IBM in the United States is simply awesome. At present, the most advanced chip manufacturing process that can be mass-produced on the market is 5nm. The only two companies with strong OEM capabilities are TSMC and Samsung. However, judging from the 5nm chips currently on the market, Whether it is due to tuning or manufacturing technology, the rollover rate is quite high, which makes many friends still choose products with 7nm process chips. Now when TSMC and Samsung are struggling with the 3nm process, on May 6, the American company IBM suddenly announced something that shocked the world, 2nm chip manufacturing technology.
No one expected that the first breakthroughs in the field of chip manufacturing technology were not the traditional "rich" TSMC and Samsung. They even directly jumped over 3nm and came to 2nm. Not long ago, TSMC just updated The process development schedule for 2nm process chips has just reached the stage of improving EUV efficiency and upgrading GAA transistors. It can be said that the progress is quite slow. This official announcement from IBM undoubtedly put considerable pressure on TSMC and Samsung. Not only are they ahead in the 2nm chip manufacturing process, but they are also very hopeful to surpass TSMC and Samsung in one fell swoop and become the new leader in the global chip field.
Many friends may not know much about IBM. In fact, they are the world's largest information technology and business solutions company. Their main business is cloud computing and software solutions, but they are in New York, USA. There is a research center in Albany, Texas, that specializes in developing chip manufacturing technology. Here, both Samsung and Intel have cooperated with IBM in chip technology. For example, Samsung's 3nm key technology "gate-all-around" was successfully developed here with IBM, and this time IBM's 2nm chip foundry will most likely be handed over to Samsung. After all, IBM's 7nm chips were previously manufactured by Samsung. The two companies have always cooperated happily, so there is no need to change partners. It can be seen that although IBM is rarely mentioned when we talk about chips, it has a number of breakthrough technology patents in the semiconductor field, which has contributed a lot to the development of semiconductors and even laid the foundation! For example, the RISC processor architecture, and the single-transistor DRAM unit in 1966, both played a vital foundation for the development of the entire semiconductor field!
We all know that 5nm process chips are much better than 7nm in terms of power consumption and performance, so what are the advantages of 2nm process chips? Why must we develop 2nm? First of all, in terms of volume, the 2nm process chip is much smaller than the 5nm process, the energy efficiency is 75% higher, the computing efficiency is 45% stronger, and the computing speed is much faster, but there is no precise digital information yet! Of course, we should not see the mass production of 2nm process chips this year or next year, or see products equipped with 2nm process chips. After all, the launch is on the one hand, and it will take several more years to really reach the level of mass production. Kung Fu!
Although this is an American company, we in China still have many connections with them. They have development laboratories, customer innovation centers and Chinese system laboratories in our country, and we in China are still IBM One of the 12 major R&D bases. However, in January 2021, the company announced the closure of its China Research Institute, which was established in September 1995 for more than 20 years. The reason they gave was to reform China's R&D layout. However, other affiliated institutions continue to "serve".
It is worth noting that Huawei, which we are currently being overwhelmed by the old United States, is still a student of IBM. In 1998, Huawei paid 4 billion yuan in "tuition" to IBM and officially became an IBM student. IBM served as a "teacher". During the 10 years of "apprenticeship", IBM arranged for more than 50 expert teachers to work in Huawei to help Huawei in 8 projects including IT system reorganization, ISC (Integrated Supply Chain), and IPD (Integrated Product Development). We will upgrade our management and develop semiconductor integrated products and industrial supply chains with Huawei. Huawei’s core supplier Red Hat is also an organization under IBM. Many people have also commented that Huawei's achievements in the global communications field are inseparable from the hard work and dedication of its "master" IBM.
Now IBM is the first to officially announce 2nm manufacturing technology, once again making it famous in the global semiconductor and even communications fields. Although the former technology giant’s revenue is declining year by year, although its glory is no longer there, it relies on its profound foundation and technology Accumulation, I believe that this time there will be a great opportunity to impact TSMC. Coupled with Samsung's blessing, it is very promising for "Huawei's master" to win "the world's number one chip brother" in one fell swoop. I don't know at this time, TSMC Are you trembling?