cageymaru
Fully [H]
- Joined
- Apr 10, 2003
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According to a Digitimes report, TSMC has received new orders for the production of 7nm and 5nm AI chips in 2019. AI chips are expected to lead the demand for TSMC's sub-10nm chip capabilities over smartphone SoC's as smartphone manufacturers take a wait and see approach to phone sales.
As handset SoC suppliers have been encountering deceleration in the smartphone market and falling product ASPs, they have been cautious about advanced chip development and are taking a more rigorous R&D expense control prior to the arrival of 5G, the sources indicated. On the other hand, demand for AI chip solutions is looking to boom for emerging applications such as data centers, smart cities and connected health, as well as niche-market applications including autonomous driving, big data analytics, robotics, and FinTech.
As handset SoC suppliers have been encountering deceleration in the smartphone market and falling product ASPs, they have been cautious about advanced chip development and are taking a more rigorous R&D expense control prior to the arrival of 5G, the sources indicated. On the other hand, demand for AI chip solutions is looking to boom for emerging applications such as data centers, smart cities and connected health, as well as niche-market applications including autonomous driving, big data analytics, robotics, and FinTech.