Highlights of the day: TSMC reportedly adopts GAA transistors for 2nm chips
DIGITIMES workers
TSMC’s has disclosed that its 3nm course of will proceed to undertake a FinFET construction, however the foundry reportedly will take a brand new method to its 2nm chip improvement, changing FinFET with GAA transistors. Meanwhile, robust demand for high-performance CPU, GPU, AI and networking chips has booked up manufacturing capability at Taiwanese ABF substrate makers all through first-half 2021. Surging demand for Chromebooks in help of distant studying has created shortages soem key elements, and revived orders for HDDs.
TSMC 2nm GAA course of improvement forward of schedule: TSMC’s improvement of 2nm course of expertise, which is already out of its pathfinding mode, is forward of schedule, based on business sources.
Taiwan ABF substrate capability absolutely booked all through 1H21: Taiwan-based Unimicron, Nan Ya PCB and Kinsus Interconnect Technology have seen their ABF substrate capacities absolutely booked all through the primary half of 2021 because of robust demand for processing high-performance CPU, GPU, AI and networking chips, based on business sources.
HDD demand choosing up because of surging Chromebook orders: Robust demand for Chromebooks from the training section has not solely led to shortages of entry-level processors and LCD panels, but in addition spurred demand for laborious disc drives (HDDs), based on sources from the upstream provide chain.
