èšäºå·ç
ASML ã·ãªã³ã³ãã¬ãŒããšã³ãžãã¢ãªã³ã°æ åœã·ã㢠ãã£ã¬ã¯ã¿ãŒãYi Zou â ã€ã³ã¿ãã¥ãŒ ã·ãªãŒãº

Yi Zou ã¯ãããŒã¿ ãµã€ãšã³ã¹è£œåãšã³ãžãã¢ãªã³ã° ããŒã ã管çããŠããŸãã ASML ã·ãªã³ã³ãã¬ãŒã ASML ã¯ãæŽç·ŽããããœãããŠã§ã¢ãšèšæž¬ãœãªã¥ãŒã·ã§ã³ãéçºããå°èŠæš¡ããŒãã§çºçããè€éãã®å¢å€§ã«å¯ŸåŠããŸãã
ãšã³ãžãã¢ãªã³ã°ã远æ±ããããšã«èå³ãæã£ãã®ã¯äœã§ãã?
åäŸã®é ãç§ã¯ãã€ãéåžžã«å¥œå¥å¿æºçã§ãç©äºãã©ã®ããã«æ©èœããããçè§£ããããšã«èå³ãæã£ãŠããŸããã ãã®ãããç§ã¯é«æ ¡ã§ç§åŠãªã©ã®ç§ç®ã«æ¹ãããããã«ãªããŸããããå®éã®åé¡ã«å¯ŸåŠããäžçã«ãã©ã¹ã®åœ±é¿ãäžãããœãªã¥ãŒã·ã§ã³ãèšèšããã³æ§ç¯ããã®ããšã³ãžãã¢ã§ããããšã«ããã«æ°ã¥ããŸããã
å€§åŠæä»£ãç§ã¯å·¥åŠã®åŠäœããç©çåŠãæ°åŠã®åºç€ãè¶ ããŠãå°±è·åžå Žã§ããŸããŸãªãã£ãªã¢ã«å¿çšã§ããä»ã®éèŠãªã¹ãã«ã®éçºã«éç¹ã眮ããŠããããšã«ãæè¬ããŸããã ãšã³ãžãã¢ã¯ã匷åãªåæçæèãšéèŠãªåé¡è§£æ±ºã¹ãã«ãç¿åŸããã ãã§ãªããåµé çãªã³ã³ã»ããããã·ã¹ãã èšèšãæçµè£œåã«è³ããŸã§ãã¢ã€ãã¢ãå®çŸããããã«å¿ èŠãªå šäœåã®èãæ¹ãšè©³çްæåã®ã¢ãããŒãã®éã§ç§»è¡ããèœåãç¿åŸããŸãã
ASML ã®ãšã³ãžãã¢ãªã³ã°æ åœã·ã㢠ãã£ã¬ã¯ã¿ãŒã«å°±ä»»ãããŸã§ã®çµç·¯ãæããŠããã ããŸãã?
