\u97e9\u56fd\u5a92\u4f53\u63f4\u5f15\u4e1a\u5185\u6d88\u606f\u4eba\u58eb\u7684\u8bf4\u6cd5\u79f0\uff0c\u4e09\u661f\u7535\u5b50\u4e0eSK\u6d77\u529b\u58eb\u6b63\u7ade\u76f8\u8ba2\u8d2dASML\u7684\u6781\u7d2b\u5916\uff08EUV\uff09\u5149\u523b\u8bbe\u5907\uff0c\u5404\u81ea\u6295\u8d44\u4e0a\u9650\u6216\u8fbe10\u4e07\u4ebf\u81f320\u4e07\u4ebf\u97e9\u5143\u533a\u95f4\u3002\u4e24\u5bb6\u516c\u53f8\u8ba1\u5212\u4ece\u660e\u5e74\u5f00\u59cb\u9646\u7eed\u4eceASML\u63a5\u6536\u8bbe\u5907\uff0c\u6b64\u524dASML\u5df2\u786e\u8ba42027\u5e74\u81f32028\u5e74EUV\u4f9b\u5e94\u4e0d\u8db3\uff0c\u786e\u4fdd\u4ea4\u4ed8\u6863\u671f\u6210\u4e3a\u6269\u5927\u5148\u8fdbDRAM\u4ea7\u80fd\u7684\u5173\u952e\u53d8\u91cf\u3002<\/p>\n
ASML\u572810\u670814\u65e5\u53d1\u5e03\u7684\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u4e2d\u7ed9\u51fa\u4e86\u660e\u786e\u7684\u4f9b\u9700\u5224\u65ad\u3002CEO Christophe Fouquet\u5728\u516c\u544a\u4e2d\u8868\u793a\uff0c\u5ba2\u6237\u6301\u7eed\u4e0a\u8c03\u4e2d\u77ed\u671f\u8bbe\u5907\u9700\u6c42\u9884\u6d4b\uff0c\u4e3b\u8981\u7531\u5176\u5bf9AI\u76f8\u5173\u6295\u8d44\u89c4\u6a21\u4e0e\u6301\u7eed\u65f6\u95f4\u7684\u5224\u65ad\u9a71\u52a8\uff1b\u57fa\u4e8e\u8fd9\u4e00\u9700\u6c42\u53ef\u89c1\u5ea6\uff0c\u5df2\u6709\u90e8\u5206\u5ba2\u6237\u8868\u8fbe\u5bf92029\u5e74\u751a\u81f32030\u5e74\u4e0b\u5355\u7684\u5174\u8da3\u3002\u516c\u544a\u540c\u65f6\u660e\u786e\uff0c\u6309\u73b0\u884c\u89c4\u5212\uff0c2027\u5e74\u4e0e2028\u5e74\u7684\u4f9b\u5e94\u91cf\u5c06\u65e0\u6cd5\u5b8c\u5168\u6ee1\u8db3\u5ba2\u6237\u9700\u6c42\uff0c\u516c\u53f8\u6b63\u5728\u7814\u7a76\u628a2028\u5e74\u4ea7\u80fd\u63d0\u5347\u5e45\u5ea6\u6269\u5927\u5230\u6b64\u524d\u516c\u5e03\u768430%\u4e4b\u5916\u3002<\/p>\n
\u4ece\u8d22\u52a1\u6570\u636e\u770b\uff0c\u5b58\u50a8\u5382\u5546\u7684\u8ba2\u5355\u5360\u6bd4\u5df2\u7ecf\u76f8\u5f53\u53ef\u89c2\u3002ASML\u7b2c\u4e09\u5b63\u5ea6\u603b\u51c0\u9500\u552e\u989d11.7 billion\u6b27\u5143\uff0c\u6bdb\u5229\u738757.5%\uff0c\u51c0\u5229\u6da65.0 billion\u6b27\u5143\uff0c\u5747\u5904\u7eaa\u5f55\u6c34\u5e73\uff1b\u5176\u4e2d\u7cfb\u7edf\u51c0\u9500\u552e\u989d8.4 billion\u6b27\u5143\uff0cEUV\u7cfb\u7edf\u8d21\u732e4.1 