这台光刻机没有采用清华大学研发的基于粒子加速器的 稳态微聚束(SSMB)技术，也没有使用哈尔滨工业大学开 发的放电等离子体(DPP)技术，而是和ASML Twinscan NXE系列光刻机相同的激光等离子体(LPP)技术，可产生 波长为13.5纳米的极紫外光。 据外媒报道，中国一家秘密实验室已经悄然组装出第一台EUV极紫外光刻系统的原型机，是通过逆向 工程ASML现有的光刻机产品而来的，正处于秘密测试阶段，计划2028年试产原型芯片。 报道指出，中国版EUV光刻机的体积显著大于ASML同 类产品，但已经具备极紫外光的生成能力，只是尚未能 制造出可用芯片。中国EUV光刻机的研发团队由前 ASML工程师和应届大学毕业生组成，不仅聘请了 ASML中国分公司的前员工，还吸纳了ASML在美国、 欧洲、中国台湾的前雇员。 关键瓶颈在于，中国仍无法复刻出ASML的高精度光学系统，甚至无法将极紫外光精准投射到晶圆上， 更谈不上完成光刻成像。 消息称， 视频截图开始录制 这一EUV光刻机原型是2025年初在深圳一处安保严密的设施内组装完成的，几乎覆盖了整个厂房。 消息称， 这一EUV光刻机原型是2025年初在深圳一处安保严密的 ...

Core Viewpoint - The article critiques a Reuters report on China's so-called "Manhattan Project" for semiconductor technology, suggesting that while the facts presented may not be false, the conclusions drawn are misleading and based on narrative manipulation rather than solid evidence [1][4]. Group 1: Narrative Techniques - Reuters employs a narrative style that combines real information with suggestive implications, leading readers to make unwarranted associations without direct evidence [1][2]. - The use of terms like "informed sources" and detailed descriptions creates an illusion of a verified evidence chain, despite the lack of substantial proof [1][2]. Group 2: Technical Misunderstandings - The emphasis on "reverse engineering" in the article is misleading, as it oversimplifies the complexities involved in high-tech industrial systems, where true innovation requires more than just disassembly [2][3]. - The article mentions key suppliers like Zeiss and advancements from institutions like the Chinese Academy of Sciences, but fails to provide new evidence that China has overcome critical technological barriers [3][4]. Group 3: Legal and Ethical Implications - The report insinuates illegal activities related to reverse engineering and espionage without presenting verifiable evidence, conflating attempts at technological advancement with unlawful actions [4][6]. - The notion that a successful technology path can be built on infringement and secrecy is fundamentally flawed, as it undermines trust and long-term viability in the global market [5][6].

【文/观察者网专栏作者 关心】 路透社近日发布一篇关于所谓中国"曼哈顿工程"、EUV光刻机与半导体突围的报道，看起来信息量极 大，细节密集，人物、时间、技术路径一应俱全，读完之后很容易给人一种"证据确凿、真相浮出水 面"的感觉。但如果稍微拉开一点距离，就会发现，这恰恰是西方主流媒体最常见、也最成熟的一种叙 事方式：它所提供的事实未必是假的，但它引导你得出的结论，却未必成立。 这篇报道最值得警惕的地方，并不在于它说了什么，而在于它是怎么说的。路透社非常擅长通过"真实 信息的排列组合"，让读者在不知不觉中完成作者希望你完成的联想。文章中出现的大量"知情人士""接 近项目的人""了解情况的工程师"，再配合具体到年份、地点、设备尺寸乃至个人履历的描述，很容易 让人误以为，这背后存在一条严密、完整、已被验证的证据链。但事实上，文章中真正被直接证明的内 容非常有限，更多的是一种逻辑上的"暗示"。 整篇报道还试图通过"化名工作""高度保密""二手设备""中间公司"等元素，营造一种近似谍战的氛围， 暗示中国正在系统性地对ASML设备进行非法逆向工程，甚至从事间谍活动。但通篇看下来，几乎找不 到任何一条经得起严格推敲的硬证据。 ...

