公众号记得加星标⭐️，第一时间看推送不会错过。 苹果公司不再仅仅是一家芯片设计商。在经历了十多年对自有芯片架构的精研并彻底脱离英特尔 （Intel）之后，下一个前沿领域更加基础：光刻技术（Lithography）。如果苹果决定进一步掌控芯 片的物理制造过程，而不仅仅是设计过程，这将标志着计算硬件历史上最重大的转变之一。 苹果芯片光刻指的是苹果将其控制力从芯片设计延伸到硅晶圆上物理制造晶体管过程的可能性。如 今，苹果负责设计芯片，但依靠台积电（TSMC）等合作伙伴，利用主要由 ASML 开发的先进光刻 工具进行制造。苹果可能影响或共同开发光刻技术的想法并非科幻小说——它是苹果长期"纵向整 合"战略的逻辑延伸。 核心答案 苹果不需要为了重塑光刻技术而立即建造自己的芯片工厂。最现实的路径是通过与制造合作伙伴进行 影响、协同设计或深度定制光刻工艺。这将允许苹果以竞争对手无法复制的方式，量身定制晶体管密 度、功耗特性和散热表现，从而创造出远超原始性能跑分的芯片优势。 苹果脱离英特尔并不仅仅是为了追求能效比（performance per watt），更是为了掌控权。英特尔路 线图的延迟、能效低下以及架构限制，束缚了苹果 ...

Core Viewpoint - The 2025 TrendBank (Fifth) Lithography Industry Conference will be held on July 9-10, 2025, in Hefei, focusing on advanced lithography technologies and domestic material production challenges [1][4]. Group 1: Conference Overview - The conference will feature participation from 24 industry, academic, and research institutions, including notable companies and universities [1]. - The event is organized by TrendBank and co-organized by the Shenzhen Semiconductor and Integrated Circuit Industry Alliance, with an expected attendance of 300 people [4]. Group 2: Conference Content - Discussions will cover cutting-edge lithography technologies such as Extreme Ultraviolet Lithography (EUV), electron beam lithography, and nanoimprint lithography, along with their latest research advancements and application prospects [5]. - The conference will analyze the current state and technical bottlenecks of domestic lithography materials, including photoresists, wet electronic chemicals, and masks, aiming to enhance self-sufficiency and quality through technological innovation and industrial upgrades [5]. - Key issues and solutions regarding the localization of lithography equipment, which is essential for semiconductor manufacturing, will also be a focal point, including equipment R&D, manufacturing processes, performance improvements, and market conditions [6].