ASML \u80a1\u50f9\u9031\u4e09\u5c0f\u5e45\u4e0b\u8dcc\uff0c\u9019\u5bb6\u6676\u7247\u88fd\u9020\u8a2d\u5099\u9818\u5c0e\u8005\u516c\u5e03\u4e86\u7a69\u5065\u7684\u7b2c\u4e09\u5b63\u8a02\u55ae\u91d1\u984d\uff0c\u4e26\u5c07\u660e\u5e74\u5c55\u671b\u7dad\u6301\u63a5\u8fd1\u5e73\u76e4\uff0c\u540c\u6642\u8b66\u544a\u4f86\u81ea\u4e2d\u570b\u7684\u9700\u6c42\u5c07\u5927\u5e45\u4e0b\u964d\u3002\u6de8\u8a02\u55ae\u9054\u5230 62.7 \u5104\u7f8e\u5143\uff0c\u7565\u9ad8\u65bc\u9810\u671f\uff0c\u57f7\u884c\u9577 Christophe Fouquet \u8868\u793a\uff0cASML \u6b63\u5728\u770b\u5230\u570d\u7e5e AI \u6295\u8cc7\u7684\u6301\u7e8c\u6b63\u5411\u52d5\u80fd\u3002\u8a72\u516c\u53f8\u99c1\u65a5\u5e02\u5834\u8a8d\u70ba\u5176\u5c0d\u4e2d\u570b\u7684\u8b66\u544a\u53cd\u6620\u56e4\u8ca8\u884c\u70ba\uff0c\u4e26\u5c07\u5176\u63cf\u8ff0\u70ba\u771f\u5be6\u7684\u9700\u6c42\u91cd\u7f6e\u3002\u8a72\u80a1\u8fd1\u671f\u4ea4\u6613\u50f9\u683c\u7d04\u70ba 983 \u7f8e\u5143\uff0c\u4e0b\u8dcc\u7d04 0.4%\u3002<\/p>\n
2023 \u5230 2025 \u5e74\u9ad8\u6548\u80fd\u904b\u7b97\uff08HPC\uff09\u8cc7\u672c\u652f\u51fa\u8d85\u7d1a\u9031\u671f\u4ecd\u5728\u9ad8\u901f\u9032\u884c\u3002\u4e5d\u6708\u8207\u5341\u6708\u5728\u8d85\u5927\u898f\u6a21\u8cc7\u6599\u4e2d\u5fc3\u696d\u8005\u3001AI \u8edf\u9ad4\u9818\u5c0e\u8005\u8207\u6676\u5713\u4ee3\u5de5\u5925\u4f34\u4e4b\u9593\u7c3d\u7f72\u7684\u5de8\u984d\u5408\u7d04\u4e26\u975e\u4f5c\u79c0\u3002\u9019\u4e9b\u5408\u7d04\u6703\u76f4\u63a5\u8f49\u5316\u70ba\u4e0b\u6e38\u7684\u6676\u5713\u958b\u7247\u9700\u6c42\u3002TSMC \u4ecd\u662f NVIDIA AI \u52a0\u901f\u5668\u7684\u4e3b\u8981\u88fd\u9020\u5925\u4f34\uff0cIntel \u6b63\u63a8\u52d5\u91cd\u5efa\u5176\u4ee3\u5de5\u80fd\u8010\uff0c\u800c Samsung \u5247\u5728\u8a18\u61b6\u9ad4\u9818\u57df\u52a0\u901f\u6295\u8cc7\u3002ASML \u662f\u8a72\u4f9b\u61c9\u93c8\u4e2d\u6700\u5177\u50f9\u503c\u5c64\u7d1a\u7684\u74f6\u9838\u3002\u6bcf\u589e\u52a0\u4e00\u5c64\u5728 3 \u5948\u7c73\u53ca\u4ee5\u4e0b\u7684\u5149\u7f69\u5c64\u90fd\u6703\u63d0\u5347\u5149\u523b\u5f37\u5ea6\u3002\u9019\u5c31\u662f\u70ba\u4ec0\u9ebc\u5728\u5b8f\u89c0\u96dc\u97f3\u4e2d\uff0cASML \u7684\u8a02\u55ae\u4ecd\u80fd\u7dad\u6301\u800c\u4e0d\u53ef\u66ff\u4ee3\u7684\u539f\u56e0\u3002<\/p>\n
