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Samsung Foundry started this whole thing, and TSMC CEO said during an investor conference their customers were asking for smaller nm because "another" foundry were using those numbers.

That's not consumer marketing. That's still B2B, except the audience is management instead of engineering as assumed in the GP. TSMC's customers are not consumers. Set up costs run into the millions of dollars.

After the whole gigahertz wars, there aren't many consumers that are savvy enough to know that you want fewer nanometers.

edit: quote for clarity




>That's not consumer marketing. That's still B2B........

Apple announced they were first to ship 7nm Chip in iPhone during an Apple event watched live by more than 50 millions people.

Huawei Announced their Soc being the first shipping EUV chip, most advanced SoC ....

Qualcomm announced their 5G Modem on latest 7nm to give industry leading performance......

None of these are B2B, they are directed to consumer, and these Vendors pushed TSMC for those numbers. TSMC delivered.


Nvidia and AMD are also hyping 7nm process to the enthusiast market where it'll propagate onwards.


> TSMC's customers are not consumers.

TSMC's customers want to be able to say to consumers that it's some low number process node.

I would argue that the number itself is part of the product TSMC is selling.


> That's not consumer marketing.

It’s “prosumer” marketing, for system builders who actually care about CPU bin numbers and serial numbers and stuff like that. There are both diy’ers and actual high-end PC vendors and system integrators in that category, and given they tend to spend more than the average consumer, probably can’t be ignored.




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