Samsung, TSMC 3 Nano architecture is very different, who has market advantages?

Samsung and TSMC have become more diverse after entering 3 nanometers, mainly in the two companies to extract 3 nanometers. Samsung bet wrapped around the gate (GAA) architecture and claims that it is leading TSMC in GAA research and development progress; TSMC continues the previously used fin field effect electric crystal (FINFET) architecture, and the fastest 2 nm evaluates the import GAA architecture.

For Samsung's advanced process attitude, TSMC has never responded to competitors. The industry believes that TSMC is still smooth, and confident is more confident, and it is also the design of 3 nano-FinFET architectural design, which is very advantageous.

Zhang Xiaoqiang, deputy director of TSMC Business Development, recently revealed in the technical forum, TSMC believes that the continued use of FinFET architecture development 3 nano-processes, which can help customers achieve the best solution. TSMC expects that the 3 nanometer efficiency can increase by 10% to 15% by 5 nm, and the power consumption is reduced by 25% to 30%, and the logical density is 1.2 times, and the SRAM density is 1.2 times, and the ratio density is 1.1 times. The target 3 nano-mass production, the customer product can reach more than 5 nano, widely used in the smart machine and the high-speed operation (HPC) platform.

Samsung, TSMC uses 3 nano-processes designed with different architectures, which will be actually determined in 2022. Samsung uses the GAA architecture, the current Samsung also develops the second-generation technology required for 3 nanometers and 2 nanometers: multi-bridge channel field effect crystal (MBCFET), Samsung claims that the related technique can increase the wafer efficiency by 7 nanometers 35% The area is reduced by 45%, and the power consumption is 50%, and the actual amount of related technologies is still necessary to continue to track.

TSMC has confirmed that customers 3 nano production capacity is provided using the FinFET architecture. TSMC's preceding law is also declared, similar to that the architecture will provide customers with the most mature technology, the best performance and best cost, and develop and progress according to planning Good, compared to similar periods of 5 nanometers and 7 nanometers, the 3-nanometer in high-performance operations and smart mobile phones have also been observed to invest more customers.

It is also known that due to the expense of advanced process development, after integrated indicators, not only Intel, Apple is available, from Europe's leading artificial wisdom (AI) chip big factory Graphcore has also tied 3 nanometer long-term cooperation plans .

Graphcore is one of TSMC 3 nano-early partners. This AI wafer industry from the UK has been rated as a new company with foreign media, and has obtained 2019, 2020 "Cool Unicate. The beast company ", the award, before the TSMC technology forum, both sides have solemnly introduced the future cooperation blueprint.