{"id":610576,"date":"2025-12-18T06:15:44","date_gmt":"2025-12-18T14:15:44","guid":{"rendered":"https:\/\/nai500.com\/?p=610576"},"modified":"2025-12-18T06:15:44","modified_gmt":"2025-12-18T14:15:44","slug":"euv-ai","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/12\/euv-ai\/","title":{"rendered":"\u4e2d\u570b\u5728EUV\u4e0a\u7684\u7a81\u7834\u91cd\u7f6e\u4e86AI\u6676\u7247\u6295\u8cc7\u7248\u5716"},"content":{"rendered":"

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\u6df1\u5733EUV\u539f\u578b\u6539\u8b8a\u6642\u9593\u8868<\/h3>\n

\u9019\u53f0\u7531\u5f9eASML\u51fa\u8d70\u7684\u8cc7\u6df1\u4eba\u58eb\u6253\u9020\u3001\u76ee\u524d\u6b63\u5728\u6e2c\u8a66\u7684\u6a5f\u5668\uff0c\u986f\u793a\u4e2d\u570b\u7684\u4f5c\u6cd5\u2014\u2014\u653f\u7b56\u50be\u659c\u3001\u7522\u696d\u898f\u6a21\u8207\u5354\u8abf\u5de5\u7a0b\u2014\u2014\u80fd\u58d3\u7e2e\u904e\u53bb\u88ab\u8a8d\u70ba\u9059\u4e0d\u53ef\u53ca\u7684\u6642\u9593\u8868\u3002ASML\u82b1\u4e86\u8fd1\u4e8c\u5341\u5e74\u624d\u5c07EUV\u5546\u696d\u5316\uff1b\u666e\u904d\u5171\u8b58\u8a8d\u70ba\u4e2d\u570b\u81f3\u5c11\u9700\u8981\u5341\u5e74\u6642\u9593\u3002\u8a72\u539f\u578b\u6697\u793a\u4e00\u689d\u53ef\u884c\u8def\u5f91\uff0c\u53ef\u80fd\u57282028\u81f32030\u5e74\u4e4b\u9593\u5be6\u73fe\u570b\u5167\u751f\u7522\u6676\u7247\uff0c\u76f8\u8f03\u65bc\u8a31\u591a\u4eba\u9810\u671f\u76842030\u5e74\u4ee3\u4e2d\u671f\u66f4\u70ba\u63d0\u524d\u3002\u5373\u4fbf\u5149\u5b78\u4ecd\u662f\u6700\u96e3\u7684\u4e00\u74b0\uff0c\u80fd\u904b\u4f5c\u7684\u5149\u6e90\u8207\u7cfb\u7d71\u6574\u5408\u5df2\u662f\u91cc\u7a0b\u7891\u5f0f\u6210\u5c31\uff0c\u7acb\u5373\u5177\u5099\u6230\u7565\u5f71\u97ff\u529b\uff1a\u4e2d\u570b\u4eca\u65e5\u53ef\u900f\u904eDUV\u591a\u91cd\u66dd\u5149\u7e2e\u5c0f\u5dee\u8ddd\uff0c\u540c\u6642\u70ba\u660e\u65e5\u7684EUV\u5b78\u7fd2\u66f2\u7dda\u505a\u92ea\u588a\u3002<\/p>\n

\u653f\u7b56\u52a0\u4e0a\u898f\u6a21\uff1a\u4e2d\u570b\u5982\u4f55\u52a0\u901f\u6280\u8853\u9032\u5c55<\/h3>\n

