Core Viewpoint - The emergence of a new approach to semiconductor manufacturing, specifically the two-dimensional chip route, offers a potential breakthrough for China's chip industry, enabling the possibility of achieving 1nm technology domestically within five years without relying on EUV lithography [1][9]. Group 1: Two-Dimensional Chip Technology - Traditional silicon-based chip manufacturing relies on a "subtractive" process, which is complex and requires high precision [3]. - The two-dimensional semiconductor approach utilizes "additive manufacturing," allowing for the spontaneous and orderly growth of specific materials, significantly reducing manufacturing steps by 80% compared to traditional methods [3]. - This new method enhances performance in terms of leakage and heat control, addressing the power consumption challenges faced by AI and flagship mobile chips [3]. Group 2: Company Background and Achievements - The company behind this innovation, Yuanjiwei Technology, originated from a research team at Fudan University, founded in 2025 by Bao Wenzhong, who has extensive experience in two-dimensional semiconductor materials [5]. - Prior to the company's establishment, the team achieved significant milestones, including the development of the world's first two-dimensional chip, "Wuji," which integrated 5,900 transistors [5]. - Yuanjiwei has successfully launched China's first engineering verification demonstration line for two-dimensional semiconductors, marking a critical step from laboratory research to mass production [5]. Group 3: Production Roadmap - Yuanjiwei's ambitious roadmap includes completing equipment testing by June 2026, achieving small-scale production at 90nm by September 2026, and progressing to 28nm by 2027, with a target of reaching 1nm by 2030 [7]. - The phased approach, starting from established 90nm technology, aims to validate the stability and yield of the two-dimensional semiconductor manufacturing process [7]. - All equipment in this roadmap will utilize domestic supply chains, ensuring complete independence from foreign EUV technology [7]. Group 4: Industry Implications - The two-dimensional chip route presents an alternative to the traditional focus on EUV lithography, suggesting that China can redefine high-end chip manufacturing through innovation rather than following existing paradigms [9]. - This approach mirrors the success seen in the solar industry, where China became a leader by innovating rather than merely following established technologies [9]. - While challenges remain, such as material stability and yield improvement, the two-dimensional chip route signifies a critical shift in China's semiconductor strategy, potentially allowing it to transition from a follower to a leader in the global high-end chip market [9].
突破EUV封锁 二维芯片 五年量产1nm国产芯
Xin Lang Cai Jing·2026-01-07 12:23