misk@sopuli.xyz to Hardware@lemmy.world · 11 hours agoTSMC's 2nm process will reportedly get another price hike — $30,000 per wafer for latest cutting-edge techwww.tomshardware.comexternal-linkmessage-square4fedilinkarrow-up115arrow-down10cross-posted to: [email protected][email protected]
arrow-up115arrow-down1external-linkTSMC's 2nm process will reportedly get another price hike — $30,000 per wafer for latest cutting-edge techwww.tomshardware.commisk@sopuli.xyz to Hardware@lemmy.world · 11 hours agomessage-square4fedilinkcross-posted to: [email protected][email protected]
minus-squareAlphane Moon@lemmy.worldMlinkfedilinkarrow-up5·edit-27 hours agoWorth pointing out that wafers alone are a relatively small part of the cost of semi conductors. A 300 mm wafer has about 70,000 mm^2 of area. A Zen 5 chiplet (8 core CCD) seems to be about 70 mm^2. Assuming a 60% yield, that’s 600 Zen 5 chiplets. An 8-core 9700X goes for $350. So that works out to $210 K revenue for a $30 K wafer. Although I suspect TSMC may also get additional revenue for value features and services. That being said, wafer consts are increasing at an very high rate that only seems to be accelerating. Good position for TSMC to be in, essentially getting a 15% cut for the price of any leading edge semiconductor.
Worth pointing out that wafers alone are a relatively small part of the cost of semi conductors.
A 300 mm wafer has about 70,000 mm^2 of area. A Zen 5 chiplet (8 core CCD) seems to be about 70 mm^2. Assuming a 60% yield, that’s 600 Zen 5 chiplets.
An 8-core 9700X goes for $350.
So that works out to $210 K revenue for a $30 K wafer. Although I suspect TSMC may also get additional revenue for value features and services.
That being said, wafer consts are increasing at an very high rate that only seems to be accelerating.
Good position for TSMC to be in, essentially getting a 15% cut for the price of any leading edge semiconductor.