Core Viewpoint - The article discusses the disassembly and analysis of the K565PY3 chip, a Soviet-era DRAM chip that is a reverse-engineered clone of Intel's 4116 DRAM chip, highlighting its historical significance and technical details [2][9]. Group 1: Chip Analysis - The K565PY3 chip is a 16KB dynamic random access memory (DRAM) chip believed to have originated from a factory in present-day Moldova [2]. - The chip features a robust "fish can" structure, which was examined using various microscopy techniques to reveal its internal architecture [5]. - The internal structure consists of a 128 x 128 memory cell matrix, with further analysis showing details related to CAS (Column Address Strobe) and RAS (Row Address Strobe) functionalities, which are critical for memory performance [7]. Group 2: Historical Context - The K565PY3 is identified as a clone of the Intel 4116 DRAM chip, which was popular in the late 1970s and early 1980s, used in iconic computers like Apple II and IBM PC [9][10]. - The chip likely originated from Soviet home computers, which were often clones of Western technology, and was also utilized in embedded systems and industrial electronics in the Soviet Union [10]. - The reverse engineering of the K565PY3 is speculated to be based on samples from manufacturers like Mostek, indicating a broader context of technology transfer and adaptation during the Cold War [10].

Core Insights - A recent incident involving a failed reverse engineering attempt of ASML's DUV lithography machine has sparked significant discussion in the domestic semiconductor industry, highlighting the challenges faced by China's lithography machine sector [1][12] - The complexity of high-end industrial equipment has shifted from mere part replication to a focus on "implicit knowledge" and "system synergy," making reverse engineering increasingly ineffective [2][4] Industry Challenges - The failure of the reverse engineering attempt illustrates the systemic barriers in high-precision industrial equipment, where even precise measurements cannot recreate the necessary stress balance due to design tolerances and assembly dynamics [3][4] - ASML's latest EUV systems contain around 100,000 components sourced from over 5,000 suppliers, indicating the high level of complexity and integration required in such systems [5][7] Dependency on ASML - Despite the restrictions imposed by the US and its allies on the sale of advanced lithography machines to China, ASML remains a crucial supplier, with China accounting for 41% of ASML's revenue last year [12][14] - The limitations on maintenance and parts replacement for existing DUV machines have begun to impact Chinese manufacturers, as evidenced by declining yield rates at major foundries like SMIC [14][15] Need for Innovation - The current state of China's lithography machine industry reveals a systemic deadlock, necessitating a focus on foundational scientific research and the establishment of a complete ecosystem to achieve breakthroughs [16][17] - Companies must prioritize overcoming core technological monopolies, particularly in light sources and optical systems, to reduce reliance on foreign suppliers [17][20] Caution Against Prototype Thinking - The industry must be wary of "prototype thinking," which emphasizes the creation of functional prototypes at the expense of mass production, stability, and cost control [21][22] - Genuine progress in the lithography machine sector requires collaborative innovation across the entire supply chain to avoid superficial achievements and enhance the manufacturing capabilities of China's semiconductor industry [21][22]

Core Viewpoint - The article discusses the historical significance of AMD's Am9080 processor, which was a reverse-engineered clone of Intel's 8080, highlighting its impact on AMD's growth in the CPU market and the financial success it brought to the company [4][7]. Group 1: Historical Context - AMD's Am9080 was developed through reverse engineering of Intel's 8080, leading to a licensing agreement between the two companies to avoid legal disputes [4][8]. - The Am9080 was first produced in 1975, with AMD manufacturing costs at $0.50 per unit and selling prices reaching $700, particularly to military clients [7][8]. Group 2: Technical Specifications - The Am9080 had multiple versions with clock speeds ranging from 2.083 MHz to 4.0 MHz, showcasing AMD's advanced N-channel MOS manufacturing process [10]. - The chip's design was more compact than the Intel 8080, allowing for higher clock frequencies, with the Intel 8080 never exceeding 3.125 MHz [10]. Group 3: Business Agreements - In 1976, AMD signed a cross-licensing agreement with Intel, which allowed AMD to become a "second source" for Intel's products, facilitating future collaborations and product developments [8]. - The agreement included a payment of $25,000 to Intel and an annual fee of $75,000, which also absolved both companies from past infringement liabilities [8].

