Sekufanotaura kwevanoongorora kuIC Insights, mari inowanikwa kune yakakura kontrakiti semiconductor inogadzira, TSMC, ichakura ne32% muhafu yechipiri yegore zvichienzaniswa nenguva yakafanana gore rapfuura. Tichifunga kuti musika wakabatanidzwa wedunhu unotarisirwa kukura negumi muzana chete, zvinozoitika kuti bhizinesi reTSMC richakura zvakapetwa katatu nekukurumidza kupfuura musika wese. Chikonzero chekubudirira uku kunoshamisa kuri nyore - iyo 10nm process tekinoroji, mukurumbira wayo wakapfuura zvese zvinotarisirwa.
Iko kudiwa kwe7nm tekinoroji inopihwa neTSMC hachisi chakavanzika. Takatotaura kuti nekuda kwekuremerwa pamitsara yekugadzira, nguva dzekupedzisira dzekuita mirairo yekugadzirwa kwe7nm chips. kubva pamwedzi miviri kusvika kumitanhatu. Zvakare, sekuzivikanwa kwazvakaita, TSMC iri kupa vamwe vayo kuti vatenge ma quotas e2020 izvozvi, izvo zvinoratidzawo kuti kudiwa kwe7nm tekinoroji kunodarika kupihwa. Tichipesana neizvi, zvinoita sekunge vatengi veTSMC vanomanikidzwa kukwikwidza pakugadzira kwemugadziri wekontrakiti. Izvi zvinogona kuzoita kuti akawanda e7nm machipi ave kushomeka gore rinouya.
IC Insights inotarisira kuti TSMC's 7nm mari inosvika madhora mazana masere nemakumi mapfumbamwe emadhora gore rino, ichiverengera makumi maviri neshanu muzana emari yekambani. Uyezve, pakupera kwegore, chikamu chemari kubva ku8,9-nm zvigadzirwa chichave chakanyanya - inofungidzirwa kuva 26%. Vaongorori vanotenda kuti TSMC ichawana chikamu chakakosha chemari iyi kuburikidza nekuburitswa kwezvizvarwa zvichangoburwa zvemafoni processors eApple neHuawei. Nekudaro, nekuwedzera, TSMC's 7nm process tekinoroji inoshandiswawo nevamwe vatengi vanotsoropodza kuita kwepamusoro uye kushanda nesimba kwemachipisi avo. Semuenzaniso, vatengi veTSMC vanosanganisirawo QuΠ°comm uye AMD, uye NVIDIA sezviri pachena ichajoinha iyi runyorwa munguva pfupi.
Nekudaro, budiriro yeTSMC's 7nm tekinoroji inogona kucheneruka kana ichienzaniswa nezvichaitika kana iyi semiconductor forge inoisa iyo 5nm maitiro mukushanda. IC Insights inoratidza kuti vanotungamira chipmaker vari kutanga kushandura kune dzakatetepa zviyero pamwero unowedzera kukurumidza. Izvi zviri nyore kuratidza nenhamba. TSMC payakaunza 40-45 nm zviyero, zvakatora makore maviri akazara kuti mugove wemachipisi akagadzirwa achiashandisa kusvika makumi maviri muzana ezvese zvinotumirwa. Iyo yakatevera, 20-nm tekinoroji, yakasvika padanho rakafanana rekuita purofiti mukati mezvikamu zvishanu, uye 28-nm machipisi akahwina chikamu chemakumi maviri muzana chezvigadzirwa zveTSMC muzvikamu zvitatu chete mushure mekutangwa kweiyi tekinoroji maitiro.
Zvakare mumharidzo yayo, kambani yeanalytics inosimbisa kuti TSMC ine mamwe matambudziko ekusangana nezvinodiwa zve7nm zvigadzirwa, izvo zvinozotungamira mukuburitswa kupfupi uye nekuwedzera nguva yekuzadzisa odha. Mukupindura, kambani inoronga kugovera imwe mari yekuwedzera huwandu hwekugadzira nemaitiro emazuva ano tekinoroji uye ichaedza kusatungamira mamiriro acho kushomeka. Nekudaro, chero zvakadaro, haizove TSMC iyo ichatambura, asi vatengi vayo. Chero mamiriro ezvinhu, mugadziri we semiconductor haazosiyiri asina purofiti, kunyanya kana tikafunga nezve chinzvimbo chayo chikuru mumusika. Zvinoenderana neiyo IC Insights mushumo, chikamu cheTSMC mumusika wekugadzira kondirakiti yemazuva ano tekinoroji maitiro (ane zviyero zvisingasviki makumi mana nm) yakakura zvakapetwa kanomwe pane iyo yakazara mugove weGlobalFoundries, UMC uye SMIC, izvo zvinoita kuti ive chaiyo monopolist.
Source: 3dnews.ru