Samsung said in today's financial report that it will conduct mass production of 5nm EUV by the second quarter of this year, that is, before July, and thereby strengthen its leading position in the field of EUV technology. In addition, Samsung will focus on the development of 3nm GAA (surrounding the gate transistor), and talk about the FinFET (fin field effect transistor) technology used by TSMC.

https://www.chinatimes.com/realtimenews/20200429002735-260410?chdtv

Samsung actually lost 7nm orders from Nvidia being unable to make reliable chips for more than a year using it.

Now they claim big things about 5nm, but it can also fail miserably.

Datacenters badly need less power hungry things.

Especially neural network based things are very inefficient.

Due to coronavirus Intel will delay 10nm production of some products.

7nm will be also delayed, up to1 year in practice (in reality Intel do not have any real functioning 7nm and due to EUV usage it is not clear if they will ever have).

TSMC has seen the installation of its advanced 3nm and 5nm process capacity disrupted by lifting equipment delivery delays.

Something is up with 3nm TSMC process

TSMC has decided to stick with FinFETs for N3 owing to the maturity of the technology. Experts are of the opinion that sub-5 nm nodes will require major innovations with materials and structures. TSMC claims that N3 will provide a 10-15% speed improvement at iso-power or 25-30% power reduction at iso-speed.

This year TSMC already fucked up 7nm+ EUV process being unable to provide working chips for AMD.

And here we can see their strange idea to use FinFET for 3nm. In reality we can see some marketing related bullshit instead of 3nm.

AMSL

ASML Holding NV, a crucial supplier to Samsung Electronics Co. and Taiwan Semiconductor Manufacturing Co, refrained from providing guidance for the second quarter amid uncertainty following the coronavirus pandemic

First-quarter revenue came in at 2.4 billion euros ($2.6 billion) with net bookings of 3.1 billion euros, including 1.5 billion euros of EUV systems. First-quarter gross margin was 45.1 percent. ASML last month cut its revenue outlook for the first quarter and halted share buyback plans after complications from the novel coronavirus caused supply-chain problems and shipment delays. It had previously forecast revenue of as much as 3.3 billion euros with a gross margin of as much as 47%.

This can be interesting, being monopoly company now is major obstacle on mass dvelopment of latest technologies across the world. Breaking and crushing this company, as well as stealing all information can be top priority for number of countries now, including China.

Not best predictions

TSMC is on track to move 5nm process technology to volume production in second-quarter 2020 as scheduled, and continues to see the process capacity fully booked despite recent speculation claiming that the foundry has been requested by Apple to pospone making their 5nm chips.

TSMC is in very dangeoirus zone, as it invested lot of money in very risky venture.

It seems like 7nm EUV already failed this year (AMD fully removed any mention of it, and try to shift introduction of new CPUs and GPUs as far as possible now) and it is first major failure of TSMC.

IC industry has been paring down its older capacity as manufacturers have consolidated or transitioned to the fab-lite or fabless business models. In its recently released Global Wafer Capacity 2020-2024 report, IC Insights shows that due to the surge of merger and acquisition activity in the middle of this decade and with more companies producing IC devices using sub-20nm process technology, suppliers have eliminated inefficient wafer fabs. Since 2009, semiconductor manufacturers around the world have closed or repurposed 100 wafer fabs.

IDC identified an 80% chance for significant contraction in worldwide semiconductor revenues in 2020, instead of a previously expected minor overall growth of 2%. There is still a one-in-five chance that a fast, strong bounce back from COVID-19 in 2020 is possible, IDC continued.

Not all companies will make it past COVID.

Intel, AMD and Nvidia can delay their new products. Initially up to 6 months, but this can extent to 1-1.5 years.

During this time we can see Intel being sold or merged with other company.

Semiconductor Manufacturing International (SMIC) has moved 14nm FinFET process to volume production with orders from Huawei's chip arm HiSilicon, and is gearing up for its next-generation FinFET process manufacturing - 7nm.

Pretty strange statements, as they first need to get equipment for it somewhere (blocked by US now).