{"id":610575,"date":"2025-12-18T06:10:44","date_gmt":"2025-12-18T14:10:44","guid":{"rendered":"https:\/\/nai500.com\/?p=610575"},"modified":"2025-12-18T06:10:44","modified_gmt":"2025-12-18T14:10:44","slug":"euv-ai","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/12\/euv-ai\/","title":{"rendered":"\u4e2d\u56fd\u5728EUV\u4e0a\u7684\u7a81\u7834\u91cd\u7f6e\u4e86AI\u82af\u7247\u6295\u8d44\u5730\u56fe"},"content":{"rendered":"

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\u6df1\u5733EUV\u539f\u578b\u673a\u6539\u53d8\u4e86\u65f6\u95f4\u8868<\/h3>\n

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\u653f\u7b56\u52a0\u89c4\u6a21\uff1a\u4e2d\u56fd\u5982\u4f55\u590d\u5408\u63a8\u8fdb\u6280\u672f\u8fdb\u6b65<\/h3>\n

\u5317\u4eac\u7684\u4ea7\u4e1a\u653f\u7b56\u6b63\u5728\u53d1\u6325\u5176\u8bbe\u5b9a\u7684\u4f5c\u7528\u2014\u2014\u5728\u56fd\u5bb6\u5c42\u9762\u4e0a\u5c06\u8d44\u672c\u4e0e\u4eba\u624d\u5bf9\u9f50\u3002EUV\u653b\u5173\u662f\u7531\u6700\u9ad8\u79d1\u5b66\u9886\u5bfc\u5c42\u76d1\u7ba1\u5e76\u5728\u6570\u5343\u540d\u5de5\u7a0b\u5e08\u4e2d\u534f\u8c03\u7684\u66f4\u5e7f\u6cdb\u56fd\u5bb6\u652f\u6301\u8ba1\u5212\u4e2d\u7684\u4e00\u4e2a\u8282\u70b9\u3002\u534e\u4e3a\u636e\u62a5\u9053\u6b63\u4f5c\u4e3a\u4e00\u4e2a\u7531\u516c\u53f8\u548c\u7814\u7a76\u6240\u7ec4\u6210\u7f51\u7edc\u7684\u6574\u5408\u8005\uff0c\u786e\u4fdd\u8bbe\u8ba1\u3001\u8bbe\u5907\u3001\u6750\u6599\u548c\u5c01\u88c5\u65b9\u9762\u7684\u8fdb\u5c55\u6c47\u96c6\u5230\u4e00\u8d77\u3002\u51fa\u53e3\u7ba1\u5236\u786e\u5b9e\u653e\u6162\u4e86\u83b7\u53d6\u9876\u7aef\u5de5\u5177\u7684\u901f\u5ea6\uff0c\u4f46\u4e5f\u5c06\u56fd\u5185\u8d44\u672c\u652f\u51fa\u91cd\u5b9a\u5411\uff0c\u5e76\u52a0\u901f\u4e86\u5728\u523b\u8680\u3001\u6c89\u79ef\u3001\u5149\u5b66\u548c\u8ba1\u91cf\u65b9\u9762\u7684\u5b66\u4e60\u5468\u671f\u3002\u7ed9\u6295\u8d44\u8005\u7684\u4fe1\u606f\u5f88\u76f4\u63a5\uff1a\u89c4\u6a21\u4e0e\u653f\u7b56\u786e\u5b9a\u6027\u964d\u4f4e\u4e86\u672c\u5730\u4ea7\u4e1a\u94fe\u5404\u73af\u8282\u7684\u6267\u884c\u98ce\u9669\u3002<\/p>\n

