[新聞] 台積電 2 奈米高雄廠,規劃量產 N2P
原文標題:台積電 2 奈米高雄廠,規劃量產 N2P
原文連結:https://reurl.cc/K3lNKj
發布時間:2023-10-12
原文內容:
全球先進製程競賽腳步未歇,供應鏈消息指出,晶圓代工龍頭台積電下一世代的 2 奈米
布局持續進行中,新竹寶山廠規劃於 2024 年第二季展開進機,2025 年第四季進入量產
,初期月產能約達 3 萬片;而高雄廠也正在著手進行組織編制,預計在 N2 登場隔一年
後量產 N2P(2 奈米加強版)製程,並採用背面供電技術。
根據台積電先前法說會上透露,公司在N2發展出背面電軌(backside power rail)解決
方案,此一設計最適於HPC相關應用。在基線技術之上,背面電軌將使速度提升10%至12%
,邏輯密度提升10%至15%。目標是在2025年下半年向客戶推出背面電軌,並於2026年量產
,與供應鏈傳言不謀而合。
過去,英特爾(Intel)率先從平面結構電晶體轉向FinFET(鰭式場效電晶體),隨著製
程技術逐步邁向GAAFET架構的MBCFET、BSPDN(背面供電),包括台積電、三星、英特爾
都在積極競爭GAA新世代的領導者位置,更提出相當正向且積極的技術發展藍圖。
根據三星半導體規劃,2025年將大規模量產2奈米,1.4奈米則預定2027年量產;Intel採
用Gate All Around(GAA)技術RibbonFET電晶體架構的20A預計2024年上半年進入預備量
產,而18A則會在2025年量產。法人表示,台積電的技術層次、穩定量產能力、良率均技
高一籌,加上輝達等大廠力挺,料將穩固其霸主地位不變。
心得/評論:
下禮拜GG法說會
有消息傳出高雄廠會是比竹科廠更先進的製程
但不知道是不是錯覺
每次法說會前都會放出高雄廠的消息?
嘻嘻嘻
--
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