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晶圆代工:争夺7nm

稿件来源: 发布时间:2019-07-15

  JINRI,QUANQIUZUIDADEGPUSHEJITIANBOTIYUWANGYINGWEIDA(nVIDIA)QUEREN,QIXIAYIDAITIANBOTIYUWANGJIANGCAIYONGSANXINGDIANZIZUIXINDE7nm EUVJIZIWAIGONGYIJINXINGDAIGONGSHENGCHAN。CIQIAN,YINGWEIDADEGPUYIZHIDOUSHITAIJIDIANDUJIADAIGONG。CIJUYIWEIZHEYINGWEIDAXIAYIDAIGPUTIANBOTIYUWANGDEDAIGONGZHIZAOJIANGTONGSHISHIYONGTAIJIDIAN、SANXINGDIANZILIANGJIATIANBOTIYUWANG。TONGSHI,ZHEIYEYIWEIZHELIANGDAZHONGLIANGJICHANGSHANGZAIDAIGONGLINGYUDESHICHANGZHENGDUOZHANZHENGSHIKAIDA。

  7nm EUVJIZIWAIGONGYISHICHANGZHENGDUOZHANKAIDA

  JINDUANSHIJIANYILAI,SANXINGDIANZIZAIBANDAOTIDAIGONGSHICHANGPINHUOXIXUN。XIANSHIYUGAOTONGTUOZHANLEZHANLVEHUOBANGUANXI,JIEHUOGAOTONGXIAOLONG865DEDINGDAN,SUIHOUYOUYIDIJIANAXIAYINGWEIDAXIAYIDAIGPUDEDAIGONGYEWU,RUGUOZAIJIASHANGSANXINGDIANZICHUANTONGHUOBANIBMDEPowerCHULIQI,YISHIZHIJIAN,SANXINGDIANZIKEWEIFENGGUANGWUER。

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  SHISHISHANG,SANXINGDIANZIZAOYOUZAIJIANDUANGONGYILINGYUTIAOZHANTAIJIDIANDEJIHUA。2018NIAN10YUE,SANXINGDIANZIBIANXUANBULE7nm EUVGONGYILIANGCHANDEJIHUA,MUBIAOJIUSHIZHENGDUOQUANQIUSHAOSHULINGXIANSHEJITIANBOTIYUWANGDEDAIGONGDINGDAN。DANSHIYOUYUSANXINGDIANZI7nm EUVGONGYIJISHUBUGOUCHENGSHU,CHENGPINLVBUGAO,SHICHANGJIESHOUDUSHOUDAOYINGXIANG,YIDUCHULEZIJIAExynosCHULIQIZHIWAI,JIHUMEIYOUHUODEZHULIUYONGHUCAIYONG。

  YUSANXINGDIANZIBUTONG,TAIJIDIANZAI2018NIANDIYIDAI7nmGONGYIZHONG,CAIYONGLECHUANTONGDEDUV+DUOZHONGPUGUANGFANGSHI(ERFEIXIANGDUIJIJINDEEUVGONGYIJISHU),FANERQUDECHENGGONG,JIHUNANGKUOLEDANGSHISUOYOU7nmXINPIANDAIGONGSHENGCHANDEYEWU。ZAIRIQIANJUBANDE2019ZHONGGUOJISHULUNTANSHANG,TAIJIDIANFUZONGJINGLIZHANGXIAOQIANGSHIFENKENDINGDIGAOSUJIZHE,MUQIANSHICHANGSHANGSUOYOU7nmXINPIANDOUSHICHUZITAIJIDIAN。

  BUGUOSUIZHESHIJIANDETUIYI,CONGGAOTONG、YINGWEIDAXIANGJIJIANGXIAYIDAI7nmXINPIANDEDAIGONGZHIZAOYEWUJIAOJISANXINGDIANZICHENGDAN,BIAOMINGSANXINGDIANZIZAI7nm EUVJIZIWAIGONGYISHANGYIJINGZHUJIANCHENGSHU,JUBEILEJINGJIJIAZHI。ZHEIYEYIWEIZHEWEILAIYIDUANSHIJIANSANXINGDIANZIYOUXINXINXIANGTAIJIDIANFAQITIAOZHAN,JIANGYUTAIJIDIANZAIDAIGONGSHICHANGSHANGZHANKAIYIFANZHENGDUO。

  TAIJIDIANSANXINGZHANGQIJINGZHENGTAISHIDAIGUANCHA

  SANXINGDIANZICIFANDEQIANGSHIZHIJUDUITAIJIDIANJIANGZAOCHENGDUODAYINGXIANGNI?MODAKANGRENWEI,DUANQILAIKAN,YITAIJIDIANDESHILI,YINGXIANGBINGBUHUITAIDA。GUIPIANDELIUPIANLIANGSHIGONGYICHENGSHUDEZHUYAOBIAOZHI,TAIJIDIANPINGJIEDUV+DUOZHONGPUGUANGDEFANGFA,ZAI2018NIANSHIXIAN7nmDELIANGCHAN,QIANGDELEXIANJI。MUQIAN,TAIJIDIANLIUPIANLIANGYIJINGHENDA,7nmGONGYIZHANTAIJIDIAN2018NIANTIANBOTIYUWANGYINGSHOUDE20%,SHUOMINGJISHUSHIFENCHENGSHULE。TONGSHI,2019NIANNIANDITAIJIDIANYEJIANGTUICHUXIAYIDAICAIYONGEUVSHEBEIDEJIAQIANGBAN7nmGONGYI,SHIJIANSHANGBINGBULUOHOUYUSANXINGDIANZI。YINCI,SANXINGDIANZISUIRANPINGJIEDIJIAQIANGDAOBUFENDINGDAN,DANSHIDUITAIJIDIANDEZHENGTIYINGXIANGBINGBUHUITAIDA。TAIJIDIANMUQIANRENGWOYOUPINGGUO、GAOTONG、HAISI、AMD、SAILINGSI、LIANFAKEDENGCHANG7nmDINGDAN。

