公众号记得加星标⭐️，第一时间看推送不会错过。 韩国半导体工程师学会在其发布的《2026 年半导体技术路线图》中，公布了未来 15 年硅基半导体 技术的发展预测。三星近期才刚推出全球首款 2 纳米全环绕栅极（GAA）芯片 ——Exynos 2600， 而路线图预计，到 2040 年半导体电路制程将突破至 0.2 纳米，正式迈入埃米级（Å）技术时代。不 过，从当下到未来的 15 年间，行业仍需攻克诸多难题，实现 1 纳米以下晶圆制程的目标道阻且长。 据 ETNews 报道，该技术路线图的核心目标是助力提升半导体领域的长期技术与产业竞争力、推动 学术研究落地、完善人才培养体系。路线图重点聚焦九大核心技术方向，分别为：半导体器件与制造 工艺、人工智能半导体、光互连半导体、无线连接半导体传感器、有线连接半导体、功率集成电路模 块（PI M）、芯片封装技术以及量子计算。 据IT之家了解，目前，三星的 2 纳米 GAA 技术代表着全球光刻制程的最高水平。据悉，这家韩国科 技巨头已在规划该工艺的迭代升级方案：不仅完成了第二代 2 纳米 GAA 工艺节点的基础设计，还计 划在两年内落地第三代 2 纳米 GAA 技术 ——SF ...

Market Overview - The Japanese stock market showed mixed results, with the Nikkei 225 index experiencing a slight decline of 0.02% as of the report [3] - The South Korean KOSPI index increased by 0.29%, reaching 3124.07 points [9] Individual Stock Performance - Sumitomo Pharma saw a significant increase of over 8%, while Omron, Seiko, and Casio rose by more than 5% [5] - Notable declines were observed in companies such as Fujitsu, Nintendo, and Mitsubishi Heavy Industries [5] - Specific stock performance data includes: - Sumitomo Pharma: 987.0 JPY, up 8.82%, market cap 392.7 billion JPY [6] - Omron: 4048.0 JPY, up 6.86%, market cap 834.9 billion JPY [6] - Seiko: 1180.5 JPY, up 5.54%, market cap 413.4 billion JPY [6] - Casio: 1161.5 JPY, up 5.50%, market cap 276.1 billion JPY [6] - Nissan Motor experienced a sharp decline, dropping over 3% [5] Economic Insights - Former Deputy Governor of the Bank of Japan, Nakaso Hiroshi, emphasized the need for vigilance regarding inflation risks, suggesting that there is still room for further interest rate hikes [7] - New Bank of Japan committee member, Junko Koizumi, hinted at a possible upward adjustment of inflation expectations this month, which could pave the way for another interest rate increase this year [8] Trade and Export Concerns in South Korea - A trade expert in South Korea predicted a significant reduction in exports of major products if the U.S. tariff policy is implemented as planned [9] - Forecasts indicate that exports in the automotive and steel sectors may decline by 7.1% and 7.2%, respectively, from July to December [10] - The expert urged South Korean companies to consider relocating production bases overseas or adjusting export prices to mitigate the impact of high tariffs [10] - There is a call for the South Korean government and industries to reduce reliance on the U.S. market and expand exports to regions such as the EU, ASEAN, and India, while accelerating the transition to high-tech industries [10]