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The desperate battle for 2 nanometers will heat up next year

hskuo said:
IMO, economically, there will be no small customer in N2 due to the cost. If the mask set will cost >$20M, and GM is ~50%, wafer price $25k~$30k how much good yield wafers needed to make money? It is not easy for small start-up, unless they have rich daddy.
Click to expand...
But still there are a range of customers for the latest node, Nvidia, Apple, Intel, AMD, Qualcomm, etc. The price range that TSMC charges each one could vary by as much as 50%.. yet these sources are just saying "$30K for a wafer", regardless of the volume or contract conditions of the customer
 
lefty said:
But still there are a range of customers for the latest node, Nvidia, Apple, Intel, AMD, Qualcomm, etc. The price range that TSMC charges each one could vary by as much as 50%.. yet these sources are just saying "$30K for a wafer", regardless of the volume or contract conditions of the customer
Click to expand...
Interesting, not sure where your statement about the latest nodes is based on. It is hard to believe there will be 50% price variation in N5/N3/N2 nodes, even for N7 nodes if they are all used normal run. If you are comparing normal run with hot run lots or superhot run lots, then the price difference is large definitely, but it is not apple to apple comparison.
 
hskuo said:
Interesting, not sure where your statement about the latest nodes is based on. It is hard to believe there will be 50% price variation in N5/N3/N2 nodes, even for N7 nodes if they are all used normal run. If you are comparing normal run with hot run lots or superhot run lots, then the price difference is large definitely, but it is not apple to apple comparison.
Click to expand...
50% is just a figure I pulled out of the air, but the price difference is due to details in their contract, not just "hot runs". Reserving wafers on the latest node probably effects the price. Also, some customers reportedly pay for working chips, rather than wafers: https://arstechnica.com/gadgets/202...ons-on-chips-thanks-to-unique-deal-with-tsmc/
We don't really know because these contracts are secret.
 
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