施振榮領投的新一輪戰略投資，被視為對台灣半導體生態系與新創技術整合的強力背書。隨著 POC 的成功，NEO 下一階段將聚焦於「陣列級實作」與多層測試晶片的開發。如果 3D X-DRAM 能順利進入量產，這將徹底改變目前記憶體市場被三星、海力士、美光三巨頭壟斷的局面，為 AI 硬體供應鏈注入全新的競爭動能。
这论坛里给我的感觉是，摩尔定律提出来的时候好像人们已经知道浸没式光刻机的方案一样。 “No exponential is forever” “In the beginning, the microelectronics industry was fueled by government investments, much of it through the US Department of Defense (DoD). DoD’s expenditures in equipment as well as research and development (R&D) in electronics was in the billions of dollars, increasing from $3.2 billion in 1955 to $7.8 billion in 1964 ” 领先世界的国家，靠政府投资搞这个时候就被人忘记了。
半導體產業/電子科技(2)
Posted - 04/30/2026 : 09:29:49