2014 幎ã«ãã·ãªã³ã³ ãããã®èšèšãšè£œé ãè¡ãç±³åœã®åå°äœäŒæ¥ GlobalFoundries ãã ASML ã«å ¥ç€ŸããŸããã ASML ã·ãªã³ã³ãã¬ãŒã®å 端æè¡éçºããŒã ã®ã¡ã³ããŒãšããŠãç§ã¯ãã¿ãŒã³è§£å床ã®åäžãªã©ããããã®è£œé ããã»ã¹ãæ¹åããããã«äœ¿çšããããªãœã°ã©ãã£ãŒæè¡ã®è©äŸ¡ãšãããã¿ã€ãã³ã°ã«çŠç¹ãåœãŠãããã€ãã®ç ç©¶ãããžã§ã¯ããäž»å°ããŸããã
åãæéããããŠãæ©æ¢°åŠç¿ã«ç¹åããæè¡ããŒã ãæ§ç¯ããŸãããç§ãã¡ã¯ããã£ãŒãã©ãŒãã³ã°ãããã€ãã®éèŠãªã¢ããªã±ãŒã·ã§ã³ã«é©çšããå®çŸå¯èœæ§ãå®èšŒãããããæ°ãã補åãã¡ããªãŒã®éçºã«ã€ãªãããŸããããŸãã倧æããã補é äŒç€Ÿãšã®ç·å¯ãªé£æºãäž»å°ãã倧éçç£å·¥å Ž (ãããã補é ãããå·¥å Ž) å ã§ã®ããŒã¿ ãµã€ãšã³ã¹ ã¢ããªã±ãŒã·ã§ã³ãæ¢çŽ¢ããŸãããããã«ãããASML ã«ããã€ãã®æ°ããªä»å 䟡å€ã®æ©äŒãçãŸããŸããã 2019 å¹Žã®ææ°ã®æé²ä»¥æ¥ãç§ã¯ããŒã¿ ãµã€ãšã³ã¹æè¡ãããåºç¯ãªé¡§å®¢åžå Žã«æ¡å€§ãç¶ããŠããŸãã
ASML ã¯ããªãœã°ã©ãã£ãŒãéããŠã·ãªã³ã³äžã«ãã¿ãŒã³ã倧éçç£ããããã«å¿ èŠãªãã®ãã¹ãŠ (ããŒããŠã§ã¢ããœãããŠã§ã¢ããµãŒãã¹) ããããã¡ãŒã«ãŒã«æäŸãããåå°äœæ¥çã®ã€ãããŒã·ã§ã³ ãªãŒããŒã§ãã ã³ã³ãã¥ãŒã¿ãŒãããã®èšèšã«é¢ããŠãªãœã°ã©ãã£ãŒãäœã§ããããç°¡åã«èŠçŽã§ããŸãã??
ASML ãè¡ãäœæ¥ã¯ããããããã匷åãããå®äŸ¡ããããšãã«ã®ãŒå¹çã«åªãããããŠããã¿ã¹ãªãã®ã«ããããã®éèŠãªèŠçŽ ã§ãã ããã¯ãæ¬è³ªçã«ã¯æåœ±ã·ã¹ãã ã§ãããªãœã°ã©ã㣠ã·ã¹ãã ããå§ãŸããŸãããã®ã·ã¹ãã ã¯ã玫å€ç·ã䜿çšããŠã·ãªã³ã³ã®èãã¹ã©ã€ã¹äžã«äœååãã®å°ããªæ§é ãäœæããŸãã
å ã¯ãå°å·ããããã¿ãŒã³ã®éåç (ãã¬ãã¯ã«ããŸãã¯ããã¹ã¯ããšåŒã°ããŸã) ã«æåœ±ãããŸãã å åŠç³»ã¯ãæå æ§ååŠç©è³ªã§äºåã«ã³ãŒãã£ã³ã°ãããã·ãªã³ã³ ãŠã§ãŒãäžã«ãã¿ãŒã³ã®çŠç¹ãåãããŸãã æªé²å éšåããšããã³ã°ã§é€å»ãããšãç«äœçãªãã¿ãŒã³ãçŸããŸãã ãã®ããã»ã¹ã¯ã枬å®ãšé²å ã䞊è¡ããŠè¡ãã¹ããã ã¢ã³ã ã¹ãã£ã³ ã·ã¹ãã ã§äœåºŠãç¹°ãè¿ãããŸãã
ãããã®ãããã¯ããŠã§ãŒãã®ããã«èãå±€äžã«äœååãã®å°ããªæ¥ç¶ãåããåè·¯ã®å€å±€ãéœåžãã«çžåœãããã®ã圢æããŸãã ãããã®æ§é ãäžç·ã«ãªã£ãŠéç©åè·¯ãã€ãŸãããããæ§æããŸãã ãããã¡ãŒã«ãŒããããäžã«è©°ã蟌ããæ§é ãå¢ããã»ã©ããããã¯ããé«éãã€åŒ·åã«ãªããŸãã
