N3 is actually much worse than expected, it’s essentially a marketing node to satisfy contractual obligations and the expected gains from N3 won’t actually be reached until N3E in another year+.
This means that Samsung’s 3GAP/2GAE (both with GAAFET) will match their density and release timeline…
Even TSMC is hitting delays and diminishing returns, and costs are spiraling faster than density - N3 alone is ~40% more expensive than N5, both in wafer and validation/tapeout costs, for only ~30% higher density in real-world products. And remember that’s the fake N3 now and the real N3E will undoubtedly be even more expensive.
Rumors are that all 10 of TSMC’s top-10 customers have cut their orders next year and they have 50% less utilization than expected, which is really bad for the node economics. So TSMC may finally have found the point at which costs have spiraled past consumers’ willingness to pay.
This means that Samsung’s 3GAP/2GAE (both with GAAFET) will match their density and release timeline…
https://www.semianalysis.com/p/tsmcs-3nm-conundrum-does-it-e...
https://twitter.com/david_schor/status/1608434897193951232
https://twitter.com/SKundojjala/status/1552561057050177541
https://fuse.wikichip.org/news/7048/n3e-replaces-n3-comes-in...
https://www.anandtech.com/show/17356/tsmc-roadmap-update-n3e...
https://www.notebookcheck.net/TSMC-reportedly-ditches-its-N3...
Even TSMC is hitting delays and diminishing returns, and costs are spiraling faster than density - N3 alone is ~40% more expensive than N5, both in wafer and validation/tapeout costs, for only ~30% higher density in real-world products. And remember that’s the fake N3 now and the real N3E will undoubtedly be even more expensive.
Rumors are that all 10 of TSMC’s top-10 customers have cut their orders next year and they have 50% less utilization than expected, which is really bad for the node economics. So TSMC may finally have found the point at which costs have spiraled past consumers’ willingness to pay.
https://www.techpowerup.com/302774/top-10-tsmc-customers-sai...