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2021-01-03
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ASML传来坏消息!张忠谋:国产光刻机迎来磨难,台积电首当其冲
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12:16","market":"us","language":"zh","title":"ASML传来坏消息!张忠谋:国产光刻机迎来磨难,台积电首当其冲","url":"https://stock-news.laohu8.com/highlight/detail?id=2100637027","media":"星新看世界","summary":"任正非先生此前表示,国内的基础制造无法生产麒麟芯片,这也揭示了华为当前的尴尬状况,同时也彰显了光刻机这项技术的重要性。目前可以制造高级芯片的光刻机只能由荷兰的ASML集团生产。可以说,如果没有ASML的EUV光刻机,台积电和三星都将无法生产高端芯片。所以才会说ASML集团传来的是一个坏消息,国内的光刻机将迎来磨难,而台积电无疑是首当其冲的。","content":"<html><body><article><p>美国针对我们国家的芯片禁令暴露了我们国家很多的问题,其实华为已经是拥有了设计世界顶尖芯片的能力,但是没有办法,制造芯片最重要的光刻机技术掌握在西方国家的手中,所以即便华为拥有设计顶级芯片的能力,但是仍然受制于光刻机技术的缺失。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210102152423449v1734glim02bisv\"/><p>主要还是因为我们国家在光刻机技术领域发展的比较晚,所以才会受到美国的掣肘。任正非先生此前表示,国内的基础制造无法生产麒麟芯片,这也揭示了华为当前的尴尬状况,同时也彰显了光刻机这项技术的重要性。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210102152428518v173kcq35y0vown\"/><p>ASML传来坏消息!张忠谋:国产光刻机迎来磨难,<a href=\"https://laohu8.com/S/TSM\">台积电</a>首当其冲!目前可以制造高级芯片的光刻机只能由荷兰的ASML集团生产。ASML集团在光刻机领域有着绝对的话语权,然而,即便如此,因为ASML集团很多的核心技术都是美国支撑着,所以也只能听从美国的指令。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210102152430047v173imsbrwedl05\"/><p>可以说,如果没有ASML的EUV光刻机,台积电和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>都将无法生产高端芯片。可是,最近又有一个不好的消息,ASML开发的NA EUV光刻机已经完成了基本设计,并很快就能够实现商业化,这个新光刻机将能够用于生产2nm甚至1nm工艺芯片。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210102152439687v173lfz7iszkq3c\"/><p>可是,国产光刻机才刚刚勉强突破到7nm的层次,如今ASML集团的光刻机技术就再次突破,那么我们国家想要在光刻机技术上面追赶上来,难度再次增大了。此外,一台NA EUV光刻机的售价高达4.5亿美元,台积电是ASML集团最大的客户,但是台积电的实力不太能够吃得消这么昂贵的设备。</p><img src=\"https://inews.gtimg.com/newsapp_bt/0/12990156537/1000\"/><p>毕竟台积电刚刚失去了华为这个大客户,再加上<a href=\"https://laohu8.com/S/QCOM\">高通</a>和<a href=\"https://laohu8.com/S/INTC\">英特尔</a>的订单又被三星抢走了,台积电的利润下降的同时,设备的成本还增加了,这令台积电陷入了一个两难境地。而台积电的对手三星财大气粗,反而可以大肆购买现金设备,从而不断抢占台积电的市场。所以才会说ASML集团传来的是一个坏消息,国内的光刻机将迎来磨难,而台积电无疑是首当其冲的。</p></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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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nASML传来坏消息!张忠谋:国产光刻机迎来磨难,台积电首当其冲\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-02 12:16 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021010215245677d80fde&s=b><strong>星新看世界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国针对我们国家的芯片禁令暴露了我们国家很多的问题,其实华为已经是拥有了设计世界顶尖芯片的能力,但是没有办法,制造芯片最重要的光刻机技术掌握在西方国家的手中,所以即便华为拥有设计顶级芯片的能力,但是仍然受制于光刻机技术的缺失。主要还是因为我们国家在光刻机技术领域发展的比较晚,所以才会受到美国的掣肘。任正非先生此前表示,国内的基础制造无法生产麒麟芯片,这也揭示了华为当前的尴尬状况,同时也彰显了光刻机...