TSMC's has disclosed that its 3nm process will continue to adopt a FinFET structure, but the foundry reportedly will take a new approach to its 2nm chip development, replacing FinFET with GAA transistors. Meanwhile, strong demand for high-performance CPU, GPU, AI and networking chips has booked up production capacity at Taiwanese ABF substrate makers throughout first-half 2021. Surging demand for Chromebooks in support of remote learning has created shortages soem key components, and revived orders for HDDs.
TSMC 2nm GAA process development ahead of schedule: TSMC's development of 2nm process technology, which is already out of its pathfinding mode, is ahead of schedule, according to industry sources.
Taiwan ABF substrate capacity fully booked throughout 1H21: Taiwan-based Unimicron, Nan Ya PCB and Kinsus Interconnect Technology have seen their ABF substrate capacities fully booked throughout the first half of 2021 thanks to strong demand for processing high-performance CPU, GPU, AI and networking chips, according to industry sources.
HDD demand picking up thanks to surging Chromebook orders: Robust demand for Chromebooks from the education segment has not only led to shortages of entry-level processors and LCD panels, but also spurred demand for hard disc drives (HDDs), according to sources from the upstream supply chain.