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Revenue of Top 10 Foundries Expected to Increase by 20% YoY in 1Q21 in Light of Fully Loaded Capacities, Says TrendForce

Demand in the global foundry market remains strong in 1Q21, according to TrendForce's latest investigations. As various end-products continue to generate high demand for chips, clients of foundries in turn stepped up their procurement activities, which subsequently led to a persistent shortage of production capacities across the foundry industry. TrendForce therefore expects foundries to continue posting strong financial performances in 1Q21, with a 20% YoY growth in the combined revenues of the top 10 foundries, while TSMC, Samsung, and UMC rank as the top three in terms of market share. However, the future reallocation of foundry capacities still remains to be seen, since the industry-wide effort to accelerate the production of automotive chips may indirectly impair the production and lead times of chips for consumer electronics and industrial applications.

TSMC has been maintaining a steady volume of wafer inputs at its 5 nm node, and these wafer inputs are projected to account for 20% of the company's revenue. On the other hand, owing to chip orders from AMD, Nvidia, Qualcomm, and MediaTek, demand for TSMC's 7 nm node is likewise strong and likely to account for 30% of TSMC's revenue, a slight increase from the previous quarter. On the whole, TSMC's revenue is expected to undergo a 25% increase YoY in 1Q21 and set a new high on the back of surging demand for 5G, HPC, and automotive applications.

Samsung is Preparing Exynos SoC with Radeon GPU for Next-Generation PCs

In 2019, AMD and Samsung have announced that they will be joining forces to develop a new class of mobile SoCs, carrying the Exynos name and having a Radeon GPU inside. These Exynos SoCs could be used for almost everything that needs a low-power processor. While the original plan was to have these processors run inside Samsung's mobile phone offerings, it seems like there is another application for them. If the rumors coming from ZDNet Korea are correct, we are in for a surprise. According to the source, Samsung is preparing to use the Exynos SoC with Radeon graphics in the company's next-generation laptops lineup.

While there is little to no information regarding the specifications of the said system, we can expect it to be a fully Samsung-made laptop. That means that Samsung will provide display, RAM, storage, battery, and other components manufactured by the company or its divisions. This laptop is expected to replace Samsung's Galaxy Book S, which currently uses Qualcomm Snapdragon 8cx SoC. The new PC is going to be Windows 10 based system. For more details, we have to wait for the announcement.

NVIDIA Faces Challenges: Qualcomm, Google, and Microsoft Protest Arm Acquisition

In September of last year, NVIDIA has officially announced that the current industry rumor about its big acquisition was true. The company has announced that it is acquiring Arm Limited from the Softbank Group. Paying as much as $40 billion for the purchase, NVIDIA is gaining access to the complete company, along with its extensive portfolio of IP and knowledge. That means that NVIDIA is not essentially a holder of the Arm ISA, which is the most dominant ISA within mobile processors. Such a deal, however, is a bit hard to process without some troubles popping up along the way. As Arm held a neutral position as IP provider, NVIDIA is expected to remain as such, and the company even promised to stay true to that.

However, not everything is going as planned. Before completing the acquisition process, NVIDIA must first comply with regulators from all around the world, including the US, UK, EU, and China. If any objections raise within those regions, they are to be interrogated. Today, Google, Microsoft, and Qualcomm have objected that NVIDIA's Arm acquisition is hurting the market and are urging antitrust officials to intervene. Mentioned companies believe that NVIDIA's move is hurting the market and the company could limit its competitors from accessing the IP, thus breaking Arm's neutral position as an IP provider. NVIDIA has made statements that Arm will remain in such a position, however, the skepticism of the mentioned companies is slowing the merger. Now all that remains is to see how the conflicted companies solve their worries.

Qualcomm Announces World's First 10 Gigabit 5G Modem-RF System

Qualcomm Technologies, Inc. today announced the Snapdragon X65 5G Modem-RF System, its fourth-generation 5G modem-to-antenna solution. It is the world's first 10 Gigabit 5G and the first 3GPP release 16 modem-RF system, which is currently sampling to OEMs and targeting commercial device launches in 2021. Snapdragon X65 is the Company's biggest leap in 5G solutions since the commercialization of its first modem-RF system. It is designed to support the fastest 5G speeds currently available with fiber-like wireless performance and makes best use of available spectrum for ultimate network flexibility, capacity and coverage. In addition to the Snapdragon X65, Qualcomm Technologies also announced the Snapdragon X62 5G Modem-RF System, a modem-to-antenna solution optimized for mainstream adoption of mobile broadband applications.

