Author | yesterday

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[Taiwan Semiconductor Manufacturing Co Ltd released 5nm enhanced N4P production process, which is expected to be released in the second half of 2022]

On October 26th, Taiwan Semiconductor Manufacturing Co Ltd announced the launch of N4P process, which is a performance-enhanced version of the 5nm technology platform.

Comments: it is reported that as the third major enhanced version of Taiwan Semiconductor Manufacturing Co Ltd's 5nm family, N4P has joined the most advanced and extensive combination of cutting-edge technology processes in the industry. as a result, the performance of N4P is 11% faster than the original N5 and 6% faster than N4. Compared with the power efficiency of N5Tech N4P, the power efficiency is increased by 22%, and the transistor density is increased by 6%. At the same time, N4P reduces the process complexity and improves the production cycle of the chip by reducing the number of mask layers. N4P shows the achievements of Taiwan Semiconductor Manufacturing Co Ltd's continuous pursuit and investment to upgrade process technology.

The first products based on N4P technology are expected to be launched in the second half of 2022. With N5, N4, N3 and the latest N4P process, Taiwan Semiconductor Manufacturing Co Ltd customers will offer a diverse and powerful technology portfolio choice in terms of power, performance, area and cost of their products.

[2022 wafer foundry may raise prices across the board again, Taiwan Semiconductor Manufacturing Co Ltd may increase by 10% and 20%]

The shortage of contract manufacturing capacity will last until 2022. Following Taiwan Semiconductor Manufacturing Co Ltd, United Microelectronics Corp, Ligudian and World Advanced are said to have recently informed customers that prices have increased by more than 10% again in the first quarter of next year, and stressed that all production capacity has been booked in the first half of the year. Order visibility will be seen in the second half of the year.

According to industry estimates, Taiwan Semiconductor Manufacturing Co Ltd's increase will be between 10% and 20% next year, and prices will apply throughout the year. United Microelectronics Corp, Liguten and World Advanced will all increase prices by more than 10% in the first quarter of next year, but they may all be adjusted again after that. Among them, United Microelectronics Corp is adjusted quarter by quarter, and Liji and World Advanced are adjusted every half a year.

Comments: semiconductor boom continues, 2022 Q1 wafer foundry overall price increase has become a foregone conclusion, if not signed a long order, the price increase will be even higher. As the industry is optimistic that the lack of core will continue after 2023, so more than half of the customers choose to sign a long order of 2-3 years. In terms of capacity, capacity has been sold out in the first half of next year, more than 90% of capacity in the second half of the year has also been booked, and order visibility is expected to reach the second half of next year.

[Zhang Zhongmou, founder of Taiwan Semiconductor Manufacturing Co Ltd: we can't see when semiconductors will not be out of stock]

Taiwan Semiconductor Manufacturing Co Ltd (TSM.N) founder Zhang Zhongmou said at the 20th anniversary dinner of the Yushan Science and Technology Association on the evening of the 26th that it is impossible to see when semiconductors will not be out of stock, but they will eventually be alleviated. Zhang Zhongmou stressed that at a time when the demand for semiconductors is growing, he said at the Taiwan Semiconductor Manufacturing Co Ltd Games two years ago that Taiwan Semiconductor Manufacturing Co Ltd is a battleground for every soldier, and it seems that this is still the case, and it will become more and more important.

Comments: with the rise of a new super innovation cycle, semiconductors are indispensable to 5G, the Internet of things, data centers, cloud computing, high-performance computing, new energy vehicles, self-driving and so on. Driven by the information revolution and energy revolution, the demand for semiconductors in related industries has reached a peak and will increase geometrically with the passage of time. Continue to be optimistic about the development of new semiconductor infrastructure in the past ten years.

[XPeng Inc. released the P5 delivery plan, and the radar is expected to be reinstalled from March 31 next year]

On October 26th, XPeng Inc. released the P5 delivery plan. In the delivery plan, XPeng Inc. said that due to the shortage of millimeter radar supply, affecting the production and delivery time of some models. For customers who choose to pick up the car after the replenishment radar delivery plan, XPeng Inc. expects to start the replenishment radar in batches from March 31, 2022.

Comments: supply chain delays, parts shortage, domestic car-building new forces can not escape. Prior to this, due to the epidemic in Southeast Asia, the shortage of chips led to the shortage of millimeter wave radar, so the ideal released a special delivery plan of "delivering the radar first and then reinstalling the radar". XPeng Inc. 's supply chain management capability is slightly stronger, and the P5 delivery plan of "first delivery and then reinstallation radar" has not been announced until now. In the future, how to improve the ability of supply chain management will become an important proposition for all industries.

[BABA Taocai released "local food" plan]

BABA announced a "local dish" plan on the 25th, which will directly connect nearly 300 spinach planting bases across the country to ensure adequate supply and stable prices in the spinach market, so as to help farmers increase their income by giving full play to the nationwide direct collection and marketing network. According to the person in charge of the vegetable business in the fresh and fresh industry of Taocai, since October, Amoy has been uplink on a national scale of more than 250000 jin of low-price spinach.

Comments: recently, due to the rise in related energy prices (such as coal, etc.), it has pushed up the cost of growing out-of-season vegetables, resulting in a decline in vegetable supply, resulting in the phenomenon that "vegetables are more expensive than meat". BABA's move to guarantee price, quality and supply through the direct selling network is undoubtedly beneficial to the country and the people.

注：This article was originally created by the American Stock study Society team, please indicate the source of the reprint, thank you!