\u5317\u4eac\u7684\u7522\u696d\u653f\u7b56\u6b63\u5728\u767c\u63ee\u5176\u8a2d\u8a08\u76ee\u7684\u2014\u2014\u5728\u570b\u5bb6\u5c64\u7d1a\u6574\u5408\u8cc7\u672c\u8207\u4eba\u529b\u3002EUV\u9805\u76ee\u662f\u7531\u6700\u9ad8\u79d1\u5b78\u9818\u5c0e\u5c64\u76e3\u7763\u3001\u5728\u6578\u5343\u540d\u5de5\u7a0b\u5e2b\u9593\u5354\u540c\u7684\u66f4\u5927\u570b\u5bb6\u652f\u6301\u8a08\u756b\u7684\u4e00\u500b\u7bc0\u9ede\u3002\u64da\u5831\u5c0e\uff0cHuawei \u6b63\u5728\u64d4\u4efb\u591a\u5bb6\u4f01\u696d\u8207\u7814\u7a76\u9662\u4e4b\u9593\u7684\u6574\u5408\u8005\uff0c\u78ba\u4fdd\u8a2d\u8a08\u3001\u8a2d\u5099\u3001\u6750\u6599\u8207\u5c01\u88dd\u7684\u9032\u5c55\u80fd\u5920\u532f\u6d41\u3002\u51fa\u53e3\u7ba1\u5236\u5ef6\u7de9\u4e86\u9802\u7aef\u5de5\u5177\u7684\u53d6\u5f97\uff0c\u4f46\u4e5f\u5c07\u570b\u5167\u8cc7\u672c\u652f\u51fa\u91cd\u65b0\u5c0e\u5411\uff0c\u4e26\u52a0\u901f\u5728\u8755\u523b\u3001\u6c89\u7a4d\u3001\u5149\u5b78\u8207\u8a08\u91cf\u65b9\u9762\u7684\u5b78\u7fd2\u9031\u671f\u3002\u5c0d\u6295\u8cc7\u8005\u800c\u8a00\uff0c\u8a0a\u606f\u76f8\u7576\u76f4\u63a5\uff1a\u898f\u6a21\u8207\u653f\u7b56\u78ba\u5b9a\u6027\u964d\u4f4e\u4e86\u5728\u672c\u571f\u7522\u696d\u93c8\u5404\u74b0\u7bc0\u7684\u57f7\u884c\u98a8\u96aa\u3002<\/p>\n

\u5e02\u5834\u4fe1\u865f\uff1a\u8cc7\u91d1\u5df2\u5728\u6d41\u52d5<\/h3>\n

\u5728\u5cb8\u5e02\u5834\u6578\u6708\u4f86\u4e00\u76f4\u5728\u91cb\u653e\u9019\u4e00\u8b8a\u5316\u7684\u4fe1\u865f\u3002MetaX Integrated Circuits\u5728\u4e0a\u6d77\u7684\u8fd1\u671f\u9996\u767c\u7576\u65e5\u80a1\u50f9\u98c6\u5347\u7d04700%\uff0c\u51f8\u986f\u5e02\u5834\u5c0dAI\u6676\u7247\u655e\u53e3\u7684\u5f37\u70c8\u9700\u6c42\u3002\u570b\u7522AI\u52a0\u901f\u5668\u8a2d\u8a08\u516c\u53f8Cambricon\u57282024\u5e74\u5e95\u9304\u5f97\u9996\u5ea6\u5b63\u5ea6\u7372\u5229\uff0c\u986f\u793a\u4e2d\u570b\u8edf\u786c\u9ad4\u751f\u614b\u7cfb\u6b63\u5728\u51dd\u805a\u3002\u9a30\u8a0a\u652f\u6301\u7684Enflame\u6b63\u5efa\u8a2d\u7121\u932bAI\u904b\u7b97\u6a1e\u7d10\u4ee5\u4f9b\u8a13\u7df4\u9700\u6c42\uff0c\u800cIluvatar CoreX\u63a8\u51fa\u76847nm GPGPU\u5247\u8868\u660e\u672c\u5730\u8cc7\u6599\u4e2d\u5fc3\u77fd\u7247\u8def\u7dda\u5716\u5177\u6709\u53ef\u4fe1\u5ea6\u3002\u5728\u529f\u7387\u96fb\u5b50\u9818\u57df\uff0cInnoscience \u73fe\u5728\u638c\u63e1\u7d0430%\u7684\u5168\u7403GaN\u529f\u7387\u5668\u4ef6\u5e02\u5834\uff0c\u9019\u5c0d\u9ad8\u6548\u8cc7\u6599\u4e2d\u5fc3\u8207\u96fb\u52d5\u8eca\u5feb\u5145\u81f3\u95dc\u91cd\u8981\u3002\u9019\u4e9b\u4e26\u975e\u5b64\u7acb\u52dd\u5229\uff1b\u800c\u662f\u986f\u793a\u4e00\u500b\u7cfb\u7d71\u6b63\u6b65\u8abf\u4e00\u81f4\u5730\u70ba\u4e0b\u4e00\u6ce2\u904b\u7b97\u8207\u96fb\u6c23\u5316\u9700\u6c42\u63d0\u4f9b\u652f\u63f4\u3002<\/p>\n