Industry R&D Spending To Rise 4% After Hitting Record in 2020: IC Insights

Research and development spending by semiconductor companies worldwide is forecast to grow 4% in 2021 to $71.4 billion after rising 5% in 2020 to a record high of $68.4 billion, according to IC Insights' new 2021 edition of The McClean Report—A Complete Analysis and Forecast of the Integrated Circuit Industry. Total R&D spending by semiconductor companies is expected to rise by a compound annual growth rate (CAGR) of 5.8% between 2021 and 2025 to $89.3 billion.

When the world was hit by the Covid-19 virus health crisis in 2020, wary semiconductor suppliers kept a lid on R&D spending increases, even though total semiconductor industry revenue grew by a surprising 8% in the year despite the economic fallout from the deadly pandemic. Semiconductor R&D expenditures as a percentage of worldwide industry sales slipped to 14.2% in 2020 compared to 14.6% in 2019, when research and development spending declined 1% and total semiconductor revenue fell 12%. Figure 1 plots semiconductor R&D spending levels and the spending-to-sales ratios over the past two decades and IC Insights' forecast through 2025.

Acer Releases Pair of New 11-inch Chromebooks for Education

Acer today announced a pair of new 11-inch Chromebooks for the education market with well-rounded features intended to make it as easy as possible for a school to go digital: military durability standards let parents trust that the devices are reliable, Zero-touch enrollment makes it easy for IT to roll them out, and students will enjoy the intuitive responsiveness of Chrome OS.

The Acer Chromebook 511 (C741L) is an 11.6-inch notebook computer that simplifies the process of establishing a digital learning environment, with a number of features that will benefit both the students using the devices and the school administrators rolling them out. The Qualcomm Snapdragon 7c compute platform allows for up to 20 hours of battery life between charges on top of offering an efficient performance to keep up with students' learning needs. Utilizing Snapdragon 7c, the Acer Chromebook 511 also delivers built-in 4G LTE connectivity to help protect the security of users' data and to provide fast, reliable access to learning apps in the cloud -- enabling students to take the classroom with them and learn from virtually anywhere. Weighing in at just 1.3 kg (2.87 lbs), this thin and light device is portable enough for students of all ages to easily transport between classes.

Qualcomm Announces Boosted Snapdragon 870 5G Mobile Platform

Qualcomm Technologies, Inc. unveiled the Qualcomm Snapdragon 870 5G Mobile Platform, a follow-on to the flagship Snapdragon 865 Plus, which features an enhanced Qualcomm Kryo 585 CPU prime core clock speed of up to 3.2 GHz. The new Snapdragon 870 is designed to deliver increased performance across the board for geared-up gameplay with insanely fast Qualcomm Snapdragon Elite Gaming experiences, truly global 5G sub-6 GHz and mmWave, and ultra-intuitive AI.

"Building upon the success of Snapdragon 865 and 865 Plus, the new Snapdragon 870 was designed to address OEM and mobile industry requirements," said Kedar Kondap, vice president, product management, Qualcomm Technologies, Inc. "Snapdragon 870 will power a selection of flagship devices from key customers including Motorola, iQOO, OnePlus, OPPO, and Xiaomi."

Qualcomm Reportedly Developing Apple M1 Competitor Dubbed Snapdragon SC8280

Qualcomm is no stranger to developing ARM-based computer processors having released the Snapdragon 8cx and more recently the 8cx Gen 2, however they pale in comparison to Apple's recently releases 5 nm M1 chip. Qualcomm has acknowledged that Apple's latest silicon is a sign of where the future of computing is going and it would seem they have been preparing a competitor. In a new report from WinFuture it is revealed that Qualcomm has been developing a new SOC with internal model number SC8280 as a successor to the 8cx Gen 2.

The Qualcomm Snapdragon SC8280 was found in two configurations one with 8 GB of LPDDR5 RAM while the other was coupled with 32 GB of LPDDR4X memory. This is double what Apple offers with the M1 chip which is only available in 8 GB and 16 GB LPDDR4X configurations. The chip has also seen a 13% die size increase coming in at 20 mm x 17 mm up from the 20 mm x 15 mm on the 8cx Gen 2. This new processor is still under development and it is yet to been seen how it will compare with the M1 or the rumored 12-core Apple processor.

