TSMC / Samsung: Great struggle to launch mass production of 3nm process:
-TSMC’s 3nm mass production is scheduled for the second half of 2022-
-Samsung is struggling to mass-produce even with the 4nm process-
-Is the yield information of Samsung foundries incorrect? –
Logic device:
Due to the complexity of manufacturing and the difficulty of pattern formation
Yield did not rise easily,
The number of cases where mass production has not progressed is increasing.
Intel:
It is showing a “movement to outsource manufacturing of CPUs and GPUs to TSMC”.
Samsung Electronics:
It seems that the yield has been sluggish for a long time in the advanced process.
TSMC:
It seems that something has happened to TSMC, which is leading the competition for miniaturization.
TSMC 3nm process:
TSMC’s 3nm process is in risk production using a FinFET structure.
Samsung 3nm process:
Prior to TSMC and Intel, a Gate-All-Around structure was adopted between the source and drain.
The latest information on the semiconductor industry:
Several Taiwanese and Korean media have reported.
Both companies are having a hard time starting production.
In fact, the yield remains sluggish.
It is unlikely that mass production will be possible on the scheduled schedule.
TSMC 3nm production:
It plans to start mass production in the second half of 2022.
There are many problems with 3nm process manufacturing and it may not be possible to provide the planned production capacity.
TSMC 3nm Customer:
For the time being, we have no choice but to use 5nm and 4nm (N4 / N4P / N4X) processes.
Samsung 3nm production:
It is a more complicated GAA structure than the FinFET structure.
Due to the more complicated process, we faced many problems and struggled to get up.
Samsung 4nm production:
Samsung is also struggling with the 4nm process.
For example, Qualcomm’s Snapdragon 8 Gen1 yields 35%.
Qualcomm 4nm
Snapdragon8 Gen1
Aim to “improve yield by dispatching in-house engineers to Samsung”.
We are considering “switching the manufacturing contractor from Samsung to TSMC”.
AMD 4nm
Exynos 2200 processor
4nm Exynos 2200 processor with AMD / RDNA2 released by Samsung.
“This performance evaluation is disappointing.”
“The production yield is also lower than the Snapdragon 8 Gen1”.
Samsung Information Manipulation:
Samsung Foundry:
There is a possibility that “the manufacturing yield information by the 5/4 / 3nm process has been tampered with”.
and
“The suspicion that the funds were not used correctly to improve the yield” also surfaced.
Samsung has launched an investigation into Foundry management.
TSMC 3nm Customer:
In addition to Apple and Intel, multiple customers have already placed orders.
Qualcomm is also said to have switched to TSMC as a production contractor.
Overseas media coverage | TECH +
https://news.mynavi.jp/techplus/article/20220228-2281159/
Samsung postpones its next-gen 3nm chip production until next year – Gizmochina
https://www.gizmochina.com/2021/10/07/samsung-3nm-chip-production-delay/
TSMC begins pilot production of 3nm chips, could be used in 2023 iPhones and Macs – 9to5Mac
https://9to5mac.com/2021/12/02/3nm-iphone-ipad-mac-chips-tsmc/