\u5e02\u573a\u4fe1\u53f7\uff1a\u8d44\u672c\u5df2\u7ecf\u5728\u79fb\u52a8<\/h3>\n

\u5728\u5cb8\u5e02\u573a\u6570\u6708\u6765\u4e00\u76f4\u5728\u4f20\u8fbe\u8fd9\u79cd\u8f6c\u53d8\u3002MetaX Integrated Circuits\u6700\u8fd1\u5728\u4e0a\u6d77\u7684\u4e0a\u5e02\u9996\u65e5\u76d8\u4e2d\u66b4\u6da8\u7ea6700%\uff0c\u51f8\u663e\u4e86\u5bf9AI\u82af\u7247\u655e\u53e3\u7684\u88ab\u538b\u6291\u9700\u6c42\u3002\u56fd\u5185AI\u52a0\u901f\u5668\u8bbe\u8ba1\u5546\u5bd2\u6b66\u7eaa\u57282024\u5e74\u672b\u5b9e\u73b0\u4e86\u5176\u9996\u4e2a\u5b63\u5ea6\u76c8\u5229\uff0c\u8868\u660e\u4e2d\u56fd\u7684\u8f6f\u4ef6\u4e0e\u786c\u4ef6\u751f\u6001\u6b63\u5728\u878d\u5408\u3002\u817e\u8baf\u652f\u6301\u7684\u7eb5\u76ee\uff08Enflame\uff09\u6b63\u5728\u5efa\u8bbe\u65e0\u9521AI\u8ba1\u7b97\u4e2d\u5fc3\u4ee5\u6ee1\u8db3\u8bad\u7ec3\u9700\u6c42\uff0c\u800cIluvatar CoreX\u63a8\u51fa\u4e867nm GPGPU\uff0c\u8868\u660e\u672c\u5730\u5728\u6570\u636e\u4e2d\u5fc3\u7845\u7247\u65b9\u9762\u6709\u53ef\u4fe1\u7684\u53d1\u5c55\u8def\u7ebf\u3002\u5728\u529f\u7387\u7535\u5b50\u9886\u57df\uff0cInnoscience\u76ee\u524d\u5360\u636e\u7ea630%\u7684\u5168\u7403GaN\u529f\u7387\u5668\u4ef6\u5e02\u573a\u4efd\u989d\uff0c\u8fd9\u5bf9\u4e8e\u9ad8\u6548\u6570\u636e\u4e2d\u5fc3\u548c\u7535\u52a8\u6c7d\u8f66\u5feb\u901f\u5145\u7535\u81f3\u5173\u91cd\u8981\u3002\u8fd9\u4e9b\u5e76\u975e\u5b64\u7acb\u7684\u80dc\u5229\uff1b\u5b83\u4eec\u663e\u793a\u4e00\u4e2a\u7cfb\u7edf\u6b63\u540c\u6b65\u8fd0\u4f5c\uff0c\u4ee5\u652f\u6301\u4e0b\u4e00\u6ce2\u8ba1\u7b97\u4e0e\u7535\u6c14\u5316\u9700\u6c42\u3002<\/p>\n

\u503c\u5f97\u5173\u6ce8\u7684\u4e2d\u56fd\u524d\u5341\u5927AI\u4e0e\u82af\u7247\u6807\u7684<\/h3>\n

– Semiconductor Manufacturing International Corp (SMIC) (0981.HK; 688981.SS)\uff1a\u901a\u8fc7\u5148\u8fdb\u7684DUV\u591a\u91cd\u523b\u5199\u5c55\u793a\u4e86\u7528\u4e8e\u667a\u80fd\u624b\u673a\u76847nm\u7ea7\u82af\u7247\uff0c\u9a8c\u8bc1\u4e86\u5bf9\u5236\u88c1\u5177\u6709\u97e7\u6027\u7684\u901a\u5f80\u66f4\u5148\u8fdb\u8282\u70b9\u7684\u8def\u5f84\u3002\u5168\u7403\u5f71\u54cd\uff1a\u6062\u590d\u672c\u5730\u9ad8\u6027\u80fd\u8bbe\u5907\u4ea7\u80fd\u5e76\u964d\u4f4e\u4f9b\u5e94\u94fe\u98ce\u9669\u3002<\/p>\n

– Hua Hong Semiconductor (1347.HK; 688347.SS)\uff1a\u6269\u5c55\u4e8612\u82f1\u5bf8\u6210\u719f\u5de5\u827a\u4e0e\u529f\u7387\u5668\u4ef6\u4ea7\u80fd\uff0c\u5e76\u4e8e2023\u5e74\u5728\u4e0a\u6d77\u79d1\u521b\u677f\u4e0a\u5e02\u4ee5\u7b79\u8d44\u589e\u957f\u3002\u5168\u7403\u5f71\u54cd\uff1a\u5728\u6210\u719f\u5de5\u827a\u4e3b\u5bfc\u7684\u7535\u52a8\u6c7d\u8f66\u4e0e\u7269\u8054\u7f51\u9700\u6c42\u4e2d\u7a33\u5b9a\u6c7d\u8f66\u4e0e\u5de5\u4e1a\u82af\u7247\u4f9b\u5e94\u3002<\/p>\n

– Advanced Micro-Fabrication Equipment Inc. China (AMEC) (688012.SS)\uff1a\u56fd\u5185\u523b\u8680\u8bbe\u5907\u9886\u5bfc\u8005\uff0c\u5176\u7cfb\u7edf\u5df2\u5728\u9886\u5148\u6676\u5706\u5382\u83b7\u5f97\u8ba4\u8bc1\u3002\u5168\u7403\u5f71\u54cd\uff1a\u5173\u952e\u5de5\u827a\u8bbe\u5907\u7684\u8fdb\u53e3\u66ff\u4ee3\u51cf\u5c11\u5bf9\u6d77\u5916\u4f9b\u5e94\u5546\u7684\u4f9d\u8d56\u3002<\/p>\n

– NAURA Technology Group (002371.SZ)\uff1a\u5728PVD\u3001CVD\u3001ALD\u4e0e\u523b\u8680\u65b9\u9762\u6269\u5c55\u4e86\u5e7f\u6cdb\u7684300mm\u4ea7\u54c1\u7ec4\u5408\u3002\u5168\u7403\u5f71\u54cd\uff1a\u672c\u5730\u5316\u6838\u5fc3\u6c89\u79ef\u4e0e\u523b\u8680\u80fd\u529b\u4ee5\u652f\u6301\u5148\u8fdb\u5c01\u88c5\u4e0e\u903b\u8f91\u6269\u4ea7\u3002<\/p>\n

