TSMC 3nm yield is said to be only about 50% of the iPhone15 heating problem is related to this?
六月清晨搅
发表于 2023-10-9 16:53:17
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According to South Korean media ChosunBiz quoted sources as saying that the two semiconductor giants may be difficult to exceed 60% in the 3-nanometer semiconductor yield problem, and this level is not enough to attract the attention of hardware suppliers.
Yield is the key
According to the semiconductor industry, the yield of Samsung Electronics and TSMC's 3-nanometer chips is around 50 percent.
Industry sources say that Samsung Electronics has produced more than 60 percent of its 3nm yield and has already supplied the products to its customers. However, from the specific situation of these chips, because this process omits the SRAM memory structure in the logic chip, it is difficult to consider it as a "complete 3-nanometer process."
According to a person familiar with Samsung, to win next year's orders for 3nm mobile chips from big customers such as Qualcomm, the yield needs to increase to at least 70 per cent.
Samsung is trying to win back two of its biggest customers, Qualcomm and Nvidia, which have turned to TSMC for next-generation chips after falling behind in state-of-the-art manufacturing.
At the same time, some analysts said that the optimization process of TSMC's 3-nanometer FinFET process is behind schedule.
Earlier this year, it was reported that TSMC's 3-nanometer semiconductor yield was around 55%, which also led Apple to negotiate cheaper semiconductor prices for the A17 processor chip built into its iPhone 15 Pro.
It is worth mentioning that since the release of Apple's iPhone 15 / Pro series mobile phones, many users have received reports about fever. Recently, some analysts claimed that the heating problem of the iPhone 15 series mobile phones may be due to defects in TSMC's 3-nanometer manufacturing process.
Analysts pointed out that TSMC used the same FinFET structure in the 3-nanometer process as the previous generation process, which did not control the overheating problem well. And some in the industry are increasingly unsure whether TSMC's 3-nanometer process is ready for the market.
Apple insists that the heating issue is purely a software issue and has issued a patch for iOS 17 to address the issue
If TSMC gets into trouble as a result, this could be an opportunity for Samsung. As for how Samsung Electronics can gain more market share, it will depend on when it completes the more advanced node process.
At present, Samsung and TSMC are both preparing for the production of more advanced and efficient 3nm processes in 2024 and 2025. Us chipmaker Intel is also playing catch-up with upcoming 3nm Sierra Forest and Granite Rapids chips.
All three companies are laying the groundwork for more advanced 2-nanometer processes and hope to reach 1-nanometer production by the end of the decade.
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声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
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