股典钟炒股机器人系统电脑版租赁行业投资资讯:国产光刻机产业链Stock Dianzhong Stock Trading Robot System Computer Edition Leasing Industry Investment Information
来源:股典钟炒股机器人系统电脑版租赁Computer version rental of stock trading robot system
|
作者:股典钟炒股机器人系统电脑版
|
发布时间: 2021-03-06
|
764 次浏览
|
分享到:
破解卡脖子难题,光科技自主研发有望实现新突破。昨天,清华大学工程物理系教授唐专项研究组发布了一项重大科研成果。这是一种新型粒子加速器光源稳态危机术。
能获得高功率、高重频窄带宽的相干辐射波长可覆盖从泰克斯到机子外扩段大功率的e u v 光源是e u v 光刻机的核心技术。
这项研究成果有望解决一直限制国产广告机制成技术突破的卡脖子难题。
光源一直都是光刻机技术升级的关键,国产光科机制成之所以还停留在九十纳米的水平,很重要的一个原因就是光源技术迟迟没有复工。
所以这个消息对芯片产业是重磅利好,做光刻机的企业更是直接受益。国内光刻机的龙头是谁呀?当然是上海微电子,它的九十纳米节点光刻机代表了国内光刻机最先进的水平。
并且公司二十八纳米节点光刻机预计在今年就会造出来光刻机市场多大,一台e u v 光刻机售价就超过一亿美元。现在全球都在闹芯片荒。
光刻机只要能造出来,就会被疯抢。上海微电子如果上市的话,那他现在估计已经涨停了,但是他没有上市怎么办呢?去挖掘他背后的股东。
这家公司持有上游电子百分之十以上的股份,在所有上市公司里最多,并且公司主要是做创投的,在芯片等高科技产业有丰富的资源。
和市场布局,近期市场调整刚好。
To solve the stuck neck problem, the independent research and development of Optical Technology is expected to achieve new breakthroughs. Yesterday, Tsinghua University's Department of Engineering Physics Professor Tang's research group released a major scientific research result. This is a new type of particle accelerator light source steady-state crisis technique.
A high-power, high-repetition frequency and narrow-bandwidth coherent radiation wavelength that can cover the high-power e u v light source from the tex to the external extension of the machine is the core technology of the e u v lithography machine.
This research result is expected to solve the stuck neck problem that has been restricting the technological breakthrough of domestic advertising machines.
The light source has always been the key to the upgrade of lithography machine technology. One of the important reasons why the domestic optical machine is still at the level of ninety nanometers is that the light source technology has not resumed work for a long time.
Therefore, this news is a huge boon for the chip industry, and companies that do lithography machines directly benefit. Who is the leader of the domestic lithography machine? Of course, Shanghai Microelectronics, its 90-nanometer node lithography machine represents the most advanced level of domestic lithography machine.
And the company's 28-nanometer node lithography machine is expected to be built this year. How big is the lithography machine market? An e u v lithography machine sells for more than 100 million US dollars. Now there is a chip shortage all over the world.
As long as the lithography machine can be built, it will be snatched wildly. If Shanghai Microelectronics goes public, it is estimated that he has already reached the daily limit, but what should he do if he is not listed? To dig out the shareholders behind him.
This company holds more than 10% of the shares in upstream electronics, the most among all listed companies, and the company is mainly engaged in venture capital, and has abundant resources in high-tech industries such as chips.
And the market layout, the recent market adjustment is just right.
This company holds more than 10% of the shares in upstream electronics, the most among all listed companies, and the company is mainly engaged in venture capital, and has abundant resources in high-tech industries such as chips.
And the market layout, the recent market adjustment is just right.