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《光刻巨人》:光刻机是人类工业制造的巅峰之作,它的精度相当于从地球发射一束激光,击中月球上的一个高尔夫球。
Xin Lang Cai Jing· 2025-09-30 04:18
Core Insights - The article focuses on the rise of ASML, a global leader in photolithography machines, which are essential for chip manufacturing, capturing over 80% of the market share and monopolizing advanced EUV technology [4][6][10]. Group 1: Photolithography Technology - Photolithography is described as the "heart" of chip manufacturing, with its precision directly impacting chip performance. The evolution from g-line to EUV technology has doubled chip integration with each advancement [6][8]. - ASML's journey is characterized as a "chasing light" story, continuously pushing the limits of light wavelength to create smaller, faster, and more powerful chips [6][10]. Group 2: ASML's Formation and Challenges - ASML originated from Philips' photolithography department, which was initially undervalued. In 1984, ASML was established with a mere $2.1 million in capital and fewer than 30 employees [6][8]. - The company faced severe challenges at its inception, including a lack of orders and near bankruptcy, which fostered a resilient and determined culture [7][10]. Group 3: Technological Breakthroughs - ASML's rise is marked by significant technological achievements, such as the development of the PAS 5500, which outperformed Nikon's machines in the 1990s [8][9]. - The ambitious EUV project required over €10 billion in investment and a decade of development, culminating in the production of the first EUV machine in 2018, enabling chips below 7nm [9][10]. Group 4: Business Model Innovation - ASML's success is attributed to its unique business model, emphasizing deep collaboration with suppliers and customers, such as the partnership with Zeiss for optical technology [10][11]. - The company shares risks with clients like Intel and TSMC, who invested in ASML during challenging times, creating a closed-loop of technology, funding, and market access [10][11]. Group 5: Talent and Culture - ASML's core strength lies in its people, fostering a culture that encourages questioning authority and tolerating failure, which attracts top engineering talent [11][13]. - The company promotes a mindset of viewing failures as valuable data, which aids in continuous improvement and innovation [20][25]. Group 6: Broader Implications - ASML's success is framed within the context of global technological competition, representing a significant achievement for European technology and impacting the advancement of digital civilization [17][19]. - The article emphasizes that the competition in photolithography is not just between machines but also between nations and eras, highlighting ASML's role in shaping the future of technology [17][19].
ASML的奇迹,从这个破棚子开始
半导体行业观察· 2025-03-21 01:08
如果您希望可以时常见面,欢迎标星收藏哦~ 来源:内容编译自tomshardware,谢谢。 ASML 是全球无可争议的先进芯片制造设备设计和供应商。台积电、英特尔和三星等行业巨头制造 最先进的半导体时,高度依赖这家 1984 年成立的荷兰公司的设备。然而,与科技界许多家喻户晓的 品牌一样,ASML 的起源相当低调。就 ASML 而言,公司传说这一切都始于一个"漏水的棚子"。 当今光刻机领域的霸主 ASML(先进半导体材料光刻技术公司)最初是由电子行业家喻户晓的飞利 浦公司和先进半导体材料国际公司(ASMI)合作成立的。双方的愿景是成立一家专注于光刻系统的 新公司,而这两家公司都认为这是一个不断增长的市场。 值得庆幸的是,ASML 和所有来自漏水棚的员工们,不久之后,业务就蓬勃发展起来,并于 1985 年迁至专门建造的办公室和工厂。一年后,改进后的 PAS 2500 上市,并成为许多未来机器的基 础。巧合的是,ASML 与镜头制造商卡尔蔡司的合作关系在此时签署,并持续至今。 20 世纪 90 年代,ASML 宣布推出其"突破性平台",即 PAS 5500。凭借这一成功,ASML 在阿姆 斯特丹和纽约证券交易所成 ...