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2nm太抢手,台积电疯狂扩产
半导体行业观察· 2025-07-21 01:22
Core Viewpoint - TSMC's 2nm process is set to begin mass production in the second half of this year, with strong demand from major clients like Apple, AMD, and Intel, leading to significant capacity expansion plans [1][2][3] Group 1: Production Capacity Expansion - TSMC plans to increase its 2nm monthly production capacity from 40,000 wafers at the end of this year to 100,000 wafers by next year, representing a 150% increase [1] - By 2027, TSMC anticipates further increasing the capacity to between 160,000 and 180,000 wafers, with the potential to reach 200,000 wafers if demand exceeds expectations [1][2] - The majority of the new capacity will be established at TSMC's Kaohsiung F22 facility [1] Group 2: Market Position and Client Demand - The 2nm process is expected to become TSMC's largest advanced process node by 2027, surpassing the current 7nm and 5nm processes, which have monthly capacities of approximately 160,000 wafers [2][3] - TSMC's advanced process expansion is a key driver for its performance, as more advanced nodes command higher prices, benefiting both volume and pricing [2][3] - Major clients expected to adopt TSMC's 2nm technology include Apple, AMD, Intel, Qualcomm, MediaTek, and NVIDIA [2][3] Group 3: Technological Advancements - TSMC's 2nm process technology is designed to provide significant performance and power efficiency advantages, with speed increases of 10% to 15% at the same power level, or a 25% to 30% reduction in power consumption at the same speed [3] - The company plans to introduce the N2P process technology, an extension of the N2 family, which will offer even better performance and power efficiency, expected to begin mass production in the second half of 2026 [4]
需求强劲!台积电2nm扩产加速 订明年产能增1.5倍目标
Jing Ji Ri Bao· 2025-07-20 23:20
Core Viewpoint - TSMC's 2nm process is set to begin mass production in the second half of this year, with strong demand from major clients like Apple, AMD, and Intel, leading to significant capacity expansion plans [1][2] Group 1: Production Capacity - TSMC plans to increase its 2nm monthly production capacity from 40,000 wafers by the end of this year to 100,000 wafers next year, representing a 150% increase [1] - By 2027, TSMC aims to further expand its 2nm capacity to between 160,000 and 180,000 wafers, with the potential to reach 200,000 wafers if demand exceeds expectations [1][2] - Currently, TSMC's advanced process capacities include approximately 160,000 wafers for the 7nm process, slightly over 160,000 for the 5nm process, and about 130,000 wafers for the 3nm process, with potential adjustments to reach 160,000 wafers [2] Group 2: Client Demand and Market Position - Major clients expected to adopt TSMC's 2nm process include Apple, AMD, Intel, Qualcomm, MediaTek, and NVIDIA, indicating a broad market interest [1][2] - TSMC's advanced process expansion is anticipated to drive revenue growth, as newer processes command higher pricing, benefiting the company's operational performance [2] - The company expects that the number of product designs utilizing its 2nm technology in the first two years will surpass those for the 3nm and 5nm processes during their respective initial periods [2]
台积电被质疑“血汗工厂”,魏哲家回应:我这么胖,怎么可能
半导体芯闻· 2025-06-03 10:39
Core Viewpoints - TSMC's chairman, Wei Zhejia, refuted claims of the company being a "sweatshop," emphasizing that not all 90,000 employees are overworked and highlighting the company's commitment to employee well-being [1][4][11] - TSMC is cautious about AI chip supply and capacity planning, ensuring thorough communication with major clients and cloud service providers to avoid overcapacity issues [4][5][11] - The company anticipates strong growth in AI demand, with expectations for revenue growth of 24% to 26% this year, driven by advancements in AI applications across various sectors [12][11] Employee Treatment and Company Culture - Wei Zhejia stated that TSMC values integrity, innovation, and commitment from its employees, fostering a positive work environment [1][4] - The company recruits like-minded individuals, with approximately 9,000 new employees joining annually [1] AI and Market Position - TSMC is positioned as a leader in technology and manufacturing, with a strong outlook as long as AI remains integral to daily life [2][11] - The company is enhancing its production capabilities to meet the growing demand for AI, with advanced process sales expected to account for 69% of total wafer sales in 2024 [11][12] Financial Outlook - Despite economic uncertainties, TSMC expects to achieve record revenue and earnings this year, with a focus on maintaining high production capacity to meet AI demand [8][11] - The chairman humorously addressed shareholder suggestions for price increases, indicating the company's focus on value and technology leadership [8] Environmental and Regulatory Considerations - TSMC is investing in green energy and addressing ESG concerns, while also navigating regulatory frameworks in Taiwan regarding self-built power plants [9][11] Technology Protection - Wei Zhejia assured shareholders that TSMC's technology is secure, emphasizing the extensive effort and resources required to develop and produce their advanced technologies [14][15] - The company maintains a complex and integrated technology system that is difficult to replicate or steal, reinforcing confidence in its global operations [15][16]
又一芯片大厂,进军2nm
半导体行业观察· 2025-04-22 00:49
来源:内容来自 联合报 ,谢谢。 台积电规划下半年量产2纳米制程,近期相关客户陆续浮上台面,继超微宣布下单台积电2纳米 后,市场传出,英特尔也加入台积电2纳米首批客户行列,将用于生产下世代PC处理器,现正于台 积电新竹厂区紧锣密鼓准备试产,以利后续调整良率。 对此,台积电表示不评论市场传闻,也不评论特定客户业务。英特尔也不对相关消息置评。法人看 好,随着2纳米客户订单持续涌进,将助益台积电下半年业绩持续热转。 如果您希望可以时常见面,欢迎标星收藏哦~ 英特尔已是台积电先进制程主要客户之一,去年2月,英特尔当时执行长基辛格证实,已把两款处 理器关键的运算芯片块(Compute tile)首度交给台积电生产,这两款产品就是后来的Intel Core Ultra 200V系列笔电处理器(代号Lunar Lake),与该公司首款AI PC桌上型处理器Intel Core Ultra 200S系列(代号Arrow Lake)。 其中,运算芯片块以台积电N3B制程生产,GPU芯片块以台积电N5P制程生产,SoC与I/O芯片块 则以台积电N6制程生产。 如今英特尔执行长改由陈立武领军,最新传出该公司会在自家产品内接续采用台 ...