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wp-block-gallery-3 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"576\" height=\"1024\" data-id=\"809\" src=\"https:\/\/www.cyber3hk.com\/wordpress\/wp-content\/uploads\/2026\/07\/1000027637-576x1024.jpg\" alt=\"\" class=\"wp-image-809\" srcset=\"http:\/\/www.cyber3hk.com\/wordpress\/wp-content\/uploads\/2026\/07\/1000027637-576x1024.jpg 576w, http:\/\/www.cyber3hk.com\/wordpress\/wp-content\/uploads\/2026\/07\/1000027637-169x300.jpg 169w, http:\/\/www.cyber3hk.com\/wordpress\/wp-content\/uploads\/2026\/07\/1000027637-768x1365.jpg 768w, http:\/\/www.cyber3hk.com\/wordpress\/wp-content\/uploads\/2026\/07\/1000027637-864x1536.jpg 864w, http:\/\/www.cyber3hk.com\/wordpress\/wp-content\/uploads\/2026\/07\/1000027637-1152x2048.jpg 1152w, http:\/\/www.cyber3hk.com\/wordpress\/wp-content\/uploads\/2026\/07\/1000027637-scaled.jpg 1440w\" sizes=\"auto, (max-width: 576px) 100vw, 576px\" \/><\/figure>\n<\/figure>\n\n\n\n<p><strong>\u4e2d\u570b\u6587\u5ba3\u5c0d\u5149\u523b\u6a5f\/EUV\u548c\u5148\u9032\u88fd\u7a0b\u300c\u6210\u529f\u7a81\u7834\u300d\u7684\u53ef\u4fe1\u6027\uff1a\u90e8\u5206\u4e8b\u5be6 + \u5927\u5e45\u8a87\u5927\uff0c\u6574\u9ad4\u53ef\u4fe1\u5ea6\u4e2d\u7b49\u504f\u4f4e\uff08\u5de5\u7a0b\u6210\u5c31\u5b58\u5728\uff0c\u4f46\u5546\u696d\u91cf\u7522\u8207\u5ba3\u50b3\u843d\u5dee\u5927\uff09\u3002<\/strong><\/p>\n\n\n\n<p>Source #economist<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">1. <strong>\u5df2\u8b49\u5be6\u7684\u9032\u5c55\uff08\u53ef\u4fe1\u90e8\u5206\uff09<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>SMIC N+2 \/ N+3 \u88fd\u7a0b<\/strong>\uff1a\u4f7f\u7528DUV\uff08\u6df1\u7d2b\u5916\uff09+ \u591a\u91cd\u5716\u6848\u5316\uff08multi-patterning\uff09\u6280\u8853\uff0c\u78ba\u5be6\u505a\u51fa\u4e86<strong>5nm\u7d1a<\/strong>\u6676\u7247\uff08\u5982Huawei Kirin 9030\u7b49\uff09\u3002\u7368\u7acb\u62c6\u89e3\u548c\u5206\u6790\uff08\u5982TechInsights\u3001SemiAnalysis\uff09\u78ba\u8a8d\u5bc6\u5ea6\u5df2\u63a5\u8fd1TSMC