar da ɗaukar nauyin layin samarwa. Fadada iya aiki yana da alaƙa da babban jarin jari, don haka ba za a iya aiwatar da shi cikin sauri ba.
Daga ƙarshe, duk wannan ya haifar da samuwar layukan abokan ciniki a masana'antar semiconductor: bisa ga Digitimes, idan abokan ciniki a baya sun jira kimanin watanni biyu don kammala odar su, yanzu lokacin jira ya kai watanni shida. Wannan, bi da bi, yana buƙatar kamfanoni masu amfani da sabis na TSMC don yin hasashen buƙatu na dogon lokaci da yin oda a gaba. Kurakurai da aka yi a cikin tsarawa a cikin wannan yanayin na iya juyewa cikin sauƙi zuwa manyan matsaloli waɗanda zasu iya shafar kowa, gami da AMD.
Don yin gaskiya, ya kamata a lura cewa TSMC yana ƙoƙarin gamsar da buƙatun yau da kullun daga abokan ciniki na yau da kullun, kuma jinkirin isarwa da farko yana shafar waɗancan abokan ciniki waɗanda ke buƙatar ƙarin kayayyaki ko kuma suna canzawa zuwa fasahar 7nm daga sauran hanyoyin fasaha. Don haka, kodayake Ryzen 3000 na'urori masu sarrafawa da Navi GPUs ana kera su a TSMC ta amfani da fasahar aiwatar da "matsala" 7nm, AMD, komai mene, zai ci gaba da karɓar samfuran semiconductor a ƙarƙashin kwangilar kamfanoni da aka kammala a baya.
A lokaci guda, wannan baya ba da garantin cewa AMD ba za ta sami matsala a nan gaba ba lokacin da yake buƙatar haɓaka adadin samarwa na kwakwalwan kwamfuta na 7nm. Kuma irin wannan yanayi zai taso ko ba dade ko ba dade, saboda bukatar kayayyakin AMD na karuwa, kuma baya ga haka, tsare-tsaren kamfanin nan take sun hada da fitar da wasu sabbin kayayyaki, wadanda ya kamata a yi amfani da fasahar TSMC ta 7nm FinFET. Waɗannan sun haɗa da, alal misali, sakin Threadripper na ƙarni na uku, sabon Ryzen na wayar hannu da na'urorin hoto na Navy 12/14 don katunan bidiyo na sama da matakin shigarwa.
Bugu da kari, matsalar na iya kara tsananta ta hanyar fitar da sabuwar iPhone 11, mai sarrafa na'urar A13 Bionic wadda ita ma aka kera ta ta amfani da fasahar 7-nm a wuraren TSMC. A baya AMD ya daidaita jadawalin tsarin sa don kwakwalwan kwamfuta na 7nm don kada ya yi gasa don iya samarwa tare da Apple. Wannan na iya sake faruwa, musamman saboda babban sha'awar iPhone 11, buƙatun farko wanda ya wuce hasashen farko.
Baya ga kwakwalwan kwamfuta na AMD, samfuran daga wasu masana'antun masu amfani da fasahar aiwatar da tsarin 7nm na TSMC suma suna cikin haɗari. Musamman, na'urori masu sarrafa wayoyin hannu na Qualcomm Snapdragon 855, waɗanda aka yi amfani da su a yawancin wayoyin hannu na flagship, Xilinx Versal shirye-shiryen ƙofa, yawancin kwakwalwan wayar hannu na Huawei, da kuma tsarin Mediatek-on-chip da ake tsammanin a cikin 2020, ana samarwa ta amfani da wannan fasaha.
A halin yanzu, TSMC kanta ba ta da sha'awar haɓaka ƙarancin samfuran 7-nm da ke kunno kai, saboda in ba haka ba abokan ciniki na iya fara kallon sauran ƴan kwangila, a wannan yanayin Samsung. Saboda haka, za ku iya tabbata cewa za a yi duk ƙoƙarin da za a yi don biyan buƙatun abokin ciniki akan lokaci. An ba da rahoton cewa, kamfanin na Taiwan yana da niyyar ware ƙarin kudade don haɓaka fasahohinsa na zamani. Mu yi fatan za a gaggauta magance matsalar karancin.
source: 3dnews.ru