\u6709\u95dc\u4e2d\u570b\u7684\u8a9e\u8abf\u8f49\u8b8a\uff0c\u5176\u610f\u7fa9\u6bd4\u80a1\u50f9\u5c0f\u5e45\u6ce2\u52d5\u6240\u986f\u793a\u7684\u66f4\u70ba\u6df1\u9060\u3002\u96a8\u8457\u4e2d\u570b\u672c\u571f\u6676\u5713\u5ee0\u722d\u76f8\u64f4\u5efa\u6210\u719f\u8207\u4e2d\u7b49\u95dc\u9375\u7bc0\u9ede\u7522\u80fd\uff0c\u4e2d\u570b\u66fe\u6210\u70ba ASML \u6df1\u7d2b\u5916\uff08DUV\uff09\u8a2d\u5099\u7684\u91cd\u8981\u8cb7\u5bb6\u3002\u51fa\u53e3\u898f\u7bc4\u963b\u64cb\u4e86 ASML \u5c0d\u4e2d\u570b\u5927\u9678\u6700\u5148\u9032\u6975\u7d2b\u5916\uff08EUV\uff09\u8a2d\u5099\u7684\u51fa\u8ca8\uff0c\u4f46 DUV \u92b7\u552e\u586b\u88dc\u4e86\u9019\u500b\u7f3a\u53e3\u3002\u73fe\u5728 ASML \u6b63\u5728\u6697\u793a\u660e\u5e74\u8a72\u9700\u6c42\u6703\u4e0b\u6ed1\u3002\u516c\u53f8\u8868\u793a\u9019\u4e0d\u662f\u5148\u524d\u56e4\u8ca8\u6240\u5c0e\u81f4\u7684\u6d88\u5316\u6027\u5f8c\u907a\u75c7\u3002\u9019\u6307\u5411\u5728\u653f\u7b56\u6536\u7dca\u8207\u7576\u5730\u7d42\u7aef\u9700\u6c42\u75b2\u5f31\u4e0b\uff0c\u4e2d\u570b\u6676\u5713\u5ee0\u8cc7\u672c\u652f\u51fa\u7684\u66f4\u5ee3\u6cdb\u518d\u6821\u6e96\u3002\u6295\u8cc7\u4eba\u904e\u53bb\u628a\u4e2d\u570b\u7576\u4f5c\u4e0a\u884c\u7684\u5929\u82b1\u677f\uff0c\u73fe\u5728\u5b83\u6210\u4e86\u53ef\u80fd\u9032\u4e00\u6b65\u4e0b\u63a2\u7684\u5730\u677f\u3002<\/p>\n
\u5f71\u97ff\u5206\u5e03\u5c0d\u6a21\u578b\u5f88\u91cd\u8981\u3002EUV \u9700\u6c42\u8207\u9818\u5148\u88fd\u7a0b\u908f\u8f2f\u53ca\u7528\u65bc AI \u8a13\u7df4\u8207\u63a8\u7406\u7684\u9ad8\u983b\u5bec\u8a18\u61b6\u9ad4\uff08HBM\uff09\u5806\u758a\u76f8\u95dc\uff0c\u9810\u8a08\u5728 2026 \u5e74\u4e4b\u524d\u7dad\u6301\u7a69\u5b9a\u6216\u6539\u5584\u3002DUV \u9700\u6c42\u5247\u66f4\u5bb9\u6613\u66b4\u9732\u5728\u4e2d\u570b\u4ee5\u53ca\u6c7d\u8eca\u3001\u5de5\u696d\u8207 Android \u624b\u6a5f\u7b49\u9031\u671f\u6027\u7d42\u7aef\u5e02\u5834\u3002\u5411 EUV \u504f\u79fb\u7684\u7d44\u5408\u8b8a\u5316\u53ef\u4ee5\u900f\u904e\u63a8\u5347\u5e73\u5747\u552e\u50f9\u8207\u6bdb\u5229\u4f86\u62b5\u6d88\u51fa\u8ca8\u55ae\u4f4d\u6578\u7684\u75b2\u8edf\uff0c\u4f46\u4e5f\u6703\u5728\u71df\u6536\u8a8d\u5217\u8207\u7dad\u4fee\u670d\u52d9\u7d44\u6210\u4e0a\u5f15\u5165\u8b8a\u52d5\u6027\u3002\u6ce8\u610f EUV \u8207 DUV \u8a02\u55ae\u6bd4\u7387\uff0c\u4ee5\u53ca\u95dc\u65bc High-NA EUV \u6642\u7a0b\u7684\u4efb\u4f55\u8aaa\u660e\u3002\u82e5 High-NA \u66dd\u5149\u66f4\u591a\u6d41\u5411 Intel\uff0c\u4e14\u7a0d\u5f8c\u9032\u5165 TSMC \u8207\u8a18\u61b6\u9ad4\uff0c\u5c07\u63d0\u5347\u8a02\u55ae\u54c1\u8cea\u4e26\u6e1b\u5c11\u5c0d\u4e2d\u570b\u654f\u611f\u7684 DUV \u7684\u4f9d\u8cf4\u3002<\/p>\n