\u503c\u5f97\u95dc\u6ce8\u7684\u4e2d\u570b\u524d\u5341\u5927AI\u8207\u6676\u7247\u6a19\u7684<\/h3>\n

– Semiconductor Manufacturing International Corp (SMIC) (0981.HK; 688981.SS)\uff1a\u900f\u904e\u5148\u9032DUV\u591a\u91cd\u66dd\u5149\u793a\u7bc4\u4e867nm\u7d1a\u5225\u7684\u624b\u6a5f\u6676\u7247\uff0c\u9a57\u8b49\u4e86\u4e00\u689d\u5c0d\u5236\u88c1\u5177\u97cc\u6027\u7684\u9032\u968e\u88fd\u7a0b\u8def\u5f91\u3002\u5168\u7403\u5f71\u97ff\uff1a\u6062\u5fa9\u672c\u5730\u9ad8\u6548\u80fd\u88dd\u7f6e\u7522\u80fd\u4e26\u964d\u4f4e\u4f9b\u61c9\u93c8\u98a8\u96aa\u3002<\/p>\n

– Hua Hong Semiconductor (1347.HK; 688347.SS)\uff1a\u64f4\u592712\u540b\u6210\u719f\u88fd\u7a0b\u8207\u529f\u7387\u5668\u4ef6\u7522\u80fd\uff0c\u4e26\u65bc2023\u5e74\u5728\u4e0a\u6d77STAR\u5e02\u5834\u4e0a\u5e02\u4ee5\u8cc7\u52a9\u6210\u9577\u3002\u5168\u7403\u5f71\u97ff\uff1a\u5728\u96fb\u52d5\u8eca\u8207\u7269\u806f\u7db2\u9700\u6c42\u4ee5\u6210\u719f\u88fd\u7a0b\u70ba\u4e3b\u7684\u60c5\u6cc1\u4e0b\uff0c\u7a69\u5b9a\u6c7d\u8eca\u8207\u5de5\u696d\u6676\u7247\u4f9b\u61c9\u3002<\/p>\n

– Advanced Micro-Fabrication Equipment Inc. China (AMEC) (688012.SS)\uff1a\u570b\u5167\u8755\u523b\u8a2d\u5099\u9818\u5c0e\u8005\uff0c\u5176\u7cfb\u7d71\u5df2\u5728\u9818\u5148\u6676\u5713\u5ee0\u7372\u5f97\u8a8d\u8b49\u3002\u5168\u7403\u5f71\u97ff\uff1a\u95dc\u9375\u88fd\u7a0b\u8a2d\u5099\u7684\u9032\u53e3\u66ff\u4ee3\u6e1b\u5c11\u4e86\u5c0d\u6d77\u5916\u4f9b\u61c9\u5546\u7684\u4f9d\u8cf4\u3002<\/p>\n

