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"title": "ASML携手晶圆巨头研发新一代大光罩技术 突破High-NA EUV晶片面积限制",
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"content": "<p>荷兰半导体设备巨头艾司摩尔(ASML)宣布,计划与英特尔(INTC-US)、台积电(2330-TW)(TSM-US)、三星电子及辉达(NVDA-US)等大客户合作,共同研发尺寸更大的新一代光罩技术。此项合作旨在推进下一代高数值孔径极紫外光(High-NA EUV)微影设备,以利制造用于AI资料中心的超大型处理器。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6600750/l/55351c7d5513a7da6c48568991981e17.jpg\" alt=\"ASML携手晶圆巨头研发新一代大光罩技术 突破High-NA EUV晶片面积限制\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>目前广泛应用的标准极紫外光(EUV)设备,其曝光印刷的晶片面积上限约为800平方毫米,辉达与Google等设计的顶级晶片已逼近此物理极限。虽然新一代High-NA EUV能提供更精细的制程线宽,但因为使用较小的光罩,导致其可印刷的晶片最大面积受到限制,无法直接产出与现今最大型资料中心晶片同等大小的晶片。</p>\n\n<p>为了解决这项瓶颈,ASML正转向研发尺寸更大型的光罩(如12吋光罩)。ASML技术长 Marco Pieters 对此指出,若半导体产业能成功实现这项技术升级,「该系统的生产效率(产能)预期将提升约40%」。ASML预计在2031年展示大光罩技术的试产线,并于2033年实现量产准备。</p>\n\n<p>目前各晶圆代工与记忆体巨头导入High-NA EUV的进度不一。英特尔在采用此技术上进展最快,于2024年在美国奥勒冈州装设全球首部商用High-NA EUV系统;今年7月,英特尔晶圆代工进一步利用该技术制造部分基于Intel 18A制程的Panther Lake处理器并开始出货。截至目前,英特尔已累计处理超过100万片300毫米晶圆。</p>\n\n<p>相较之下,台积电则规划自2030年起,在先进制程的量产中导入High-NA技术。</p>\n\n<p>记忆体方面,三星电子目标在2028年前将High-NA EUV引进DRAM记忆体晶片的量产;而SK海力士(SKHY-US)也正评估参与这项大光罩计划,同样设定以2028年作为在DRAM量产中导入High-NA EUV的时程目标。</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/AI/article-9389.html\" title=\"中国DRAM大厂狂扩产!长鑫存储准备在北京再盖一座厂\">中国DRAM大厂狂扩产!长鑫存储准备在北京再盖一座厂</a></li>\n <li><a href=\"/new/AI/article-9886.html\" title=\"辉达急寻中国AI基地台供应商 明后年启动端侧算力组网\">辉达急寻中国AI基地台供应商 明后年启动端侧算力组网</a></li>\n <li><a href=\"/new/AI/article-1560.html\" title=\"AI热潮助推日经225冲破67000点大关!软银时隔20多年首超丰田 登日股「市值王」宝座\">AI热潮助推日经225冲破67000点大关!软银时隔20多年首超丰田 登日股「市值王」宝座</a></li>\n <li><a href=\"/new/AI/article-8977.html\" title=\"SemiAnalysis:AWS、Meta推行模组化技术 资料中心建设工期缩短36%\">SemiAnalysis:AWS、Meta推行模组化技术 资料中心建设工期缩短36%</a></li>\n <li><a href=\"/new/AI/article-558.html\" title=\"强化AI效能!SK海力士发表「iHBM」散热解决方案 拟用于HBM5等下一代产品\">强化AI效能!SK海力士发表「iHBM」散热解决方案 拟用于HBM5等下一代产品</a></li>\n <li><a href=\"/new/AI/article-8441.html\" title=\"亚马逊加入卫星通讯大战 计划部署5,000颗卫星 瞄准行动终端用户\">亚马逊加入卫星通讯大战 计划部署5,000颗卫星 瞄准行动终端用户</a></li>\n </ul>\n</div>",
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