  MOGENSHIDANLIYEZAIBAOGAOZHONGZHICHU,YINGWEIDAXIADANJISANXINGDEBAODAOGUOYUKUADA。YINGWEIDAHETAIJIDIANYOUJINMIDEHUOBANGUANXI,RUOZHENYOUXIADANJISANXING,YEHUIYITAIJIDIANWEIZHUYAOGONGHUOSHANG,SANXINGBANYANDIERGONGHUOSHANG。

  DANSHI,DUIYUWEILAISHUANGFANGZHANGQIDEJINGZHENGTAISHI,FENXISHIQUEBURONGYIDECHUDINGLUN。“ZHANGQIHAIKANBUZHUN,7nmZHIHOUHAIYOU5nm、3nm。5nmCAIYONGEUVSHEBEIYIJINGKEYISHIXIAN,DANSHI3nmXIANYOUDEJISHUSHIFOUNENGGOUSHIXIANHAISHUOBUZHUN。ZHEIJIUYAOKANLIANGJIATIANBOTIYUWANGYANFASHANGSHEINENGGENGKUAIZHANGWOLE。”MODAKANGZHICHU。

  ZHONGGUOTAIWANDIQUJINGJIYANJIUYUANYANJIUYUANJICHANYEGUWENLIUPEIZHENYEBIAOSHI,TAIJIDIANKEHURUGUOHUIBIANXIN,YEBUHUISHIZAICHUQI,YIDINGSHIZAILIANGLVJILIANGCHANDOUWENDINGZHIHOUCAIHUIYUANYIZHUANDAN。YIYINGWEIDALAIKAN,KENENGSHITAIJIDIAN7nmCHANNENGMANZAIDEYIDANXIAOYING,YEKENENGSHICHUYUDUIJIAGEDEKAOLV,DANBUGUANYUANYINRUHE,TAIJIDIANBIXULIUYISANXINGZHEIGEJINGZHENGDUISHOU。

  WEILAIDAIGONGGEJUHUOXIANSHUANGXIONGZHIZHENG?

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  2018NIANYIQIAN,QUANQIUDAIGONGSHICHANGYIZHISHIYITAIJIDIANWEISHOU,SHUNXUWEIGEXIN、LIANDIAN、ZHONGXINGUOJI。SUIZHESANXINGDIANZIDEYIJUNTUQI,WEILAIYOUWANGCHUXIANTAIJIDIANYUSANXINGTONGLIEDIYIZHENYING,DIERZHENYINGWEIGEXIN、LIANDIAN、ZHONGXINGUOJIDENGTIANBOTIYUWANGDEQINGKUANGCHUXIAN。

  ZAITUOPUCHANYEYANJIUYUANFABUDETONGJIBAOGAOZHONG,2019NIANDIERJIDUQUANQIUBANDAOTIDAIGONGCHANGPAIMING,TAIJIDIANYI49.2%DESHIZHANLVPAIMINGDIYI,SANXINGDIANZIYI18%DESHIZHANLVPAIMINGDIER,GEXIN、LIANDIANHEZHONGXINDESHICHANGZHANYOULVFENBIEWEI6.7%、7.5%HE5.1%。JINCONGSHICHANGZHANYOULVSHANGYIJINGYINYINKEYIKANCHUWEILAIDECHANYEGEJUZOUXIANG。

  TONGSHI,MODAKANGHAIQIANGDIAO,DAIGONGSHICHANGJINGZHENGDEBINGBUJINJINSHIZIBENYUJISHU。TAIJIDIANDUONIANLAIYIZHICHENGXIONGDAIGONGSHICHANG,YIXIEJINGZHENGYOUSHISHISANXINGDENGQITACHANGSHANGMUQIANSUOBUJUBEIDE。SHOUXIANSHIJIAOHUOSUDUKUAI。ZHEIDUIICSHEJITIANBOTIYUWANGSHIYIGEJIDADEXIYINLI。QICISHITAIJIDIANDEGONGYIZHONGFUXINGFEICHANGHAO。ZHIYAOTAIJIDIANQIXIAYIJIAGONGCHANGKAIFACHUMOUXIANGGONGYIBINGWENDINGLIANGCHANHOU,ZHEIGEGONGYIZHUANDAOQITAGONGCHANG,TIANBOTIYUWANGDECHENGGONGLVYIRANYOUBAOZHANG。YAOXIANGQUDEDAIGONGSHICHANGDEJINGZHENGYOUSHI,QUANMIANTISHENGZISHENSHUIPING,FANGSHIQUSHENGZHIDAO。

     (LAIYUAN: ZHONGGUODIANZIBAO   2019NIAN7YUE12RI)

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