Ngokombiko we-Apple Daily, imithombo yokuhlinzekwa kwempahla ikhomba ukuthi njengoba i-chip yeselula elandelayo isukela kwinqubo ye-5nm, i-AMD izoba ikhasimende elikhulu kunayo yonke lenqubo ye-7nm ye-TSMC engxenyeni yesibili ka-2020.
Kubikwa ukuthi engxenyeni yokuqala yonyaka ka-2020, amandla okukhiqiza we-TSMC aphuma njalo ngenyanga afinyelela kuma-7nm afinyelela ku-110,000. Amakhasimende amahlanu aphezulu yi-Apple, Huawei Hisilicon (eseqalile ukuthengisa), Qualcomm, AMD neMediaTek.
Kuyaqondakala ukuthi njengamanje i-AMD isebenzisa imikhiqizo yezinqubo ze-7nm ye-TSMC kufaka ne-Zen 2 processors, i-Navi 10 ne-Navi 14 GPU chips. Ngaphezu kwalokho, i-CPU yezakhiwo Zen 3 ne-RDNA 2 GPU ezokhishwa ngonyaka ka-2020 izosebenzisa inqubo ye-TSMC N7 +.
Ngenkathi i-TSMC ikhulisa umugqa wayo wokukhiqiza oyi-7nm, amandla ayo okukhiqiza anyanga zonke kulindeleke ukuthi andise abe yizicucu eziyi-140,000 ngengxenye yesibili yonyaka we-2020. Izindaba ze-Supply chain ziveze nokuthi ama-oda we-AMD we-7nm azophinda kabili engxenyeni yesibili. Ngokwazisa kwe-Apple's A14 processor kwinqubo ye-5nm, i-AMD idlula i-Hisilicon ne-Qualcomm ukuze ibe ikhasimende elikhulu le-TSMC ku-7nm.
Ngokukhethekile, i-AMD izothola izingqimba ezingama-30,000 ngenyanga, zibala ama-21% wamandla we-TSnC ayi-7nm. I-Hisense neQualcomm bazobalelwa ku-17-18%, iMediaTek izoba no-14%, kuthi amanye angama-29% ahlukaniswe ngamanye amakhasimende.
Ngokombiko wangaphambilini weJiwei.com, isikhulu esiphezulu seMediaTek uLixing Xing sizifunele mathupha ukukhiqizwa kwe-7nm ye-TSMC. Abakhiqizi bezimboni baveze ukuthi ngonyaka olandelayo umthamo wokukhiqiza we-TSnC we-7nm weMediaTek's 5G SoC uzokhuphuka ikota ngekota. Kwakuyizigidi eziyishumi kwikota yesibili, izigidi ezingama-21 ngekota yesithathu, nezigidi ezingama-27 ngekota yesine.
Izikhungo zokucwaninga nezokucwaninga ziveze ukuthi kulindeleke ukuthi inqubo ye-7nm ngonyaka we-2019 ibeke u-25% wemali ephelele ye-TSMC. Ngo-2020, inqubo ye-7nm nangaphansi izonikela ngaphezulu kwe-35% yemali engenayo.
Ngokuphambene nalokho, umqhudelwano we-TSMC ophikisana naye i-Samsung ubike ukuthi i-Samsung njengamanje inamandla okukhiqiza asezingcebeni ezingaba ngu-150,000 e-7nm. Imithombo ye-Supply chain ikhomba ukuthi ukuhlelwa kweSamsung kuzothuthukisa futhi amandla wokukhiqiza ngo-2020 ngoba imikhiqizo elandelayo ye-Qualcomm neNvidia kungenzeka ibeke ama-oda. Inqubo ye-7LPP ye-Samsung.