N6\u6c34\u6e96\u3002\u9019\u662f\u771f\u5be6\u5de5\u7a0b\u6210\u5c31\uff0c\u6253\u7834\u4e86\u65e9\u671f\u300c\u5b8c\u5168\u4e0d\u53ef\u80fd\u300d\u7684\u9810\u671f\u3002<\/li>\n\n\n\n<li><strong>EUV\u539f\u578b\u6a5f<\/strong>\uff1a2025\u5e74\u5e95\u6709\u8def\u900f\u793e\u7b49\u5831\u5c0e\uff0c\u6307\u6df1\u5733\u5be6\u9a57\u5ba4\uff08\u524dASML\u5de5\u7a0b\u5e2b\u53c3\u8207\uff09\u7d44\u88dd\u51faEUV\u539f\u578b\uff0c\u5df2\u7522\u751f\u6975\u7d2b\u5916\u5149\u3002\u4f46<strong>\u539f\u578b\u6a5f\u9ad4\u7a4d\u9f90\u5927\u3001\u5c1a\u672a\u751f\u7522\u51fa\u53ef\u7528\u6676\u7247<\/strong>\uff0c\u8ddd\u96e2\u5546\u7528\u9084\u6709\u591a\u5e74\u3002<\/li>\n<\/ul>\n\n\n\n<p>\u9019\u4e9b\u662f<strong>\u53ef\u9a57\u8b49\u7684\u6280\u8853\u91cc\u7a0b\u7891<\/strong>\uff0c\u4e0d\u662f\u5b8c\u5168\u9020\u5047\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2. <strong>\u6587\u5ba3\u5e38\u898b\u8a87\u5927\u8207\u554f\u984c\uff08\u4f4e\u53ef\u4fe1\u90e8\u5206\uff09<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u826f\u7387\u8207\u6210\u672c<\/strong>\uff1a\u5ba3\u50b3\u5e38\u8aaa\u300c\u91cf\u75225nm\/3nm\u300d\uff0c\u4f46\u5be6\u969b<strong>\u826f\u7387\u53ea\u670920-40%<\/strong>\uff08\u9060\u4f4e\u65bcTSMC 70-80%+\uff09\uff0c\u5c0e\u81f4\u6210\u672c\u6975\u9ad8\uff0c\u5f88\u591a\u6676\u7247\u88ab\u76f4\u63a5\u5831\u5ee2\u6216\u964d\u7d1a\u4f7f\u7528\u3002\u7d93\u6fdf\u4e0a\u4e0d\u5177\u7af6\u722d\u529b\uff0c\u4e3b\u8981\u9760\u570b\u5bb6\u88dc\u8cbc\u652f\u6490\u3002<\/li>\n\n\n\n<li><strong>EUV\u7a81\u7834<\/strong>\uff1a\u539f\u578b\u6a5f\u5b58\u5728\uff0c\u4f46\u300c\u62fc\u88dd\u300d\u6027\u8cea\u5f37\uff08\u6df7\u7528\u4e8c\u624b\/\u66ff\u4ee3\u96f6\u4ef6\uff09\uff0c\u5149\u6e90\u7a69\u5b9a\u6027\u3001\u93e1\u7247\u7cbe\u5ea6\u3001\u7522\u80fd\u90fd\u9060\u672a\u6210\u719f\u3002\u897f\u65b9\u5206\u6790\u5e38\u7a31\u9019\u662f\u300c\u79d1\u5b78\u602a\u4eba\u300d\u5f0f\u6210\u679c\uff0c\u77ed\u671f\u5167\u7121\u6cd5\u5a01\u8105ASML\u58df\u65b7\u3002\u5ba3\u50b3\u5e38\u5ffd\u7565\u300c\u539f\u578b \u2260 \u91cf\u7522\u53ef\u7528\u300d\u3002<\/li>\n\n\n\n<li><strong>\u6642\u9593\u8868<\/strong>\uff1a\u5b98\u65b9\/\u5a92\u9ad4\u5e38\u628a\u5be6\u9a57\u5ba4\u6210\u529f\u8aaa\u6210\u300c\u5373\u5c07\u91cf\u7522\u300d\u6216\u300c\u5df2\u9818\u5148\u300d\uff0c\u4f46\u5be6\u969b\u5dee\u8ddd\u4ecd5-10\u5e74\uff08\u5c24\u5176\u9ad8NA