Semiconductor is a kind of material which has an electrical conductivity value falling between that of a conductor and insulator at room temperature. The commonly used semiconductor materials include elemental semiconductor, such as silicon and germanium, and compound semiconductors, such as gallium arsenide and gallium nitride.Semiconductor devices are widely used in the downstream industries, which almost cover the whole electronic field. The traditional application areas of semiconductor devices include consumer electronics, communication network, electronic equipment and other industries. With the rapid development of social economy and the continuous progress of science and technology, intelligent vehicles, charging piles, high-end equipment manufacturing, aerospace and other emerging application fields have gradually become an important application market of semiconductors.
In recent years, with the rapid development of new energy vehicles, energy saving, environmental protection, safety, lightweight have become the mainstream of the industry. In the past, traditional cars only need 500-600 chips, while new energy vehicles need more than 1000-1200 chips, and some high-performance models need 2000 chips. Among them, MCU chips are the most important. A new energy vehicle needs more than 150 MCU chips. In the past two years, with the deepening of automobile intelligence and the shortage of chip supply chain caused by the epidemic, the lack of chip will also become a normal problem in new energy vehicle industry.
Recently, TSMC announced that it will mass produce chips using its 3nm manufacturing process in September. FinFET transistors will continue to be used in this generation, and GAA transistor technology will be used in the new 2nm manufacturing process in 2025. As for the 2nm node, it will boost performance by 10% to 15 % at the same power draw, and bring a 25% to 30% lower consumption at the same frequency and transistor count, compared to the N3E node.
In addition, Intel and Samsung, the two semiconductor giants, are also increasing the investment of research and development in 2nm manufacturing process.