>The contract maker of chips anticipates HPC to account for 40% of its revenue in 2030 followed by smartphones (30%) and automotive (15%) applications.
So did TSMC finally change what they mean by "HPC"? IIRC, recently, TSMC's definition of HPC actually included smartphones.
>Yujun Li, TSMC's director of business development for high-performance computing (HPC) which also includes mobile,
"From TSMC's revenue split standpoint, HPC is a rather vague category that includes everything from laptops to datacenters, but not smartphones. It has been so for years, actually. From technology point of view, Apple, for example, uses performance-enhanced nodes for its smartphone SoCs."
Do you think the rumours are true? Apparently there is a lot of yields of N3, but Apple is hoarding more than 80% of it. So other smartphone manufacturers from BBK Electronics, Xiaomi Group, and Samsung, basically can't use TSMC-3nm for 2024. Basically the next-gen Snapdragon chipset is delayed another year, instead coming with another refresh in 2024 in the QC 8g3 being made on the N4X process node.
We will probably see a MediaTek Dimensity SoC built on N3 in 2024, but it will be low-quantity, so it will be found on very limited number of devices. Almost like a paper-launch until they can place orders after Qualcomm, followed by Ryzen devices, then Nvidia dGPUs, and the rest of the industry.
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ikjadoon - Friday, May 26, 2023 - link
>The contract maker of chips anticipates HPC to account for 40% of its revenue in 2030 followed by smartphones (30%) and automotive (15%) applications.So did TSMC finally change what they mean by "HPC"? IIRC, recently, TSMC's definition of HPC actually included smartphones.
>Yujun Li, TSMC's director of business development for high-performance computing (HPC) which also includes mobile,
Source: https://community.cadence.com/cadence_blogs_8/b/br...
ballsystemlord - Friday, May 26, 2023 - link
Upvote!dotjaz - Friday, May 26, 2023 - link
What sort of smartphone soc runs above 1.2V?Ryan Smith - Saturday, May 27, 2023 - link
From Anton:"From TSMC's revenue split standpoint, HPC is a rather vague category that includes everything from laptops to datacenters, but not smartphones. It has been so for years, actually. From technology point of view, Apple, for example, uses performance-enhanced nodes for its smartphone SoCs."
Kangal - Saturday, May 27, 2023 - link
Do you think the rumours are true?Apparently there is a lot of yields of N3, but Apple is hoarding more than 80% of it. So other smartphone manufacturers from BBK Electronics, Xiaomi Group, and Samsung, basically can't use TSMC-3nm for 2024. Basically the next-gen Snapdragon chipset is delayed another year, instead coming with another refresh in 2024 in the QC 8g3 being made on the N4X process node.
We will probably see a MediaTek Dimensity SoC built on N3 in 2024, but it will be low-quantity, so it will be found on very limited number of devices. Almost like a paper-launch until they can place orders after Qualcomm, followed by Ryzen devices, then Nvidia dGPUs, and the rest of the industry.