TSMC: Most 7nm Shoppers Will Transition to 6nm

On this quarterly earnings weekly convention name, TSMC introduced that the corporate expects most of its 7nm "N7" course of prospects to maneuver to its upcoming 6nm N6 manufacturing node. The upcoming node makes use of the identical design guidelines because the N7 node, so prospects can extra simply change to the newer, denser node. If TSMC's predictions are met, N6 is on its solution to changing into one other, widespread, long-standing course of node for the corporate.

Commenting on the quarterly name, CC Wei, CEO and Vice Chairman of TSMC, mentioned that "most N7 prospects will change to N6." Certainly, TSMC's N6 node feels like one other TSMC's fashionable high-volume knots, with Wei persevering with to say that "any further, the N6 will seemingly take up all of the momentum and quantity."

As beforehand reported, TSMC's N6 course of know-how makes use of excessive ultraviolet lithography (EUVL) to cut back manufacturing complexity by lowering the variety of pictures required for multi-patterning (which is required immediately as a result of the N7 from TSMC solely DUV lithography used). TSMC doesn’t explicitly state what number of layers use EUVL on N7 + or N6, however the firm confirms that the latter provides an additional EUVL layer in comparison with the previous.

Whereas TSMC's N6 makes use of new manufacturing services and has 18% increased transistor density than the corporate's N7 manufacturing know-how, N6 makes use of the identical design guidelines as N7 and permits chips designers to make use of the identical design ecosystem (eg, and so forth.), which may decrease growth prices. In distinction, N7 + makes use of totally different design guidelines, but additionally affords extra benefits than N6 in comparison with N7.

PPA enhancements for brand spanking new course of applied sciences
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TSMC

16FF +
vs
20SOC
10FF
vs
16FF +
7FF
vs
16FF +
7FF
vs
10FF
7FF +
vs
7FF
6FF
vs
7FF
5FF
vs
7FF

energy
60%
40%
60%
<40% 10% ? 20% Performance 40% 20% 30% ? same (?) ? 15% Area Reduction none > 50%
70%
> 37%
~ 17%
~ 15%
45%

Whereas TSMC's companions have carried out each N7 and N7 + processes, and the world's largest chip contract maker expects the 2 applied sciences to account for over 25% of wafer gross sales by 2019, the previous seems to be considerably extra fashionable to be the latter. TSMC expects most of its prospects utilizing N7 immediately emigrate to N6 after which to N5, skipping the N7 +. Contemplating how prevalent N7 can be, N6 will most likely be fairly fashionable as nicely.

Associated Studying:

Supply: TSMC Cadence

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