In temporary: In its first quarter earnings name, TSMC reported that it was plowing forward with the event of subsequent era course of nodes. The semiconductor big plans to place its first 3nm processes into production later this yr and have 2nm able to go by the top of 2025.
Bruce Lee, an analyst for Goldman Sachs, put the primary and second questions of the call to TSMC CEO CC Wei. His first query was about inflation and the economic system at massive, to which Wei responded that TSMC was well-positioned, because the main international foundry, to climate fluctuations in the market.
Lee then requested concerning the timeline for the 2nm node. “Our N2 development is on track,” Wei stated. “…we are confident that N2 will continue our technology leadership to support customer growth. And we still plan the production in 2025.” He added that pre-production would begin in 2024.
N2 is reported to be the primary TSMC course of to make use of GAA (gate all-around) transistors as an alternative of FinFET (fin field-effect transistors). Samsung has already began utilizing their model of GAA and Intel is scheduled to implement theirs in 2024. An analyst requested Wei about it, however he averted answering.
TSMC’s executives have been extra forthcoming concerning the imminent 3nm household. In the second half of this yr, TSMC will put the N3 course of into production. A yr later, or probably sooner, it will be able to put the N3E course of into production, which is an “enhanced performance, power, and yield” model of N3.
TSMC predicts that HPC (high-performance compute) will be its fastest-growing phase this yr. It generated 41% of their income final quarter, simply barely greater than smartphones did, which generated 40%. IoT and automotive trailed in third and fourth place, producing 8% and 5% of income, respectively.
The foundry’s complete income grew by 11.6% quarter on quarter to $17.6 billion, barely above its steerage from February. It expects its second quarter income to be between $17.6 billion and $18.2 billion for now.
Image credit score: Fritzchens Fritz