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021010215245677d80fde&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"03145":"华夏亚洲高息股","TSM":"台积电","EWT":"台湾ETF-iShares MSCI"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021010215245677d80fde&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2100637027","content_text":"美国针对我们国家的芯片禁令暴露了我们国家很多的问题,其实华为已经是拥有了设计世界顶尖芯片的能力,但是没有办法,制造芯片最重要的光刻机技术掌握在西方国家的手中,所以即便华为拥有设计顶级芯片的能力,但是仍然受制于光刻机技术的缺失。主要还是因为我们国家在光刻机技术领域发展的比较晚,所以才会受到美国的掣肘。任正非先生此前表示,国内的基础制造无法生产麒麟芯片,这也揭示了华为当前的尴尬状况,同时也彰显了光刻机这项技术的重要性。ASML传来坏消息!张忠谋:国产光刻机迎来磨难,台积电首当其冲!目前可以制造高级芯片的光刻机只能由荷兰的ASML集团生产。ASML集团在光刻机领域有着绝对的话语权,然而,即便如此,因为ASML集团很多的核心技术都是美国支撑着,所以也只能听从美国的指令。可以说,如果没有ASML的EUV光刻机,台积电和三星都将无法生产高端芯片。可是,最近又有一个不好的消息,ASML开发的NA EUV光刻机已经完成了基本设计,并很快就能够实现商业化,这个新光刻机将能够用于生产2nm甚至1nm工艺芯片。可是,国产光刻机才刚刚勉强突破到7nm的层次,如今ASML集团的光刻机技术就再次突破,那么我们国家想要在光刻机技术上面追赶上来,难度再次增大了。此外,一台NA EUV光刻机的售价高达4.5亿美元,台积电是ASML集团最大的客户,但是台积电的实力不太能够吃得消这么昂贵的设备。毕竟台积电刚刚失去了华为这个大客户,再加上高通和英特尔的订单又被三星抢走了,台积电的利润下降的同时,设备的成本还增加了,这令台积电陷入了一个两难境地。而台积电的对手三星财大气粗,反而可以大肆购买现金设备,从而不断抢占台积电的市场。所以才会说ASML集团传来的是一个坏消息,国内的光刻机将迎来磨难,而台积电无疑是首当其冲的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":331219261,"gmtCreate":1609648014153,"gmtModify":1703739893316,"author":{"id":"3565345128817324","authorId":"3565345128817324","name":"MrJay","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565345128817324","authorIdStr":"3565345128817324"},"themes":[],"htmlText":"..........","listText":"..........","text":"..........","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331219261","repostId":"2100637027","repostType":2,"repost":{"id":"2100637027","kind":"news","pubTimestamp":1609560970,"share":"https://www.laohu8.com/m/news/2100637027?lang=&edition=full","pubTime":"2021-01-02 12:16","market":"us","language":"zh","title":"ASML传来坏消息!张忠谋:国产光刻机迎来磨难,台积电首当其冲","url":"https://stock-news.laohu8.com/highlight/detail?id=2100637027","media":"星新看世界","summary":"任正非先生此前表示,国内的基础制造无法生产麒麟芯片,这也揭示了华为当前的尴尬状况,同时也彰显了光刻机这项技术的重要性。目前可以制造高级芯片的光刻机只能由荷兰的ASML集团生产。可以说,如果没有ASML的EUV光刻机,台积电和三星都将无法生产高端芯片。所以才会说ASML集团传来的是一个坏消息,国内的光刻机将迎来磨难,而台积电无疑是首当其冲的。","content":"<html><body><article><p>美国针对我们国家的芯片禁令暴露了我们国家很多的问题,其实华为已经是拥有了设计世界顶尖芯片的能力,但是没有办法,制造芯片最重要的光刻机技术掌握在西方国家的手中,所以即便华为拥有设计顶级芯片的能力,但是仍然受制于光刻机技术的缺失。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210102152423449v1734glim02bisv\"/><p>主要还是因为我们国家在光刻机技术领域发展的比较晚,所以才会受到美国的掣肘。任正非先生此前表示,国内的基础制造无法生产麒麟芯片,这也揭示了华为当前的尴尬状况,同时也彰显了光刻机这项技术的重要性。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210102152428518v173kcq35y0vown\"/><p>ASML传来坏消息!张忠谋:国产光刻机迎来磨难,<a href=\"https://laohu8.com/S/TSM\">台积电</a>首当其冲!目前可以制造高级芯片的光刻机只能由荷兰的ASML集团生产。