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People in the industry chain: the demand of wafer-free manufacturers for 22/28nm and 40nm processes is relatively stable.

2025-01-22 Update From: SLTechnology News&Howtos shulou NAV: SLTechnology News&Howtos > IT Information >

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Shulou(Shulou.com)11/24 Report--

January 18 news, according to foreign media reports, the decline in consumer electronics demand for chips has spread to the wafer foundry field. TSMC, the world's largest foundry foundry, experienced a decline in revenue in the fourth quarter of last year. They expect a greater month-on-month decline in the first quarter of this year, and may also decline in the first quarter of this year.

For wafer foundry, a source from the industry chain said that compared with other processes, the demand for 22/28nm and 40nm processes from wafer-free manufacturers has been relatively stable.

From the relevant media reports, the demand for 22/28nm and 40nm process is relatively stable, mainly because there are a large number of terminal products in the world, which need these kinds of process chips.

At present, in the global foundry field, although Samsung Electronics and TSMC have successively mass-produced 5nm, 3nm and other advanced process processes, it is generally believed that the demand of non-wafer manufacturers for advanced process processes, mainly in smart phones and high-performance computing chips, there are still a large number of chips using mature process processes such as 28nm, and there is still a great demand for these processes.

CTOnews.com Note: fabless fab Mode (Fabless) refers to a semiconductor company that only designs, develops, applies and sells wafers, while outsourcing wafer manufacturing to professional fabs.

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