ASML ã«ã¯ XNUMX ã€ã®äž»ãªã¿ã€ãã®ãªãœã°ã©ã㣠ã·ã¹ãã ããããŸãã ãŸããEUVãªãœã°ã©ãã£ãŒã·ã¹ãã ãšã¯äœãªã®ãã«ã€ããŠèª¬æããŠããã ããŸããïŒ
EUV ã¯ããªãœã°ã©ãã£ãŒã®é²æ©ã«ãããåæä»¥æ¥ã®æå€§ã®ã¹ãããã§ãã EUVå ã®åä»ãªç¹ã¯ãEUVå ã¯ç©ºæ°ãå«ããããããã®ã«åžåãããŠããŸãããšã§ãã çæããã®ãé£ããããšã§ãç¥ãããŠããŸãã
EUV ãªãœã°ã©ã㣠ã·ã¹ãã ã«ã¯å€§ããªé«ç空ãã£ã³ããŒãããããã®äžã§å ã¯ãŠã§ããŒäžã«å°éãããŸã§ååã«é ããŸã§å°éã§ããŸãã å ã¯äžé£ã®è¶ åå°ãã©ãŒã«ãã£ãŠå°ãããŸãã EUV ã·ã¹ãã ã¯ãé«ãšãã«ã®ãŒ ã¬ãŒã¶ãŒã䜿çšããŸãããã®ã¬ãŒã¶ãŒã¯ã溶èé«ã®åŸ®çŽ°ãªæ¶²æ»Ž (50,000 ç§ããã XNUMX åç§»åããŸã) ã«ç¹ç«ããããããã©ãºãã«ã㊠EUV å ãæŸå°ããéå ããŠããŒã ã«ããŸãã
DUVãªãœã°ã©ãã£ãŒã·ã¹ãã ãšEUVãªãœã°ã©ãã£ãŒã·ã¹ãã ã®éãã«ã€ããŠèª¬æããŠããã ããŸãã?
åœç€Ÿã® DUV ãªãœã°ã©ã㣠ã·ã¹ãã ã¯ãå¹ åºãåå°äœããŒãããã³ãã¯ãããžã®è£œé ã«äœ¿çšãããæ¥çã®äž»å補åã§ãã EUV ã¯ãæé ãªäŸ¡æ Œã®ã¹ã±ãŒãªã³ã°ãæšé²ããããã«ãæå 端ã®ããŒãããã³éèŠãªã¬ã€ã€ãŒã§ DUV ã·ã¹ãã ãšäžŠè¡ããŠäœ¿çšãããŸãã
ASML ã®æ¬åœã«å°è±¡çãªåŽé¢ã® 5500 ã€ã¯ãå瀟ããã¯ã©ã·ãã¯ãPAS XNUMX ã TWINSCAN ãªãœã°ã©ã㣠ã·ã¹ãã ãªã©ã®å€ãã·ã¹ãã ãã©ã®ããã«æ¹ä¿®ããŠãããã§ãã çŸåšãäœã®ããã«æ¹ä¿®ãããŠããã®ã§ããããïŒ
ã ãŒã¢ã®æ³åãšã¢ã¢ã»ã¶ã³ã»ã ãŒã¢ã®äž¡æ¹ã«ãããåœç€Ÿã®è²»çšå¯Ÿå¹æã®é«ããœãªã¥ãŒã·ã§ã³ã«å¯ŸããéèŠãé«ãŸã£ãŠãããæ°èšã® TWINSCAN 浞挬ã·ã¹ãã ããã³ä¹ŸåŒã·ã¹ãã ããªãã³ã«æ¹ä¿®æžã¿ã® PAS 5500 ããã³ TWINSCAN ã¹ããããŒããã³ã¹ãã£ãã®äž¡æ¹ã®å£²äžãå¢å ããŠããŸãã
ASML ã䜿çšã§ããçŸåšã®ããã¡ãŒãã«æ³¢é·ã¯äœã§ãã?
ASML ã®æãå é²ç㪠EUV ãªãœã°ã©ã㣠ã·ã¹ãã ã¯ã13.5 nm ã®æ³¢é·ã® EUV å ãæäŸããŸãã
ã ãŒã¢ã®æ³åã¯æ°å幎ã«ãããäžè²«ããŠããŸãããã ãŒã¢ã®æ³åã¯çµããã«è¿ã¥ããŠãããšæããŸããããããšãããã«å»¶é·ãããå¯èœæ§ããããšæããŸãã?
