The Taiwanese founder TSMC is engaged in a race of speed to propose the finest engraving knots. Its main competitor Samsung has embarked on a great offensive K chip which should enable it to regain market share and ultimately gain the position of world leader.
But for South Korea as for Taiwan, mastery of the most advanced semiconductor technologies constitutes a national strategic axis of primary importance and all the means on the one hand to maintain its lead and on the other to try to take the ascendant.
The Taiwanese group has just announced that it intends to spend $ 25-28 billion in 2021, a marked increase from the 20 to 22 billion dollars initially planned.
This increase is linked to the need to equip oneself with lithogravure EUV and to continue to fuel research efforts as technologies become more complex.
If investors are already worried about the pressure of these investments on profitability, one reason for this increase would be the increased competition from Samsung and the need to step up the pace.
3 nm engraving, the next major goal
In this regard, the next challenge will be the transition to 3 nm engraving, according to a rapid diffusion rate which has already made it possible to go to 7 nm then to 5 nm in a few years.
TSMC has already made good progress on the work and should be able to launch a pre-production from this year in order to be able to fully embark on the second semestre 2022.
This effort could again hope to give it a head start over Samsung so as to retain its large customers and make the investments made profitable.
But the Korean giant has already indicated for its part that it is working hard on its own 3 nm engraving technique with the same goal of making it available in 2022. The gap between the two founders could therefore be only of a few months.
Already, all eyes are on a 2 nm engraving, an optimization of the 3 nm one, which could be offered from the end of 2023.
Source: GNT – actualités by www.generation-nt.com.
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