The Battle of 3-Nanometer ChipsWhy Did TSMC Suffer Defeat? How Did Huawei Secure Victory?
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In today’s video, I want to talk to you about a very hot topic—3-nanometer chips. You might ask, what is a 3-nanometer chip, and why is it so important? Well, a 3-nanometer chip refers to the size of transistors on the chip, which is only 3 nanometers, or 3 billionths of a meter, finer than a human hair by a thousand times. Such chips can integrate more transistors on the same area, improving chip performance and efficiency while reducing power consumption and costs. The 3-nanometer chip represents the current highest level in the global semiconductor industry and is a core technology for future applications in smartphones, computers, cloud computing, artificial intelligence, and more.
The birth of a tiny chip is crucial for two reasons. The first is chip development and design, the preparatory work. In simple terms, to create a performance chip with a 5-nanometer process, for instance, the initial step is to design the chip feasibly. Not every smartphone manufacturer possesses this technological expertise to achieve high-performance operation within a 5-nanometer chip.
Looking at the global market, we find Huawei’s Kirin chip alongside Qualcomm Snapdragon, MediaTek Dimensity, and Apple’s exclusive A-series chips. The comprehensive performance of Huawei’s Kirin chip allows it to compete with their high-end counterparts, contributing to the global success of Huawei smartphones.
After the chip is developed, to integrate it into a phone, it needs to be manufactured, which is a challenging task. Many may argue that development is theoretically more difficult, but the actual production of chips requires Extreme Ultraviolet (EUV) lithography machines, especially for high-performance processors. Without EUV lithography, creating high-precision chips, especially for advanced processors, is considered impossible.
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