Njengoko abahlalutyi be-IC Insights baqikelela, iingeniso kwi-contract enkulu yomvelisi we-semiconductor, i-TSMC, iya kukhula nge-32% kwisiqingatha sesibini sonyaka xa kuthelekiswa nexesha elifanayo kunyaka ophelileyo. Ukuqwalasela ukuba imarike yesekethe ehlanganisiweyo iyonke kulindeleke ukuba ikhule nge-10% kuphela, kuyavela ukuba ishishini le-TSMC liza kukhula ngokukhawuleza okuphindwe kathathu kunemarike iyonke. Isizathu sale mpumelelo emangalisayo ilula - iteknoloji ye-7nm yenkqubo, ukuthandwa kwayo kudlule konke okulindelekileyo.
Imfuno yeteknoloji ye-7nm enikezelwa yi-TSMC ayikho imfihlo. Sele sitshilo ukuba ngenxa yomthwalo ophakamileyo kwimigca yemveliso, ixesha elibekiweyo lokuphumeza iiodolo zokuveliswa kweetshiphusi ze-7nm. ukusuka kwiinyanga ezimbini ukuya kwezintandathu. Ngaphezu koko, njengoko yaziwa, i-TSMC inikezela amaqabane ayo ukuba athenge i-quotas ye-2020 ngoku, ebonisa ukuba imfuno yeteknoloji ye-7nm idlula ukubonelela. Ngokuchasene nale mvelaphi, kubonakala ngathi abathengi be-TSMC baya kunyanzelwa ngandlela thile ukuba bakhuphisane nomthamo wemveliso yomenzi wekhontrakthi. Oku kunokukhokelela ekubeni uninzi lweetshiphusi ze-7nm zibe zinqongophele kunyaka ozayo.
I-IC Insights ilindele ukuba ingeniso ye-TSMC ye-7nm ifikelele kwi-8,9 yeebhiliyoni zeedola kulo nyaka, ibala i-26% yengeniso epheleleyo yenkampani. Ngaphezu koko, ekupheleni konyaka, isabelo sengeniso evela kwiimveliso ze-7-nm siya kuba siphezulu kakhulu - kuqikelelwa ukuba yi-33%. Abahlalutyi bakholelwa ukuba i-TSMC iya kufumana inxalenye ebalulekileyo yale ngeniso ngokukhululwa kwezizukulwana zamva nje zeeprosesa zeselula ze-Apple kunye neHuawei. Nangona kunjalo, ukongeza, itekhnoloji yenkqubo ye-TSMC ye-7nm ikwasetyenziswa nangabanye abathengi ababaluleke kakhulu ekusebenzeni okuphezulu kunye nokusebenza kakuhle kwamandla kwiitshiphusi zabo. Umzekelo, abathengi be-TSMC bakwabandakanya i-QuΠ°comm kunye ne-AMD, kwaye i-NVIDIA iya kujoyina olu luhlu kungekudala.
Nangona kunjalo, impumelelo yetekhnoloji ye-TSMC ye-7nm inokuba mnyama xa kuthelekiswa nokuba kuya kwenzeka ntoni xa le semiconductor forge ibeka inkqubo ye-5nm ekusebenzeni. I-IC Insights ibonisa ukuba ii-chipmakers ezikhokelayo ziqala ukutshintshela kwimigangatho emincinci ngesantya esikhawulezayo. Oku kulula ukungqina ngamanani. Xa i-TSMC yazisa imigangatho ye-40-45 nm, yathatha iminyaka emibini yonke ukuba isabelo seetshiphusi eziveliswayo zisetyenziswe ukufikelela kwiipesenti ezingama-20 zothutho lulonke. Okulandelayo, iteknoloji ye-28-nm, yafikelela kwinqanaba elifanayo lenzuzo ehambelanayo phakathi kweekota ezintlanu, kunye ne-7-nm chips iphumelele i-20 yepesenti yeemveliso ze-TSMC kwiikota ezintathu emva kokuqaliswa kwale nkqubo yobugcisa.
Kwakhona kumyalezo wayo, inkampani yohlahlelo iqinisekisa ukuba i-TSMC ineengxaki ezithile zokuhlangabezana nemfuno yeemveliso ze-7nm, ezikhokelela ekuhanjisweni okufutshane kunye nokunyuka kwamaxesha okuzaliseka kweodolo. Ukuphendula, inkampani iceba ukwabela imali eyongezelelweyo yokwandisa umthamo wemveliso kunye neenkqubo zobuchwepheshe zanamhlanje kwaye iya kuzama ukungayikhokeli imeko ekunqongopheni okukhulu. Nangona kunjalo, kuyo nayiphi na imeko, ayiyi kuba yi-TSMC eya kubandezeleka, kodwa abathengi bayo. Ngaphantsi kwayo nayiphi na imeko, umenzi we-semiconductor akayi kushiywa ngaphandle kwenzuzo, ngakumbi ukuba sithathela ingqalelo indawo yakhe ephambili kwimarike. Ngokwengxelo efanayo ye-IC Insights, isabelo se-TSMC kwimarike yokwenziwa kwekhontrakthi yeenkqubo zobuchwepheshe zanamhlanje (ezinemigangatho engaphantsi kwe-40 nm) sikhulu ngokuphindwe kasixhenxe kunesabelo sisonke se-GlobalFoundries, i-UMC kunye ne-SMIC, eyenza ukuba ibe yi-monopolist ebonakalayo.
umthombo: 3dnews.ru