TSMC to Start 2 nm Production by 2025, 3 nm by the End of 2022

[Raevenlord]

Responding to investor questions in TSMC's first quarter earnings call for 2022, CEO C. C. Wei reiterated that the company's upcoming manufacturing processes are generally moving smoothly throughout development. Even as TSMC announced historic revenues on the back of increased pricing throughout the semiconductor industry, the company is showing no signs of slowing down on its development. When further asked regarding the company's ability to navigate the world's troubled, inflation-ridden waters, Wei added that TSMC's strategic positioning as the leading semiconductor foundry makes it resilient to market and demand fluctuations.

TSMC's roadmap has seen multiple accelerations of late, which have placed 3 nm tape-out to occur before the end of the year. Perhaps more significantly, the company's next-generation 2 nm manufacturing process, which will make use of GAA (Gate All Around) transistor designs for greater design efficiency and density, are still on track for a 2025 volume production following an expected 2024 tape-out.



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[stimpy88]

Lets hope that China does not have other plans for TSMC.

 

[mb194dc]

Let's hope things go as smoothly in practice and they are in theory. Certainly for Intel that was not the case, it remains to be seen if TSMC can endlessly continue with frictionless node shrinks.

 

[Garrus]

Lets hope that China does not have other plans for TSMC.

They can't do anything even if they want to, not without completely destroying themselves.

Ukraine is a messed up and poor place and was historically a part of Russia as recently as 30 years ago, causing ambivalence about aiding and getting involved with the country (Germany for example is anti-American and romanticized Russia's modernization, not to mention being dependent on Russia. Every German business man and politician seems to have Russian ties). Most countries don't import and Ukrainian goods.

Taiwan is the wealthiest country in Asia. The highest income. Has the most important technology. Has strong historical ties with Japan and the United States, and even Korea. Has a powerful military. Is essential for American strategic interests as it keeps the Chinese navy restricted. Is also a thriving democracy with no political baggage like Ukraine. The entire world would come down on China like a ton of bricks, fully committed to Taiwan's defense. It is also an island and is much more difficult to attack compared to Ukraine which was attacked on 3 sides by land. UN recognition isn't worth the paper it is written on. The US would be exploding with fury and eager for war, would make the current war hawks look like doves in comparison.

Also nobody in the west is dependent on Chinese energy like Russian energy, we'd all stop buying Chinese goods instantly. Now China is also 10x more powerful than Russia. So there is that. For sure Taiwan needs to increase military training imo, and be more like Korea (the strongest in Asia). The importance of Taiwan actually makes it harder for China to attack, as economic interests make the rest of the world take notice.

 

[Chaitanya]

They can't do anything even if they want to, not without completely destroying themselves.

Ukraine is a messed up and poor place and was historically a part of Russia as recently as 30 years ago, causing ambivalence about aiding and getting involved with the country (Germany for example is anti-American and romanticized Russia's modernization, not to mention being dependent on Russia. Every German business man and politician seems to have Russian ties). Most countries don't import and Ukrainian goods.

Taiwan is the wealthiest country in Asia. The highest income. Has the most important technology. Has strong historical ties with Japan and the United States, and even Korea. Has a powerful military. Is essential for American strategic interests as it keeps the Chinese navy restricted. Is also a thriving democracy with no political baggage like Ukraine. The entire world would come down on China like a ton of bricks, fully committed to Taiwan's defense. It is also an island and is much more difficult to attack compared to Ukraine which was attacked on 3 sides by land. UN recognition isn't worth the paper it is written on. The US would be exploding with fury and eager for war, would make the current war hawks look like doves in comparison.

Also nobody in the west is dependent on Chinese energy like Russian energy, we'd all stop buying Chinese goods instantly. Now China is also 10x more powerful than Russia. So there is that. For sure Taiwan needs to increase military training imo, and be more like Korea (the strongest in Asia). The importance of Taiwan actually makes it harder for China to attack, as economic interests make the rest of the world take notice.

Ukraine may have been part of Russia for last few hundred years or so and both Russian empire and USSR committed ethnocide(similar to ones being committed in Xinjiang and Tibet). In case of invasion on Taiwan, US is bound to defend Taiwan from any invasion thanks to some law.

 

[Easo]

Ukraine may have been part of Russia for last few hundred years or so and both Russian empire and USSR committed ethnocide(similar to ones being committed in Xinjiang and Tibet). In case of invasion on Taiwan, US is bound to defend Taiwan from any invasion thanks to some law.

That law is highly debatable and very vaguely defined...

 

[DeathtoGnomes]

the gap between 3nm and 3nm will not be that beneficial, why not go for 1.5nm?

Or cant TSMC deal with fractions?

 

[TheinsanegamerN]

In case of invasion on Taiwan, US is bound to defend Taiwan from any invasion thanks to some law.

Laws are easily broken or ignored. What matters is strategic importance and realpolitik. The consequences fo rnot defending taiwan are very real, and would be the reason the US responds to chinese aggression.

 

[Cutechri]

I love politics in my tech forums

 

[R-T-B]

I love politics in my tech forums

Ah... nothing like the stench of toxic armchair generals correct?

 

[Garrus]

Ah... nothing like the stench of toxic armchair generals correct?

Since I live in Taiwan, there's nothing like people always talking about invading the country when it comes to getting my goat Taiwan is underappreciated. The highest income in Asia. Higher than Japan and Korea, gets irritating that people just discount it all the time. I apologize. Hopefully the world's shortage of semiconductors has got Taiwan a bit more recognition.