Qualcomm to Acquire NUVIA

Qualcomm Incorporated today announced that its subsidiary, Qualcomm Technologies, Inc., has entered into a definitive agreement to acquire NUVIA for approximately $1.4 billion before working capital and other adjustments. The transaction is subject to customary closing conditions, including regulatory approval under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended.

5G is further accelerating the convergence of mobility and computing. The acquisition of NUVIA builds on Qualcomm Technologies' Snapdragon technology leadership, delivering step-function improvements in CPU performance and power efficiency to meet the demands of next-generation 5G computing. NUVIA comprises a proven world-class CPU and technology design team, with industry-leading expertise in high performance processors, Systems on a Chip (SoC) and power management for compute-intensive devices and applications. The addition of NUVIA CPUs to Qualcomm Technologies' already leading mobile graphics processing unit (GPU), AI engine, DSP and dedicated multimedia accelerators will further extend the leadership of Qualcomm Snapdragon platforms, and positions Snapdragon as the preferred platform for the future of connected computing.

HP at CES 2021: The Future of PC Innovation is Now

The PC has never been more essential, so this year at CES 2021, HP Inc. is launching computing innovations essential to how and where people experience work and life. HP today unveiled new devices and solutions designed to power hybrid work environments and growing personal creative studios.

With half of the global workforce still working remotely due to the COVID-19 pandemic, new use cases for the PC are emerging for both consumers and employees remaining at home. Since COVID, there has been a seven hour increase in time spent on personal PCs. In some cases, this has resulted in an increase in everyday creativity - with photography, writing stories or articles, and live streaming being the top three activities among consumers. But working and staying at home isn't always simple, with only 30% of people having a space where they can shut the door. Yet 72% of knowledge workers want a hybrid remote-office model moving forward and 48% of Gen Z are considering an expansion of their freelance business in the future, requiring solutions with enhanced collaboration and micro-mobility features.

Qualcomm Announces Cristiano Amon Appointed Chief Executive Officer-Elect

Qualcomm Incorporated today announced that its Board of Directors has unanimously selected Cristiano Amon to succeed Steve Mollenkopf as CEO, effective June 30, 2021. Mollenkopf informed the Board of his decision to retire as CEO following 26 years with the Company. Amon, who has worked at Qualcomm since 1995, is currently President of the Company. Mollenkopf will continue his employment with the Company as a strategic advisor for a period of time.

Mollenkopf, 52, became CEO in March of 2014. He began his career as an engineer and, for nearly three decades, has helped define and lead Qualcomm's strategy and technology roadmap. His work helped propel smartphones into the mainstream and made Qualcomm a leader in 3G, 4G and now 5G, and he also oversaw the expansion into new industry segments such as the Internet of Things (IoT), RF Front End and Automotive. He was also instrumental in the Company's rise as a smartphone technology supplier. In addition, Mollenkopf successfully guided the Company through a number of extraordinary circumstances and challenges and begins the CEO transition process with the Company stabilized and well-positioned to continue to grow and drive value.

Qualcomm Announces Next-Generation 5G Chipset - Snapdragon 888

During the first day of the Snapdragon Tech Summit Digital, Qualcomm Incorporated President, Cristiano Amon took the virtual stage with global industry leaders to highlight the critical role Qualcomm Snapdragon 8-Series mobile platforms have played to drive experiences forward for the next generation of devices. Qualcomm Technologies' innovation in the premium tier, coupled with the evolution of 5G, is accelerating and continuing to redefine immersive consumer experiences. The proliferation of these premium tier experiences has and will continue to enrich the lives of billions of smartphone users around the world.

"Creating premium experiences takes a relentless focus on innovation. It takes long term commitment, even in the face of immense uncertainty," said Cristiano Amon, president, Qualcomm Incorporated. "It takes an organization that's focused on tomorrow, to continue to deliver the technologies that redefine premium experiences."

RHA launches true wireless earbuds with ANC - and accompanying Connect App

RHA has introduced new cutting-edge true wireless earbuds to their award-winning lineup - the ergonomically stylish TrueControl ANC.
The TrueControl ANC combines a quality Qualcomm AptX sound signature with advanced active - and adjustable - noise cancellation, a sleek ergonomic design, advanced connectivity, and a 20-hour battery life. In addition, users can use the new RHA Connect App to customise their listening experience.

