台积电要当EUV光刻机“钉子户”，ASML就想办法，让它当不成

Ofweek光电信息网02-27

EUV应该是所有芯片设备中，最贵的设备了，一台普通的EUV光刻机，也需要1.5亿美元左右。而后来ASML升级技术，推出第二代NA=0.55的High EUV光刻机，价格就超过了4亿美元了，据称第二代NA=0.75的EUV光刻机，可能价格会高达7-8亿美元。EUV的价格一代比一代贵这么多，自然很多晶圆厂就不想买了，比如台积电，就想当第一代EUV光刻机的钉子户。毕竟台积电有100多台EUV光刻机，之前...

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EUV，利旧就可以。这对于ASML来说，那怎么能行，我辛苦辛苦花了这么多钱研发出新款机型，不就是想让你们这些客户来下单，将老款的换掉的么，让我赚钱的么，你们想当钉子户，不换机器，那我升级机器干嘛，我是吃饱了撑的去研究这些技术？所以ASML肯定就想办法，要逼着台积电们，淘汰掉旧款EUV光刻机，就像一些手机厂商，不断的升级系统，让老款机器变卡，不得不换一样。当然，EUV光刻机没法通过系统升级，让老机器变卡，但是原理是一样的，旧款无法让它变慢，那就让新款变的更快，旧款不就显的慢了么？所以近日，ASML称，要将EUV的光源从600W提升至1000W，然后处理晶圆的速度快了50%，相当于芯片制造产能提升了50%，这不就显的老款慢了么？这就是ASML想出来的办法，想要用这一招来逼着台积电们换掉旧的EUV光刻机，毕竟别人的产能提升了50%，你的还在原地踏步，那怎么有竞争力，有成本优势呢？现在压力就给到台积电了，就看你不换了，ASML称我最晚在2030年要推出这样的产能高50%的EUV了，台积电你看着办，给你5年时间，要不咱们再商量商量？别当钉子户了？接下来，就看台积电的了，换还是不换，或者与ASML私下里商量个其它玩法出来。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, 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