The transition to 3D gate-all-around architecture (GAA) marked a monumental shift for cutting-edge logic chip architectures. For Morgan Stanley, companies have an important exponential future.
The industry of semiconductors He has an obsession with being more efficient. The transition to 3D architecture Gate-all-around (GAA) marked a monumental shift for cutting-edge logic chip architectures. According to the calculations of Morgan Stanley, original equipment manufacturers (OEMs) of semiconductors They will have a cumulative opportunity of more than US$10 billion in 2030.
“Gate-All-Around (GAA) transistors will represent the biggest design inflection in the chip industry in logic space since the introduction of FinFETs in 2010. GAAs, which essentially turn gate architecture on its head, are material-enabled and therefore overcome the limitations of FinFETs. Although initial progress may be relatively discrete from a performance point of view, the transition provides a roadmap that will allow the industry to continue progressing well into the next decade,” they explain from the US investment bank.
Likewise, these experts point out that the estimate for the sector is “slightly higher than US$1,000 million for every 100,000 WSPM (wafers produced per month, an indicator that measures production) of added capacity.”
“The Big 3 edge chipmakers (Intel, Samsung, TSMC) plan to introduce GAA in the next 12-18 months, which may lead to a rebound in edge capex spending from Q2 2024,” they added.
Chip companies: why are they an investment opportunity?
Morgan Stanley believes that, given the high benefits that they foresee if their estimates are met, there will be a large number of equipment manufacturers OEMs that come out on top. Specifically, the American firm highlights that Applied Materials, Lam Research and ASM “are particularly well positioned”, with the latter being the one that should see the greatest “relative gain”.
microchips-semiconductors
Chip companies: can you invest from Argentina?
The company that has the greatest possibilities and that can be invested in from Argentina is Tesla, Elon Musk’s company, through its CEDEARs.
According to new reports published in media such as Taiwan Economic Daily o China’s IT House, Tesla reached an agreement with the company TSMC (Taiwan Semiconductor Manufacturing Company Limited) to acquire a huge quantity of 4 nm and 5 nm microchips destined to be installed in the next generation of the FSD system.
Various specialized websites ensure that tesla would have become one of the largest clients of TSMC due to the huge order placed. In parallel, this has been the first agreement that the Taiwanese firm closes with a major automobile company with mass production. From that moment on, all signs point to Tesla will replace Samsung by TSMC as its official microchip supplier.
Other companies that lead the market are: Samsung, Taiwan Semiconductor Manufacturing, and Intel.
Source: Ambito
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