TAKE CONTROL
Whether it's the traffic outside your home office, the keyboards of your colleagues, or the thrum of the airplane engine, RHA's active noise cancellation turns the outside world off - so you can concentrate on whatever you're working on and whatever you're listening to. (Or just escape!) The TrueControl uses a passive noise cancelling design and ANC technology to eliminate outside noise. External microphones record the world around you, then target these noises with anti-sound.

Microsoft Announces Pluton Security Processor in Collaboration with AMD, Intel, and Qualcomm

The security of PCs has been an issue in the past few years as cyber-attack methods have been undergoing a transformation to hardware-specific malware that exploits different vulnerabilities of CPUs. That is why Microsoft, the developer of the most popular operating system, Windows 10, decided to engineer a hardware processor that will protect the OS and its user by having a specific job of maintaining the platform security. In collaboration with AMD, Intel, and Qualcomm, Microsoft is today introducing the Pluton security processor. The collaborator companies are going to integrate the new Pluton processor inside their CPUs and thus embed a new level of security in their PCs.
Microsoft
Our vision for the future of Windows PCs is security at the very core, built into the CPU, where hardware and software are tightly integrated in a unified approach designed to eliminate entire vectors of attack. This revolutionary security processor design will make it significantly more difficult for attackers to hide beneath the operating system, and improve our ability to guard against physical attacks, prevent the theft of credential and encryption keys, and provide the ability to recover from software bugs.
Microsoft Pluton Security Processor

QNAP Launches the QHora-301W Next-Generation Wi-Fi 6 and 10GbE Dual-port SD-WAN Router

QNAP Systems, Inc. (QNAP), a leading computing, networking, and storage solution innovator, today released the QHora-301W, a Software-Defined Wide-Area Network (SD-WAN) Router with Wi-Fi 6 and dual 10 GbE ports. This next-generation router provides not only remote multi-site VPN and complete connectivity, but also QuWAN Cloud Orchestrator topology and enhanced security features, providing a flexible and reliable high-efficiency network structure for remote working and multi-site businesses.

With an enterprise-grade Qualcomm Quad-core 2.20 GHz processor and 1 GB RAM, the QHora-301W provides high-performance Wi-Fi 6 (802.11ax) and 2.4 GHz/5 GHz dual-band wireless transmission. With eight antennas and MU-MIMO, the QHora-301W provides the perfect wireless pattern views to enhance Wi-Fi coverage signals, delivering up to 3600 Mbps transfer speed and allowing for more concurrent Wi-Fi clients. With two 10 GbE ports and four Gigabit ports, the QHora-301W offers flexible WAN/LAN configurations for optimized network deployment, achieving high-speed LAN, streamlined cross-site file transfer and auto mesh multi-site VPN. Furthermore, the QHora-301W enables interconnected Mesh VPN topology via QuWAN (QNAP's SD-WAN technology), providing reliable network infrastructure for digital transmission, prioritized network bandwidth, automatic WAN failover and centralized cloud management.

TSMC Witnesses 28 nm Process Demand Soar

Recently, the technology trade war between the US and China has been very challenging for Chinese semiconductor manufacturers. With a new regulation to prevent the use of US technology on foreign lands, the US administration has managed to prevent many companies from manufacturing the latest processes, and they have lost a part of their customer base. In awe of this craze, it seems like many silicon designers are storming to the competing foundries to get their designs taped out. According to the DigiTimes report, TSMC has seen a massive spike in demand for its 28 nm semiconductor node. The surge is going to reach a peak of almost 100% in the fourth quarter this year. The growth is mainly being driven by Chinese customers who are switching their manufacturing facilities. The report indicated that Qualcomm, as well, is a big part of the growth besides the remaining companies.

Samsung's 5 nm Node in Production, First SoCs to Arrive Soon

During its Q3 earnings call, Samsung Electronics has provided everyone with an update on its foundry and node production development. In the past year or so, Samsung's foundry has been a producer of a 7 nm LPP (Low Power Performance) node as its smallest node. That is now changed as Samsung has started the production of the 5 nm LPE (Low Power Early) semiconductor manufacturing node. In the past, we have reported that the company struggled with yields of its 5 nm process, however, that seems to be ironed out and now the node is in full production. To contribute to the statement that the new node is doing well, we also recently reported that Samsung will be the sole manufacturer of Qualcomm Snapdragon 875 5G SoC.

