台积电2纳米芯片性能提升仅15%，知情人士称试产良率超过60%

极客网12-20 15:04

极客网·芯片12月20日台积电正在优化下一代芯片制程N2，也就是2纳米芯片。从最近泄露的信息看，N2的能效和密度的确优于N3，但可能提升的幅度没有那么大。不论怎样，如果单看GPU，至少还有2代的进步空间。目前GPU采用的是N5制程。照估计，AMD、英伟达都会向N3挺进，然后是N2；至于英特尔，不知道，因为它很危险，可能退出GPU竞争。也就是说，如果单看制程，未来一段时间仍然会有不错的进步。有传闻称...

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Gelsinger认为，用良率这一指标来衡量不太准确，因为大的晶圆良率低，小的良率高。也就是说，台积电的所说的良率只能作为参考。目前全球约有99%的AI芯片都由台积电生产，3纳米需求仍然旺盛，2纳米对AI客户更有吸引力。再看对手英特尔，它的18A生产线似乎遇到麻烦，良率不到10%。当然，Pat Gelsinger曾驳斥了这种说法。韩国媒体报道称，明年三星和台积电的2纳米芯片会进入量产，但台积电占据上风，它已经公布详细的试产时间表，而且正在积极扩充产能。苹果是台积电的重要客户，它会率先采用2纳米技术，AMD和英伟达随后入场。产业人士认为，明年4月台积电会试产2纳米芯片，大规模量产要等到下半年。业界普遍认为，最先引入2纳米芯片的会是iPhone。明年下半年三星电子也会试生产，大规模量产要等到四季度。虽然2纳米带来一些提升，但研发成本、设计复杂度也在增加。2纳米涉及到更精密的焊接技术、更出色的晶圆平整度、更好的原子层沉积(ALD) 技术，大多用来制造3纳米芯片的设备都需要更换或者调校。2纳米晶圆每块约为3万美元，相当于4纳米、5纳米晶圆的2倍。台积电董事长刘德音说：“2纳米技术的需求已经超出供给，超过了3纳米的需求。”目前台积电正在努力扩大产能。在早期阶段，台积电的目标是每个月生产50000块2纳米晶圆。在3纳米GAA方面，三星电子遭遇挫折，它正在努力恢复元气。进入2纳米赛场，三星电子希望能优化生产效率、巩固市场地位。年初时，三星电子与日本AI创业公司Preferred Networks签署合同，帮它生产2纳米AI芯片。（小刀）蜜度索骥：以跨模态检索技术助力“企宣”向上生长台积电2纳米芯片性能提升仅15%，知情人士称试产良率超过60%半导体2025：影响技术革命的新兴趋势这家普通人不熟悉的公司，市值如何超过万亿美元增资超30亿元 华为增持旗下极目机器公司传苹果将在新一代iPhone 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