collects micronet news (Text/Oliver). Previously, according to Taiwan media Economic Daily, TSMC’s 5nm process has won five basic customers: Apple, HiSilicon, AMD, Bitmain and Xilinx. However, some industry insiders refuted this statement, claiming that currently only Apple and Huawei HiSilicon have been finalized.
Weibo user @手机 Chipmaster posted that TSMC’s 5nm currently only has two customers, HiSilicon and Apple, and the others AMD, Qualcomm and Bitmain are all nonsense.
It is understood that TSMC’s 5nm full mask tape-out cost is about 300 million yuan, and the cost does not include IP licensing. Such a high threshold will indeed make some companies choose to wait and see, rather than being the first to try it out.
The trial production results of TSMC's 5nm process show that the number of transistors is 1.8 times that of the 7nm process. In contrast, the 5nm of competitors ( Samsung ) has only increased by about 20%.
TSMC Chairman Liu Deyin once said that TSMC’s 5nm has exited the research and development stage this year, and “next year will be a year of rapid expansion.” He has focused on 3nm and 2nm process technology planning, which also means that TSMC’s 5nm has basically Customer protection. Who are the basic customers? Jiwei.com will continue to follow up and report.
It is worth mentioning that some domestic media pointed out that in terms of the share of orders for advanced processes, Huawei's HiSilicon has surpassed Apple and become TSMC's number one customer. (proofread/holly)
