TSMC Updates its Silicon Menu

Release time:2017-09-15
author:Ameya360
source:Rick Merritt
reading:1591

  TSMC reported progress in 7 nm and extreme ultraviolet (EUV) lithography and bolstered a planar process that competes with fully depleted silicon-on-insulator at an annual event here. It also gave updates on its work in packaging and platforms for key market segments.

  The foundry, celebrating its 30th anniversary, expects to tape out more than 10 7-nm chips this year and start volume production with the process next year. The chips include a quad ARM A72 core processor running at up to 4 GHz — possibly Huawei’s Kiron mobile processor — a CCIX development platform, and an unnamed ARM server processor.

  TSMC sketched out what it called a relatively simple process of porting design rules and IP to an N7+ process using EUV that it could put into production in 2019. The process can deliver 20% greater density, 8–10% higher speeds, or 15–20% less power than its current N7 node. Compared to its 16FFC process, N7+ can enable 30% higher speed or 50% less power on an ARM A72 core, said Cliff Hou, vice president of R&D for design technology at TSMC.

  The foundry will provide a utility to port immersion design rules to the EUV process that will “clean up most of the layout differences,” said Hou. Overall, the work of moving from N7 to N7+ should represent about a third of the effort of migrating to a new node, he added.

  TSMC maintains four market-specific platforms with unique process features and IP. The leading-edge process is focused mainly on a high-performance computing platform that supports greater overclocking, lower resistance metal interconnects, tailored caches, and libraries. “We make the HPC flow really work for servers,” said Hou.

  Targeting chips for the Internet of Things as well as 5G cellular, TSMC added a 22-nm ultra-low leakage (ULL) variant to its 22-nm ultra-low power (ULP) planar process announced in March. The two processes should be available next year, with Spice models ready by the end of 2017 and IP blocks ready in the first quarter of 2018.

  The 22ULL process includes analog and RF improvements to serve millimeter-wave 5G chips as well as embedded memories optimized for low leakage. It supports parts running at 0.8 V and lower voltages for power management ICs. The node could provide a 5% optical shrink and lower power by 25% compared to designs made in a 28HP+ process.

  In between its 7- and 22-nm nodes, TSMC is developing a 12FFC process that should be ready for production in 2019 using a new six-track (6T) standard cell library, down from 9T and 7.5T on the 16FFC node. The 12FFC process could shrink area 14% to 18% or provide 5% more speed.

  The talks showed that TSMC is working multiple levers to eke out gains, said G. Dan Hutcheson of VLSI Research. “They are getting density, power, and speed improvements — things some people say no longer hold true with semiconductors.”

  However, some of the results were less impressive than what TSMC estimated back in March, said Mike Demler, senior analyst at the Linley Group. The number of 7-nm tape outs and its performance gains, as well as power savings on 22ULP and performance gains with 12FFC, were all slightly lower than the foundry predicted six months ago, he said.

  Samsung claims that N7 gives 45% improvement in area/power compared to N10, “ so I would expect better from TSMC’s N16 comparison,” said Demler. “Samsung foundry said [that] EUV will reduce 7-nm masks by 30%, but TSMC hasn’t provided any details.”

  In a separate talk, Aart de Geus, chief executive of Synopsys, said that the foundry is offering a Baskin-Robbins of FinFET flavors that are “all distinct and have unique value.” For its part, Synopsys has participated in 70 FinFET designs, he added.

  In packaging, TSMC said that it is working on a new variant of InFO, its wafer-level fab-out technique famously used in Apple’s latest A Series processors. InFO-MS will integrate logic and memory and is first being targeted for use with the latest high bandwidth memory (HBM2) in efforts among TSMC, Samsung, and SK Hynix.

  Separately, Open-Silicon announced Tuesday that it has validated for use in system-in-package designs its HBM2 IP subsystem made using TSMC’s 16-nm process and its CoWoS 2.5-D chip stacking technology. It supports data rates up to 2 Gbits/second per pin. The company expects that a 7-nm version will hit 2.4 Gbits/s.

  “Probably no company in the world has done as much to take us into 3D chip stacks as TSMC,” said Wally Rhines, chief executive for Mentor Graphics, which provides verification software for some of the foundry’s stacks.

  Separately, TSMC reported progress using machine learning to achieve gains such as better route groupings in ARM A72 and A53 cores delivering up to 12% performance gains after synthesis. The foundry will release software scripts at the end of the year that its customers can use as a starting point on their own efforts to eke out more advances.

  Cadence is applying machine learning in both verification and its Innovus place-and-route tools, said Anirudh Devgan, who manages two of the company’s divisions. “There are a lot of things that can be done using machine learning,” he said, noting 12% improvements in a 10-nm design.

  In automotive, TSMC has a 16FFC platform ready that meets Grade 1 requirements and conforms to ISO-26262 and ASIL-B and -D standards. A 7-nm version will meet Grade 2 by next June. Processes from 40 nm to 22ULP will get an automotive services package by the end of 2018.

