TSMC customers jumped 10 nm straight to 7 nanometer process cost advantage to stop the acceleration of production time Cheng should be required Zhaokai period 2018-06-08 with the wafer foundry customers for the chip power requirements are increasing, coupled with the application of artificial intelligence (AI), the need for higher computing efficiency is more urgent, The TSMC 7 Nano process technology to obtain the majority of customers favor, the recent TSMC has accelerated 7 nm process production time, not only Apple (AAPL) new generation of CPUs will be using TSMC 7 Nano process technology production, including the world's major mobile phone chip manufacturers MediaTek, HiSilicon and Qualcomm (QUALCOMM) and so on, Also intend to skip 10 nm process directly, straight to 7 nm process generation. Although TSMC's 10-nanometer manufacturing process has surged to more than 10% by the end of 2017, however, the chip customers blunt, TSMC 7 NM process technology cost-effective advantage, indeed stronger than 10 nm process too much, coupled with the TSMC 7 nm and 10 nm process equipment in fact, most of the interoperability, in the customer's strong demand for the promotion, TSMC 7 Nano process is expected to be in 2018, the technical pressure of 10 nm process a chip, access to most customers. TSMC 10 Nano Process technology production has been more than 1 years, but the main customer base is only Apple, FPGA chip suppliers and emerging AI chip industry, and even many of the original use of 16 nm process customers, after several evaluations, and did not choose to invest in the arms of TSMC 10 nanometer process, Instead of focusing on the 12 NM process technology, the biggest consideration is the 12 NM process technology designed chip number, efficiency and cost structure, compared to 10 nm process more competitive market. In the wafer foundry customers choose the trend of advanced manufacturing process, TSMC has recently accelerated the process of 7 NM technology production time, will be placed in 10 nm process technology of the center of gravity to 7 nm process, due to 7 nm and 10 nm process equipment most of the interoperability, in the customer has made a clear choice of circumstances, TSMC 7 Nano process capacity of the receipt of a significant increase in orders. Currently includes HiSilicon, MediaTek, Xilinx (Xilinx) and Nvidia and other major customers, has announced the adoption of the TSMC 7 nm process technology, TSMC Grand Alliance members of the creative and core, recently began to 7 NM process for customers to design and develop chips, as Qualcomm is a long-term factory in the prudent assessment. The industry is expected to Qualcomm in the TSMC 7 nano-process generation orders return to a very high opportunity, to TSMC at this stage of the 7 NM process trial production data, efficiency, cost competitiveness, not only far better than their own 10 nm process, more than other competitors, attracting many domestic, Foreign chip manufacturers in advance to declare the card bit 7 nanometer process capacity. Therefore, if Qualcomm does not adopt TSMC 7 nanometer process generation, the future competition in the market is too high, after all, Qualcomm must be in the global 5G chip market first to consolidate the competitive advantage, and the choice of TSMC 7 nm process technology production, will be Qualcomm comprehensive war of success elements. In the face of domestic, outside the chip customers have jumped over 10 nm process generation, straight to 7 NM process technology major changes, TSMC is also optimistic about it, after all, this for the TSMC plant to buy new equipment demand pressure is not large, but the overall wafer foundry average unit price can be significantly pulled up,
