Issue link: https://iconnect007.uberflip.com/i/1489269
48 SMT007 MAGAZINE I JANUARY 2023 • NA range: 10–28 nm, leading 5–7 nm, state of art 2–3 nm • Most advanced nodes in production are used by TSMC and Samsung ranging from 7 nm, down to 5 nm and 3 nm planned for 2022. Global foundries using 28 nm, and Intel at 10 nm, 7 nm planned. Smallest 2 nm node by IBM now in development/ scale-up 4 Top-15 Semiconductor Global Company Highlights • Significant plays continue within silicon fabs and company landscape • Example: "In his March 23 message, Intel CEO Pat Gelsinger stated that Intel would dedicate $20 billion to two new chip foundries in Arizona, the first components of an independent division called Intel Foundry Services. e IFS foundries can now fabricate chips for any architecture and company" 5–6 . • It took almost $2.6 billion in quarterly sales to make it into the 1Q21 top-15 semiconductor supplier list • Of top 15, eight headquartered in the U.S.; two each in Taiwan, S.Korea and Europe; one in Japan • Intel and Samsung have many more fabs used for internal designs and systems, beyond the foundries listed in this report • Top-15 revenue surged by 21% in 1Q21 • 14 of 15 of companies had revenues > $3B in single quarter • Two new entrants in top-15 list: MediaTek (replacing HiSilicon) and AMD (replacing Sony) • HiSilicon is the semiconductor design division of Huawei (impacted by tariffs, sanctions) • AMD revenue surged 93%, highest growth rate of any top-15. Expecting 2021 revenue +50% overall • MediaTek posted 90% increase 1Q21-1Q20 • Highest growth rates were from fabless suppliers (AMD, MediaTek, Qualcomm, NVIDIA) North American Strength is in Silicon and Systems Design Many of the top semiconductor revenue generators in the semiconductor industr y are fabless. ese companies have expertise in design and use a foundry to fabricate their chips. With this model they are able to main- tain high gross margins North American Semiconductor Fabs/ Foundries Current Situation • U.S. policymakers view the semiconductor industry as strategically important because it supplies the fundamental enabling tech- nologies for advanced defense, communi- cations, big data and artificial intelligence among other industries • Already have strong semiconductor capability/capacity in NA • Fabless Model: 6/16 (40%) fabless using foundries latest investments being made in Arizona by Intel, TSMC, and Samsung are all foundries, enabling fabless support in NA • Intel has existing fabs, but also expanding to foundry in 2024 • Global Foundries (GF) already has plant, but not leading-edge node (28 nm) • TSMC and Samsung planning 5 nm and 3 nm foundries in 2024 in United States • Over 50% of top-15 semiconductor revenues already coming from NA HQ companies $5181 Q21 U.S. West Coast Fabless Model Ecosystem New foundries planned for 2024 by TSMC, Samsung, and Intel service top performing fab- less companies: Apple, NVIDIA, and Broad- com in Silicon Valley, and Qualcomm in San Diego. Location selection for these foundries