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TSMC Rejects High-NA EUV Investment Concerns, Confirms Purchase for R&D Use
  As Intel advances its High-NA EUV roadmap for its A14 node, market attention has turned to TSMC’s comparatively cautious approach to the cutting-edge lithography tool, which is estimated to cost around US$400 million per system.  However, at its June 4 shareholder meeting, TSMC Chairman C.C. Wei rejected speculation that the company had opted not to invest in High-NA EUV. According to TechNews, he stressed that TSMC has already purchased the equipment and is actively conducting R&D.  Wei explained that the main reason the High-NA EUV system has not yet been introduced into mass production is purely cost-related. The company will continue working to improve efficiency and reduce costs, and will move the technology into production once conditions are ready, TechNews reports.  Interestingly, Wei also added with a touch of humor that TSMC is not only investing in the technology but has already purchased the tools, noting that “it would even be a bit embarrassing to say how many.” As previously reported by Tom’s Hardware, citing Kevin Zhang, senior vice president of business development and global sales and deputy COO at TSMC, TSMC’s upcoming A13 and A12 processes, both targeted for 2029, are not expected to require High-NA EUV lithography tools.  This contrasts with Intel’s strategy for its 14A node and subsequent generations, which are set to adopt High-NA EUV starting in 2027–2028, according to Tom’s Hardware. Reuters, citing ASML CEO Christophe Fouquet, also reported in May that the semiconductor equipment giant expects to see the first memory and logic products manufactured on High-NA EUV systems within the next few months.  TSMC Reaffirms Strong Capex Outlook  Against this backdrop, TSMC reaffirmed its capital expenditure plans to support sustained growth. According to TechNews, when investors asked Chairman C.C. Wei how long the company’s current investment cycle would last and when a potential “plateau period” might emerge, he said TSMC remains highly confident in its multi-year outlook, supported by forecasts from both customers and “customers’ customers,” with the company’s growth trajectory expected to continue upward.  He noted that, as previously guided at the earnings call, capital expenditure for 2026 is projected to range between US$52 billion and US$56 billion, with an internal bias toward the upper end of US$56 billion, as noted by the report.  Liberty Times adds that at TSMC’s annual shareholder meeting, C.C. Wei said in his opening remarks that the company achieved record-high revenue and profit last year, delivering strong operational results. He noted that TSMC’s share price has risen by more than 1.5 times over the past year, while cash dividend payouts have increased by over 30%.
2026-06-05 10:44 reading:198
TSMC, Sony to Form JV for Image Sensors, Including New Production Lines for AI and Automotive Use
  As TSMC has decided to upgrade its 2nd Kumamoto fab to 3nm, the foundry giant is also exploring to secure more opportunities for its mature nodes in Japan. According to its press release on May 8, Sony and TSMC announced the signing of a non-binding memorandum of understanding (MOU) to establish a strategic partnership focused on the development and manufacturing of next-generation image sensors.  Notably, under the proposed framework, the two companies plan to form a joint venture (JV), with Sony serving as the majority and controlling shareholder. The JV is expected to build development and production lines at Sony’s newly constructed fab in Koshi City, Kumamoto Prefecture.  TSMC said that beyond manufacturing expansion, the partnership is also aimed at exploring emerging opportunities in physical AI applications, including automotive and robotics.  Through this collaboration, Sony will contribute its deep expertise in image sensor design, while TSMC will bring its advanced process technology and large-scale manufacturing capabilities. Both sides aim to combine their respective strengths to further enhance the performance and competitiveness of future image sensor technologies.  The move aligns with an April Reuters report, which noted that Japan’s Ministry of Economy, Trade and Industry (METI) has confirmed that the Japanese government will provide subsidies of up to ¥60 billion (approximately US$380 million) to Sony Semiconductor Solutions Corporation for the construction of an image sensor facility in Kumamoto Prefecture, western Japan.  Sony is a long-time customer of TSMC. As previously reported by Commercial Times, TSMC’s first Kumamoto fab—entering mass production in late 2024—supplies logic chips to Sony and DENSO, using 22/28nm and 12/16nm process technologies.  Separately, Sony has recently begun restructuring efforts, including a spin-off of its television business. Its CIS (image sensor) unit is also facing rising competitive pressure, as Samsung Electronics continues to expand its share in supplying image sensors for Apple, prompting Sony to seek new growth momentum in the segment, Commercial Times added.
2026-05-09 10:16 reading:870
TSMC Hints at Potential Further U.S. Expansion; Industry Sources Reportedly See Up to US$250B Investment