– NAURA Technology Group (002371.SZ)\uff1a\u5728PVD\u3001CVD\u3001ALD\u8207\u8755\u523b\u4e0a\u5efa\u7acb\u4e86\u5ee3\u6cdb\u7684300mm\u7522\u54c1\u7d44\u5408\u3002\u5168\u7403\u5f71\u97ff\uff1a\u5728\u5148\u9032\u5c01\u88dd\u8207\u908f\u8f2f\u722c\u5761\u4e2d\u5728\u5730\u5316\u6838\u5fc3\u6c89\u7a4d\u8207\u8755\u523b\u80fd\u529b\u3002<\/p>\n

– Cambricon Technologies (688256.SS)\uff1a\u65bc2024\u5e74\u5e95\u9054\u6210\u9996\u5ea6\u5b63\u5ea6\u7372\u5229\uff0c\u4e26\u5df2\u51fa\u8ca8\u8cc7\u6599\u4e2d\u5fc3\u8207\u908a\u7de3AI\u52a0\u901f\u5668\u3002\u5168\u7403\u5f71\u97ff\uff1a\u70ba\u5728\u4e2d\u570b\u672c\u5730\u9032\u884cAI\u8a13\u7df4\u8207\u63a8\u7406\u63d0\u4f9b\u66f4\u591a\u9078\u64c7\uff0c\u6e1b\u7de9\u5c0d\u53d7\u9650\u5916\u570bGPU\u7684\u4f9d\u8cf4\u3002<\/p>\n

– GigaDevice Semiconductor (603986.SS)\uff1a\u4e00\u6d41\u7684NOR flash\u8207MCU\u4f9b\u61c9\u5546\uff0c\u6b63\u5728\u64f4\u5c55\u5230\u66f4\u9ad8\u6548\u80fd\u7684\u5d4c\u5165\u5f0f\u89e3\u6c7a\u65b9\u6848\u3002\u5168\u7403\u5f71\u97ff\uff1a\u70ba\u96fb\u52d5\u8eca\u3001\u6d88\u8cbb\u8207\u5de5\u696d\u96fb\u5b50\u5efa\u7acb\u570b\u5167\u8a18\u61b6\u9ad4\u8207\u63a7\u5236\u6838\u5fc3\u3002<\/p>\n

– Will Semiconductor (603501.SS)\uff1a\u70ba\u624b\u6a5f\u8207\u6c7d\u8eca\u91cf\u7522\u7684OmniVision\u5f71\u50cf\u611f\u6e2c\u5668\u3002\u5168\u7403\u5f71\u97ff\uff1a\u5168\u7403\u5f71\u50cf\u5e03\u5c40\u652f\u63f4\u5728\u65b0\u8208\u5e02\u5834\u8207\u9ad8\u968eAndroid\u9818\u57df\u7684\u651d\u5f71\u5bc6\u96c6\u578b\u88dd\u7f6e\u3002<\/p>\n

– JCET Group (600584.SS)\uff1a\u5168\u7403\u9818\u5148\u7684OSAT\uff0c\u63d0\u4f9b\u5148\u9032\u5c01\u88dd\uff0c\u5305\u62ecfan-out\u8207flip-chip BGA\u4ee5\u652f\u63f4\u9ad8\u6548\u80fd\u904b\u7b97\u3002\u5168\u7403\u5f71\u97ff\uff1a\u5f37\u5316\u672c\u5730\u5148\u9032\u5c01\u88dd\u80fd\u91cf\uff0c\u7de9\u89e3AI\u6676\u7247\u7684\u5168\u7403\u74f6\u9838\u3002<\/p>\n

