高盛光刻技术专家电话会议纪要

智通财经网
06 May

近期,高盛举办了一场关于中国光刻技术的专家电话会议,主要讨论围绕中国光刻技术的发展进展、供应链支持情况以及需要克服的技术差距。总体而言,专家认为,在中国对先进半导体需求日益增长的背景下,半导体行业正在投入资源和预算,以发展光刻技术。虽然技术差距仍然很大,但专家注意到,中国特种工艺设备企业(SPEs)一直在持续努力,并认为目前关键瓶颈在于人才、供应链(如镜头组件)以及经验。鉴于关税相关的不确定性不断...

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