Times ea lichelete: TSMC e fetohile motheo oa indasteri ea semiconductor?

Karolo e ka boroa ea Taiwan, China e kile ea hanne toropo e litšila ea mahaeng. Ka ho fihla ha likōpong tse tsoetseng pele haholo tsa Chip tsa lefats'e, TMC, se fero sa ho haha ​​se sa tsoa tsoa.

Ho tlalehiloe hore Tsmc e hahe feme ea chip ea 3Nm ea tainan. Li Ta-san, ea tsamaisang k'hamphani ea meaho ea thekiso ea matlo, a re: "Theko ea naha e haufi le boemo bo holimo haholo lilemong tse ka bang 10." O bone hape baenjineri ba TSMC ba akhela matlo a macha le boemo ba matlo.

Leha ho le joalo, tšusumetso ea semela se secha sa TSMC e feta Tainn, 'me e phetha karolo ea bohlokoa' marakeng oa seniconductor. Feme e koahela sebaka sa lisekoere tsa lisekoere tse 160,000, tse lekanang le boholo ba masimo a mabeli a bolo ea 22, 'me o lebelletsoe ho qala tlhahiso e ngata ea chisi ea 3NM selemong se tlang.

Le ha TSMC ke k'hamphani ea bohlokoa e tlase, lentakeng la eona la ho khaola - le tšusumetso e holang e hohela tlhokomelo ea batho.

Maemong a likhaello tsa Glold Chip tse qobelloang Japane, Europe, le linaheng tse ngata li liehe ho theoletsoa sebakeng sa heno, Tsuc ho hohela tlhokomelo e pharalletseng. .

Times ea lichelete e bontšitse hore United States e na le tlhahiso e matla ea ho hanyelletsa ho feta TSMC, 'me Intel e itokisetsa phallo ea tlhahiso ea procesir ho ea TSMC. Ntle le moo, Lefapha la Ts'ireletso la U.S. le ntse le beha khatello ho U.S. ho eketsa tsebiso ea libetsa e le hore liqhe tsa libetsa ha li itšetlehe ka bahlahisi ba kantle ho naha.

Le ha mebuso e mengata e na le tšepo ea ho etsisa katleho ea TSMC, ba ka fumana hore litšenyehelo tsa ho leka ho tsamaisana le TSM ha li bone. Bareki ba TSMC ba boetse ba qalile ho hlokomela hore ha ba sebetsana le barekisi ba setso.

Ambrose Conroy, Mothehi le Ceo ba lumelang k'hamphani ea phepelo ea lefats'e. Empa sehlopha sa semiconductor se "likonyana". "

Katleho ea TSMC

TSMC ke khale e bile "ka morao" hobane lihlahisoa tsa sekhakhamme li entsoe le ho rekisoa ka li-apole, AMD kapa fetoha. Leha ho le joalo, TSMC e laola batho ba fetang halofo ea 'maraka oa lefatše.

Ho bohlokoa ho bolela hore leetong le leng le le leng le lecha leo, TSMC le ntse le bahme haholo: Le hoja e le bafetoleli ba tsoang ho 28-65m. Meroalo e tsoetseng pele e hlahisoang hajoale e hlahisitsoeng, e nka karolo e ka bang 90% ea karolo ea mmaraka.

Peter Hanbury, molekane oa Bain & San Francisco, o ile a tiisa polelo ena e kaholimo mme a re: "Indasteri ea Semiconductor e Thlang. Lilemong tse mashome a mabeli tse fetileng ho bile teng Lits'epo tse 20, 'me joale litheko tse sehiloeng ka ho fetisisa tsa ho khaola haholo Taiwan. Serapeng sa boikhathollo. "

Hobane node e 'ngoe le e' ngoe e ncha e hloka ntlafatso e phephetsang le ho tsetela tse kholo, bahlahisi ba bang ba Chipi ba se ba qalile ho tsepamisa mohopolo oa likhoho tse khethehileng tse kang TSMC. Ho Pholosa Litšenyehelo tsa Setsi se secha sa tlhahiso, bahlahisi ba bang ba chip ba qala ho tima, 'me bahloli ba fokolang ba TMC ba tla ba le' marakeng o hloekileng o hlophisitsoeng.

Selemong sena, TSMC e hlahisitse matsete a eona a lichelete ho US $ Tšuale, eo e ka ba holimo ho 203 mme e phahame haholo ho feta ho Intel le Samsung. Bahlahlobisisi ba lumela hore sena se kenyelletsa bonyane karolo ea matsete ho phepelo ea tlhahiso ea TSMC e eang Intel. ITELL o ile a qobelloa ho hlahisa karolo ea tlhahiso ea processor hobane ho bile thata ho utloisisa litheko tsa lipalesa tse peli tsa 10n le 7nm ka nako ea ho etsa lichifi.