\u82e5\u5c07 ASML \u7684\u8a55\u8ad6\u5c0d\u61c9\u5230\u5176\u5ba2\u6236\uff0c\u8108\u7d61\u5f88\u6e05\u695a\u3002TSMC \u7684\u9818\u5148\u88fd\u7a0b\u8def\u7dda\u5716\u4ecd\u662f NVIDIA \u4e0b\u4e00\u4ee3\u52a0\u901f\u5668\u4ee5\u53ca\u50cf Intel \u9019\u985e\u4f01\u5716\u91cd\u596a\u5e02\u5360\u7684\u908f\u8f2f\u5ee0\u7684\u9328\u9ede\u3002ASML \u7684\u8a02\u55ae\u662f TSMC 2026 \u5e74\u7522\u80fd\u7684\u4ee3\u7406\u6307\u6a19\uff0c\u4eca\u65e5\u7684\u8a02\u55ae\u986f\u793a AI \u5efa\u8a2d\u4e26\u672a\u6e1b\u7de9\u3002\u5728\u8a18\u61b6\u9ad4\u65b9\u9762\uff0cSamsung \u8207 SK Hynix \u6301\u7e8c\u5c07\u8cc7\u672c\u652f\u51fa\u8f49\u5411 HBM\uff0c\u9019\u6703\u589e\u52a0\u6bcf\u4f4d\u5143\u7684\u5149\u523b\u5f37\u5ea6\u4e26\u61c9\u652f\u6301 EUV \u5c64\u6578\u3002\u74f6\u9838\u4e00\u76f4\u5728\u5148\u9032\u5c01\u88dd\uff0c\u800c\u975e\u5149\u523b\uff0c\u4f46\u90a3\u88e1\u7684\u7522\u80fd\u65b0\u589e\u901a\u5e38\u6703\u843d\u5f8c\u6676\u5713\u8a2d\u5099\u5e7e\u500b\u5b63\u5ea6\u3002ASML \u7a69\u5b9a\u7684\u8a02\u55ae\u610f\u5473\u8457\u6676\u5713\u4ee3\u5de5\u5ee0\u6b63\u5728\u63d0\u524d\u62c9\u52d5\u5149\u523b\uff0c\u4ee5\u671f\u5f85\u5c01\u88dd\u7aef\u7684\u7de9\u89e3\uff0c\u9019\u5c0d\u6676\u5713\u8207\u5f8c\u6bb5\u751f\u614b\u7cfb\u7d71\u90fd\u662f\u5efa\u8a2d\u6027\u7684\u683c\u5c40\u3002<\/p>\n
\u5730\u7de3\u653f\u6cbb\u4ecd\u662f\u4f30\u503c\u4e0a\u7684\u6700\u5927\u963b\u529b\u3002\u8377\u862d\u8207\u7f8e\u570b\u5df2\u6536\u7dca\u91dd\u5c0d\u8f38\u5f80\u4e2d\u570b\u7684\u5148\u9032\u6676\u7247\u8a2d\u5099\u7684\u8a2d\u8a08\u898f\u5247\u8207\u8a31\u53ef\u3002ASML \u5426\u8a8d 2026 \u5e74\u5c0d\u4e2d\u570b\u7684\u9700\u6c42\u4e0b\u6ed1\u8207\u56e4\u8ca8\u6709\u95dc\uff0c\u9019\u986f\u793a\u51fa\u4e00\u7a2e\u6301\u4e45\u7684\u653f\u7b56\u8207\u5b8f\u89c0\u9700\u6c42\u6548\u61c9\uff0c\u800c\u975e\u55ae\u5b63\u6642\u9593\u5dee\u554f\u984c\u3002\u8a31\u53ef\u5be9\u67e5\u53ef\u4ee5\u8fc5\u901f\u6539\u8b8a\uff0c\u82e5\u9650\u5236\u64f4\u5927\u81f3\u66f4\u591a DUV \u7d44\u614b\uff0c\u5c07\u52a0\u6df1\u4e2d\u570b\u5e02\u5834\u7684\u8c37\u5e95\u3002\u76f8\u53cd\u5730\uff0c\u82e5\u898f\u5247\u5728\u6578\u5b63\u5167\u4fdd\u6301\u7a69\u5b9a\uff0c\u5c07\u5141\u8a31\u4e2d\u570b\u6676\u5713\u5ee0\u4f9d\u73fe\u6709\u8f2a\u5ed3\u898f\u5283\uff0c\u7e31\u4f7f\u5728\u8f03\u4f4e\u7684\u57f7\u884c\u901f\u7387\u4e0b\u4e5f\u80fd\u5e73\u6ed1 DUV \u8a02\u55ae\u3002\u6295\u8cc7\u4eba\u61c9\u5047\u8a2d\u5728\u4e2d\u570b\u6703\u6709\u8f03\u9ad8\u7684\u5408\u898f\u6469\u64e6\u6210\u672c\u8207\u66f4\u9577\u7684\u92b7\u552e\u9031\u671f\uff0c\u4e26\u5c07\u90a3\u88e1\u7684\u4efb\u4f55\u4e0a\u884c\u8996\u70ba\u4e00\u9805\u8cb7\u6b0a\uff0c\u800c\u975e\u57fa\u672c\u60c5\u5883\u3002<\/p>\n
