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存储器 vs 半导体设备

1 atoms · 跨 1 天 · 首见 2026-06-27 · 最近 2026-06-27

三色: 🟦 fact 0 · 🟥 take 1 · stance ▲1/▼0/◆0

来源: 群 1

时态: fresh:1

标签: 好思考:1

2026-06-27 · 护城河差异：原子级材料科学 vs 设备集成
This new narrative deems unimportant the fact that one group has tackled, over decades of know-how and proprietary IP, atomic level material science into a product that's near impossible and extremely complex to imitate within the laws of physics. While the other group, has mostly tackled process integration (not actual physics; buying specialist equipment from semicaps) and while challenging to do, isn't anywhere as intimatable as the other.
tags: 好思考 · → daily