TSMC's Nanke Wafer Factory 18 is the factory area for mass production of the 3nm process.

(Photo by reporter Hong Youfang)

Reporter Hong Youfang / Special report

Wafer foundry process technology has been developed from research and development to mass production, and the production yield of the fab is the main key. The semiconductor supply chain pointed out that TSMC (2330) successive generations of process technology have been released from research and development to mass production. , relying on veterans including senior vice presidents Luo Weiren and Qin Yongpei, who have rich experience and strict supervisors, teamwork has raised the yield rate to mass production, and the long-term accumulated housekeeping skills are beyond the reach of Samsung or the semiconductor industry.

According to the supply chain, usually TSMC’s first-generation process technology is developed, and there is definitely a lot of room for improvement until mass production. Mass production will take about one and a half to two years, including passing reliability verification, raising to a certain yield rate, trial production, etc. The challenges to commercial mass production are quite high, especially for advanced manufacturing processes.

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The world's high market share and advanced manufacturing process alone take orders from Apple

The supply chain believes that TSMC has a group of experienced veterans who are very low-key to the outside world. For example, Luo Weiren, who is strict in the army, is the soul in charge of linking R&D and mass production internally; The head coach of product development is so rigorous and loyal that he is honored internally as "Duke Qin".

The senior veteran led the team to put in a lot of effort to increase the yield rate to mass production. The long-term accumulation of housekeeping skills is beyond the reach of Samsung or semiconductor peers, so that TSMC's advanced manufacturing process can always take Apple's orders alone and win the world's high market share. Rate.

TSMC's 3nm process adopts FinFET transistor structure, and the production technology is more complex. Although there are noises from the outside world that the price is expensive and customers who are able to adopt it are limited, TSMC is quite confident that compared with 5nm, 3nm In the first year of rice mass production, more new product designs will be finalized, and the enhanced version of 3nm (N3E) will also be mass-produced one year later. With leading technology and strong customer demand, the 3nm family will follow 5, The success of 7nm has become another large-scale and long-term demanded process technology for the company, which is expected to contribute significantly to profits in 2024.

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