– Tongfu Microelectronics (002156.SZ)\uff1a\u64f4\u5927\u5148\u9032\u5c01\u88dd\u8207\u6e2c\u8a66\u80fd\u529b\uff0c\u4e26\u8207\u9ad8\u6548\u80fd\u8655\u7406\u5668\u5efa\u7acb\u9577\u671f\u5408\u4f5c\u95dc\u4fc2\u3002\u5168\u7403\u5f71\u97ff\uff1a\u4f7f\u5168\u7403OSAT\u7522\u80fd\u4e0d\u518d\u53ea\u96c6\u4e2d\u5728\u53f0\u7063\uff0c\u64f4\u5927\u5148\u9032\u7d44\u88dd\u7684\u53ef\u53ca\u6027\u3002<\/p>\n

– Innolight (300308.SZ)\uff1a\u70ba\u8d85\u5927\u898f\u6a21\u8cc7\u6599\u4e2d\u5fc3\u4f9b\u61c9400G\u8207800G\u5149\u6a21\u7d44\u7684\u91cd\u8981\u5ee0\u5546\u3002\u5168\u7403\u5f71\u97ff\uff1a\u5728\u8a13\u7df4\u898f\u6a21\u52a0\u901f\u7684\u60c5\u6cc1\u4e0b\u63d0\u5347AI\u53e2\u96c6\u983b\u5bec\uff0c\u7de9\u89e3\u5149\u901a\u8a0a\u74f6\u9838\u3002<\/p>\n

\u8cc7\u6599\u4e2d\u5fc3\u5efa\u8a2d\u3001\u5149\u5b78\u8207\u80fd\u6548<\/h3>\n

\u4e2d\u570b\u7684AI\u57fa\u790e\u8a2d\u65bd\u9031\u671f\u6b63\u9032\u5165\u4ee5\u7522\u80fd\u70ba\u4e3b\u5c0e\u7684\u968e\u6bb5\u3002Enflame \u7684\u7121\u932b\u904b\u7b97\u6a1e\u7d10\u7a81\u986f\u672c\u5730\u52a0\u901f\u5668\u5c07\u5982\u4f55\u5927\u898f\u6a21\u90e8\u7f72\u3002\u9019\u6703\u6301\u7e8c\u5e36\u52d5\u5c0dInnolight\u7b49\u516c\u53f8\u63d0\u4f9b\u7684\u9ad8\u983b\u5bec\u5149\u5b78\u5143\u4ef6\u7684\u9700\u6c42\uff0c\u4e26\u63a8\u52d5\u6a5f\u623f\u5167\u7684\u529f\u7387\u96fb\u5b50\u5347\u7d1a\uff0c\u5728\u6b64\u985e\u6a5f\u623f\u4e2d\uff0c\u50cfInnoscience\u9019\u6a23\u7684GaN\u5668\u4ef6\u80fd\u63d0\u5347\u6548\u7387\u3001\u529f\u7387\u5bc6\u5ea6\u8207\u51b7\u537b\u8868\u73fe\u3002\u4e0b\u6e38\u4f86\u770b\uff0c\u570b\u5167\u8a18\u61b6\u9ad4\u3001\u63a7\u5236\u5668\u8207\u4f3a\u670d\u5668\u7d44\u4ef6\u80fd\u66f4\u53ef\u9810\u6e2c\u5730\u628a\u8cc7\u672c\u8f49\u5316\u70ba\u904b\u7b97\u529b\u3002EUV\u7684\u6d88\u606f\u4e0d\u5fc5\u7acb\u5373\u8f49\u5316\u70ba\u9818\u5148\u88fd\u7a0b\u7684\u5927\u91cf\u7522\u91cf\u624d\u91cd\u8981\uff1b\u5b83\u8db3\u4ee5\u978f\u56fa\u6295\u8cc7\u8005\u4fe1\u5fc3\uff0c\u8868\u660e\u6280\u8853\u5806\u758a\u6703\u7e7c\u7e8c\u5411\u524d\u63a8\u9032\u4e14\u5916\u90e8\u74f6\u9838\u6e1b\u5c11\u3002<\/p>\n

\u8de8\u570b\u4f01\u696d\u4ee5\u8cc7\u672c\u652f\u7968\u8868\u614b<\/h3>\n

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