7nm EUV in 2019

[oak8292]

Here is a new write up about 7nm EUV and Samsung. Scotten Jones thinks it may actually happen with a lot of caveats. In fact he thinks it may be as early as this June.

https://www.semiwiki.com/forum/content/7403-samsung-starting-7nm-production-euv-june.html

"Perhaps in order to get EUV started they will accept low throughput and high costs to be first to production and to start the high-volume learning process.

The combination of what is known about EUV and the rumors about Samsung make me believe that we will in fact see Samsung begin to ship 7nm wafers using EUV starting in June. Likely this will be by running the EUV systems in a way that delivers low throughput and high costs and there may be yield issues as well, but this will make Samsung the first to enter production with EUV."

 

[DisEnchantment]

https://www.semiwiki.com/forum/content/7403-samsung-starting-7nm-production-euv-june.html

Production starts in June with Qualcomm, Xilinx, Apple and HiSilicon as customers

https://www.digitimes.com/news/a20180416PD205.html

TSMC is kicking off volume production of 7nm process in the second quarter of 2018, its 7nm+ process incorporating EUV (extreme ultraviolet) technology is set for official run in early 2019, and its 5nm process node is slated for volume production in 2020, all demonstrating the foundry giant's leadership in IC scaling technologies

Industry sources said that in line with the raging competition in advanced process technologies, the three heavyweight players have also readied substantial capital expenses these years. TSMC will see its capex fall in the range of US$10.5-11 billion in 2018, about the same as the US$10.8 billion for 2017. Intel has sharply boosted its 2018 capex to US$14 billion from US$11.5 billion in 2017. And Samsung Group's capex amounted to US$40.5 billion in 2017, a sharp increase by US$11.3 billion compared to 2016.

digitimes has a fairly good insight on Asian Semi industry, but they kind of paint Taiwanese companies a better picture usually but fairly accurate to a large extent.

But Samsung's investment is massive.
The competition is indeed looking good.

 

[krumme]

digitimes has a fairly good insight on Asian Semi industry, but they kind of paint Taiwanese companies a better picture usually but fairly accurate to a large extent.

But Samsung's investment is massive.
The competition is indeed looking good.

Samsung total capex estimated for 2017 is 80b. !
22.8 is directly to the foundry. Around 7b for logic and 19b flash and 13b dram sram.
Its a monster.
https://www.electronicsweekly.com/n...ory-will-take-lions-share-2017-capex-2017-09/

Its q42017 spending on semi is estimated to be a third of the entire business.
Bang
http://www.icinsights.com/news/bull...i-capex-deliver-knockout-blow-to-competition/

 

[french toast]

Samsung total capex estimated for 2017 is 80b. !
22.8 is directly to the foundry. Around 7b for logic and 19b flash and 13b dram sram.
Its a monster.
https://www.electronicsweekly.com/n...ory-will-take-lions-share-2017-capex-2017-09/

Its q42017 spending on semi is estimated to be a third of the entire business.
Bang
http://www.icinsights.com/news/bull...i-capex-deliver-knockout-blow-to-competition/

Wow that's insane! More than intel and tsmc combined!!.. impressive.

Hopefully this means dram prices shoot down considerably,.knowing hold my breath.
No wonder Samsung can get EUV out so fast with that kind of investment, adds up to me.

 

[DisEnchantment]

https://www.digitimes.com/news/a20180423PD209.html

TSMC may post record profits for 2018 on 7nm volume production

Its happening...

https://www.anandtech.com/show/12677/tsmc-kicks-off-volume-production-of-7nm-chips