\u7ba1\u7406\u5c64\u6697\u793a\uff0c\u660e\u5e74\u6301\u5e73\u6216\u66f4\u597d\u7684\u92b7\u552e\u6307\u5f15\u53ef\u80fd\u6703\u5728\u65b0\u5e74\u521d\u91cd\u65b0\u6aa2\u8996\u3002\u9019\u8207\u4ee3\u5de5\u5ee0\u5728\u5176\u5ba2\u6236\u9396\u5b9a 2026 \u5e74\u4ea4\u4ed8\u7a97\u5f8c\u901a\u5e38\u5982\u4f55\u6b63\u5f0f\u5316\u8cc7\u672c\u652f\u51fa\u7684\u7bc0\u594f\u76f8\u7b26\u3002\u82e5 TSMC \u5c0d\u9818\u5148\u88fd\u7a0b\u7684\u9810\u7b97\u66f4\u5f37\uff0c\u4ee5\u53ca Samsung \u8207 SK Hynix \u5728 HBM \u4e0a\u6709\u5177\u9ad4\u7522\u80fd\u65b0\u589e\uff0c\u5247\u6709\u7406\u7531\u4e0a\u4fee ASML \u7684\u71df\u6536\u8207\u8a02\u55ae\u54c1\u8cea\u3002\u7a7a\u65b9\u60c5\u5883\u662f\u4e2d\u570b DUV \u53d6\u6d88\u8a02\u55ae\u8d85\u904e EUV \u7684\u4e0a\u884c\uff0c\u8feb\u4f7f DUV \u5ee0\u7684\u5229\u7528\u7387\u57fa\u6e96\u4e0b\u964d\u4e26\u9020\u6210\u71df\u904b\u69d3\u687f\u9006\u98a8\u3002\u591a\u65b9\u60c5\u5883\u5247\u662f AI \u4f3a\u670d\u5668\u9700\u6c42\u5728 2026 \u5e74\u4ecd\u5805\u633a\uff0c\u4e14 EUV \u7d44\u5408\u52a0\u4e0a\u7dad\u4fee\u6536\u5165\u6210\u9577\u8db3\u4ee5\u58d3\u904e\u4e2d\u570b\u9700\u6c42\u7684\u6de1\u5316\u3002<\/p>\n
ASML \u7684\u8a0a\u865f\u4e5f\u662f\u540c\u696d\u7684\u4e00\u5f35\u5730\u5716\u3002Applied Materials \u8207 Lam Research \u5728\u8f03\u6210\u719f\u7bc0\u9ede\u8207\u53d7\u4e2d\u570b\u5f71\u97ff\u7684\u71df\u6536\u6bd4\u91cd\u8f03\u9ad8\uff0c\u7279\u5225\u662f\u5728\u8207 DUV \u5bc6\u96c6\u6d41\u7a0b\u76f8\u95dc\u7684\u6c89\u7a4d\u8207\u8755\u523b\u3002\u82e5\u660e\u5e74\u4e2d\u570b\u9700\u6c42\u4e0b\u6ed1\uff0c\u9019\u4e9b\u5340\u6bb5\u5c07\u9996\u7576\u5176\u885d\u3002Tokyo Electron \u4e5f\u8655\u5728\u76f8\u4f3c\u7684\u4ea4\u53c9\u6f6e\u6d41\u4e2d\u3002\u76f8\u5c0d\u800c\u8a00\uff0c\u805a\u7126\u65bc EUV \u7bc0\u9ede\u7684\u9818\u5148\u88fd\u7a0b\u5149\u523b\u8207\u91cf\u6e2c\uff0c\u4ee5\u53ca\u5148\u9032\u5c01\u88dd\u7684\u516c\u53f8\uff0c\u61c9\u8f03\u80fd\u4fdd\u6301\u76f8\u5c0d\u9632\u79a6\u6027\u3002\u9019\u7a2e\u5206\u5316\u5c0d\u6295\u8cc7\u7d44\u5408\u6709\u91cd\u8981\u5f71\u97ff\u3002\u5982\u679c\u4f60\u9700\u8981\u4e2d\u570b\u5fa9\u7526\u624d\u80fd\u8b93\u67d0\u5bb6\u534a\u5c0e\u9ad4\u8a2d\u5099\u516c\u53f8\u5728 2026 \u5e74\u7684\u7372\u5229\u6a21\u578b\u6210\u7acb\uff0c\u4f60\u5c31\u662f\u5728\u627f\u64d4 ASML \u525b\u525b\u8b66\u544a\u4f60\u8981\u4fee\u526a\u7684\u653f\u7b56\u98a8\u96aa\u3002<\/p>\n
