传闻纷飞，严谨求证， 掌握权威、真实的声音。 据媒体引述知情人士的消息透露，中芯国际正在测试由上海初创公司宇量昇制造的深紫外（DUV）光 刻机，该机器采用的是浸没式技术，技术路线接近ASML。不过目前中芯国际未对该消息进行有效回 应。 知情人士表示，尽管中芯国际的试验初步结果令人鼓舞，但目前尚不清楚该机器是否以及何时能用于大 规模芯片生产。若能实现DUV设备的规模化量产，将标志着中国在突破美方芯片出口管制、降低对西 方技术依赖并提升高端AI芯片产能方面取得关键胜利。 你公司产品在光刻机领域有一席之地吗？有无核心竞争力？你们公司的主营业务是和光学光电子还是蹭 光刻机概念？ 波长光电[301421] ：公司的主营业务包括光学元件、组件系列以及光学系统方案与检测设计工具系列。 光学产品的应用场景广泛，您所提到的光刻机领域被划分在公司产品应用的半导体及泛半导体领域，公 司在该领域的产品有各类光学镜片、镜头、平行光源及光学子系统等，目前该领域的营收规模较小，具 体请参见公司定期报告等公开披露的文件。公司通过保持快速高效的研发设计能力、持续丰富产品线并 优化生产成本，保持了质量、品类、成本、服务等多个维度上的竞争优势，公 ...

Core Viewpoint - Wolfspeed, a leading manufacturer of SiC substrates, is preparing to file for bankruptcy due to significant debt pressure and declining revenue forecasts [2][4]. Group 1: Company Overview - Wolfspeed, established in 1987, is a major player in the SiC power device and wide bandgap semiconductor technology sector, originally part of Cree's third-generation semiconductor business [2]. - The company has transitioned from LED lighting to focus on SiC and GaN materials and devices since 2017, officially rebranding as Wolfspeed in 2021 [2][3]. Group 2: Financial Performance - Wolfspeed's total debt has reached $6.5 billion, including $1.5 billion in senior secured loans held by Apollo Global Management [4]. - The company has lowered its revenue forecast for 2026 to $850 million, significantly below the market expectation of $958.7 million [3][4]. Group 3: Market Challenges - The company has faced ongoing operational risks, including a downturn in electric vehicle demand and a sluggish industrial market, leading to a 20% workforce reduction and the closure of multiple sites [3]. - In early 2025, Wolfspeed closed several factories and shifted some operations to a 200mm SiC wafer facility to enhance efficiency and scale production [3].