Now in the field of chip applications, people have entered the 7-nanometer era. With TSMC and Samsung's breakthrough in the 5-nanometer process this year, the rest are 3-nanometer, 2-nanometer and 1-nanometer processes. This ladder of the human semiconductor industry is being broken through step by step by step by humans.
ASML
TSMC's 1-nanometer process has been put on the schedule
TSMC has just achieved mass production of 5nm process chips. According to TSMC's plan, it will achieve mass production of 3nm process in the past two years. As for 2nm, the publicity time is now in 2024. Although there are certain variables, it also shows that TSMC has been maintaining continuous innovation in advanced process technology.
Chip
As for the later part, let’s talk about the 1nm process. TSMC announced at a recent shareholders’ meeting that the company has carried out relevant research on the 1nm process. I believe that after achieving mass production of 2nm process by 2024, it will also make great progress.
ASML
ASML is the key promoter of TSMC's breakthrough in 1nm process
TSMC's achievements in advanced process technology are obvious to all, but without the help of ASML, it would be difficult to achieve the current achievements. Although the development of ASML was also promoted by TSMC's Lin Benjian , the current high-end lithography machine market ASML is absolutely NO.1. If TSMC wants to make a breakthrough in 3nm, 2nm, or even 1nm, from the current situation, it is absolutely impossible to do without ASML!
TSMC
So, TSMC is launching a charge towards the 1nm process, which is actually ASML is advancing towards the 1nm field. After ASML has achieved mass production of the first-generation EUV lithography machine, it has begun research and development on the second-generation products. It is reported that according to ASML's plan, the second-generation EUV lithography machine will be shipped in 2020. Compared with the first-generation EUV lithography machine, the performance of the new generation of lithography machines is 70%. This makes it possible for chip process to enter 2nm or even 1nm.
ASML
If TSMC wants to achieve mass production of 1nm process, it will be impossible for TSMC to achieve the mass production of 1nm process lithography machine without ASML's 1nm process lithography machine. However, with the current development progress in global process technology, ASML has left TSMC's huge demand and is basically in a "hero's useless place". Therefore, the joint progress of these two companies is the key to the rapid development of the global semiconductor industry.