\u6295\u8cc7\u4eba\u5728\u8ca1\u5831\u516c\u5e03\u524d\u671f\u5f85\u8a02\u55ae\u51fa\u4e4e\u9810\u671f\u7684\u5229\u597d\u8207\u66f4\u6e05\u6670\u7684 2026 \u5e74\u6558\u4e8b\u3002\u4ed6\u5011\u5f97\u5230\u4e86\u524d\u8005\uff0c\u4e26\u7372\u5f97\u4e00\u500b\u66f4\u73fe\u5be6\u7684\u5f8c\u8005\u3002\u5c31\u76ee\u524d\u800c\u8a00\uff0cAI \u9700\u6c42\u4ecd\u662f\u652f\u6490 ASML \u672c\u76ca\u500d\u6578\u7684\u5b89\u5168\u7db2\uff0c\u800c\u516c\u53f8\u5c07 EUV \u8a02\u55ae\u8f49\u5316\u70ba\u71df\u6536\u8207\u5229\u6f64\u7684\u80fd\u529b\u4f9d\u7136\u5b8c\u6574\u3002\u77ed\u671f\u7684\u8003\u9a57\u662f\u4e2d\u570b\u9006\u98a8\u662f\u5426\u6703\u8d85\u51fa\u76ee\u524d\u6240\u6697\u793a\u7684\u7a0b\u5ea6\u3002\u4e2d\u671f\u7684\u8003\u9a57\u662f\u4ee3\u5de5\u5ee0\u5728\u4e00\u6708\u662f\u5426\u6703\u4e0a\u4fee\u9810\u7b97\u3002\u5982\u679c\u4f60\u770b\u597d AI \u904b\u7b97\u8207 EUV\uff0cASML \u4ecd\u4f4d\u65bc\u552f\u4e00\u91cd\u8981\u8cc7\u672c\u652f\u51fa\u6545\u4e8b\u7684\u6c23\u6d41\u4e2d\u3002\u5982\u679c\u4f60\u62bc\u6ce8\u660e\u5e74\u4e2d\u570b\u6703\u53cd\u5f48\uff0c\u5168\u7403\u6700\u91cd\u8981\u7684\u5149\u523b\u516c\u53f8\u525b\u544a\u8a34\u4f60\u8981\u6709\u8010\u5fc3\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"
ASML \u7b2c\u4e09\u5b63\u8a02\u55ae\u91cf\u8d85\u51fa\u9810\u671f\uff0c\u4f46\u5176\u5c0d\u4f86\u81ea\u4e2d\u570b\u9700\u6c42\u5927\u5e45\u4e0b\u6ed1\u7684\u8b66\u544a\u986f\u793a\u5e02\u5834\u683c\u5c40\u6b63\u5728\u6539\u8b8a\uff0c\u800c AI \u6295\u8cc7\u5247\u6210\u70ba\u62b5\u79a6\u6f5b\u5728\u9006\u98a8\u7684\u7de9\u885d\u3002<\/p>\n","protected":false},"author":48,"featured_media":587492,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[425],"tags":[675,1122,773],"class_list":["post-598140","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-companies-zh-hant","tag--zh-hant","tag-1122","tag-773"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/598140","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/48"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=598140"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/598140\/revisions"}],"predecessor-version":[{"id":598167,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/598140\/revisions\/598167"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/587492"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=598140"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=598140"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=598140"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}