TSMC's secret weapon will determine the future chip trend

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/ 2019-07-03 / News

The real highlight of TSMC's TSMC is in the hot Tainan.

The northernmost part of the Southern Science and Technology Industrial Park is the latest 18 factory in Taiwan. It will become the world's first production line that will truly put EUV into a large-scale operation. In the first quarter of next year, mass production of 5 nanometer process, leading Intel, Samsung more than a year.

The open space next to the car will be started next year. It is expected to mass produce 3 nanometers in 2023.

In other words, in the next 4 or 5 years, the crown of "the highest level of man-made manufacturing technology in mankind" is likely to be the same size in the Jianan Plain. The park's super construction site was taken.

"This is the real light of Taiwan," said TSMC, the director of TSMC. When the construction progress of the 18th factory was introduced in the 2019 TSMC Forum in May, it was difficult to say with excitement.

Nanke 18 Factory, in fact, is the "Farewell" of TSMC founder Zhang Zhongmou, the last fab that he personally presided over. Zhang Zhongmou said at the time that the factory "represented TSMC's first commitment to deepen Taiwan and expand investment in Taiwan."

The process of fulfilling this "commitment" is not easy.

Since the EUV power is amazing, TSMC even once evaluated the self-covered power plant. It was not until Taipower issued a power supply guarantee that it was dispelled.

Water shortage is also a problem. The two reclaimed water plants of Yongkang and Anping, which the government has built for this purpose, will be completed in 2020 and 2021. Together, they can produce 53,000 tons of reclaimed water per day, which is close to the water supply of a Baoshan Reservoir.

The 18th plant is the future investment focus of TSMC. It is estimated that the total investment will be 1.1 trillion yuan in six years, which is more than twice the return target of the Taiwanese business of the Executive Yuan, which is “500 billion yuan”.

The biggest investment in the history of Taiwan’s technology industry, the initial effect, has already emerged from Taiwan’s total number.

According to the Statistics Department of the Ministry of Economic Affairs, the increase in fixed assets (excluding land) in the manufacturing island in the first quarter of this year reached 326.2 billion yuan, an increase of 29.8%, the largest increase in the past 8 years. .

About two-thirds of the contribution comes from the electronic components industry, an increase of 44.5%. "The main reason for the semiconductor industry in response to the process upgrade,The continuous expansion of the plant and the purchase of production equipment," the "Investment Investment and Operations Survey Report" of the Census and Statistics Department reads.


Another Wave of Small Chips


After a while, from the "direct delivery" of Taoyuan Airport to the server of the Amazon Data Center, the proportion of internal key components "Made in Taiwan" is expected to increase significantly.

The recent AMD show resurrection, so the red-haired Taiwanese CEO Su Zifeng, at the end of May at Computex’s keynote speech, showed the company’s first Manufactured server chip Rome,The performance turned out to be twice that of Intel's class products, causing a burst of scenes.

And Amazon has announced that it will use the Rome processor in the company’s cloud data center to break Intel’s monopoly.


Why is Rome so powerful?


Su Zifeng’s law in the recent past said that he would first thank TSMC for leading Intel’s 7-nanometer process, but she believes that the chip’s first introduction is also the “Chiplet” 3D of TSMC. Packaging may be more critical.

Chiplet is a popular word in the semiconductor industry recently.

The source comes from the US Department of Defense Advanced Research Projects Agency (DARPA), which led the early development of unmanned vehicles and the Internet, and is considered to be the prototype of the SHIELD.

DARPA has recently launched an "Electronic Renaissance" program that has shocked the industry. It will use Chiplet to innovate advanced packaging technologies and establish a standard alliance - "Universal Heterogeneous Integration and IP Reuse Strategy" (CHIPS). Members include US defense and civil technology companies, including Boeing, Lockheed, Intel, and Micron.

The general manager of a packaged factory said that the technical concept of Chiplet is in fact similar to the secret weapon that TSMC has been brewing for a long time, "heterogeneous integration". An upgraded version of the system package.

The goal is to eliminate the board and directly package all the electronic components of different materials on the board, including the processor, memory, analog components, and even the RF antenna, in a three-dimensional stack. The big chip, "just like Lego bricks," said Xu Jingquan, deputy general manager of MediaTek and general manager of the smart car business unit.

He said in the TSMC Technology Forum that MediaTek has used Chiplet technology to cooperate with TSMC to mass produce a high-performance ASIC chip for a data center this year, symbolizing the successful transformation of MediaTek. Mobile phone field.

The general manager of a packaging company said that the advanced packaging technology represented by Chiplet was regarded as the key to the growth of the next 10 years.

He explained that once TSMC moves towards vertical integration, "the entire supply chain will be reshuffled and washed to his home before he can continue to grow."


"One Dragon on the Island" Server production line


The most direct evidence in the eyes of the industry is that TSMC has built its own packaging factory on its own, and has rushed with downstream partners, Sun Moonlight and counterfeit goods.

The specific area around the Miaoli Zhunan Science Park, a piece of arable land of 14.3 hectares of land. Last year, TSMC announced that it would be built into an advanced packaging plant and has entered the EIA.

According to TSMC's EIA report, the plant is scheduled to complete the first phase of the plant by the end of 2020 and enter the operation.

Chiplet is an advanced packaging process that uses a lot of expensive advanced packaging materials. Let the recent shortage of ABF carrier boards due to 5G accelerate the expansion in the next few years.

This is a large-scale carrier plant in Taiwan recently, which has announced a big reason for the expansion of the factory.

For example, Xinxing Electronics, the world's largest IC carrier, announced that it will cover the new Yangmei plant for four years.

Jingshuo Technology will expand its plant and expand its production line in Taoyuan and Hsinchu's existing factories, with an investment of more than RMB16.5 billion.

Taiwan’s new plant in Kaohsiung’s Hefa Industrial Zone will invest more than 10 billion and will recruit 2,500 employees.

Interestingly, the new ABF guide factory in Taichung County, the indicator case of Taiwanese business returning - the Kaohsiung new plant of Hon Hai server components, is located in the same industrial park, now They are still in the stage of land preparation and construction.

The two previously unrelated investments, which started in the trade war for a year, have ignited new meanings.

Spirited by Sino-US trade friction and technology cold war, quickly moved back to Taiwan's high-end server production line, and Taiwan Island,Because TSMC "has been invincible in the world", and the largest semiconductor investment boom in Taiwan's history, it is expected that a large number of "one-stop island" server production lines will be formed in a few years.


Triangle Trade Out, Taimei Fly in


Nvidia GPUs, Google's TPUs, and AMD server processors manufactured by TSMC have been airlifted to Shanghai and Shenzhen airports, and then to Hon Hai. Quanta and Inventec assembled in the factory.

It is now shipped directly to the Hongyuan and Quanta factories in Taoyuan, and there is no need to travel across the ocean.

The most direct impact is that in the past, the triangle trade of "Taiwan orders, Chinese production, and export to the United States" may gradually decline.

There is a direct trade of Taiwan directly to the United States.

This is the biggest and most direct impact on Taiwan during this year.


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