Semiconductor equipment industry, according to samsung import 7 nai metric cheng progress than expected, may not like the original planning production next year, in contrast, TSMC seven nanometers seasons 1 next year, risk of trial-produce, yield within the schedule given to go forward, is scheduled to cast slice, for the fourth season next year contributed revenue since 2018.
Progress in process analysis, TSMC is expected in 2017 and 2018, successively by 10 nanometers and seven nanometers, dominating the global semiconductor market, and Intel and samsung, and two large Nemesis gap.
TSMC within seven nanometers as with Intel and samsung is the most important battle, especially Intel has and ARM (ARM) authorization agreement, will use the ARM architecture, provides the OEM service, in 10 nai metric and TSMC, that TSMC can't afford more.
Samsung in A10 apple processor OEM orders are all TSMC after eat, decided to come back, will be the center of gravity in seven nanometers, and decided in advance in seven nanometers import department Moore (ASML) developed by love the latest EUV (extreme ultraviolet lithography equipment, used in semiconductor production processes.
Samsung original forecast, in the first half of next year furnish complete production and seven nanometers, however, semiconductor equipment maker, according to research and development of samsung seven nanometers badly behind schedule, meet the list next year difficulty is very high.
TSMC, in contrast, with 10 nai metric master cheng apple, mediatek and haisi important customers the advantage of import, and seven nanometers in solid-state reaction speed and the function and performance, such as more than 10 nanometers is superior, let TSMC a line of big customer, including the original in samsung group of qualcomm, will also return big TSMC, highlight TSMC in seven nanometers certainly won international companies.
TSMC executive together and mark liu, general manager of previously disclosed that TSMC 10 nai metric ride this season to season 1 next year is expected to mass production; Seven nanometers due seasons 1 risky trial production next year. TSMC forecast, seven nanometers contribute revenue will be in the first three months of 2018, is expected to lead the global became the first to provide 7 nai metric cheng foundry fabs.
In addition, TSMC 5 nai metric as fire such as tea research and development process, and compiled nearly 400 people in research and development team, in more advanced three metric process research and development, and the 1 nai metric, cheng show after overtaking Intel TSMC, widening leading purpose of the distance.