{"id":2963,"date":"2025-10-10T11:04:03","date_gmt":"2025-10-10T03:04:03","guid":{"rendered":"https:\/\/www.siproin-ic.com\/%e3%80%90monthly-semiconductor-industry-news%e3%80%91sep-2025-copy\/"},"modified":"2025-10-10T11:06:38","modified_gmt":"2025-10-10T03:06:38","slug":"%e3%80%90monthly-semiconductor-industry-news%e3%80%91oct-2025","status":"publish","type":"post","link":"https:\/\/www.siproin-ic.com\/zh\/%e3%80%90monthly-semiconductor-industry-news%e3%80%91oct-2025\/","title":{"rendered":"\u534a\u5bfc\u4f53\u884c\u4e1a\u6708\u62a52025\u5e7410\u6708"},"content":{"rendered":"
    \n
  1. \n

    \u7f8e\u56fd\u5bf9\u534e\u534a\u5bfc\u4f53\u51fa\u53e3\u7ba1\u5236\u5347\u7ea7\uff1a<\/strong>\u00a010 \u6708\u521d\uff0c\u7f8e\u56fd\u5de5\u4e1a\u4e0e\u5b89\u5168\u5c40\u5ba3\u5e03\u8fdb\u4e00\u6b65\u9650\u5236\u5411\u4e2d\u56fd\u51fa\u53e3\u7528\u4e8e\u751f\u4ea7\u5148\u8fdb\u8282\u70b9\u82af\u7247\u7684\u7279\u5b9a\u5236\u9020\u8bbe\u5907\u548c EDA \u8f6f\u4ef6\uff0c\u65e8\u5728\u51cf\u7f13\u4e2d\u56fd\u5728 N+2 \u548c\u66f4\u5148\u8fdb\u5de5\u827a\u6280\u672f\u65b9\u9762\u7684\u8fdb\u5c55\u3002<\/p>\n<\/li>\n

  2. \n

    ASML \u4ea4\u4ed8\u9996\u53f0\u4e0b\u4e00\u4ee3\u9ad8\u6c2e EUV \u5149\u523b\u673a\uff1a<\/strong>\u00a0ASML \u6b63\u5f0f\u5411\u4e00\u5bb6\u9886\u5148\u5ba2\u6237\u4ea4\u4ed8\u9996\u53f0 Twinscan EXE: 5200 \u5149\u523b\u7cfb\u7edf\u3002\u8fd9\u79cd\u9ad8\u6570\u503c\u5b54\u5f84 EUV \u5de5\u5177\u5bf9\u4e8e\u5b9e\u73b0\u672a\u6765\u7684 1 \u7eb3\u7c73\u548c 1 \u7eb3\u7c73\u4ee5\u4e0b\u82af\u7247\u5de5\u827a\u81f3\u5173\u91cd\u8981\u3002<\/p>\n<\/li>\n

  3. \n

    \u82f1\u7279\u5c14\u5ba3\u5e03\u6210\u529f\u63a8\u51fa\u82f1\u7279\u5c14 18A \u6d4b\u8bd5\u82af\u7247\uff1a<\/strong>\u00a0\u82f1\u7279\u5c14\u5ba3\u5e03\uff0c\u5176\u82f1\u7279\u5c14 18A\uff08\u5927\u7ea6\u76f8\u5f53\u4e8e 1.8 \u7eb3\u7c73\uff09\u5de5\u827a\u8282\u70b9\u5df2\u6210\u529f\u4e3a\u4e00\u5bb6\u5927\u5ba2\u6237\u751f\u4ea7\u51fa\u6d4b\u8bd5\u82af\u7247\uff0c\u9884\u8ba1\u5c06\u4e8e 2026 \u5e74\u521d\u91cf\u4ea7\uff0c\u8be5\u8282\u70b9\u662f\u82f1\u7279\u5c14\u91cd\u65b0\u593a\u56de\u6280\u672f\u9886\u5148\u5730\u4f4d\u7684\u5173\u952e\u3002<\/p>\n<\/li>\n

