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Manyan abokan ciniki 5 sun tabbata? TSMC 5nm kamshi na gaskiya
A ranar 23 ga Satumba, a cewar Taiwan Daily Daily, Tsarin 5Mm na TSMC ya lashe abokan ciniki biyar daga Apple, HiSilicon, AMD, Bitland da Xilinx, kuma sun yanke shawarar fadada ƙarfin sarrafawa ta kowane wata daga ainihin kayan 51,000 zuwa guda 70,000. Lokacin samarwa zai bunkasa zuwa Maris na shekara mai zuwa.
A wannan shekara, Apple's A13 guntu ba wuya kuma baya amfani da sabon tsarin 7Mm na EUV. Koyaya, wasu 'yan ciki sun nuna cewa wayar iPhone 11 jerin wayar hannu sanye take da wannan guntun tuni an sayar da shi. Pungiyar A14 ta riga ta karɓi EUn 5nm a cikin masana'antar Zhongke na TSMC. Tsarin gudana ya tafi.
Huawei ta kwanan nan wanda aka ƙaddamar da Kirin 990 5G na da wadatar TSMC 7nm EUV. An fahimci cewa TSMC cikakken fim mai cike da 5nm cike da mashin yakai kimanin yuan miliyan 300, kuma farashin bai hada da izinin IP ba. Tare da karfi da karfin kudinta da kuma neman babbar fasahar, Huawei tabbas zai kasance farkon rukunin masu tallata kayan farko.
Game da sauran abokan cinikin uku na 5nm, Bitcoin yana mai da hankali ne akan filin AI mai banƙyama. Tare tare da sake dawo da farashin bitcoin na wannan shekara, Tsarin 5nm na TSMC zai zama babban ƙarfafawa ga ci gaban kamfanin nan gaba.
AMD ya yi hadin gwiwa da TSMC 7nm a wannan shekara, kuma ana ba da rahoton yawan cinikin CPU da GPU, wanda ya tilasta Nvidia, wanda ba shi da sha'awar 7nm, don bin saurin. AMD, wanda ya ɗanɗana daɗin zaƙi, zai ƙara bin fasahar zamani ta TSMC, tana sanya 5nm EUV.
Bugu da kari, Xilinx, mai siyar da kayan aikin dabaru (FPGA), wanda ke ci gaba da haskakawa a cikin kwakwalwar kwakwalwan kwamfuta na musamman na AI, yana ci gaba da turawa zuwa 5nm. Tsarin aikin 5nm na TSMC ya wuce abin tsammani.
Tun asali, farashin RMB miliyan 300 zai kasance babban ƙarancin TSMC, amma a halin yanzu, manyan abokan ciniki zasu biyo baya cikin yanke hukunci. Game da batun Nvidia tana bayan ƙarshen tsari na 7nm a wannan shekara, shekara mai zuwa, ba zata yanke hukuncin cewa zata kuma nemi "gurɓatarwa" ba kuma ta kama hanyar TSMC 5nm.
Koyaya, ƙarfin samarwa na TSMC na iya zama matsala yayin da ɓangarori da yawa suka sanya umarni lokaci guda. Samsung's 5nm 5LPE kuma an shirya za a samar da shi a farkon rabin shekara mai zuwa, ko kuma za a shigo da shi tsari guda, menene halin a ɓangarorin biyu na oda? Jiwei.com zai ci gaba da bin diddigin rahotanni.
A wannan shekara, Apple's A13 guntu ba wuya kuma baya amfani da sabon tsarin 7Mm na EUV. Koyaya, wasu 'yan ciki sun nuna cewa wayar iPhone 11 jerin wayar hannu sanye take da wannan guntun tuni an sayar da shi. Pungiyar A14 ta riga ta karɓi EUn 5nm a cikin masana'antar Zhongke na TSMC. Tsarin gudana ya tafi.
Huawei ta kwanan nan wanda aka ƙaddamar da Kirin 990 5G na da wadatar TSMC 7nm EUV. An fahimci cewa TSMC cikakken fim mai cike da 5nm cike da mashin yakai kimanin yuan miliyan 300, kuma farashin bai hada da izinin IP ba. Tare da karfi da karfin kudinta da kuma neman babbar fasahar, Huawei tabbas zai kasance farkon rukunin masu tallata kayan farko.
Game da sauran abokan cinikin uku na 5nm, Bitcoin yana mai da hankali ne akan filin AI mai banƙyama. Tare tare da sake dawo da farashin bitcoin na wannan shekara, Tsarin 5nm na TSMC zai zama babban ƙarfafawa ga ci gaban kamfanin nan gaba.
AMD ya yi hadin gwiwa da TSMC 7nm a wannan shekara, kuma ana ba da rahoton yawan cinikin CPU da GPU, wanda ya tilasta Nvidia, wanda ba shi da sha'awar 7nm, don bin saurin. AMD, wanda ya ɗanɗana daɗin zaƙi, zai ƙara bin fasahar zamani ta TSMC, tana sanya 5nm EUV.
Bugu da kari, Xilinx, mai siyar da kayan aikin dabaru (FPGA), wanda ke ci gaba da haskakawa a cikin kwakwalwar kwakwalwan kwamfuta na musamman na AI, yana ci gaba da turawa zuwa 5nm. Tsarin aikin 5nm na TSMC ya wuce abin tsammani.
Tun asali, farashin RMB miliyan 300 zai kasance babban ƙarancin TSMC, amma a halin yanzu, manyan abokan ciniki zasu biyo baya cikin yanke hukunci. Game da batun Nvidia tana bayan ƙarshen tsari na 7nm a wannan shekara, shekara mai zuwa, ba zata yanke hukuncin cewa zata kuma nemi "gurɓatarwa" ba kuma ta kama hanyar TSMC 5nm.
Koyaya, ƙarfin samarwa na TSMC na iya zama matsala yayin da ɓangarori da yawa suka sanya umarni lokaci guda. Samsung's 5nm 5LPE kuma an shirya za a samar da shi a farkon rabin shekara mai zuwa, ko kuma za a shigo da shi tsari guda, menene halin a ɓangarorin biyu na oda? Jiwei.com zai ci gaba da bin diddigin rahotanni.