misk@sopuli.xyz to Hardware@lemmy.world · 3 months agoTSMC's 2nm process will reportedly get another price hike — $30,000 per wafer for latest cutting-edge techwww.tomshardware.comexternal-linkmessage-square5fedilinkarrow-up120arrow-down11cross-posted to: [email protected]
arrow-up119arrow-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 · 3 months agomessage-square5fedilinkcross-posted to: [email protected]
minus-squareAlphane Moon@lemmy.worldMlinkfedilinkEnglisharrow-up6·edit-23 months 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 add features and services. That being said, wafer costs are increasing at a 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 add features and services.
That being said, wafer costs are increasing at a 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.