TSMC announces A16 technology, paving way for 1.6nm chips by 2026

2024-04-25

TSMC has unveiled its newest semiconductor process, the A16. At a conference in California, TSMC said the process will be used for ultra-advanced 1.6-nanometer chips as early as 2026. The announcement is a direct challenge to rival Intel, over who can make the world’s fastest chips.

The headline on Reuters says it all. At the 2024 North America Technology Symposium in Santa Clara, TSMC unveiled its A16 semiconductor process. It will be used to produce 1.6-nanometer chips as early as 2026.

Nobunaga Chai
Semiconductor industry expert
TSMC’s advanced process will integrate technology from the 2-nanometer process. The A16 process will offer an upgrade on backside power delivery, and feature super power rail architecture. That is to say, the power delivery network will be placed on the backside of the chip, separate from the signal component. That allows for a higher density of signal interconnects.

The A16 technology puts TSMC one step ahead of competitors such as Intel and Samsung. The process will improve speed, energy efficiency, and logic density, positioning TSMC to meet AI demands. But the good news failed to sway investors in the stock market. TSMC shares closed down NT$17 on Thursday, to end at NT$766.

Lin Han-wei
Analyst
After all, the process will only start commercial production in 2026. So the discussions about this chip technology at the tech symposium were more about the future, more about a direction for TSMC’s technological development. Regarding the impact on TSMC’s performance, currently it seems that manufacturing in advanced processes has already hit full capacity. So it’s challenging for the new chip technology to significantly lift financial growth prospects.

Dragged by heavyweight stocks, the Taiex Iost 274 points, falling back below the 20,000-point mark. Whether the index will regain the threshold remains to be seen.

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台積電在美國發表"A16"最新型晶片加快AI速度

2024-04-25

晶圓代工龍頭台積電在美國加州聖塔克拉拉舉辦「2024年北美技術論壇」，首度發表「A16」最新型晶片製造技術，也就是1.6奈米，堪稱速度更快、功耗降低，號稱可加快AI晶片速度，最快2026年量產。

抖大的標題，路透社大篇幅報導，因為台積電在美國加州聖塔克拉拉舉辦「2024北美技術論壇」，首度發表「A16」新型晶片製造技術，也就是1.6奈米，最快2026年可量產。

[[半導體產業專家柴煥欣]]
“台積電的先進製程的話，其實也會沿用到2奈米製程的技術，晶背供電的升級版，而會推出超級電軌，也就是說將所謂的電源線，正式放在了一個晶圓的背部，與訊號線分開，而在訊號線的部分可以提供更大一個晶片密度”

台積電發表的A16晶片最新技術，不僅又搶先英特爾、三星一步，號稱速度更快、功耗降低、晶片密度大幅提升，可因應未來AI晶片客戶需求，不過台積電在製程再度領先的好消息，卻沒有為股價帶來甜甜價，今天股價下跌17元，收在766元。

[[分析師林漢偉]]
“畢竟它是2026年，才真的能夠實現所謂的製程商用，一個新的晶片的技術，所以這個技術論壇上面會講的是比較偏向未來，一些台積電技術發展的方向，實際上對於業績的貢獻，我覺得目前來看其實台積電本身的業績，在先進製程部分已經是滿載的，所以不太容易因為這個新的晶片，讓它業績有比較大的一個成長空間”

權值股領跌，讓台股大盤指數終場大跌274點，2萬點又掰了，有沒有機會重返2萬大關，引發市場關注。

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