this post was submitted on 04 Oct 2024
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TSMC's 2nm process will reportedly get another price hike — $30,000 per wafer for latest cutting-edge tech (www.tomshardware.com)
submitted 3 months ago by [email protected] to c/[email protected]
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[–] [email protected] 6 points 3 months ago* (last edited 3 months ago)

Worth pointing out that wafers alone are a relatively small part of the cost of semi conductors.

A 300 mm wafer has about 70,000 mm^2 of area. A Zen 5 chiplet (8 core CCD) seems to be about 70 mm^2. Assuming a 60% yield, that's 600 Zen 5 chiplets.

An 8-core 9700X goes for $350.

So that works out to $210 K revenue for a $30 K wafer. Although I suspect TSMC may also get additional revenue for value add features and services.

That being said, wafer costs are increasing at a very high rate that only seems to be accelerating.

Good position for TSMC to be in, essentially getting a 15% cut for the price of any leading edge semiconductor.