Tsmc and 5nm: production starts in April and everything is already reserved
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TSMC is in the news again because it will start producing 5nm node chips in April. All production would be fully reserved.
Undoubtedly, TSMC is the manufacturer that has starred in the advancement of the chip manufacturing process in recent years. In fact, this company has come to the fore many times because of other brands, such as AMD or Apple. This time, TSMC is in the news again because everything would be ready to start production of 5nm in April. To continue; the details.
TSMC: 5nm in April and reserved production
This manufacturer seems to be doing things right because it is complying with its roadmap for 2020. TSMC is ready to take on the high production volume of its 5nm process . This is the new 5nm EUV ( Extreme Ultraviolet ) node, which comes with up to 14 recordable layers on the silicon wafers.
All of this volume will begin with the Apple A14 SoC, which will take next-generation iPhones to high-performance levels. The apple company would have reserved 2/3 of the production capacity that TSMC has for 5nm. In this way, you would be the largest customer for your new manufacturing process. Back in December, the chipmaker announced that 80% of 5nm EUV manufacturing was already reserved .
However, the production of this lithograph would have already been reserved at 100%, and it cannot supply more demand than the one stipulated. Our question is , which customers have reserved the remaining 1/3? AMD? NVIDIA? Qualcomm? We do not know. Yes it is true that AMD plans that Zen4 will arrive in 2022 with 5nm, but it does not look like they are the remaining 1/3.
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