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高通与联发科明年新挑战:2nm与LPDDR6太贵
半导体行业观察· 2025-11-23 03:37
公众号记得加星标⭐️,第一时间看推送不会错过。 来 源 : 内容来自wccftech 。 除 了 明 年 为 使 用 台 积 电 的 2nm 技 术 支 付 额 外 溢 价 之 外 , 高 通 和 联 发 科 在 准 备 明 年 推 出 Snapdragon 8 Elite Gen 6 和 Dimensity 9600 旗舰芯片时,现在还不得不应对 DRAM 价格的 飙升。有传言称,由于 LPDDR6 RAM 价格上涨,只有上述提到的旗舰芯片组将配备下一代内 存,但这预计不会减轻高通或联发科的智能手机合作伙伴的压力。 高通的Snapdragon 8 Elite Gen 6将有两个版本,但只有一个支持LPDDR6 RAM;联发科的 Dimensity 9600将仅坚持一个版本。 来自微博用户"数码闲聊站"的爆料称,明年只有"Pro级"芯片组会搭载 LPDDR6 RAM 芯片出 货。该传言还暗示,中国的内存制造商正在准备明年大规模生产相同的 DRAM 技术,这可能 会为高通和联发科的 Snapdragon 8 Elite Gen 6 和 Dimensity 9600 带来一些定价谈判筹码。 *免责声明:本文由作者 ...
MediaTek Adopts Taiwan Semiconductor 2nm Breakthrough For Flagship Chip
Yahoo Finance· 2025-09-18 11:14
Core Viewpoint - Taiwan Semiconductor Manufacturing Co. (TSMC) is collaborating with MediaTek to utilize its advanced 2-nanometer (nm) process for a new flagship system-on-a-chip (SoC), marking a significant technological advancement for both companies [1][5]. Group 1: Collaboration and Product Development - MediaTek has confirmed that the new SoC has completed the "tape-out" stage, indicating readiness for manufacturing [1]. - The chip is expected to enter mass production in the second half of 2025, with a market release anticipated by late 2026 [2]. - Industry analysts speculate that the new SoC may be named Dimensity 9600, representing MediaTek's next-generation mobile SoC [3]. Group 2: Technological Significance - The 2-nm process is a critical milestone in semiconductor manufacturing, enabling smaller transistors that enhance density, performance, and reduce power consumption [4]. - For mass production profitability, a yield of over 70% is typically required, with 60-70% yield during R&D indicating strong progress [4]. - TSMC's entry into nanosheet transistor architecture with the 2-nm process improves efficiency and performance [5]. Group 3: Industry Impact and Demand - There is high demand for TSMC's 2-nm technology, with major tech companies, including Apple, Intel, AMD, and Nvidia, expected to utilize this technology in future products [7]. - Apple plans to use the 2-nm A20 chip in its iPhone 18 lineup, showcasing the competitive interest in TSMC's advancements [7]. Group 4: Market Performance and Future Plans - TSMC's stock has increased over 33% year-to-date, outperforming the PHLX Semiconductor Index's 22% return [8]. - The company is planning to establish a new multifunctional service center in Pingtung County, set to open in mid-2027, further solidifying its market position [8].