Samsung claims that the 3nm process is leading mass production, but the yield rate is only 10%-20%, far less than TSMC's 60%-80%.

(Reuters)

Reporter Hong Youfang / Special report

The leading wafer foundry TSMC (2330) is ahead of Intel and Samsung in the advanced process. As the process advances to 3nm, although Samsung claims that the 3nm process is leading mass production, the yield rate has been questioned by the industry. It was previously reported that it was only 10 %-20%, far less than TSMC's yield rate of 60%-80%, which means that Samsung may not win if it runs first.

With TSMC's advanced 3nm technology, excellent manufacturing with high yield rate, and the three major competitive advantages of not competing with customers, it is expected that TSMC will continue to dominate the foundry field in the 3nm process.

Samsung's 3nm yield rate is far behind TSMC

Samsung announced the mass production of the 3nm process in the middle of last year, declaring its leading position, and it has been reported that it has many customers, including Chinese customers; but the United States has expanded the ban on China, and Chinese customers may not be able to use automated design software to design 3nm. For rice products, foreign media have previously reported that Samsung’s yield rate is only 10%-20%. Obviously, Samsung’s announcement of mass production of 3nm process is “too real.”

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In contrast, at the end of last year, TSMC held the Nanke 3nm mass production and factory expansion ceremony.

Chairman Liu Deyin pointed out that the yield rate of TSMC's 3nm process has been comparable to that of 5nm mass production in the same period, and it has also jointly developed new products with customers and started mass production.

Compared with the 5nm process, TSMC's 3nm logic density is increased by about 60%, and the power consumption can be reduced by 30-35% at the same speed, which is the most advanced technology in the world.

TSMC also demonstrated the mass-produced 3nm wafers on site.

Liu Deyin said that TSMC's 3nm technology will be widely used in the top technology products that will promote the future, including supercomputers, cloud data centers, high-speed Internet, mobile devices, etc., as well as future AR/VR, in 5G and high-efficiency Driven by the general trend of computing-related applications, the market demand for TSMC's 3nm process will be very strong.

Although TSMC’s 3nm process production capacity is only a few thousand pieces per month at the initial stage of mass production, coupled with the high price, only Apple, a major customer, will go into production first, but the enhanced version (N3E) will be launched one year later, which will significantly increase the volume; the company expects 3 nanometers After the mass production of rice process technology, the annual injection revenue will be greater than 5nm, and the 3nm technology will release about 1.5 trillion US dollars in the value of end products worldwide within 5 years of mass production.

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