  4. \n

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  5. \n

    SK Hynix \u5f00\u59cb\u4e3a\u4e0b\u4e00\u4ee3 HBM4 \u63d0\u4f9b\u57fa\u7840\u82af\u7247\u6837\u54c1\uff1a<\/strong>\u00a0SK Hynix \u5df2\u5f00\u59cb\u751f\u4ea7\u4e0b\u4e00\u4ee3 HBM4 \u5185\u5b58\u7684\u57fa\u7840\u82af\u7247\u6837\u54c1\u3002HBM4 \u9884\u8ba1\u4e8e 2026 \u5e74\u63a8\u51fa\uff0c\u5c06\u5728\u5806\u53e0\u3001\u5e26\u5bbd\u548c\u903b\u8f91\u5185\u6838\u96c6\u6210\u65b9\u9762\u8fdb\u884c\u91cd\u5927\u521b\u65b0\u3002<\/p>\n<\/li>\n

  6. \n

    \u53f0\u79ef\u7535\u65e5\u672c\u7b2c\u4e8c\u5ea7\u5de5\u5382\u6b63\u5f0f\u52a8\u5de5\uff1a<\/strong>\u00a0\u7531\u53f0\u79ef\u7535\uff08TSMC\uff09\u3001\u7d22\u5c3c\uff08Sony\uff09\u3001\u7535\u88c5\uff08Denso\uff09\u548c\u5176\u4ed6\u65e5\u672c\u516c\u53f8\u7ec4\u6210\u7684\u5408\u8d44\u4f01\u4e1a JASM \u5f00\u59cb\u5728\u718a\u672c\u5efa\u8bbe\u7b2c\u4e8c\u5ea7\u6676\u5706\u5382\u3002\u8be5\u5382\u4e13\u6ce8\u4e8e 6\/7 \u7eb3\u7c73\u548c 12\/16 \u7eb3\u7c73\u5de5\u827a\uff0c\u8ba1\u5212\u4e8e 2027 \u5e74\u6295\u4ea7\uff0c\u4ee5\u6ee1\u8db3\u65e5\u672c\u6c7d\u8f66\u548c\u6d88\u8d39\u7535\u5b50\u884c\u4e1a\u7684\u5f3a\u52b2\u9700\u6c42\u3002<\/p>\n<\/li>\n

  7. \n

    \u6b27\u76df\u82af\u7247\u6cd5\u6848\u300b\u4e0b\u7684\u7b2c\u4e00\u7b14\u91cd\u5927\u8d44\u91d1\u83b7\u5f97\u6279\u51c6\uff1a<\/strong>\u00a0\u6b27\u76df\u59d4\u5458\u4f1a\u6279\u51c6\u4e86\u6b27\u6d32\u82af\u7247\u6cd5\u6848\u4e0b\u7684\u9996\u4e2a\u91cd\u5927\u9879\u76ee\uff0c\u63f4\u52a9\u603b\u989d\u8d85\u8fc7 220 \u4ebf\u6b27\u5143\uff0c\u7528\u4e8e\u5728\u5fb7\u56fd\u3001\u6cd5\u56fd\u3001\u610f\u5927\u5229\u548c\u6ce2\u5170\u5efa\u7acb\u4ece\u7814\u53d1\u5230\u5927\u89c4\u6a21\u751f\u4ea7\u7684\u534a\u5bfc\u4f53\u4ef7\u503c\u94fe\u3002<\/p>\n<\/li>\n

  8. \n

    \u4eba\u5de5\u667a\u80fd\u7535\u8111\u82af\u7247\u51fa\u73b0\u4ef7\u683c\u6218<\/strong>\u00a0\u4e3a\u4e86\u4e89\u593a\u84ec\u52c3\u53d1\u5c55\u7684\u4eba\u5de5\u667a\u80fd\u4e2a\u4eba\u7535\u8111\u5e02\u573a\uff0c\u9ad8\u901a\u516c\u53f8\u3001\u82f1\u7279\u5c14\u516c\u53f8\u548c AMD \u516c\u53f8\u5728 10 \u6708\u4efd\u63a8\u51fa\u7684\u65b0\u4e00\u4ee3\u4eba\u5de5\u667a\u80fd\u4e2a\u4eba\u7535\u8111\u5904\u7406\u5668\u5728\u4fdd\u6301\u6027\u80fd\u63d0\u5347\u7684\u540c\u65f6\uff0c\u4ef7\u683c\u4e5f\u8d8a\u6765\u8d8a\u6709\u7ade\u4e89\u529b\uff0c\u8fd9\u8868\u660e\u8be5\u7ec6\u5206\u5e02\u573a\u7684\u7ade\u4e89\u6b63\u5728\u52a0\u5267\u3002<\/p>\n<\/li>\n

