High-NA EUV

11 atoms · 跨 8 天 · 首见 2026-04-22 · 最近 2026-06-21

三色: 🟦 fact 6 · 🟥 take 5 · stance ▲3/▼6/◆0

来源: X 11

时态: fresh:10 · aging:1

标签: 好观点:5 · 好信源:4 · 好思考:1 · 好数字:1

叙事 (narrative) (3)

• 2026-06-04 · development status still too early
  Development status: still too early for High-NA.
  tags: 好观点 · → daily
• 2026-05-20 · 供应紧张叙事持续性
  Supply-constrained AI thesis intact.
  tags: 好观点 · → daily
• 2026-05-09 [老化中] · 成本和技术成熟度
  It's too costly and there are still some outstanding technical issues. But it's cost per pass that is driving this decision by the fabs.
  tags: 好观点 · → daily

预测 (forecast) (1)

• 2026-04-22 · 5200 4600 is a dead platform if High-NA EUV skipped for A14
  If it's skipped than the 5200 is a dead platform.
  tags: 好思考 · → daily

事实 (fact) (7)

• 2026-06-12 · 无短期采用计划
  E. Musk: No one has near term plans to use High-NA EUV. "Half the chip for twice as much, for a gain that is relatively small."
  tags: 好信源 · → daily
• 2026-06-21 · 光罩外包相关
  Memory makers have significantly increased photomask outsourcing, particularly for High-NA EUV.
  tags: 好信源 · → daily
• 2026-06-12 · near term adoption plans
  No one has near term plans to use High-NA EUV. "Half the chip for twice as much, for a gain that is relatively small."
  tags: 好信源 · → daily
• 2026-05-20 · 未交付设备去向
  The High NA EUV's that TSM didn't take are coming to Texas
  tags: 好信源 · → daily
• 2026-04-28 · dose under 80mJ not seen at SPIE
  I didn't see any doses for high-NA under 80mJ at spie.
  tags: 好数字 · → daily
• 2026-05-22 · DoF Issue
  Cites DoF as the first issue in the list
  tags: 好观点 · → daily
• 2026-04-22 · High-NA EUV 与现有 EUV 吞吐量比较
  High-NAなEUV露光装置って既存装置と比べてスループットで劣るとされ
  tags: 好观点 · → daily
  value: direction=劣

时间轴 (近 20)

• 2026-06-21 · fact · 光罩外包相关 · → daily
• 2026-06-12 · fact · near term adoption plans · → daily
• 2026-06-12 · fact · 无短期采用计划 · → daily
• 2026-06-04 · narrative · development status still too early · → daily
• 2026-05-22 · fact · DoF Issue · → daily
• 2026-05-20 · narrative · 供应紧张叙事持续性 · → daily
• 2026-05-20 · fact · 未交付设备去向 · → daily
• 2026-05-09 · narrative · 成本和技术成熟度 · → daily
• 2026-04-28 · fact · dose under 80mJ not seen at SPIE · → daily
• 2026-04-22 · forecast · 5200 4600 is a dead platform if High-NA EUV skipped for A14 · → daily
• 2026-04-22 · fact · High-NA EUV 与现有 EUV 吞吐量比较 · → daily

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