billion\u6b27\u5143\uff08\u542b1\u53f0High-NA\u8bbe\u5907\uff09\u3002\u6309\u7ec8\u7aef\u5e94\u7528\u62c6\u5206\uff0c\u903b\u8f91\u82af\u7247\u5360\u7cfb\u7edf\u9500\u552e\u768454%\uff0c\u5b58\u50a8\u82af\u7247\u536046%\u2014\u2014\u5b58\u50a8\u5df2\u63a5\u8fd1\u4e0e\u903b\u8f91\u5e73\u5206\u79cb\u8272\u3002\u6309\u53d1\u8d27\u5730\u770b\uff0c\u4e2d\u56fd\u53f0\u6e7e\u536032%\u3001\u97e9\u56fd\u536031%\u3001\u4e2d\u56fd\u5927\u9646\u536023%\u3001\u7f8e\u56fd\u536013%\u3002\u7b2c\u4e09\u5b63\u5ea6\u5171\u552e\u51fa113\u53f0\u65b0\u5149\u523b\u7cfb\u7edf\u4e0e8\u53f0\u4e8c\u624b\u8bbe\u5907\u3002<\/p>\n
SK\u6d77\u529b\u58eb\u7684\u91c7\u8d2d\u89c4\u6a21\u6b64\u524d\u5df2\u6709\u516c\u5f00\u62ab\u9732\u7684\u951a\u70b9\u3002\u8be5\u516c\u53f8\u4eca\u5e743\u6708\u62ab\u9732\u4e86\u4e00\u9879\u4ef7\u503c\u7ea611.95\u4e07\u4ebf\u97e9\u5143\u7684EUV\u8bbe\u5907\u91c7\u8d2d\u8ba1\u5212\uff0c\u76f8\u5f53\u4e8e\u51762024\u5e74\u5e95\u603b\u8d44\u4ea7\u76849.97%\uff0c\u8ba2\u5355\u8ba1\u5212\u4e8e2027\u5e7412\u670831\u65e5\u524d\u4ea4\u4ed8\uff0c\u4ee5\u652f\u6301\u54111c DRAM\u5236\u7a0b\u8fc7\u6e21\u3002\u8fd9\u7b14\u8ba2\u5355\u5f53\u65f6\u88ab\u5e02\u573a\u89c6\u4e3aASML\u5ba2\u6237\u516c\u5f00\u62ab\u9732\u8fc7\u7684\u6700\u5927\u5355\u7b14EUV\u91c7\u8d2d\u3002<\/p>\n
\u4e09\u661f\u7684\u6269\u4ea7\u8282\u594f\u5219\u4e0e\u65b0\u5efa\u4ea7\u80fd\u7ed1\u5b9a\u3002\u516c\u53f8\u6b63\u5728\u5e73\u6cfdP4\u5de5\u5382\u589e\u8bbeHBM4\u5355\u6676DRAM\u751f\u4ea7\u7ebf\uff0c\u540c\u65f6\u63a8\u8fdbP5\u5de5\u5382\u5efa\u8bbe\uff0c\u8be5\u5382\u9996\u5ea7\u6676\u5706\u5382\u9884\u8ba12028\u5e74\u6295\u4ea7\uff0c\u7b2c\u4e00\u9636\u6bb5\u6d01\u51c0\u5ba4\u9884\u8ba12027\u5e74\u4e0a\u534a\u5e74\u5b8c\u5de5\uff0c\u6b64\u540e\u5149\u523b\u8bbe\u5907\u5373\u53ef\u6295\u5165\u4f7f\u7528\u3002\u5728\u5236\u7a0b\u8282\u70b9\u4e0a\uff0c\u4e24\u5bb6\u516c\u53f8\u8ba1\u52122027\u5e74\u5f00\u59cb\u91cf\u4ea71d DRAM\uff0c2028\u5e74\u5c1d\u8bd5\u5c0f\u89c4\u6a21\u751f\u4ea710\u7eb3\u7c73\u4ee5\u4e0b\u76840a DRAM\uff0c\u9ad8\u6570\u503c\u5b54\u5f84EUV\u9884\u8ba1\u57280a\u9636\u6bb5\u5f15\u5165\u3002<\/p>\n