The new 5 nm semiconductor node is a marginal improvement over the past 7 nm node. It features a 10% performance improvement that is taking the same power and chip complexity or a 20% power reduction of the same processor clocks and design. When it comes to density, the company advertises the node with x1.33 times increase in transistor density compared to the previous node. The 5LPE node is manufactured using the Extreme Ultra-Violet (EUV) methodology and its FinFET transistors feature new characteristics like Smart Difusion Break isolation, flexible contact placement, and single-fin devices for low power applications. The node is design-rule compatible with the previous 7 nm LPP node, so the existing IP can be used and manufactured on this new process. That means that this is not a brand new process but rather an enhancement. First products are set to arrive with the next generation of smartphone SoCs, like the aforementioned Qualcomm Snapdragon 875.

Microsoft Introduces Surface Laptop Go, New Updates to Surface Pro X and New Accessories

The idea of working and learning from home, which at one point felt temporary, has for many of us started to feel more permanent. Even as some people in cities around the world return to work and schools in person, many others have found themselves reorganizing homes to create makeshift offices and classrooms. Whether your commute is across the house or across town, the PC continues to play an integral role in keeping all of us connected to our work, school, and lives - and each person in the household needs one.

As we continue to expand our Surface family of devices with the new Surface Laptop Go and updates to Surface Pro X, our goal is to design a Surface for every person, work style and location. To give every person in your household or organization a laptop that's not just something you need to use, but something you want to use. A virtual office you want to be in, a virtual classroom that engages you to learn, a place you can play your favorite game or watch a movie - with a bright vibrant screen, a fluid and comfortable keyboard, high quality cameras and mics, and the versatility of touch screens.

Qualcomm Adds New 5G Mobile Platform to Snapdragon 7-Series

Qualcomm Technologies, Inc. announced a new 5G mobile platform in the 7-series, the Qualcomm Snapdragon 750G 5G Mobile Platform, which enables truly global 5G with brilliant HDR gaming and amazing on-device AI. To date, there have been more than 275 designs announced or in development based on Snapdragon 7-series mobile platforms, including 140 5G designs.

"We continue to see great traction with our high-tier Snapdragon 7-series 5G mobile platforms," said Kedar Kondap, vice president of product management, Qualcomm Technologies, Inc. "As we continue to build out this relatively new tier of our mobile roadmap, we're always looking for ways to support the growing needs of our OEM customers. Snapdragon 750G delivers a selection of premium mobile features to an even wider audience."

Qualcomm Snapdragon XR2 Platform Commercially Debuts in Oculus Quest 2

Qualcomm Technologies, Inc., a subsidiary of Qualcomm Incorporated, is powering better-than-ever virtual reality (VR) gameplay and experiences with the launch of Oculus Quest 2, the first-to-launch VR device powered by the Qualcomm Snapdragon XR2 Platform. Oculus Quest 2 is a culmination of years of collaboration between Qualcomm Technologies and Facebook to create the most advanced and immersive gaming VR experiences for consumers to-date.

Purpose-built for extended reality (XR), the Snapdragon XR2 Platform unlocks staggering improvements including twice the CPU and GPU performance compared to its predecessor which powers the original Oculus Quest headset. The Snapdragon XR2 Platform delivers significant performance enhancements in Oculus Quest 2 including:

Qualcomm Announces First Shipments of Qualcomm Cloud AI 100 Accelerator and Edge Development Kit

Qualcomm Technologies, Inc., a subsidiary of Qualcomm Incorporated, announced the Qualcomm Cloud AI 100, a high-performance AI inference accelerator, is shipping to select worldwide customers. Qualcomm Cloud AI 100 uses advanced signal processing and cutting-edge power efficiency to support AI solutions for multiple environments including the datacenter, cloud edge, edge appliance, and 5G infrastructure. The newly announced Qualcomm Cloud AI 100 Edge Development Kit is engineered to accelerate adoption of edge applications by offering a complete system solution for AI processing up to 24 simultaneous 1080p video streams along with 5G connectivity.

"Qualcomm Technologies is well positioned to support complete edge-to-cloud high performance AI solutions that lead the industry in performance per watt," said Keith Kressin, senior vice president and general manager, computing and edge cloud, Qualcomm Technologies. "Qualcomm Cloud AI 100 is now shipping to select worldwide customers and we look forward to seeing commercial products launch in the first half of 2021."

