TSMC’s 2nm yield rate is as high as 60%, and will dominate the next generation chip market – Passionategeekz –

[CNMO Technology News]TSMC is accelerating its pace to move towards the 2nm chip era. According to the latest report from the Economic Daily, the global semiconductor giant’s 2nm process yield has exceeded 60%, not only reaching the threshold for stable mass production, but also significantly ahead of its competitor Samsung’s 40% yield, indicating that its dominance in advanced processes will continue.

In recent years, TSMC has firmly taken the leading position in the world with its technological leadership from 5nm to 3nm process. In the advanced process competition, although Samsung and Intel continue to invest resources to try to catch up, TSMC has always maintained its lead with its strong R&D investment and steady technological evolution rhythm.

This breakthrough in the 2nm process is considered to be the key driving force for TSMC’s revenue growth in the next few years. It is reported that technology giants such as Apple, NVIDIA and AMD have already booked TSMC’s 2nm production capacity, among which AMD has announced that its next generation EPYC Venice server processor will use TSMC’s 2nm node, which also marks the official exposure of the industry’s first product that clearly adopts this technology.

Although Samsung Electronics was the first to make a GAA (wrapped gate transistor) technology in its early stages, it has been unable to make a key breakthrough in actual yield and customer adoption. Although Samsung currently says that its 2nm process is gradually improving yield, it will still be difficult to shake TSMC’s leading advantage in the short term. If mass production can be achieved in the future, Samsung may be expected to become a secondary supplier.

Overall, TSMC is likely to continue to consolidate its dominant position in the global chip market in the 2nm generation with higher yields, more stable processes and strong customer trust, and will further widen the technological gap with its competitors. As AI, high-performance computing and mobile terminals continue to increase demand for advanced processes, 2nm will become the next key battlefield for industrial squads to fight for.

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