– Cambricon Technologies (688256.SS)\uff1a\u57282024\u5e74\u672b\u5b9e\u73b0\u9996\u4e2a\u5b63\u5ea6\u76c8\u5229\uff0c\u5e76\u5f00\u59cb\u51fa\u8d27\u7528\u4e8e\u6570\u636e\u4e2d\u5fc3\u4e0e\u8fb9\u7f18\u7684AI\u52a0\u901f\u5668\u3002\u5168\u7403\u5f71\u54cd\uff1a\u4e3a\u5728\u4e2d\u56fd\u7684AI\u8bad\u7ec3\u4e0e\u63a8\u7406\u6269\u5c55\u9009\u9879\uff0c\u51cf\u8f7b\u5bf9\u53d7\u9650\u5916\u56fd\u4ea7GPU\u7684\u4f9d\u8d56\u3002<\/p>\n

– GigaDevice Semiconductor (603986.SS)\uff1a\u9876\u5c16\u7684NOR\u95ea\u5b58\u4e0eMCU\u4f9b\u5e94\u5546\uff0c\u6b63\u5411\u66f4\u9ad8\u6027\u80fd\u7684\u5d4c\u5165\u5f0f\u89e3\u51b3\u65b9\u6848\u6269\u5c55\u3002\u5168\u7403\u5f71\u54cd\uff1a\u4e3a\u7535\u52a8\u6c7d\u8f66\u3001\u6d88\u8d39\u4e0e\u5de5\u4e1a\u7535\u5b50\u63d0\u4f9b\u672c\u5730\u5316\u5185\u5b58\u4e0e\u63a7\u5236\u6838\u5fc3\u3002<\/p>\n

– Will Semiconductor (603501.SS)\uff1aOmniVision\u56fe\u50cf\u4f20\u611f\u5668\u5728\u667a\u80fd\u624b\u673a\u4e0e\u6c7d\u8f66\u9886\u57df\u5b9e\u73b0\u89c4\u6a21\u51fa\u8d27\u3002\u5168\u7403\u5f71\u54cd\uff1a\u5728\u65b0\u5174\u5e02\u573a\u548c\u9ad8\u7aefAndroid\u7ec6\u5206\u5e02\u573a\u652f\u6301\u91cd\u6444\u50cf\u5934\u8bbe\u5907\u7684\u5168\u7403\u5f71\u50cf\u5e03\u5c40\u3002<\/p>\n

– JCET Group (600584.SS)\uff1a\u9876\u7ea7\u5168\u7403\u5c01\u88c5\u6d4b\u8bd5\uff08OSAT\uff09\uff0c\u63d0\u4f9b\u5305\u62ecfan-out\u4e0eflip-chip BGA\u5728\u5185\u7684\u5148\u8fdb\u5c01\u88c5\u4ee5\u652f\u6301\u9ad8\u6027\u80fd\u8ba1\u7b97\u3002\u5168\u7403\u5f71\u54cd\uff1a\u589e\u5f3a\u672c\u5730\u5148\u8fdb\u5c01\u88c5\u80fd\u529b\uff0c\u8fd9\u5bf9\u4e8e\u5168\u7403AI\u82af\u7247\u800c\u8a00\u662f\u4e00\u4e2a\u74f6\u9888\u73af\u8282\u3002<\/p>\n

– Tongfu Microelectronics (002156.SZ)\uff1a\u6269\u5c55\u4e86\u5148\u8fdb\u5c01\u88c5\u4e0e\u6d4b\u8bd5\uff0c\u4e0e\u9ad8\u6027\u80fd\u5904\u7406\u5668\u6709\u957f\u671f\u5408\u4f5c\u5173\u7cfb\u3002\u5168\u7403\u5f71\u54cd\uff1a\u5c06\u5168\u7403OSAT\u4ea7\u80fd\u591a\u6837\u5316\u5230\u53f0\u6e7e\u4e4b\u5916\uff0c\u6269\u5927\u5bf9\u5148\u8fdb\u7ec4\u88c5\u7684\u53ef\u53ca\u6027\u3002<\/p>\n

– Innolight (300308.SZ)\uff1a\u4e3a\u8d85\u5927\u89c4\u6a21\u6570\u636e\u4e2d\u5fc3\u63d0\u4f9b\u4e3b\u8981\u7684400G\u4e0e800G\u5149\u6a21\u5757\u4f9b\u5e94\u3002\u5168\u7403\u5f71\u54cd\uff1a\u63d0\u5347AI\u96c6\u7fa4\u5e26\u5bbd\uff0c\u7f13\u89e3\u968f\u7740\u8bad\u7ec3\u89c4\u6a21\u52a0\u901f\u7684\u5149\u5b66\u74f6\u9888\u3002<\/p>\n

\u6570\u636e\u4e2d\u5fc3\u5efa\u8bbe\u3001\u5149\u5b66\u4e0e\u80fd\u6548<\/h3>\n

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2025\u81f32027\u5e74\u5e94\u5173\u6ce8\u7684\u4e8b\u9879<\/h3>\n

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