以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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EUV
11 atoms · 跨 8 天 · 首见 2026-04-17 · 最近 2026-05-29
三色: 🟦 fact 4 · 🟥 take 7 · stance ▲3/▼6/◆2
来源: X 11
时态: fresh:7 · aging:4
标签: 好观点:8 · 好数字:2 · 好思考:1
叙事 (narrative) (6)
- 2026-05-09
[老化中] · EUV制程适合手机SOC
之后的euv要建厂投钱…工艺刚出来，最适合的就是手机SOC
tags: 好思考 · → daily
- 2026-05-29 · 技术方向评价
I'm starting to think that LPP EUV is just cope. For all the FAVSTIAN SPIRIT evident in getting it to work, it really is a dead end, path dependent technology shaped by legacy Synopsys/Cadence planar priors and bad design-for-yield culture.
tags: 好观点 · → daily
value: direction=负面
- 2026-05-29 · 重投假设
But it increasingly looks to me that today, choosing from scratch, we'd have invested differently. EUV was *forced* to work.
tags: 好观点 · → daily
value: direction=负面
- 2026-05-07
[老化中] · 成为瓶颈
it does feel like EUV is a bottleneck a bit
tags: 好观点 · → daily
- 2026-04-17
[老化中] · panic buying still has 3 big orders to go
EUV panic buying still has 3 big orders to go!
tags: 好观点 · → daily
value: qty=3 · direction=still to go
- 2026-04-17
[老化中] · may have a super secret customer order
6 if you count the super secret guy
tags: 好观点 · → daily
value: qty=1 · direction=potential additional
预测 (forecast) (2)
- 2026-05-14 · 管制未开放
除了EUV几乎中国要的全给了
tags: 好观点 · → daily
- 2026-04-27 · 可能成为半导体设备瓶颈
at that point EUV could emerge as the next bottleneck, potentially triggering a boom in the semiconductor equipment sector.
tags: 好观点 · → daily
事实 (fact) (3)
- 2026-05-21 · 市场规模
EUVはすでに1/4くらいの規模に
tags: 好数字 · → daily
value: qty=1/4 · date=
- 2026-04-17 · bit line pitch 仍需双重图案化
Going to EUV would still require double patterning; hence, still cost increase
tags: 好数字 · → daily
value: direction=increase
- 2026-04-25 · resist absorption compared to X-ray
Impossible with the heavy resist absorption of EUV compared to X-ray.
tags: 好观点 · → daily
value: direction=worse
时间轴 (近 20)
- 2026-05-29 ·
narrative · 技术方向评价 · → daily
- 2026-05-29 ·
narrative · 重投假设 · → daily
- 2026-05-21 ·
fact · 市场规模 · → daily
- 2026-05-14 ·
forecast · 管制未开放 · → daily
- 2026-05-09 ·
narrative · EUV制程适合手机SOC · → daily
- 2026-05-07 ·
narrative · 成为瓶颈 · → daily
- 2026-04-27 ·
forecast · 可能成为半导体设备瓶颈 · → daily
- 2026-04-25 ·
fact · resist absorption compared to X-ray · → daily
- 2026-04-17 ·
fact · bit line pitch 仍需双重图案化 · → daily
- 2026-04-17 ·
narrative · panic buying still has 3 big orders to go · → daily
- 2026-04-17 ·
narrative · may have a super secret customer order · → daily
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