Core Insights - The discussion around the "death of Moore's Law" has intensified, raising questions about whether chip manufacturing has reached physical limits [1] - The lithography machines used in chip manufacturing are highly profitable yet extremely fragile, with only two companies capable of repairing core components [1] - Intel's significant investment of €350 million in High-NA EUV technology contrasts with TSMC's initial hesitation, highlighting differing strategic approaches in the industry [1] - The actual size of chips marketed as "3nm" can exceed 20nm, indicating a discrepancy in naming conventions within the chip industry [1] - The evolution of lithography technology is increasingly fueled by advancements in GPU and AI, suggesting a shift in the industry's focus [1] - ASML, a key player in precision machinery production, has faced stock price declines due to repeated operational errors [1] - The unstable international landscape poses potential challenges for the development of the semiconductor industry [1]
人类会被困在1nm吗?深度解析光刻机与芯片制程的未来