Zheng Kai’an, senior industry analyst at MIC, said that the global wafer foundry capacity will grow by about 10% this year, and is expected to grow by more than 7% in 2023. Growth will slow.
According to Taiwan media “Central News Agency”, Zheng Kai’an pointed out that in the development of global advanced wafer processes, including Taiwan’s TSMC, South Korea’s Samsung, and the United States Intel all plan to introduce mass production of the 2nm process in 2025, and all adopt the gate around (GAA) architecture. , it is expected that 2025 will become an important node for advanced process competition.
It is understood that in addition to the above-mentioned manufacturers, there is news in the market that Japan will cooperate with the United States to start the research and development of the country’s local 2nm advanced process and the construction of manufacturing facilities. According to the intention of both parties, joint research and development will be launched as early as this summer, and a research and development and industrialization base will be built between 2025 and 2027.
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