摩爾定律出現重大突破 ASML確認1.5奈米製程的發展性
Date: 2018-05-25
News Type:
摩爾定律出現重大突破。外資摩根大通最新報告表示，半導體設備廠艾斯摩爾（ASML）確認1.5奈米製程的發展性，支撐摩爾定律延續至2030年。重量級分析師一致預期，台積電與三星新一輪軍備競賽將開打，並以製程領先的台積電勝算較大。
摩爾定律是指半導體製程每18個月，就會推進一個世代。由於晶體管愈做愈小、電路線寬愈來愈窄，幾乎已達到物理極限，一度引起業界憂心半導體先進製程將面臨無法繼續升級的問題。
此外，艾斯摩爾將在3奈米與更先進製程採用高數值孔徑（NA）光學系統；過去艾斯摩爾為發展NA系統，收購德國卡爾蔡司子公司蔡司半導體。如今外資圈消息進一步證實，艾斯摩爾將拓展3奈米以下技術。
異康集團暨青興資本首席顧問楊應超解讀，艾斯摩爾技術進展是半導體業一大突破，有利整個大產業。而在7奈米製程已開打軍備競賽的台積電和三星，戰況將更激烈。
Substance Capital合夥人暨基金經理人陳慧明指出，台積電能維持產業龍頭地位，靠的是製程不斷進步，因此艾斯摩爾開展1.5奈米製程，不僅有利台積電鞏固優勢，「對第一名最有利」 ，也緩解市場原本擔憂，製程技術無法突破下，紅色供應鏈將迎頭趕上。 (新聞來源: 經濟日報)
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