Core Viewpoint - Japanese automakers have increasingly focused on "disassembling" Chinese electric vehicles, indicating a return to their historical practice of reverse engineering and imitation [4][12][80]. Group 1: Historical Context of Imitation - Japan was once known as a "counterfeit nation," where it meticulously disassembled and imitated advanced products from Europe and the US, leading to significant tension with American manufacturers [11][12][80]. - The practice of reverse engineering in Japan began in the automotive industry, with companies like Toyota using it to create their own vehicles, such as the Toyota AA [45][47]. - Japanese brands initially faced criticism for poor quality, but over time, they transformed their reputation through innovation and quality improvements, leading to the phrase "Made in Japan" becoming synonymous with high quality [50][70]. Group 2: Economic Growth and Technological Advancement - The shift from imitation to innovation allowed Japan to experience rapid economic growth, with the automotive sector contributing approximately 10% to the manufacturing industry by the 1980s [68]. - Companies like Sony, Canon, and Nikon transitioned from imitation to becoming global leaders in their respective fields, capturing significant market shares [68][69]. - Japan's economic boom was characterized by a focus on quality and efficiency, allowing it to earn substantial foreign exchange and become a major player in the global market [69][70]. Group 3: Challenges in the 21st Century - Despite its historical success, Japan's current technological landscape shows signs of stagnation, attributed to a conservative approach towards patent usage and a reluctance to share innovations [81][82]. - The dominance of Japanese companies in certain technologies, such as DVD and plasma screens, led to high barriers for entry, ultimately resulting in a lack of competition and innovation [84][86]. - The focus on protecting intellectual property has caused Japanese firms to become isolated, leading to a decline in their competitive edge in emerging technologies like hydrogen fuel cells [89][90]. Group 4: Conclusion on Imitation and Innovation - The historical reliance on imitation has been both a strength and a weakness for Japan, enabling initial recovery and growth but later hindering adaptability in a rapidly changing technological landscape [91][92]. - The ability to replicate and improve upon existing technologies is crucial for maintaining competitiveness, and Japan's current challenges highlight the need for a more open approach to innovation and collaboration [93][94].

Group 1 - Japanese car manufacturers have increasingly focused on disassembling Chinese electric vehicles, with companies like BYD, Geely, and NIO being targeted for detailed analysis [1] - A comprehensive disassembly manual for BYD was sold for approximately 43,700 RMB, indicating a lucrative market for such analyses [1] - This trend reflects a historical pattern where Japan, once known for its imitation, is revisiting its roots in reverse engineering [3][6] Group 2 - Japan's manufacturing industry has evolved from being a "copycat" to a leader in design and innovation, with brands like Muji and renowned designers contributing to its image [4][6] - The historical context reveals that Japan's rise involved meticulous imitation of Western products, leading to significant advancements in various sectors, including automotive and electronics [32][43] - The transformation from imitation to innovation allowed Japan to dominate markets in the 1980s, with companies like Toyota and Sony becoming global leaders [47][49] Group 3 - Despite past successes, Japan's current technological landscape shows a decline in competitiveness, attributed to a conservative approach towards patent usage and innovation [52][56] - The high barriers created by Japanese companies in sectors like DVD and plasma screens have led to a lack of global participation and eventual obsolescence of certain technologies [58][60] - The fear of imitation has resulted in a self-imposed isolation, hindering Japan's ability to adapt and thrive in the 21st-century technology race [62]