EUV\u548c\u9ad8\u826f\u7387\u5148\u9032\u88fd\u7a0b\uff09\u30022026\u5e74\u73fe\u6cc1\u4ecd\u662f7nm\/5nm\u7d1a\u52c9\u5f37\u64f4\u7522\uff0c4nm\u4ee5\u4e0b\u9ad8\u6027\u80fd\u91cf\u7522\u9084\u65e9\u3002<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">3. <strong>\u70ba\u4ec0\u9ebc\u6587\u5ba3\u9019\u6a23\u505a\uff1f<\/strong><\/h3>\n\n\n\n<p>\u4e2d\u570b\u534a\u5c0e\u9ad4\u662f\u570b\u5bb6\u6230\u7565\uff0c\u5ba3\u50b3\u6709<strong>\u52d5\u54e1\u58eb\u6c23\u3001\u5438\u5f15\u4eba\u624d\u3001\u722d\u53d6\u8cc7\u6e90<\/strong>\u7684\u76ee\u7684\u3002\u985e\u4f3c\u904e\u53bb\u300c\u5927\u7149\u92fc\u300d\u6216\u67d0\u4e9b\u9ad8\u9435\/\u9ad8\u79d1\u6280\u5ba3\u50b3\u6a21\u5f0f\uff1a\u771f\u6709\u9032\u6b65\uff0c\u4f46\u6703\u904e\u5ea6\u5305\u88dd\u300c\u5f4e\u9053\u8d85\u8eca\u300d\u300c\u7a81\u7834\u5c01\u9396\u300d\u3002\u897f\u65b9\u5a92\u9ad4\uff08\u5982FT\u3001Reuters\uff09\u548c\u7368\u7acb\u62c6\u89e3\u5831\u544a\u8f03\u4e2d\u7acb\uff0c\u80fd\u63d0\u4f9b\u4fee\u6b63\u3002<\/p>\n\n\n\n<p><strong>\u7e3d\u7d50\u53ef\u4fe1\u5ea6<\/strong>\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u6280\u8853\u5b58\u5728<\/strong>\uff1a70-80%\u53ef\u4fe1\uff08\u6709\u5be6\u7269\/\u62c6\u89e3\u8b49\u64da\uff09\u3002<\/li>\n\n\n\n<li><strong>\u5ba3\u50b3\u898f\u6a21\/\u6642\u6a5f\/\u5f71\u97ff\u529b<\/strong>\uff1a30-50%\u53ef\u4fe1\uff0c\u5e38\u628a\u300c\u539f\u578b\/\u5c0f\u898f\u6a21\u300d\u8aaa\u6210\u300c\u5168\u9762\u6210\u529f\u300d\u3002<\/li>\n\n\n\n<li>\u5efa\u8b70\u5224\u65b7\u65b9\u5f0f\uff1a\u770b<strong>\u7368\u7acb\u7b2c\u4e09\u65b9\u62c6\u89e3\u5831\u544a<\/strong>\uff08TechInsights\u3001SemiAnalysis\uff09\u3001\u5be6\u969b\u7522\u54c1\u6027\u80fd\uff08\u624b\u6a5f\/AI\u6676\u7247\u8dd1\u5206\u3001\u529f\u8017\uff09\u3001\u7522\u80fd\u6578\u64da\uff0c\u800c\u975e\u5b98\u65b9\u901a\u7a3f\u3002<\/li>\n<\/ul>\n\n\n\n<p>\u4e2d\u570b\u78ba\u5be6\u5728\u5feb\u901f\u8ffd\u8d95\uff08\u6295\u5165\u5de8\u5927\uff09\uff0c\u4f46\u7269\u7406\u6975\u9650\u548c\u4f9b\u61c9\u93c8\u5c01\u9396\u4e0d\u662f\u5ba3\u50b3\u80fd\u5b8c\u5168\u514b\u670d\u7684\u3002\u77ed\u671f\u5167\uff0c\u897f\u65b9\u4ecd\u4fdd\u6301\u660e\u986f\u9818\u5148\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u4e2d\u570b\u6587\u5ba3\u5c0d\u5149\u523b\u6a5f\/EUV\u548c\u5148\u9032\u88fd\u7a0b\u300c\u6210\u529f\u7a81\u7834\u300d\u7684\u53ef\u4fe1\u6027\uff1a\u90e8\u5206\u4e8b\u5be6 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