TSMC has received many new orders, especially advanced AI solutions that require 7 nm and 5 nm process capability until 2019 according to industry sources. Yes, we are already talking about the 5 nm for next year.
TSMC received large orders for 7 nm and 5 nm nodes in 2019
TSMC has started mass production of 7nm chips for smartphones SoCs and is preparing for 5nm chip production in 2019. The manufacturer has undertaken to produce chips with both nodes next year.
Demand from AI chip companies is expected to be higher at both 7 nm and 5 nm nodes in 2019 as AI solutions require higher computing power and lower power consumption. So TSMC will have a lot to do, besides manufacturing processors for AMD, Apple, and other large companies.
Qualcomm and MediaTek recently introduced 12/14nm chips for smartphones, underscoring their efforts to improve midrange and upper midrange offerings, sources said.
As mobile SoC providers have encountered a “slowdown” in the smartphone and ASP markets, they are now more cautious about developing advanced chips and tighter control of R&D spending before the arrival of 5G, sources said.
With these data on the table, it is possible that the first processors and graphics cards will arrive at 5 nm in 2020 and that the 7 nm will reign with AMD as the main actor in 2019.