说实话，没有EUV光刻机，中芯国际，就几乎追不上台积电_老虎社区_美港股上老虎

说实话，没有EUV光刻机，中芯国际，就几乎追不上台积电

Ofweek光电信息网02-19

作为中国大陆最强的芯片代工企业，大家都希望中芯国际能够追上，甚至超过台积电，成为全球芯片代工一哥，那么中国芯片产业就真正崛起，再也不担忧禁令，不用害怕被卡脖子了。而很多人也认为，虽然现在中芯国际落后台积电还太远，但只要努力突破，坚定的发展，那么追上台积电是必然的。当然，有这个想法，有这个信心当然是好的，但我觉得，有一个前提，那就是EUV光刻机必须要有，不管是自研，还是找别人买都行，如果没有...

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name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>说实话，没有EUV光刻机，中芯国际，就几乎追不上台积电</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260219091348a708b672&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作为中国大陆最强的芯片代工企业，大家都希望中芯国际能够追上，甚至超过台积电，成为全球芯片代工一哥，那么中国芯片产业就真正崛起，再也不担忧禁令，不用害怕被卡脖子了。而很多人也认为，虽然现在中芯国际落后台积电还太远，但只要努力突破，坚定的发展，那么追上台积电是必然的。当然，有这个想法，有这个信心当然是好的，但我觉得，有一个前提，那就是EUV光刻机必须要有，不管是自研，还是找别人买都行，如果没有EUV...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260219091348a708b672&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0143863198.USD","symbol_name":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) 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TSMC","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"688981":1.96,"TSMZ":0.6,"TSMX":0.6,"TSMU":0.6,"TSMY":0.6,"03145":0.6,"00981":1.96,"TSMG":0.6,"STSM":0.6,"03165":0.6,"TSM":1.91},"content_text":"作为中国大陆最强的芯片代工企业，大家都希望中芯国际能够追上，甚至超过台积电，成为全球芯片代工一哥，那么中国芯片产业就真正崛起，再也不担忧禁令，不用害怕被卡脖子了。而很多人也认为，虽然现在中芯国际落后台积电还太远，但只要努力突破，坚定的发展，那么追上台积电是必然的。当然，有这个想法，有这个信心当然是好的，但我觉得，有一个前提，那就是EUV光刻机必须要有，不管是自研，还是找别人买都行，如果没有EUV光刻机，中芯国际是很难追得上台积电的。目前芯片大规模制造，均是基于光刻方案，所以光刻机是必不可少的。虽然有NIL方案，还有什么BEL方案，又有DSA方案，但这些都暂时无法实现大规模芯片制造，只有光刻才行。光刻方案下，光刻机与芯片工艺是对应的。目前制造7nm以下的芯片，也就是像5nm、3nm、2nm的芯片，都必须使用到EUV，还没有使用浸润式DUV光刻机，制造出5nm芯片的先例。理论上浸润式DUV光刻机，能制造5nm芯片，但是这只是理论，实际上会受到良率、效率、成本等问题的影响，用浸润式DUV光刻机，就没法低成本的制造商用型的大规模芯片。所以，情况就很明显了，如果没有EUV，中芯国际也很难大规模的量产5nm及以下的芯片。而台积电2025年四季度的收入中，3nm工艺占到28%；5nm占比为35%；7nm的占比为14%，也就是说5nm及以下工艺占比达到了63%，这63%的收入，都与EUV有关。假如我们没有EUV，就靠着浸润式DUV，能够在技术上达到台积电的水平，然后在收入上也追上来？想想也不可能吧。所以啊，我们盼望中芯国际追上台积电是没问题的，觉得中芯国际会追上甚至超过台积电也是没有问题的，但要实现这个目标的前提，还是国产光刻机要突破。坦白讲，只要国产EUV突破不了，我们自己没有EUV，就几乎不太可能追得上，你觉得叫？","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":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}