\u5173\u4e8eEUV\u5c42\u6570\u7684\u589e\u52a0\uff0c\u662f\u8fd9\u4e00\u8f6e\u91c7\u8d2d\u91d1\u989d\u88ab\u63a8\u9ad8\u7684\u6280\u672f\u539f\u56e0\u3002EUV\u4ee513.5\u7eb3\u7c73\u6ce2\u957f\u6210\u50cf\uff0c\u5355\u6b21\u66dd\u5149\u53ef\u66ff\u4ee3\u591a\u6b21\u591a\u91cd\u66dd\u5149\u5de5\u5e8f\u3002\u968f\u77401c\u8fd9\u4e00\u7b2c\u516d\u4ee310\u7eb3\u7c73\u7ea7DRAM\u7684\u7535\u8def\u95f4\u8ddd\u7f29\u5c0f\uff0c\u9700\u8981EUV\u7684\u5de5\u827a\u5c42\u6570\u968f\u4e4b\u589e\u52a0\uff0c\u5236\u7a0b\u8d8a\u5148\u8fdb\uff0c\u66dd\u5149\u5de5\u65f6\u4e0e\u673a\u53f0\u6570\u91cf\u8d8a\u6210\u4e3a\u4ea7\u80fd\u722c\u5761\u7684\u7ea6\u675f\u3002\u6309\u884c\u4e1a\u673a\u6784TrendForce\u7684\u8bf4\u6cd5\uff0cSK\u6d77\u529b\u58eb\u8ba1\u5212\u57281c DRAM\u4e0a\u4f7f\u75285\u5c42\u4ee5\u4e0aEUV\uff0c\u6bd4\u4e0a\u4e00\u4ee3\u591a\u51fa2\u5c42\uff0c\u5c42\u6570\u76f4\u63a5\u6362\u7b97\u4e3a\u5149\u523b\u673a\u53f0\u6570\u9700\u6c42\u3002<\/p>\n
\u77ed\u7f3a\u5e76\u4e0d\u5c40\u9650\u4e8e\u524d\u9053\u8bbe\u5907\u3002\u97e9\u56fd\u540e\u9053\u8bbe\u5907\u5382\u5546\u97e9\u7f8e\u534a\u5bfc\u4f53\u3001Amkor\uff08\u5b89\u9760\uff09\u7b49\u516c\u53f8\u7684\u8ba2\u5355\u79ef\u538b\u540c\u6837\u957f\u8fbe\u4e24\u81f3\u4e09\u5e74\uff0c\u968f\u7740\u8fdb\u5165\u6700\u7ec8\u4e0b\u5355\u9636\u6bb5\uff0c\u5404\u516c\u53f8\u6b63\u5728\u6269\u5927\u4e0eAI\u6570\u636e\u4e2d\u5fc3\u76f8\u5173\u8bbe\u5907\u7684\u4ea7\u80fd\uff0c\u5176\u4e2d\u5305\u62ec\u7528\u4e8eHBM\u5236\u9020\u7684\u70ed\u538b\uff08TC\uff09\u952e\u5408\u673a\u3002AI\u6570\u636e\u4e2d\u5fc3\u82af\u7247\u7684\u7ade\u4e89\u56e0\u6b64\u4e0d\u518d\u53ea\u96c6\u4e2d\u4e8e\u524d\u6bb5\u5236\u7a0b\uff0c\u540e\u7aef\u7684\u591a\u7ef4\u5806\u53e0\u4e0e\u4e92\u8fde\u4ef7\u503c\u540c\u6b65\u63d0\u5347\u3002<\/p>\n
\u8bbe\u5907\u6da8\u4ef7\u4e0e\u4ea7\u80fd\u6269\u5f20\u7684\u53e6\u4e00\u9762\uff0c\u662f\u5b58\u50a8\u4ea7\u4e1a\u94fe\u6574\u4f53\u8d44\u672c\u5f00\u652f\u7684\u62ac\u5347\u3002\u673a\u6784\u5224\u65ad\uff0cAI\u6295\u8d44\u5468\u671f\u4ecd\u5904\u4e0a\u884c\u9636\u6bb5\uff0c\u9700\u6c42\u6709\u671b\u4ece\u7b97\u529b\u82af\u7247\u5411\u5b58\u50a8\u3001\u5236\u9020\u4e0e\u8bbe\u5907\u6269\u6563\uff0c\u5b58\u50a8\u6da8\u4ef7\u4e0e\u8bbe\u5907\u7d27\u7f3a\u6709\u671b\u5ef6\u7eed\u81f32027\u5e74\u3002\u56fd\u4ea7\u8bbe\u5907\u4e00\u4fa7\uff0c\u524d\u9053\u89c4\u6a21\u6548\u5e94\u9010\u6b65\u663e\u73b0\uff0cAI\u7b97\u529b\u5efa\u8bbe\u540c\u65f6\u5e26\u52a8\u5148\u8fdb\u903b\u8f91\u3001\u5148\u8fdb\u5b58\u50a8\u53ca\u5148\u8fdb\u5c01\u88c5\u8bbe\u5907\u9700\u6c42\uff0c\u56fd\u4ea7\u8bbe\u5907\u5728\u5ba2\u6237\u9a8c\u8bc1\u3001\u91cf\u4ea7\u5bfc\u5165\u548c\u4efd\u989d\u63d0\u5347\u65b9\u9762\u4ecd\u6709\u7a7a\u95f4\u3002<\/p>\n
