【Market Commentary】As semiconductor process technologies approach physical limits, chip manufacturing must rely on breakthroughs in transistor architecture, backend packaging technology or material development in order to improve performance or reduce power consumption.
Both Samsung and TSMC, the only foundries with leading-edge process technologies at the moment, are expected to mass produce with the 3nm process in 2H22, with Samsung being the first to adopt GAAFET architecture while TSMC sticks with FinFET at the 3nm node.
TrendForce believes that, for the first wave of 3nm products, TSMC will primarily manufacture chips for HPC applications, whereas Samsung will instead focus on smartphone applications.
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#台灣是全球最重要的1萬4000平方英哩島嶼
台灣的面積僅略大於美國馬里蘭州,但在全球尖端晶片(10奈米以下)製造中,有92%的產能集中在台灣,且台灣也是筆記型電腦、桌上型電腦主機板等其他科技產品的重要生產中心,包括高通、輝達、蘋果等晶片設計大廠,均依賴台積電等台灣廠商負責生產。
美國智庫「資訊科技與創新基金會」(ITIF)的全球創新政策副總裁Stephen Ezell直言:「台灣是全球最重要的1萬4000平方英哩島嶼。」
“This is the most important 14,000-square-mile island in the world,” says Stephen Ezell, VP of global innovation policy at the Information Technology and Innovation Foundation.
美國新聞網站Axios在9日以「為何台灣遭受威脅,對科技產業是一場惡夢」Why threats to Taiwan are a nightmare for tech為題報導,台灣的半導體製造能力在全球舉足輕重,美國總統拜登應在美方的太平洋及亞洲安全和經濟策略中,將台灣置於核心。
Why it matters: Taiwan is home to 92% of the world's leading-edge chip manufacturing operations and a vital center for producing other tech components, including laptops and PC motherboards.— AXIOS
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