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In SemiWiki, Jones points out that that this much-quoted ‘stat’ does not stand up to scrutiny.
Jones takes ‘advanced’ as being processes with densities of 100 million transistors per millimeter squared (MTx/mm2) which is the case with TSMC and Samsung 7nm and Intel 10nm.
Advanced processes are applied to only three product categories – 3DNAND, DRAM, and Logic, says Jones.
Looking at worldwide installed capacity for 3DNAND 96/92L layers and greater, DRAM 1y and smaller and Logic 7nm (10nm) and smaller, Jones sees NAND taking 44% of the total capacity, DRAM taking 38%, TSMC logic taking 12% and other companies’ logic taking 6%.
Looking exclusively at advanced logic capacity – i.e. for TSMC and Samsung 7nm and Intel 10nm – Jones concludes that TSMC has 64% of worldwide capacity while Samsung and Intel have the other 36%.
“In conclusion, TSMC actually only makes up 12% of worldwide Advanced Silicon and only 64% of Advanced Logic,” concludes Jones.
The same self defining arguments that political think tanks use. “Pick a card, any card…. “
Lets all remember that 73.9% of all statistics are made up on the spot…..
Who cares….
If you change the definition to 3nm then TSMC makes 100% of all advanced chips, DontAgree
That is what I thought. Which means his argument does not stand up to scrutiny …
Well it’s his argument so he can define it as he likes, DontAgree
Is it the five minute argument or the full half hour?
Sorry.
Couldn’t resist.
Python, Monty, forever.
And if you change it to 2nm then IMEC makes 100% of all advanced chips 🙂
At 2nm no one has any share of advanced chips, Mike
IMEC have made some that work. That’s 100%.
Even made some at approaching 1nm. Don’t knock the greatest semiconductor research company in the world.
Lab stuff doesn’t count
What if you change the definition from 7nm to 3 or 4nm (in logic)??? I am guessing that may swing the numbers much more in the TSMC direction. Can anyone here answer that question?
The difficulty of manufacturing DRAM and logic are not comparable. It’s TSMC by a mile and Jones is hindmost.