Jiwei.com News, Zheng Kaian, senior industry analyst at MIC of Zi Ce Association, said that the growth rate of global wafer foundry capacity this year is about 10%, and the expected growth rate in 2023 is more than 7%. It is expected that chip supply and demand will stabilize in 2023, and the growth of production capacity of various types of chips will slow down in 2023.
According to Taiwan's Central News Agency, Zheng Kai'an pointed out that in the development of global advanced wafer processes, including Taiwan TSMC, South Korea's Samsung, and the United States Intel all plan to introduce mass production of 2nm processes in 2025, and all adopt a surround gate (GAA) architecture. It is expected that 2025 will become an important node in the competition for advanced processes.
It is understood that in addition to the above-mentioned manufacturers, there is news in the market that Japan will cooperate with the United States to start the research and development and construction of local 2nm advanced process in the country. According to the intentions of both parties, joint R&D will be launched as early as this summer, and a R&D and industrialization base will be built between 2025 and 2027.
(Proofreading/Kapocao)