The Paper reporter Li Xiaoxiao
TSMC. People's Vision data map
TSMC's 2nm progress is accelerating, and it is expected to achieve the 2025 mass production target.
According to news from Taiwan Economic Daily on June 10, the chip manufacturing giant TSMC’s 2nm factory construction plan related environmental protection review documents have been submitted for review, and strive to pass the environmental review in the first half of next year, and then hand over the land to build the factory. The first phase of the factory is expected to be put into production before the end of 2024. .
The above report mentioned that at the end of 2021, TSMC officially proposed a plan to expand the factory, and initially locked the Taichung Golf Course next to the Zhongke Park. The factory covers an area of nearly 95 hectares, with a total investment of NT$800 billion to NT$1 trillion. TSMC’s supply chain revealed that based on the investment scale of NT$1 trillion and the land area of nearly 100 hectares, TSMC plans to build a 2nm factory in Zhongke, and the subsequent 1nm factory may also be located here.
Currently, TSMC’s manufacturing process in Zhongke covers 28nm and 7nm. The report quoted industry predictions that since equipment for 2nm and 1nm processes can be shared, the industry speculates that in the future, it will adopt a gradual approach from 1.8nm and 1.4nm to 1nm. Nano propulsion. TSMC's 2nm trial production time point will be as soon as 2024, and mass production will start in 2025, and then enter 1nm, and the subsequent updated "Ammie" process.
On June 8, TSMC announced its first-quarter results, showing consolidated revenue of NT$491 billion, an increase of 35.5% over the same period last year, and net profit of NT$202.7 billion, an increase of 45.1% over the same period last year. Break through 55%. TSMC also expects second-quarter revenue of $17.6 billion to $18.2 billion, with a gross margin of 56% to 58%.
At the legal person briefing meeting in April, TSMC President Wei Zhejia said that TSMC maintains the view that capacity will be tight throughout this year. In terms of 2nm, maintaining the target mass production in 2025 is sure to be the most advanced technology. Editor in charge of
: Yes Dongdong Picture editor: Chen Feiyan
Proofreading: Ding Xiao