From the output of your lithographic process to 7 nm, TSMC experiences significant difficulties within the semiconductor industry. And is that now and after the refusal of Earth's dens access to this node and down, only the Taiwanese company has direct competition from Intel and none (yet) to Samsung.
Its node at 7 nm has created a sensation and is therefore marked as Apple, Huawei and AMD They made a very large number of orders when the company was supposed to proceed, guaranteeing limited availability of its customers for "extended" delivery times. Entered by 2020, the situation has been difficult, to the point where Intel has played.
TSMC could have many supply problems (or shortages) by 2020
It is also reported, that the TSMC wait times at 7 nm last about 6 months, which is a strong set of wafers and chips this year, especially considering that efforts will focus on new 7 nm + and especially in the new evolution of the 5 nm node, the natural successor of the current lithographic process.
This could create a series of unfortunate events to be addressed by companies such as AMD because, incidentally, Intel enters the scene. Digitimes He emphasizes that there is serious speculation about the blue glass and the fact that he should require Taiwan to place processor orders or chipsets because of his hard-working ability at this time to meet emerging demand.
This would obviously mean that TSMC would have to satisfy more or less volume of wafers and chips in a different lithographic process, diversifying its efforts and looking forward to new ones that would delay existing areas.
Intel's strategy to weaken its rivals?
TSMC does not have a lithographic process as it is refined like that of Intel with its 14 nm ++ size 300 mm. The closest to this is in terms of exposure 12 nm FF used by NVIDIA Simulation, so the guess is it can go directly to the chip's power cores and cores or the chipset directly.
While Intel's complexity and production are real, the knock-on door of the TSMC can be a response to the double play made by the blue team: forcing the TSMC to squeeze the frontline and focus its efforts on the subsequent slowdown in other areas (TSMC will not invest such money in an already existing location is open, but will have to spend resources from other sources, employees, machines etc.) and at the same time solve part of their stock problems with specific customers and focus on 10 nm
It is interesting that these issues jump at the same time with the company's goals to increase its 5 nm production and focus more 3 nm for this 2020.
Will NVIDIA return to Samsung?
If we also look at the outlook, this could be another reason why NVIDIA is keeping up with Samsung's Ampere and not TSMC, which could be a major problem for Intel's three banks because its hacker may have some delays according to recent reports.
Is TSMC "dying" for success? Will the company's record money need to be allocated to meet the demand in place of R&D with subsequent delays? This year 2020 will impose sanctions on some and others, the industry does not give up and face delays when competition is too high which means losing hundreds or billions of dollars to its rivals.