\u4f46\u628a\u8fd9\u8f6e\u62a2\u8d2d\u653e\u56de\u5b58\u50a8\u4f9b\u9700\u7684\u5168\u666f\u4e2d\u770b\uff0c\u4e00\u4e2a\u7ed3\u6784\u6027\u95ee\u9898\u4e0d\u80fd\u88ab\u7565\u8fc7\u3002\u300a\u7ecf\u6d4e\u65e5\u62a5\u300b\u7684\u5206\u6790\u6307\u51fa\uff0c\u5f53\u524d\u9a71\u52a8\u529b\u91cf\u5df2\u4ece\u6d88\u8d39\u7535\u5b50\u6362\u673a\u6f6e\u8f6c\u5411AI\u8bad\u7ec3\u4e0e\u63a8\u7406\uff0cHBM\u8ba2\u5355\u5448\u73b0\u51fa”\u7c7b\u57fa\u7840\u8bbe\u65bd”\u7684\u521a\u6027\uff1b\u4e0e\u6b64\u540c\u65f6\uff0c\u4f20\u7edf\u5185\u5b58\u6269\u4ea7\u540e\u80fd\u8f83\u5feb\u8f6c\u5316\u4e3a\u4f9b\u7ed9\u7684\u5f39\u6027\u5df2\u7ecf\u6d88\u5931\uff0cHBM\u751f\u4ea7\u6781\u5ea6\u4f9d\u8d56\u5148\u8fdb\u5c01\u88c5\u4e14\u826f\u54c1\u7387\u722c\u5761\u8270\u96be\uff0c\u65b0\u5efa\u4e13\u7528\u6676\u5706\u5382\u4ece\u52a8\u5de5\u5230\u91cf\u4ea7\u81f3\u5c11\u9700\u8981\u4e24\u5e74\uff0c\u6295\u4ea7\u540e\u7684\u4ea7\u7ebf\u51e0\u4e4e\u88ab\u4e0d\u53ef\u9006\u5730\u9501\u5b9a\u3002\u5168\u7403\u4e3b\u8981\u5b58\u50a8\u539f\u5382\u672a\u6765\u4e00\u4e24\u5e74\u7684HBM\u4ea7\u80fd\uff0c\u5df2\u88ab\u4e91\u5382\u5546\u548c\u7ec8\u7aef\u54c1\u724c\u4ee5\u591a\u5e74\u957f\u671f\u534f\u8bae\u5f62\u5f0f\u63d0\u524d\u5168\u989d\u9501\u5b9a\u3002<\/p>\n
\u8fd9\u610f\u5473\u7740\u672c\u8f6eEUV\u8bbe\u5907\u62a2\u8d2d\u7684\u5bf9\u8c61\uff0c\u662f\u5df2\u7ecf\u88ab\u9884\u4ed8\u7684\u4ea7\u80fd\u3002\u4e09\u661f\u3001SK\u6d77\u529b\u58eb\u548c\u7f8e\u5149\u4e09\u5927\u539f\u53822026\u5e74\u5408\u8ba1\u8d44\u672c\u652f\u51fa\u8d85\u8fc7500\u4ebf\u7f8e\u5143\uff0c\u5176\u4e2d\u4e09\u661f\u4e00\u5bb6\u6295\u5165\u8d85110\u4e07\u4ebf\u97e9\u5143\u3002\u65b0\u589e\u4ea7\u80fd\u51e0\u4e4e\u5168\u90e8\u6307\u5411HBM\u548c\u670d\u52a1\u5668DRAM\uff0c\u6d88\u8d39\u7ea7\u5185\u5b58\u7684\u4f9b\u7ed9\u56e0\u6b64\u975e\u4f46\u672a\u83b7\u7f13\u89e3\uff0c\u53cd\u800c\u53ef\u80fd\u8fdb\u4e00\u6b65\u6536\u7d27\u2014\u2014\u6574\u4e2a\u5e02\u573a\u6b63\u5728\u5206\u88c2\u6210\u4e24\u4e2a\u5e73\u884c\u4e16\u754c\u3002<\/p>\n
