According to the latest report, TSMC has sprinted into the 3nm process and has now entered the trial production stage. Samsung wants to take the lead in 3nm with TSMC and mass production in the first half of next year.
The industry has reported that TSMC is accelerating the pace of 3nm mass production, and it is expected to start mass production at least one quarter in advance to the second quarter of next year.
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TSMC does not comment on market rumors related to the 3nm process. Industry insiders pointed out that TSMC and Samsung are competing fiercely in advanced manufacturing processes and overseas layouts. Samsung is currently leading the investment in new plants in the United States and intends to surpass TSMC in terms of a 3nm mass production schedule. It is reported that Qualcomm, AMD, and other heavyweight customers of TSMC are interested in import Samsung 3nm process.
According to industry sources, TSMC is actively accelerating the pace of 3nm mass production in the face of Samsung’s catching up. If mass production of 3nm can be made ahead of schedule, it is expected that the first batch of customers will include major manufacturers such as MediaTek and Nvidia.
MediaTek Chief Executive Cai Mingjie said a few days ago that it is working closely with TSMC. 5nm and 4nm products are already in mass production, and 3nm will be the next process.
Moreover, TSMC and Samsung are completely different in terms of 3nm architecture. TSMC uses the existing FinFET architecture, while Samsung uses a new GAA architecture.
TSMC originally planned that the 3nm process will be trial-produced at risk within this year. Mass production is expected to begin in the second half of next year.
The N3E process of the 3nm process family will be mass-produced one year after the mass production of the 3nm family. Process technology that been in demand for a long time.
