There is a very wide spread, I believe we have seen. The war between Wang Laoji and Jaddabao defeated Hezheng; the war between Coca-Cola and Pepsi Cola defeated Coke; today, Samsung and TSMC struggled to defeat Intel.
For a long time in the past, Intel followed Moore's Law and led the way in process technology. Who knows it stuck on the 14nm node?
Competitors Samsung and Taiwan Semiconductor Manufacturing Co., Ltd., as if after the 14/16nm node appeared to open the same, 10nm process have been mass production of commercial applications, including TSMC won the Huawei Unicorn 970, Apple A11, Samsung is to get the Qualcomm Xiaolong 845. Recently, the 7nm process has been successfully developed. But Intel's 10nm process has only just landed, the gap is a bit big!
TSMC: Kill Intel
Looking ahead, TSMC’s real opponent is Intel. How TSMC can squeeze Intel has always been the focus of the market. It is also the direction that TSMC has been working hard. From the perspective of advanced manufacturing processes, TSMC has formed a certain advantage.
At the beginning of this year, Zhang Zhongmou, who was about to retire, revealed that TSMC will mass-produce 7nm FinFET chips in June. TSMC also plans to test the 7nm improved version before the end of this year and adopt EUV EUV lithography for the first time. In fact, the 7nm process chip is already in production in the first quarter of this year!
Zhang Zhongmou also revealed that TSMC has achieved a 100% market share of 7nm process technology, and the future market demand is also quite strong, and it is expected that 7nm process technology will make TSMC revenue growth of 10%.
Technical advantages are also reflected in the stock price. TSMC’s market value in 2017 exceeded that of Intel for the first time. In addition, TSMC has apple and other large customers for the blessing, has a stable revenue, and continue to invest in research and development, improve process technology, drive the virtuous circle of operating growth, leaving competitors far behind.
Samsung: Get rid of TSMC and Intel
Perhaps it was the stimulation of TSMC, or the pressure on the process technology, Samsung is also fighting for the upper reaches.
Recently, it has been reported that Samsung has completed the research and development of the 7nm new process six months ahead of schedule, and has invested in EUV EUV lithography, which is more advanced and extremely difficult, and is claimed to be the first in the world.
This is more than half a year earlier than the 7-nm improved version of TUV's trial production before the end of the year announced by TSMC, and it feels that TSMC will also be behind Samsung.
According to sources, Samsung's 7nm R&D team has completed the task of this process and will fully invest in the research and development of the 5nm process, and the two processes share the design database (DB), and the difficulty in R&D on the 5nm process will decrease. less.
In the market, the overall revenue of the Samsung Semiconductor business exceeded that of Intel in the second quarter of 2017 and became the world's largest semiconductor company.
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