09-27-2019, 09:44 AM
https://www.tomshardware.com/news/tsmc-7...40486.html
Quote:Semiconductor market research firm IC Insights predicted yesterday that TSMC's sales would jump 32% year-over-year in the second half of 2019. The firm expects the rest of the integrated circuit market's sales to rise by 10% in that same period, meaning that TSMC'could experience growth at over three times the rate of the rest of the market. Much of that extra growth can be attributed to the popularity of processors made with its 7nm process.
That popularity was no secret: DigiTimes reported earlier this month that the lead time for TSMC's 7nm chips tripled from 2 months to 6 months because of high demand. The publication followed up that report today with a new one claiming TSMC had told its clients to book their 7nm capacity for the entirety of 2020. We wouldn't be surprised if companies are forced to fight over increasingly limited supplies.
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But this could be nothing compared to what happens when TSMC introduces the 5nm process. IC Insights said that companies have been quicker to adopt new process technologies: "It took eight quarters for the foundry’s 40-45nm technology to secure greater than 20% of its total sales, five quarters for its 28nm process to exceed that threshold and only three quarters for its 7nm process to account for more than 20% of its quarterly revenue."