其实就是压价格而已罢_老虎社区_美港股上老虎 - 老虎社区

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江南少阁主
06-03

其实就是压价格而已罢了，吹牛谁不会。

拥有标准话语权，台积电继续舍弃2纳米光刻机，ASML哭晕在厕所

ASML的2纳米光刻机已有点沉寂的意味，近期台积电的说法对ASML来说更是重锤打击，意味着ASML在未来5年时间都很难通过销售2纳米EUV光刻机获得大笔收入，这一切都源自于台积电的技术优势，以及台积电由此获得的先进工艺标准话语权。近日在阿姆斯特丹举行的欧洲技术研讨会上，台积电副首席运营官张晓强透露了台积电在A16、A14工艺上的进展，指出台积电至少到A14工艺都不会采用ASML最先进的2纳米EUV光刻机，这对ASML来说绝对是重锤打击。

拥有标准话语权，台积电继续舍弃2纳米光刻机，ASML哭晕在厕所

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250603103043950c3e05&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ASML的2纳米光刻机已有点沉寂的意味，近期台积电的说法对ASML来说更是重锤打击，意味着ASML在未来5年时间都很难通过销售2纳米EUV光刻机获得大笔收入，这一切都源自于台积电的技术优势，以及台积电由此获得的先进工艺标准话语权。近日在阿姆斯特丹举行的欧洲技术研讨会上，台积电副首席运营官张晓强透露了台积电在A16、A14工艺上的进展，指出台积电至少到A14工艺都不会采用ASML最先进的2纳米...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250603103043950c3e05&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU0882747503.HKD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (HKD) INC","03145":"华夏亚洲高息股","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU2237443622.USD":"Aberdeen Standard 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SGD-H1"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250603103043950c3e05&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2540374829","content_text":"ASML的2纳米光刻机已有点沉寂的意味，近期台积电的说法对ASML来说更是重锤打击，意味着ASML在未来5年时间都很难通过销售2纳米EUV光刻机获得大笔收入，这一切都源自于台积电的技术优势，以及台积电由此获得的先进工艺标准话语权。近日在阿姆斯特丹举行的欧洲技术研讨会上，台积电副首席运营官张晓强透露了台积电在A16、A14工艺上的进展，指出台积电至少到A14工艺都不会采用ASML最先进的2纳米EUV光刻机，这对ASML来说绝对是重锤打击。张晓强表示A16工艺采用第二代环绕栅极晶体管（GAA）和全新的标准单元架构，由此实现了性能的进一步提升和降低功耗，业界推测这项技术不过是在当前的2纳米工艺进一步改良的技术，当然无需采用2纳米EUV光刻机。至于A14工艺，将采用全新的节点，采用更多创新技术，同样会继续采用现有的第一代EUV光刻机生产，预计在2028年量产，不过台积电方面保证A14工艺的晶体管密度可以进一步提升20%，在相同功耗下可以提升最多15%的性能，或是在相同频率下降低25%至30%的功耗。从这些说法中可以看出台积电的自信，那就是台积电可以确保即使继续采用现有的第一代EUV光刻机，台积电也能持续将2纳米之后的两代工艺提升15%的性能或是降低超过两成的功耗，而只要能达到这样的提升，它说那是多少纳米工艺，那就是多少纳米的工艺。台积电有如此自信，在于两大竞争对手三星和Intel都已无法跟上它的脚步，三星从3纳米起就已在晶体管密度、工艺良率方面跟不上趟了，导致高通出走，至今未知三星的3纳米工艺客户到底是谁，还传出三星大幅降低先进工艺产能。至于Intel，虽然Intel说A18工艺发展顺利，而Intel也是当下确定的是Intel 4工艺量产，预计今年底实现A18工艺量产，然而Intel的新任CEO陈立武在今年3月份才上任，千头万绪之下他是否真的能确保Intel A18工艺能如期量产？Intel的上一任CEO基辛格当年上任的时候曾雄心勃勃，推进X86架构研发，以反超AMD；推进芯片工艺研发，反超台积电，再执全球芯片工艺牛耳；借着在先进工艺方面的突破，拉拢美国芯片下单，发展代工业务，而美国芯片为台积电贡献七成收入。如果Intel真能实现它的目标，那么Intel是真的能改变很多事情，而且当时美国也全力支持它，给它提供了百亿美元援助，结果数年过去Intel的芯片工艺进展缓慢，芯片代工业务巨亏超百亿美元，AMD在桌面PC市场超越Intel，在服务器芯片市场首次被AMD夺走接近两成分额，基辛格被迫黯然退休。如今陈立武刚刚上任，尚未完全理清这些头绪，继续延续基辛格的策略能否顺利推进芯片工艺研发必然存在许多变数，台积电作为行业领导者，恐怕更是深知Intel的技术进展细节，如今台积电如此信心满满可能正是认识到Intel在芯片工艺研发方面未必能如期推进才如此表态。如此情况下，全球芯片企业没得选择，只有台积电能提供更先进的工艺，掌握着绝对的技术话语权，台积电当然可以说它的先进工艺是A16那就是A16，是A14那就是A14，它当然不愿花大价钱采购昂贵的2纳米EUV光刻机。ASML则无可奈何，毕竟可以预见的采购2纳米EUV光刻机的其实就只有台积电、三星和Intel三大客户，Intel已采购了6台，台积电如今没有竞争压力不愿采购，ASML生产的2纳米EUV光刻机就只能继续蒙尘，等着5年后台积电计划采购了才能促使三者竞争大量销售了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":34,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}