ã ãŒã¢ã®æ³åã®æ¡åŒµã¯ãŸããŸãå°é£ã«ãªããã³ã¹ãããããããã«ãªã£ãŠããŠããŸãããæ»ãã ããã§ã¯ãããŸããã ç§ãã¡ã¯ãäžéšã®äººãä¿¡ããŠããã»ã©ç©çåŠã®åºæ¬çãªéçã«è¿ã¥ããŠããŸããã æ¬¡äžä»£ã®ãããèšèšã«ã¯ãããçããææãæ°ããããã±ãŒãžã³ã°æè¡ãããè€é㪠3D èšèšãå«ãŸããããšã«ãªããŸãã ãããã®æ°ããèšèšã¯ãé«åºŠãªäººå·¥ç¥èœã 5G ã«ããé«éæ¥ç¶ãªã©ã®æ¬¡ã®å€§ããªã€ãããŒã·ã§ã³ã®æ³¢ãå¯èœã«ããã ãã§ãªããç§ãã¡ããŸã æãã€ããŠããªãæ¶è²»è åã補åãçã¿åºãã§ãããã
ç§ã¯å人çã« ASML ã®ã¢ããªã±ãŒã·ã§ã³ ããžãã¹ã§åããŠããããããã¡ãŒã«ãŒãã·ãªã³ã³äžã§ããå°ããªãã¿ãŒã³ã倧éçç£ããããã«äœ¿çšããããŒããŠã§ã¢ã®ããã©ãŒãã³ã¹æ©èœãæ¡åŒµãããœãããŠã§ã¢ ãœãªã¥ãŒã·ã§ã³ã®éçºã«éç¹ã眮ããŠããŸãã åœç€ŸãéçºãããœãããŠã§ã¢ããªããã°ãåœç€Ÿã®ãªãœã°ã©ã㣠ã·ã¹ãã ã§ãŸããŸãå°ããªå¯žæ³ã®ãããã補é ããããšã¯äžå¯èœã§ãã
åœç€Ÿã®ãšã³ãžã㢠ããŒã ã¯ããã¿ãŒãã³ã° ããã»ã¹ã«åœ±é¿ãäžããç©çç广ã®çè§£ãšã¢ãã«åã«åžžã«åãçµãã§ããŸããããã«ãããèšèšãã¿ãŒã³ãã·ãªã³ã³ ãŠã§ãŒãäžã«ã©ã®ããã«ããªã³ããããããäºæž¬ãããã®åœ¢ç¶ãæé©åããŠåžæã®ã€ã¡ãŒãžãçæã§ããããã«ãªããŸãã
ããã¯å埩çã§èšç®éã®å€ãããã»ã¹ã§ãããå€§èŠæš¡ãªåæ£å髿§èœã³ã³ãã¥ãŒãã£ã³ã° ã¢ãŒããã¯ãã£ãå¹ççãã€æ£ç¢ºã«å©çšããå¿ èŠããããŸãã 仿¥ã®é«åºŠãªãããã«ã¯æ°åååã®ãã©ã³ãžã¹ã¿ãæèŒãããŠãããããã¯ãäœååãã®ãã¿ãŒã³ã®ã€ã¡ãŒãžã³ã°ãã·ãã¥ã¬ãŒã·ã§ã³ããŠæé©åããå¿ èŠãããããšãæå³ããŸãã ããã 24 æé以å ã«æ¥µããŠé«ã粟床ã§éæããã«ã¯ã粟床ãšå®è¡æéã®èгç¹ããã¢ãã«ã®ããã©ãŒãã³ã¹ãåäžãç¶ããè³¢ãæ¹æ³ãèŠã€ããå¿ èŠããããŸãã
