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舔狗","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/471483505766560","repostId":2562240275,"repostType":2,"repost":{"id":"2562240275","kind":"news","pubTimestamp":1756131081,"share":"https://www.laohu8.com/m/news/2562240275?lang=&edition=full","pubTime":"2025-08-25 22:11","market":"us","language":"zh","title":"示好美国 台积电2nm工艺被传放弃国产半导体设备及材料","url":"https://stock-news.laohu8.com/highlight/detail?id=2562240275","media":"快科技","summary":"台积电此举主要还是为了迎合美国的政策，2nm工艺会首先在新竹的工厂生产，之后是高雄工厂，但2028年就会转移到美国生产，而美国此前公布的政策是拿美国补贴的厂商不能购买、使用外国实体的不合格设备。台积电表示，公司的全球采购策略，是透过完善的风险管理系统及与供应商紧密的伙伴关系，持续开发多源供应方案、建立多元的全球供应商。","content":"<html><body><article><p>快科技8月25日消息，<a href=\"https://laohu8.com/S/TSM\">台积电</a>今年将量产2nm工艺，这也是台积电首次使用GAA结构晶体管技术，将进一步巩固台积电在先进工艺上的垄断地位。</p><p>从这一代工艺开始，台积电还有个重要变化，<strong>那就是将淘汰国内的半导体设备及材料，这意味着2nm及未来的A16、A14工艺将只会使用美国、日本、欧洲、韩国等地区的设备。</strong></p><p>具体受影响的国产设备到也不算多，国内目前能够满足7nm以下先进工艺的设备要么还在研发中，要么还没厂商有实力切入，台积电用到的设备也主要是<a href=\"https://laohu8.com/S/688380\">中微半导</a>体的刻蚀机，还有一家被中资收购的美国厂商Mattson Technology，也主要是生产刻蚀、去胶、热处理等设备。</p><p>除了半导体设备，台积电还在审查半导体材料的产地，不过2nm工艺这个级别中也没什么国产厂商能够供应台积电，大硅片、EUV光刻胶、特种气体等主要还是来自国外厂商。</p><p>台积电此举主要还是为了迎合美国的政策，2nm工艺会首先在新竹的工厂生产，之后是高雄工厂，<strong>但2028年就会转移到美国生产，而美国此前公布的政策是拿美国补贴的厂商不能购买、使用外国实体的不合格设备。</strong></p><p>针对这一传闻，台积电公司今天也做出了回应，不过依然是那句话——不评论市场传闻。</p><p>台积电表示，公司的全球采购策略，是透过完善的风险管理系统及与供应商紧密的伙伴关系，持续开发多源供应方案、建立多元的全球供应商。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250825221434029d206of6u392r2lu\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250825221856975fef8f&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技8月25日消息，台积电今年将量产2nm工艺，这也是台积电首次使用GAA结构晶体管技术，将进一步巩固台积电在先进工艺上的垄断地位。从这一代工艺开始，台积电还有个重要变化，那就是将淘汰国内的半导体设备及材料，这意味着2nm及未来的A16、A14工艺将只会使用美国、日本、欧洲、韩国等地区的设备。具体受影响的国产设备到也不算多，国内目前能够满足7nm以下先进工艺的设备要么还在研发中，要么还没厂商有...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250825221856975fef8f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","BK4141":"半导体产品","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) 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