  As TSMC continues expanding its U.S. footprint, comments from Cliff Hou, TSMC Senior Vice President and Deputy Co-COO, have caught industry attention. According to Commercial Times, Hou said at the 2026 SelectUSA Investment Summit that the company “is prepared for growth from any new business opportunities,” remarks the market has interpreted as signaling potential further expansion of TSMC’s U.S. investments. TSMC’s total U.S. investment currently stands at US$165 billion.  Commercial Times notes that supply chain developments show chip equipment suppliers have also begun establishing U.S. subsidiaries to support TSMC. Industry sources added that TSMC’s total U.S. investment could reach as much as US$250 billion, with the company expected to replicate the Hsinchu Science Park cluster model in Phoenix.  Meanwhile, Economic Daily News reported that TSMC’s first Arizona fab entered mass production in 4Q24, while its second fab has already been completed and is expected to begin 3nm mass production in the second half of 2027. TSMC previously said construction of its third Arizona fab is already underway, while permits are being sought for a fourth fab and its first advanced packaging facility in the state. The report also noted that TSMC has acquired a second large parcel of land near its existing Arizona site to support future expansion plans.  Although TSMC’s U.S. fabs are more costly, capacity remains in strong demand, with previous reports indicating that customers had already reserved capacity at all four Arizona fabs, as noted by Economic Daily News. Institutional investors said that, for process technologies below 2nm, TSMC’s related capacity ratio between Taiwan and the U.S. is expected to reach roughly 7:3 by 2030.  TSMC Reshapes Board Amid Global Expansion  In addition, TSMC has also recently adjusted its board structure. According to Commercial Times, the company plans to revise its corporate charter by increasing the number of board seats from the current seven to ten directors to nine to twelve, with the proposal set to be discussed at the shareholders’ meeting on June 4.  The move reflects TSMC’s response to the rapidly changing global business environment and is intended to provide greater flexibility in recruiting directors from diverse professional backgrounds, the report said. It also noted that, as TSMC rapidly expands overseas and continues increasing its U.S. investments, the board will need more members with expertise in international supply chains, geopolitics, and U.S. policy.
2026-05-07 13:22 reading:495
Intense Competition in Advancing Processes at the 2nm by Samsung, Intel, and TSMC
  According to TechNews’ report, Gitae Jeong, Vice President of Samsung Electronics, recently revealed in an interview that the company is set to introduce the SF1.4 (1.4nm) process, expected to enter mass production in 2027.  This announcement intensifies the competition in advanced semiconductor manufacturing, particularly in the development of 2.5D/3D integrated heterogeneous structure packaging among the three major semiconductor foundry giants.  *TSMC: N3P Process Superior to Intel 18A, N2 to Lead Industry’s Advanced Processes  Previously, the semiconductor industry reported challenges with both TSMC and Samsung achieving yields above 60% for their 3nm processes due to undisclosed issues. TSMC’s yield was reported to be only 55%, below the normal yield rate.  However, TSMC’s President, C.C. Wei, expressed optimism, stating that current N3 demand is better than three months ago, contributing to a healthy growth outlook for TSMC in 2024.  Wei also anticipates that TSMC’s 3nm process will contribute a mid-single-digit percentage (4%-6%) to the company’s annual wafer revenue in 2023.  Regarding competition with rival Intel’s 18A process, Wei believes that TSMC’s N3P process offers better performance, power, and area (PPA), alongside improved cost efficiency and technical maturity. Furthermore, TSMC’s upcoming N2 process is expected to be the industry’s most advanced when introduced.  *Intel: Striving for the Fourth Customer for 18A Process Outsourcing Orders  Intel’s CEO, Pat Gelsinger, has revealed that the 18A process has secured orders from three customers and aims to acquire a fourth customer by the end of the year. The advanced 18A process is scheduled to begin production at the end of 2024, with one customer already having made an advance payment. External expectations suggest that the customer could possibly be NVIDIA or Qualcomm.  Intel has stated that Intel 4 and Intel 3 processes are similar, as are Intel 20A and Intel 18A processes. Consequently, Intel’s primary focus will be on offering Intel 3 and Intel 18A to semiconductor foundry customers. Meanwhile, Intel 4 and Intel 20A processes are more likely to be used internally. However, Intel is open to accommodating customer requests if they express interest in adopting these later processes.  *Samsung: Commencing Mass Production of SF2 in 2025, Prioritizing Internal Use  Due to challenges with the three-nanometer (3nm) manufacturing process, there have been reports that Samsung plans to shift directly to the more advanced two-nanometer (2nm) process.  According to Samsung’s Foundry Forum (SFF) plan, they will begin mass production of the 2nm process (SF2) in 2025 for mobile applications, expand to high-performance computing (HPC) applications in 2026, and further extend to the automotive sector and the expected 1.4nm process by 2027.  Similar to Intel, Samsung intends to prioritize the production of its own products using the 2nm process. The 2nm process products will initially be utilized for Samsung’s in-house products rather than external customer products.  *Summary  While TSMC’s N3 series currently enjoys broad support, including N3E, N3X, and N3P process series, the move to 2nm introduces new variables as it adopts a completely new GAAFET architecture. Regardless, whether it’s TSMC’s N2, Intel’s 18A, or Samsung’s SF2, each of them possesses its competitive strengths. The industry is also eagerly anticipating the future developments in advanced semiconductor processes.
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