  9. \n

    \u4e2d\u56fd\u6210\u719f\u5de5\u827a\u4ea7\u80fd\u7684\u6301\u7eed\u6269\u5f20\u5f15\u8d77\u5168\u7403\u5173\u6ce8\uff1a<\/strong>\u00a0TrendForce \u7684\u4e00\u4efd\u62a5\u544a\u6307\u51fa\uff0c\u4e2d\u56fd\u5728\u5168\u7403 28 \u7eb3\u7c73\u53ca\u66f4\u65e9\u7684\u6210\u719f\u5de5\u827a\u4ea7\u80fd\u4e2d\u6240\u5360\u7684\u4efd\u989d\u6301\u7eed\u589e\u957f\uff0c\u9884\u8ba1\u5230 2025 \u5e74\u5e95\u5c06\u8fbe\u5230\u7ea6 35%\uff0c\u8fd9\u5f15\u53d1\u4e86\u5176\u4ed6\u5730\u533a\u5236\u9020\u5546\u5bf9\u6f5c\u5728\u4f9b\u8fc7\u4e8e\u6c42\u548c\u4ef7\u683c\u7ade\u4e89\u7684\u62c5\u5fe7\u3002<\/p>\n<\/li>\n

  10. \n

    \u534a\u5bfc\u4f53\u6750\u6599\u521b\u65b0\u7684\u7a81\u7834\uff1a<\/strong>\u00a0\u5e94\u7528\u6750\u6599\u516c\u53f8\uff08Applied Materials\uff09\u548c\u4e1c\u4eac\u7535\u5b50\u516c\u53f8\uff08Tokyo Electron\uff09\u5206\u522b\u5ba3\u5e03\u5728\u65b0\u578b\u4e92\u8fde\u6750\u6599\uff08\u5982\u948c\u3001\u94bc\uff09\u548c\u4f4e\u4ecb\u7535\u6750\u6599\u65b9\u9762\u53d6\u5f97\u7a81\u7834\uff0c\u8fd9\u4e9b\u6750\u6599\u5bf9\u4e8e\u5e94\u5bf9\u5728 2 \u7eb3\u7c73\u4ee5\u4e0b\u5de5\u827a\u8282\u70b9\u4e0a\u7535\u963b\u548c\u7535\u5bb9\u6025\u5267\u589e\u52a0\u7684\u6311\u6218\u81f3\u5173\u91cd\u8981\u3002<\/p>\n<\/li>\n<\/ol>","protected":false},"excerpt":{"rendered":"

    China’s Continued Mature Process Capacity Expansion Draws Global Attention:\u00a0A TrendForce report indicates that China’s share of global capacity for 28nm and older mature processes continues to grow, projected to reach about 35% by the end of 2025, raising concerns among manufacturers in other regions about potential oversupply and price competition.<\/p>","protected":false},"author":8,"featured_media":2964,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[36],"tags":[317,282],"acf":[],"_links":{"self":[{"href":"https:\/\/www.siproin-ic.com\/zh\/wp-json\/wp\/v2\/posts\/2963"}],"collection":[{"href":"https:\/\/www.siproin-ic.com\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.siproin-ic.com\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.siproin-ic.com\/zh\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/www.siproin-ic.com\/zh\/wp-json\/wp\/v2\/comments?post=2963"}],"version-history":[{"count":0,"href":"https:\/\/www.siproin-ic.com\/zh\/wp-json\/wp\/v2\/posts\/2963\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.siproin-ic.com\/zh\/wp-json\/wp\/v2\/media\/2964"}],"wp:attachment":[{"href":"https:\/\/www.siproin-ic.com\/zh\/wp-json\/wp\/v2\/media?parent=2963"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.siproin-ic.com\/zh\/wp-json\/wp\/v2\/categories?post=2963"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.siproin-ic.com\/zh\/wp-json\/wp\/v2\/tags?post=2963"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}