In recent days, a big event has happened in the semiconductor industry. Intel announced the postponement of 7Nm process, which led to a sharp drop in the company’s stock price. However, the shares of AMD and TSMC have reached a record high, and they are temporarily in the lead in advanced technology. There are many reasons for the process delay problem that Intel is facing now. There are a lot of reasons in technology, talent and management, but there is another factor that can not be ignored,
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previous data show that the cost of developing a chip with 28nm process is only $51.3 million, that of 16nm process is more than $100 million, that of 10nm process is $174 million, and that of 7Nm process is $300 million.
now the competition among Intel, TSMC, Samsung and other companies has entered the nodes below 5nm, and the cost of chip design is rising. IBS data shows that 5nm technology costs 436 million US dollars, and 3nm technology costs 650 million dollars, which is equivalent to 4.6 billion yuan.
this is just the cost of chip design, that is, the price from paper to tape. If we include the later production, the price will continue to increase. Few companies in the world can afford such a price.
correspondingly, while the cost increases several times or even tens of times, the benefits brought by advanced technology are getting smaller and smaller. Upgrading from 7Nm to 5nm, TSMC data shows that the power consumption under the same energy consumption is reduced by 30%, the performance at the same power consumption is improved by 15%, and the transistor density can be increased by 80%.