芯片产业“发动机”将熄火，ASML->台积电->苹果，供应链危

互联网乱侃秀06-10

原标题：芯片产业“发动机”将熄火，ASML->台积电->苹果，供应链危是什么推动全球芯片产业进步的？当然是科技，是市场需求，推动着苹果、高通们研发一代又一代的先进芯片，然后台积电又制造一代又一代的芯片。从28nm到14nm，再到10nm、5nm、3nm……似乎无止境一样。但是，这些芯片工艺不断推进，加速迭代，从之前的几年一代，变成一年一代，又变成几年一代，什么是其最重要的“发动机”呢？其实是光刻机...

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隔壁王中王
06-10
隔壁王中王
真是想多了，现在真实情况是asml研制光刻机的速度已经跑到台积电的前面去了，所以asml要暂缓一下研发

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EUV……一代比一代强，一代比一代分辨率高，这一代又一代推进整个芯片产业进步。也因为光刻机，所以整个芯片产业，其实构成了一条垄断的产业链，那就是ASML生产EUV光刻机，台积电从ASML采购EUV光刻机，制造了全球90%的先进芯片。而苹果、英伟达、高通、英伟达等，研发出先进芯片后，又交给台积电制造。这条产业链，最核心的“发动机”还是ASML的EUV光刻机，可以说，只要这个光刻机出现问题，一定会极大的冲击整个芯片产业的发展，因为没有备胎。但如今，这个产业链的核心，可能就要熄火了，因为EUV光刻机，发展到High NA EUV之后，也许没有了下一代，ASML自己都不确定了。标准EUV光刻机，数值孔径NA=0.33，可打印13.5nm的线宽，High NA EUV光刻机，NA=0.55，可打印8nm线宽，用于2nm以下芯片。ASML认为，理论上还有Hyper NA EUV，其NA=0.75，可以打印5nm以下线宽，用于制造1nm及以下芯片。但是ASML也不确定这种 Hyper NA EUV 能不能制造出来，甚至ASML认为，就算制造出来了，其成本高到无法量产，晶圆厂也不会花大价钱来买它。所以Hyper NA EUV可能只是传说，也许永远也没有了，那么High NA 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