\u9700\u8981\u533a\u5206\u7684\u662f\u4fe1\u606f\u5c42\u7ea7\u3002ASML\u7684\u4f9b\u5e94\u4e0d\u8db3\u5224\u65ad\u3001\u4e09\u661f\u4e0e\u6d77\u529b\u58eb\u7684\u8d44\u672c\u5f00\u652f\u4e0e\u4ea7\u80fd\u89c4\u5212\uff0c\u5747\u6709\u516c\u5f00\u62ab\u9732\u53ef\u6838\uff1b\u800c\u4e24\u5bb6\u5404\u81ea10\u4e07\u4ebf\u81f320\u4e07\u4ebf\u97e9\u5143\u7684\u5177\u4f53\u4e0b\u5355\u91d1\u989d\uff0c\u6e90\u81ea\u97e9\u56fd\u5a92\u4f53\u5f15\u8ff0\u4e1a\u5185\u6d88\u606f\u4eba\u58eb\u7684\u53e3\u5f84\uff0c\u4e24\u5bb6\u516c\u53f8\u5747\u672a\u5bf9\u6b64\u4f5c\u51fa\u516c\u5f00\u786e\u8ba4\uff0c\u53ef\u4f5c\u4e3a\u533a\u95f4\u6027\u53c2\u8003\u800c\u975e\u7cbe\u786e\u6570\u5b57\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"
\u97e9\u56fd\u5a92\u4f53\u63f4\u5f15\u4e1a\u5185\u6d88\u606f\u4eba\u58eb\u7684\u8bf4\u6cd5\u79f0\uff0c\u4e09\u661f\u7535<\/p>\n","protected":false},"author":8,"featured_media":22323,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"colormag_page_container_layout":"default_layout","colormag_page_sidebar_layout":"default_layout","footnotes":""},"categories":[1],"tags":[],"class_list":["post-22324","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"acf":[],"_links":{"self":[{"href":"https:\/\/dguan.com.cn\/ai\/wp-json\/wp\/v2\/posts\/22324","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dguan.com.cn\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/dguan.com.cn\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/dguan.com.cn\/ai\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/dguan.com.cn\/ai\/wp-json\/wp\/v2\/comments?post=22324"}],"version-history":[{"count":1,"href":"https:\/\/dguan.com.cn\/ai\/wp-json\/wp\/v2\/posts\/22324\/revisions"}],"predecessor-version":[{"id":22420,"href":"https:\/\/dguan.com.cn\/ai\/wp-json\/wp\/v2\/posts\/22324\/revisions\/22420"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/dguan.com.cn\/ai\/wp-json\/wp\/v2\/media\/22323"}],"wp:attachment":[{"href":"https:\/\/dguan.com.cn\/ai\/wp-json\/wp\/v2\/media?parent=22324"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/dguan.com.cn\/ai\/wp-json\/wp\/v2\/categories?post=22324"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/dguan.com.cn\/ai\/wp-json\/wp\/v2\/tags?post=22324"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}