Njengoba abahlaziyi be-IC Insights bebikezela, imali engenayo kumkhiqizi omkhulu wenkontileka ye-semiconductor, i-TSMC, izokhula ngo-32% engxenyeni yesibili yonyaka uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule. Uma kubhekwa ukuthi imakethe yesifunda edidiyelwe iyonke kulindeleke ukuthi ikhule ngo-10% kuphela, kuvela ukuthi ibhizinisi le-TSMC lizokhula ngokushesha okuphindwe kathathu kunemakethe iyonke. Isizathu salokhu kuphumelela okumangalisayo silula - ubuchwepheshe benqubo ye-7nm, ukuthandwa kwayo okudlule konke obekulindelwe.
Isidingo sobuchwepheshe be-7nm esinikezwa yi-TSMC asiyona imfihlo. Sesikushilo kakade ukuthi ngenxa yomthwalo omkhulu emigqeni yokukhiqiza, izinsuku zokugcina zokukhishwa kwama-oda okukhiqizwa kwama-chips angu-7nm. kusukela ezinyangeni ezimbili kuya kweziyisithupha. Ngaphezu kwalokho, njengoba sekwaziwa, i-TSMC ihlinzeka abalingani bayo ukuthi bathenge ama-quotas ka-2020 manje, okukhombisa nokuthi isidingo sobuchwepheshe be-7nm sidlula ukunikezwa. Ngokwalesi sizinda, kubonakala sengathi amakhasimende e-TSMC azophoqeleka ngandlela thize ukuthi aqhudelane ngamakhono okukhiqiza womkhiqizi wenkontileka. Lokhu ekugcineni kungaholela ekutheni ama-chips amaningi angu-7nm ashodeke ngonyaka ozayo.
I-IC Insights ilindele ukuthi imali engenayo ye-TSMC engu-7nm ifinyelele ku-$8,9 billion kulo nyaka, okubalelwa ku-26% wesamba semali engenayo yenkampani. Ngaphezu kwalokho, ekupheleni konyaka, isabelo semali engenayo evela kumikhiqizo engu-7-nm izoba ngaphezulu nakakhulu - kubikezelwa ukuthi i-33%. Abahlaziyi bakholelwa ukuthi i-TSMC izothola ingxenye enkulu yale mali engenayo ngokukhululwa kwezizukulwane zakamuva zamaphrosesa eselula e-Apple neHuawei. Kodwa-ke, ngaphezu kwalokho, ubuchwepheshe benqubo ye-TSMC ye-7nm bubuye busetshenziswe ngamanye amakhasimende agxeka ukusebenza okuphezulu nokusebenza kahle kwamandla kwama-chips awo. Isibonelo, amaklayenti e-TSMC afaka i-QuΠ°comm ne-AMD, futhi i-NVIDIA ngokusobala izojoyina lolu hlu maduze.
Kodwa-ke, impumelelo yobuchwepheshe be-TSMC ye-7nm ingase ibe mnyama uma iqhathaniswa nalokho okuzokwenzeka uma le mboni ye-semiconductor ifaka inqubo ye-5nm ekusebenzeni. I-IC Insights ikhombisa ukuthi abenzi bama-chip abaphambili sebeqala ukushintshela kumazinga azacile ngesivinini esikhula ngokushesha. Lokhu kulula ukufakazela ngezinombolo. Ngenkathi i-TSMC yethula amazinga angama-40-45 nm, kwathatha iminyaka emibili yonke ukuthi ingxenye yama-chips akhiqizwe ngawo ifinyelele kumaphesenti angama-20 okuthunyelwa okuphelele. Olandelayo, ubuchwepheshe be-28-nm, bufinyelele izinga elifanayo lenzuzo ehlobene phakathi kwamakota amahlanu, futhi ama-chips angu-7-nm azuze ingxenye engamaphesenti angu-20 yemikhiqizo ye-TSMC kumakota amathathu nje ngemva kokwethulwa kwale nqubo yobuchwepheshe.
Futhi emlayezo wayo, inkampani ye-analytics iqinisekisa ukuthi i-TSMC inezinkinga ezithile zokuhlangabezana nesidingo semikhiqizo engu-7nm, okuholela ekulethweni okufushane kanye nezikhathi zokugcwalisa ama-oda. Ukuphendula, inkampani ihlela ukwaba izimali ezengeziwe zokwandisa umthamo wokukhiqiza ngezinqubo zobuchwepheshe zesimanje futhi izozama ukungaholeli isimo ekushodeni okukhulu. Kodwa-ke, kunoma yikuphi, ngeke kube yi-TSMC ezohlupheka, kodwa amakhasimende ayo. Ngaphansi kwanoma yiziphi izimo, umenzi we-semiconductor ngeke ashiywe ngaphandle kwenzuzo, ikakhulukazi uma sicabangela isikhundla sakhe esiphezulu emakethe. Ngokombiko ofanayo we-IC Insights, isabelo se-TSMC emakethe yokukhiqiza inkontileka yezinqubo zobuchwepheshe zesimanje (ezinamazinga angaphansi kuka-40 nm) sikhulu ngokuphindwe kasikhombisa kunesamba esiphelele se-GlobalFoundries, UMC kanye ne-SMIC, okuyenza ibe i-monopolist ebonakalayo.
Source: 3dnews.ru