Samsung Foundry to Become Sole Manufacturer of Qualcomm Snapdragon 875 on 5 nm EUV Manufacturing Process

Rumors fresh of South Korean shores claim that Samsung has snagged a position as sole provider for Qualcomm's Snapdragon 875 SoC on its 5 nm EUV manufacturing process. The reason for this, according to a supposed industry insider, boiled down to money (as it almost always does): Samsung simply offered lower pricing for chips manufactured under its 5 nm EUV process than TSMC did. The deal has been claimed to be worth some $840M. This makes sense, as Samsung has a considerable product portfolio - including lucrative memory fabrication - from which it can pool resources so as to lower pricing for new manufacturing technologies, whereas TSMC can only count on revenues it brings in from contracted silicon manufacturing deals.

Samsung's 5 nm EUV will still offer the now tried-and-true FinFet transistor design - next-generation GAAFET (gate all-around FET) are reserved for the companies' 3 nm efforts. This piece of news directly contradicts Digitimes' earlier reporting on Qualcomm leaving Samsung as a foundry partner due to lower than adequate yields for Samsung's 5 nm EUV. With Samsung already manufacturing NVIDIA's Ampere on its 8 nm node, and now with a confirmed high-volume client with Qualcomm, this likely means more available capacity for other TSMC clients - of which we could mention AMD and Apple.

Qualcomm Announces Next-Generation Snapdragon 8cx Gen 2 5G Compute Platform

Qualcomm Technologies, Inc. today announced at Internationale Funkausstellung (IFA) Berlin the Qualcomm Snapdragon 8cx Gen 2 5G compute platform, the company's most advanced and efficient compute platform. Users will benefit from superior performance and multi-day battery life*, 5G connectivity, enterprise-grade security and AI acceleration, as well as advanced camera and audio technology. These features will enable and support the digital transformation and mobility needs for remote productivity and learning experiences. The Snapdragon 8cx Gen 2 is designed to enable industry leading 5G PC experiences and build on the innovative first-generation Snapdragon 8cx 5G compute platform, which powered the World's First 5G PC.

"Working remotely is the new reality, and more businesses are looking to quickly and securely connect their employee base, accelerating the need for always on, always connected PCs that are thin, light and truly mobile, equipped with blazing fast 5G cellular and Wi-Fi 6 connectivity, and coupled with multi-day battery-life to boost productivity," said Miguel Nunes, Senior Director, Product Management, Qualcomm Technologies, Inc. "We are excited to expand our customer reach with Acer, to continue bringing the best of the Smartphone to the PC. Together, we will deliver cutting-edge devices and experiences to consumers and businesses, enabling them to connect, create and collaborate anytime from virtually anywhere."
Qualcomm Snapdragon 8cx Gen 2 5G Compute Platform

Qualcomm Announces Snapdragon 732G to Improve High-Tier Mobile Gaming

Qualcomm Technologies, Inc. announced the Qualcomm Snapdragon 732G Mobile Platform, a follow-on to the Snapdragon 730G. Snapdragon 732G is designed to deliver immersive gameplay backed by smarter, faster artificial intelligence (AI) and accelerated performance, including an upgraded GPU and CPU compared to the previous generation.

"Snapdragon 732G will deliver a powerful gaming experience, sophisticated on-device AI, and superior performance," said Kedar Kondap, vice president of product management, Qualcomm Technologies, Inc. "We're excited to work with POCO on the new POCO smartphone powered by the enhanced Snapdragon 732G globally."

TSMC Ships its 1 Billionth 7nm Chip

In a bid to show off its volume production prowess and technological edge (but mostly to rub it in to rival fabs), TSMC on Thursday announced that it shipped its 1 billionth chip fabricated on its 7 nm process. If these dies were combined into one big rectangular wafer, they would cover 13 New York City blocks. TSMC's 7 nm process debuted with its N7 node, which went into volume production in April 2018, over two years ago. The fab has since mass-produced 7 nm chips for the likes of Qualcomm, Apple, and AMD, among dozens of other clients. The company now looks to monetize refinements of N7, namely the N7e and N7P (DUV refinements), while executing its crucial EUV-based N7+ node, leading up to future nodelets such as N6. Much of TSMC's growth will be propelled by 5G modems, application processors, and its pivotal role in the growth of companies such as AMD.
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