ASML集团在光刻机领域有着绝对的话语权,然而,即便如此,因为ASML集团很多的核心技术都是美国支撑着,所以也只能听从美国的指令。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210102152430047v173imsbrwedl05\"/><p>可以说,如果没有ASML的EUV光刻机,台积电和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>都将无法生产高端芯片。可是,最近又有一个不好的消息,ASML开发的NA EUV光刻机已经完成了基本设计,并很快就能够实现商业化,这个新光刻机将能够用于生产2nm甚至1nm工艺芯片。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210102152439687v173lfz7iszkq3c\"/><p>可是,国产光刻机才刚刚勉强突破到7nm的层次,如今ASML集团的光刻机技术就再次突破,那么我们国家想要在光刻机技术上面追赶上来,难度再次增大了。此外,一台NA EUV光刻机的售价高达4.5亿美元,台积电是ASML集团最大的客户,但是台积电的实力不太能够吃得消这么昂贵的设备。</p><img src=\"https://inews.gtimg.com/newsapp_bt/0/12990156537/1000\"/><p>毕竟台积电刚刚失去了华为这个大客户,再加上<a href=\"https://laohu8.com/S/QCOM\">高通</a>和<a href=\"https://laohu8.com/S/INTC\">英特尔</a>的订单又被三星抢走了,台积电的利润下降的同时,设备的成本还增加了,这令台积电陷入了一个两难境地。而台积电的对手三星财大气粗,反而可以大肆购买现金设备,从而不断抢占台积电的市场。所以才会说ASML集团传来的是一个坏消息,国内的光刻机将迎来磨难,而台积电无疑是首当其冲的。</p></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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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nASML传来坏消息!张忠谋:国产光刻机迎来磨难,台积电首当其冲\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-02 12:16 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021010215245677d80fde&s=b><strong>星新看世界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国针对我们国家的芯片禁令暴露了我们国家很多的问题,其实华为已经是拥有了设计世界顶尖芯片的能力,但是没有办法,制造芯片最重要的光刻机技术掌握在西方国家的手中,所以即便华为拥有设计顶级芯片的能力,但是仍然受制于光刻机技术的缺失。主要还是因为我们国家在光刻机技术领域发展的比较晚,所以才会受到美国的掣肘。任正非先生此前表示,国内的基础制造无法生产麒麟芯片,这也揭示了华为当前的尴尬状况,同时也彰显了光刻机...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021010215245677d80fde&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"03145":"华夏亚洲高息股","TSM":"台积电","EWT":"台湾ETF-iShares MSCI"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021010215245677d80fde&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2100637027","content_text":"美国针对我们国家的芯片禁令暴露了我们国家很多的问题,其实华为已经是拥有了设计世界顶尖芯片的能力,但是没有办法,制造芯片最重要的光刻机技术掌握在西方国家的手中,所以即便华为拥有设计顶级芯片的能力,但是仍然受制于光刻机技术的缺失。主要还是因为我们国家在光刻机技术领域发展的比较晚,所以才会受到美国的掣肘。任正非先生此前表示,国内的基础制造无法生产麒麟芯片,这也揭示了华为当前的尴尬状况,同时也彰显了光刻机这项技术的重要性。ASML传来坏消息!张忠谋:国产光刻机迎来磨难,台积电首当其冲!目前可以制造高级芯片的光刻机只能由荷兰的ASML集团生产。ASML集团在光刻机领域有着绝对的话语权,然而,即便如此,因为ASML集团很多的核心技术都是美国支撑着,所以也只能听从美国的指令。可以说,如果没有ASML的EUV光刻机,台积电和三星都将无法生产高端芯片。可是,最近又有一个不好的消息,ASML开发的NA EUV光刻机已经完成了基本设计,并很快就能够实现商业化,这个新光刻机将能够用于生产2nm甚至1nm工艺芯片。可是,国产光刻机才刚刚勉强突破到7nm的层次,如今ASML集团的光刻机技术就再次突破,那么我们国家想要在光刻机技术上面追赶上来,难度再次增大了。此外,一台NA EUV光刻机的售价高达4.5亿美元,台积电是ASML集团最大的客户,但是台积电的实力不太能够吃得消这么昂贵的设备。毕竟台积电刚刚失去了华为这个大客户,再加上高通和英特尔的订单又被三星抢走了,台积电的利润下降的同时,设备的成本还增加了,这令台积电陷入了一个两难境地。而台积电的对手三星财大气粗,反而可以大肆购买现金设备,从而不断抢占台积电的市场。所以才会说ASML集团传来的是一个坏消息,国内的光刻机将迎来磨难,而台积电无疑是首当其冲的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}