Nowadays, with the development and progress of society, the role of chips on the international stage is becoming more and more important and prominent. Therefore, many countries and companies have begun to develop their own chips. However, self-developed chips are important, but

Today, with the development and progress of society, the role of chips on the international stage is becoming more and more important and prominent. Therefore, many countries and companies have begun to develop their own chips. However, self-developed chips are important, but producing chips is even more important. If there is no way to produce chips, no matter how advanced the chip manufacturing process is, it is just talk on paper and is tantamount to its own development. Therefore, many chip foundries have emerged in the international market, and TSMC is one of the leaders.

In terms of chip production, TSMC has always been at the forefront of the world. TSMC's chip manufacturing technology has won praise from the international market. Recently, TSMC also announced new news about 3-nanometer chips, which is said to be accelerating the mass production of 3-nanometer chips.

So, what impact will TSMC’s acceleration of the mass production of 3-nanometer chips have on TSMC? When 3nm chips are mass-produced in the future, is there any hope of increasing TSMC's revenue?

html There is new news about 63 nanometer chips

html On November 3, after TSMC announced its fourth quarter performance report for 2021, it held a legal person briefing. TSMC President Wei Zhejia not only attended the briefing, but also conducted a speech at the meeting. speech, publicly admitting that TSMC’s 3-nanometer chips will enter mass production in the second half of 2022.

nm chip production technology is said to be a new node process of TSMC, which is essentially different from the previous enhanced 5nm, 4nm and N4X processes. This difference is reflected in two aspects. One is the number of transistors. The logic density of the number of transistors in the 3-nanometer chip production process can be increased by 1.7 times, which will bring about an 11% performance improvement. In terms of power consumption, TSMC’s 3-nanometer chip process is not weak at all. It is said that it can reduce power consumption by 25% to 30% with the same performance.

In addition, 3-nanometer chips will continue to use fin field effect transistor structures, which is a complementary structure that can greatly enhance the control of current. It has such a strange name because its shape is similar to that of a fish fin.

TSMC’s 3-nanometer chip manufacturing process is undoubtedly very advanced. So what impact will TSMC’s current acceleration of mass production of 3-nanometer chip manufacturing technology have on TSMC?

What will accelerating the mass production of 3-nanometer chips bring to TSMC?

First of all, reduce the restrictions of the United States and strengthen its own independence

As we all know, TSMC had to stop manufacturing for Huawei in my country because of the intervention of the United States. Why the United States can intervene in TSMC's business activities is not because TSMC uses American technology in the process of producing chips. If TSMC were to force the United States to take back the technology, it would be troublesome.

However, TSMC is constantly making breakthroughs in more advanced processes. It is said that in TSMC’s chip manufacturing processes below 7 nanometers, the proportion of American technology has been reduced to 5% to 7%. In the future, if TSMC officially debuts its 3nm chip manufacturing process, then, The proportion of American technology should also be smaller.

In this way, as the proportion of American technology further decreases, the intensity of American intervention will naturally decrease. After all, there is not much American technology, and the United States' intervention in TSMC is somewhat unfair. As the restrictions in the United States are relaxed, and as TSMC's own independence strengthens, it will also be of great help to TSMC's development and progress in the future.

Secondly, enhance TSMC’s market competitiveness

From the current point of view, TSMC will undoubtedly become the first company in the world to have a 3-nanometer chip production process. Although Samsung has also stated that it will produce 3-nanometer chips in the second half of this year. But Samsung, as everyone knows, is the most talkative in the world.Didn’t Samsung say before that it would successfully achieve mass production in the first half of this year?

Therefore, it is still unknown whether Samsung can fulfill its promise in the second half of this year. Therefore, TSMC is still very likely to become the first foundry capable of producing 3nm chips. In this way, TSMC's market competitiveness will undoubtedly be greatly enhanced.

And we may wish to further explore that as TSMC's market competitiveness strengthens, TSMC's market influence and market position will undoubtedly be improved in the future. Great improvement. Some people may also think that the production of TSMC's 3-nanometer chips can increase TSMC's economic revenue. So, is this really the case?

html Can the mass production capacity of 63 nanometer chips increase TSMC’s revenue?

First of all, the mass production of 3-nanometer chips requires a lot of economic investment.

In fact, TSMC's production of 3-nanometer chips seems very high-end. However, if we want to increase TSMC's revenue, I am afraid there are still uncertain factors. As we all know, the production of 3-nanometer chips is itself a high-end process. What does high-end process require? It requires the injection of a lot of "money capacity".

Although we have no way of knowing how much TSMC will invest in producing a 3nm chip, we can be sure that this is definitely not a small amount. TSMC has invested so much money in producing a 3-nanometer chip. The mass production of 3-nanometer chips may not necessarily increase TSMC's economic benefits.

Secondly, there is currently no widespread consumer market for 3-nanometer chips.

Mass production of 3-nanometer chips requires the participation of the consumer market if it is to turn into economic benefits. So, what is the current consumer market for 3 nanometers? In fact, the current consumer market may not be large. In addition to the current global core shortage and the greater demand for mid-to-low-end chips, even if the world passes the core shortage crisis in the future.

With the current technological development in the world, processes such as 5nm and 7nm may not have been popularized yet, let alone 3nm. If TSMC produces 3nm chips in the future, the consumer market may not be very large. The economic outlay of producing 3nm may not be covered.

Summary

TSMC’s 3-nanometer chip has finally received new news, and it is expected to successfully achieve mass production in the second half of this year. For TSMC, the advantages undoubtedly outweigh the disadvantages. I hope that other semiconductor companies in our country can speed up their own pace and keep up with the world's advanced trends. Only in this way can our country's domestic chips truly rise.