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Search results

  1. S

    What is the current status and outlook of FinFETs/GaaFETs on FD-SOI?

    Planar FDSOI can only scale a few nodes, even FDSOI pioneer CEA/LETI had their scaling roadmap being FDSOI and then GAA takes over. FinFETs are higher performance for leading edge applications and have scaled a lot faster than FDSOI. You can make a FinFET on SOI, in fact IBM 14nm was FinFET on...
  2. S

    TSMC 1.4nm

    I have all of that.
  3. S

    TSMC 4nm vs Samsung 4nm

    The 10% performance is a little less of an advantage for TSMC than I would have expected, the 30% better power is actually less too. Samsung 3nm with Horizontal Nanosheets is supposed to close a lot of the power gap versus TSMC but the yields are awful.
  4. S

    TSMC 1.4nm

    I am laughing right now, this chart made my day. Divide the wafer price by 2 and you will be close, the mask set cost is off by even more. There is a limit to how much wafer prices can go up with each new node if you want to sell them, $50k is way outside of that range and way outside of the...
  5. S

    TSMC 1.4nm

    I expected TSMC to follow 2nm with something like 1.5nm so 1.4nm doesn’t surprise me. What will be really interesting is how it is made. 2nm is pretty much known to be horizontal nanosheets (HNS),1.4nm could be a second generation HNS or we could see a CFET.
  6. S

    TSMC 1.4nm

    There are reports out of Asia that TSMC 3nm development team is switching to 1.4nm and speculation about what that means. The speculation suggests 1.4nm is next after 3nm or replaces 3nm or..... Here is my take: 3nm is due to enter production shortly, therefore development is done. 2nm...
  7. S

    Semiconductor Fabrication Plants

    It is all production and development 300mm fabs making semiconductor wafers, it does not include 300mm fabs focused on packaging such as the TSMC fabs running InFO.
  8. S

    What are the historical and probable future node yields from Intel, Samsung, and TSMC?

    Generally speaking this is the electrical yield at wafer sort and it is the percentage of die that meet a set of electrical specs. If you get defect density from a foundry it will typically be extracted from a test chip once again to the process specs. Yes if you relax the specs the yield will...
  9. S

    Semiconductor Fabrication Plants

    It is a paid product, you can read about it here: https://www.icknowledge.com/products/watch.html
  10. S

    TSMC to build new fab in Kaohsiung Taiwan

    We will see, it is possible they were exploring the possibility but haven't decided. Once again. TSMC hasn't announced it and construction hasn't started so it is a couple of years away if it actually happens. TSMC has explored other fab site/options that they didn't do so until TSMC says they...
  11. S

    Semiconductor Fabrication Plants

    I don't track 200mm fabs but I do track 300mm fabs. There were 155 - 300mm fabs in operation at the end of 2021, 145 production and 10 development.
  12. S

    TSMC to build new fab in Kaohsiung Taiwan

    But TSMC has made no announcement on a Kaohsiung fab and until they do I question how real this is. I also don't think the 7nm and 28nm in the same fab comment makes sense.
  13. S

    TSMC to build new fab in Kaohsiung Taiwan

    My mistake on Nanjing, they did say they are expanding 28nm capacity on their 2021-Q4 earning call and they did mention China as one place they are expanding it. In term of Nanjing on the 2021-Q2 call they said the total capacity is 25k wpm in phase 1 and phase 2 will come on line second half...
  14. S

    TSMC to build new fab in Kaohsiung Taiwan

    Your numbers and locations are all wrong. According to TSMC's web site they have Fab 12A/12B in Hsinchu, Fab 14 and 18 in Tainan, Fab 16 in Nanjing and Fab 15 in Taichung. From my research, at one time they made some 28nm in Hsinchu and may make some there still, say 20 to 30k wpm. Their main...
  15. S

    Will semiconductor plants really drain Arizona? That theory is overblown [AZ Republic editorial]

    Taiwan has had a water shortage for a long time, although it has recently gotten worse. In Taiwan TSMC recycles something like 85% of the water they use.
  16. S

    Ballpark semiconductor economics questions re: TSMC Arizona Fab

    The site map I have seen looks like 4 fabs, not 6, so this 1 and 3 more. Assuming they choose to build everything out that would be up to 200k wpm and that still isn’t that big by TSMC standards.
  17. S

    TSMC to build new fab in Kaohsiung Taiwan

    The TSMC board resolutions for the November 9th meeting mention the Japan Fab but don’t say anything about Kaohsiung. https://pr.tsmc.com/system/files/newspdf/attachment/74ef2b3d1b7b7bbcbbb1ff74e7c3d8121ccf9aa7/1109%20board%20meeting%20%28E%29_final_wmn.pdf i have seen the news reports you...
  18. S

    Ballpark semiconductor economics questions re: TSMC Arizona Fab

    I have been looking into this, there are couple of reports in the press in Taiwan but nothing from TSMC. There are press releases from TSMC about the Fab in Japan but I can't find anything about this fab. Also, 7nm and 28nm in the same fab makes no sense to me. TSMC's 7nm business is all...
  19. S

    TSMC to build new fab in Kaohsiung Taiwan

    I have been looking into this, there are couple of reports in the press in Taiwan but nothing from TSMC. There are press releases from TSMC about the Fab in Japan but I can't find anything about this fab. Also, 7nm and 28nm in the same fab makes no sense to me. TSMC's 7nm business is all...
  20. S

    Ballpark semiconductor economics questions re: TSMC Arizona Fab

    OK, I went and looked, I think they could get up to 50k wpm of 5nm in the initial cleanroom plus on site they have room for 3 more cleanrooms.
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