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"title": "美专家:若先前未禁止EUV出口 中国或已成为高端晶片生产国",
"shortTitle": "美专家:若先前未禁止EUV出口 中国或已成为高端晶片生产国",
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"description": "米勒称美国晶片出口管制高度有效,重创中国量产高端AI晶片能力。 中国因无法取得ASML EUV,只能靠DUV多重曝光攻7奈米以下,成本升且良率降。 行业估2026年中国半导体自给率约35%,14奈米以下先进逻辑晶片仅15%。",
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"content": "<p>在全球半导体产业博弈背景下,《晶片战争》作者、美国塔夫茨大学副教授米勒(Chris Miller)表示,美国对中国晶片出口管制高度有效,显著限制了中国本土量产高端人工智慧(AI)晶片的能力。以算力口径统计,台积电代工的高端AI晶片占全球约95%以上,而中国今年预计仅能生产个位数百分比,且产能主要集中于华为。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6619498/l/fa5cd83baa2c3e678d91bccc15fdbb8d.jpg\" alt=\"美专家:若先前未禁止EUV出口 中国或已成为高端晶片生产国\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>米勒指出,此一产能差距的核心主因在于设备限制。由于无法取得荷兰艾斯摩尔(ASML)的极紫外光(EUV)微影设备,中国晶片制造商只能利用深紫外光(DUV)微影设备搭配多重曝光技术攻坚7奈米及以下先进制程。</p>\n\n<p>然而,多重曝光会显著增加制程步骤与生产周期,并导致晶圆良率下滑,进而拉高制造成本。米勒认为,若美国先前未禁止EUV出口,中国或已成为全球主要的高端晶片生产国之一。</p>\n\n<p>除了设备封锁,限制措施也迫使中国AI企业依赖海外数据中心或非官方管道获取运算资源。为弥补单晶片性能劣势,华为等企业采取超节点架构串联多颗晶片以聚合算力。</p>\n\n<p>此外,半导体产业创新重心正转向数据中心、AI晶片架构与先进封装。中国虽尝试以小晶片(Chiplet)及先进封装技术整合成熟制程晶粒,以缓解制程封锁,但先进封装不可或缺的高频宽记忆体(HBM)供应与制造技术仍高度掌握于美韩业者手中。</p>\n\n<p>根据行业估算,2026年中国半导体整体自给率预计约35%,但14奈米及以下的先进逻辑晶片自给率仅约15%,主要技术缺口仍集中于EUV设备、HBM及先进封装三大领域。</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/AI/article-17438.html\" title=\"黄仁勋再驳AI末日论:模型若无法控制 就该关闭实验室!\">黄仁勋再驳AI末日论:模型若无法控制 就该关闭实验室!</a></li>\n <li><a href=\"/new/AI/article-7370.html\" title=\"韩矽晶圆厂SK矽特隆清算美国子公司SiC产能 欲藉2.3兆韩元新厂抢抓算力晶片需求\">韩矽晶圆厂SK矽特隆清算美国子公司SiC产能 欲藉2.3兆韩元新厂抢抓算力晶片需求</a></li>\n <li><a href=\"/new/AI/article-13819.html\" title=\"AI著作权大战升温!美国吁G20放行合理使用 别让监管阻碍创新\">AI著作权大战升温!美国吁G20放行合理使用 别让监管阻碍创新</a></li>\n <li><a href=\"/new/AI/article-13236.html\" title=\"SK海力士扩大在美布局 40亿美元晶圆厂预计2029年量产\">SK海力士扩大在美布局 40亿美元晶圆厂预计2029年量产</a></li>\n <li><a href=\"/new/AI/article-7750.html\" title=\"良率决定获利!全球记忆体三巨头正式开启HBM4良率竞争 战场重心回归HBM\">良率决定获利!全球记忆体三巨头正式开启HBM4良率竞争 战场重心回归HBM</a></li>\n <li><a href=\"/new/AI/article-677.html\" title=\"SK海力士开高逾11%再创史高!市值冲破1兆美元 继台积电、三星后亚洲第3家达此规模公司\">SK海力士开高逾11%再创史高!市值冲破1兆美元 继台积电、三星后亚洲第3家达此规模公司</a></li>\n </ul>\n</div>",
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