3 quick things that became REALITY this week.
First and Second generation 7nm TSMC are both taking and making real production orders right now (Apple's lock out is still active on 2nd gen TSMC at this point in time).
AMD is making video cores and CPUs at TSMC right now at 7nm.TSMC has started pouring the foundation for their 3nm building ......
TSMC has completed the 5nm building's frame and roof and electrical/water/HVAC on their 5nm building and are now installing the very first 5nm ASLM lines in the new facility.
Both TSMC, Samsung and Global are claiming their separate, slightly different developmental 5nm memory production processes "are going well at good yields". People have actually seen 5nm memory samples from TSMC and Samsung ......
Global is acting all shaky again, with AMD actually moving some planned items over to TSMC as we speak --- look for Global to seek an IBM or Samsung partnership or for some other form of technical assistance.
TSMC says they have an early 3nm developmental memory trial run "imminent". TSMC is peddling 5nm memory regularly now as the lines are seen as stable. TSMC is the only player with the funds (enough Apple money) to push on through to 3nm inside the next 5 years. Apple's iPhone X is faltering though as the $1,000+ price tag is jest too too durn high for real people to pay just for "a next year's phone" .....
TSMC is spending $14 billion per year of Apple dollars and their own dollars to continue pushing smaller and smaller and smaller on a firm, yearly Apple schedule. This money flow may end with 5nm because Apple doesn't have it to spend due to a "bad selling season".
No one has brought forth any plans for anything past 3nm as 3nm "gate all around" is really pushing all known silicon technologies to the wall, completely.Before Intel makes their next proposed attempt at a very very belated 10nm production run
all their 3 main competitors will have their 7nm up and running production and their 5nm developmental processes will be making memory just as fast as they can run it during production debugging.
Intel is going to be ~ Four TSMC Generations ~ back by the end of next year. (that's like 12 Intel generations, if you counted generations the way Intel counts them, of course)