Liphoso tsa nako tsa Intel tse tsoelang pele tsa theknoloji ea karolo ea bobeli li tsoa ho batseteli ba tlohang ho etsa hore k'hamphani e tsamaisoe le ho fetolela mohlala oa "Fabless".

Leha ho le joalo, Ceo Passinger e ncha ea Intel e ile ea hana tlhahiso ena ebe e bua ka seboka sa video ka Labobeli: "Ho tšepa batho ka 7n ho ntse hoa eketseha. Intel ke ho matlafatsa ts'ebelisano le TSMC le lisotho tse ling le litefiso tse ling tsa processor ho etsa hore TSMC. . "

Le ha Pat Gelsinger e ts'episitse ho ntlafatsa bokhoni ba ho etsa intery, k'hamphani e ntse e hloka hore Mamc e fetohe nako ea nako ea ho thibela mmarakeng o bohareng.

U ka busa joang?

TSMC e se e le matla le ho feta tšimong ea tlhahiso ea chip mme e se e qalile ho hohela tlhokomelo ea lipolotiki. Kameho ea khaello ea li-pilisitinotive li eketsehile mebuso ea linaha tsohle tse lokelang ho fokoloa maemong a bohlokoa a kang lefu la phepelo ha e angoe ke lintlha tse teng tsa cheoopole.

U.S. Bahlahisi ba molao ba ile ba etela United States ho tsosa indasteri ea semiconductor ka likhahla tsa khaello ea chip. Selemong se fetileng, tlas'a khatello ea lipolotiki ea tsamaiso ea Trump, TMC e tšepisitsoeng ho haha ​​semela sa ho kenya li $ limilione tse 12 ho Arizona.

Ntle le United States, Japane le bonngoe ba Europe bo boetse bo qalile ho etsa phapang. TSMC e phatlalalitsoe khoeling e fetileng ea hore e tla beha tšehetso ea Japane ho ikhethatse lipatlisisong tse ncha tsa semicondctor. Ofisiri ea Japane e ile ea lemosa: "TMC ha e sireletsehe feela Taiwan, Chaena le litlhoko tsa ho qhalana."

Eu ea EU Tšepo ea ho tlisa tlhahiso ea ho seha pele ho Europe ka moralo o batlang ho tsetela kahong le theknoloji e latelang kamora fenese ea 3nm ho Tainan.

Ho tsoa ho data e 'maloa, ho lekane ho bona matla a tsmc. TSMC e tla eketsa matsete a eona a capital ho fihlela lipapaling tsena tse 25 ho isa ho tse 6 ho isa ho tse 203% ha ho bapisoa le 2020% e bapisoa le 2020 3NM, boholo ba transsistortor ke 1/20000 ea moriri oa motho, 'me chip e tsoetseng pele haholo e hlahisoang hajoale ke 5nm; 90%, 'maraka oa' maraka oa Tsuc o tsoetseng pele o hlahisoang hona joale.

Bahlahlobisisi ba bontšitse hore lebaka la bohlokoa le etsang hore TSMC e sebetse hantle ebile e le thusokelo ke hore indasteri ea eona ea tlhahiso e kenelletse taiwan. Babusi ba Tsmc bo kile ba re phatlalatsa: "Litoro tsa TMMC li atametse haholo. TSMC e ka tšehetsa lienjiniere."

Khamphani e hakanyetsa hore li theko e boima ea tlhahiso United States ke 8% ho 10% e phahame ho feta ea Taiwan. Ka hona, TMC ha ea itokisetsa ho jala ts'ebetso ea ho etsa tlhahiso ho potoloha le lefatše. Motsamaisi ea ho tseba hore: "Ka mor'a hore ba boholong US ba hlakisetse lekhalo la pina e bohlokoa ho feta moo, sena ha se sona ho Europe. E tebile. Balaoli ba Europe ba lokela ho tseba hore na ba hlile ba batla eng le hore na ba ka fihlela sepheo sena ka bahlahisi ba bona ba tsoang. "

Lebaka le leng la puso ea TSMC 'marakeng o thehiloe' marakeng o tsoela pele ho tsetela mahlale a ho khaola.Bahlolisani ba Tsc ba joalo ka GF, UMC ea Taiwan le lik'hamphani tse ling li hlahisitse tšebelisano ea bona butle-butle ka lebaka la chelete e kholo.Takatso ea tlholisano e se nang meeli ea pherekano.