Amaphrojekthi e-TSMC okuthi imali engenayo evela kuma-accelerator e-AI izokhuphuka ngo-50% ngonyaka kule minyaka emihlanu ezayo ngemuva kokuphindeka kabili kulo nyaka.

NgoLwesine, phakathi kokungaqiniseki okuqhubekayo kwe-geopolitical and macroeconomic, I-Taiwan Semiconductor Manufacturing yehlise umbono wayo wonyaka wonke embonini ye-semiconductor.

Futhi funda: I-Pendant ye-AI Engenamkhawulo Yakha Phezu Kwamaphutha Ephinikhodi ye-AI yomuntu

Noma isidingo sizobe singalingani sisonke, i-TSMC ilindele ukukhiqiza ivolumu ephezulu kakhulu yama-accelerator e-AI kulo nyaka kunango-2023. Ngo-2024, inkampani ilindele ukuthi imali engenayo evela kuma-accelerator e-AI izoba ngaphezu kokuphindwe kabili futhi ibangele intsha ephansi yokuthengisa okuphelele. . TSMC iphrojekthi yemali engenayo evela kuma-accelerator e-AI ukuze inyuke ngenani lonyaka lama-50% eminyakeni emihlanu ezayo.

Izindaba Ezihlubukayo: $TSM I-TSMC Ilindele Imali Engenayo ye-AI ku-Skyrocket, kodwa Kukhona Ukubamba https://t.co/9cuSMrkUi6

$KSTR $GPOX $OCN $SMCI

— Izindaba Zemakethe (@marketwirenews) April 20, 2024

Ukuthuthukisa ukukhiqiza

I-TSMC's 3-nanometer process node ihlangabezane nezinkinga ezimbalwa. Apple isebenzisa inqubo engcono kakhulu etholakalayo eyenziwe ngezifiso chips, kodwa ama-accelerator e-AI anqunyelwe kubuchwepheshe be-5nm. Yize bekucatshangelwa kabanzi ukuthi ama-GPU esikhungo sedatha kaNvidia asanda kumenyezelwa azokwakhiwa endaweni eyi-3nm ye-TSMC, azosebenzisa inguqulo eguquliwe yendlela efanayo neyabandulelayo.

Izinyathelo ezisebenzayo ze-TSMC zokwandisa umthamo wayo we-3nm AI ama-chips, njengokuguqula amanye amathuluzi ayo e-5nm, abonisa ukuzethemba kwayo ekhonweni layo lokubhekana nezinselele kanye nokuhlangabezana nezidingo zesikhathi esizayo.

Ukuhlehla komnyakazo kuzoba ukuncipha kwenzuzo. Engxenyeni yesibili yalo nyaka, i-TSMC ilindele ukwehla kwamaphesenti angu-1 kuya kwangu-2 emkhawulweni wayo omkhulu. Nakuba inkampani ingakashintshi ukuqagela kwe-gross yayo yesikhathi eside, izobheka izindlela zokunciphisa izindleko ukuze imelane nomthelela we-gross margin.

Ngokudabukisayo, le nqubo ingakhiqiza umthamo owengeziwe kuphela wama-node akamuva. Ngesikhathi socingo lwemali etholwayo, umhlaziyi wabuza i-CEO ye-TSMC ukuthi ingakhuphula yini umthamo we-5nm ngokudlulisela ezinye izinsiza zisuka endaweni esetshenziswa kancane engu-7nm njengamanje.

U-Wei wacacisa ukuthi amanye ama-node ngeke akwazi ukwenza ushintsho olufanayo nokuthi umnyakazo wenziwa ukuba nokwenzeka ngenxa yokuba seduze kwezinto zokusebenza ze-5nm ne-3nm.

I-TSMC ilindele ukwethulwa okungenamthungo kwenodi yayo ezayo ye-2nm. Eminyakeni emibili yokuqala yokusebenza, u-Wei wabona ukuthi i-2nm node inama-tape-out amaningi kunama-node angu-3nm noma angu-5nm, ikakhulukazi ngenxa AI isidingo. Ngo-2025, i-2nm node izoqala ukukhiqiza ngobuningi.

Ikhadi lasendle ku-Intel

Imakethe ye-AI chips iyakhula, kodwa kusukela ngonyaka ozayo, i-TSMC ne-Intel (INTC -2.40%) izoqhudelana ukuze ilawule i-semiconductor Foundry. Ngo-2030, i-Intel inethemba lokuthi izoba yisizinda sesibili ngobukhulu emhlabeni. Lokhu kwanda kuzoqhutshwa ama-process node amasha anamandla okudlula i-TSMC ngokobuchwepheshe.

Ngenkathi Intel iqiniseka ngokulinganayo ukuthi inqubo yayo ye-18A, okumele iqale ukukhiqizwa ekuqaleni konyaka ozayo, izoba ehamba phambili, i-TSMC inethemba ngenqubo yayo ye-2nm. Enye inzuzo ebalulekile i-Intel enayo ukuthi i-Intel 18A izosebenzisa ubuchwepheshe bokulethwa kwamandla ngemuva, okungakhuphula kakhulu ukusebenza kahle nokusebenza. 

Isidingo sama-chips e-AI sizokweseka ukukhula kwe-TSMC okuzayo, kodwa imakethe ngeke kube ngeyayo yonke. Amanodi wenqubo angcono kakhulu we-TSMC angase abhekane nokuncintisana okuvela Intel kanye ne-Samsung, amandla ayo angafaka ingcindezi ekwabelweni kwemakethe yenkampani kanye nenzuzo.

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• Source: https://metanews.com/tsmc-sees-ai-accelerator-sales-soaring-by-50-annually/