TSMC is one of the largest chip makers in the world. The company claimed almost all 7nm orders from major manufacturers like Apple, Huawei, AMD, Xilinx, and a host of others. According to recent reports, TSMC’s 5nm process trial production is almost complete. It will move into mass production as soon as the trials are complete. From recent reports, TSMC may double its 5nm production capacity.
TSMC’s co-CEO, Wei Zhejia, the 5nm process is complete and is currently undergoing risk trial production. The mass production should start from Q1 2019. This time, it is about a quarter ahead of the normal mid-year mass production. This shows that the 5nm process is making good progress. According to the supply chain, the risk trial production is smoother tha the previous generation. Over time, the yield of the 5nm process will gradually increase, especially during the mass production phase.
TSMC’s 5nm technology capacity has also grown dramatically from 4.5 million wafers per month to over 8 million per month. This is due to the high market demand. We expect the likes of Apple and Huawei to be the biggest users. According to official data, compared to 7nm (first generation DUV), the new 5nm chip based on Cortex A72 core can provide 1.8 times the logic density, a speed increase of 15 %, or reduce power consumption by 30%.