ã ãŒã¢ã®æ³åãæ¡åŒµããããã«ãããã®ãããã®ã¬ã€ã¢ãŠãã¯ããè€éã«ãªããããæ©æ¢°åŠç¿ã¯ã·ãã¥ã¬ãŒã·ã§ã³ãšè£œé ããã»ã¹ã®éèŠãªéšåãåçã«é«éåã§ããŸãã ASML ã·ãªã³ã³ãã¬ãŒã®ããŒã å ã§ã¯ãããŒã¿ ãµã€ãšã³ãã£ã¹ãããç©çã¢ãã«ã§ã¯æªç¥ã®è€éãªç©çãçè§£ããã®ã«åœ¹ç«ã€æ°ãããã¥ãŒã©ã« ãããã¯ãŒã¯ãèšèšãããã®ãã¥ãŒã©ã« ãããã¯ãŒã¯ã䜿çšããŠç©çã¢ããªã³ã° ã¢ãããŒãã匷åããæ¹æ³ãç ç©¶ããŠããŸãã
å³å¯ãªç©çã¢ãã«ã𿩿¢°åŠç¿ã¢ãã«ã®éçºã«äœ¿çšãããæ¹æ³è«ã¯éåžžã«äŒŒãŠããŸãã ã©ã¡ããäºæž¬ã圢äœãããã«å€ãã®å®éšçµæãšããŒã¿ãå¿ èŠã§ãããæ©æ¢°åŠç¿ã¯ç²ŸåºŠãåäžãããªãããæéãšåŽåãå€§å¹ ã«ç¯çŽããŸãã ãŸãã補é ç°å¢ã§çæããã倧éã®ããŒã¿ãããå®å šã«æŽ»çšããŠãããã»ã¹å¶åŸ¡ã匷åããæ©äŒãæäŸããŸãã
ããã¯ãæ¥çå šäœã«ãããããåºç¯ãªããŒãã説æããããã®ã»ãã®äžäŸã«ãããŸãããã ãŒã¢ã®æ³åãæ¡åŒµãããšãã䜿åœã垯ã³ãæè¡è ãååšããéããæ°ãã驿°çãªãœãªã¥ãŒã·ã§ã³ã¯ãããŸããŸãªåµé çãªææ®µãéããŠã¹ã±ãŒãªã³ã°ã®åé¡ã«å¯ŸåŠããããšã«ãªããŸãã
ASML ã«ã€ããŠä»ã«å ±æãããããšã¯ãããŸãã?
ã·ãªã³ã³ãã¬ãŒã® ASML ã¯ãç©çã¢ããªã³ã°ãšæ°å€ã¢ã«ãŽãªãºã ã«ãããç¬èªã®å°éç¥èãæŽ»çšããŠãã ãŒã¢ã®æ³åã®æ¡åŒµã«ç¹åããé«åºŠã«å°éåããããœãããŠã§ã¢å€§æãæ¡çšããŠããŸãã
ããã«ãããç§ãã¡ã¯äŒç€Ÿã«ãšã£ãŠæ¬¡ã®ãããªéèŠãªè²¬åã«éç¹ã眮ãããšã«ãªããŸãã
- å¢å€§ãç¶ããèšç®èœåãæŽ»çšããŠãã ãŒã¢ã®æ³åãæ¡åŒµãããªãœã°ã©ãã£ãŒããã»ã¹ã®ã·ãã¥ã¬ãŒã·ã§ã³ã«éç¹ã眮ããæ©æ¢°åŠç¿ã¢ããªã±ãŒã·ã§ã³ãããã«é²åãããŸãã
- åœç€Ÿã®èšç®èœåãšèšæž¬èœåãçµ±åããŠã¢ãã«ã®ç²ŸåºŠãããã«åäžããããšãšãã«ã倧éã®é«å質ã®ç»åããŒã¿ãçæããŠæå¹æŽ»çšããŠãã¿ãŒãã³ã°æé©åæè¡ãåäžãããŸãã
- ã ãŒã¢ã®æ³åã®ç¶ç¶ããµããŒãããããã«ã次äžä»£ EUV ãªãœã°ã©ã㣠ããŒããããåãã®èšç®ãœãªã¥ãŒã·ã§ã³ããµããŒãããã³æ¡åŒµããŸãã
ãããã¯ç°ãªã補åããŒããããã§ããããããã¡ãŒã«ãŒã®ç©æ¥µçãªæ¡åŒµåªåãããã«ç¶æããã«ã¯ãããããã®äžŠè¡ãã¹ãéèŠã§ãã ãããŠãæ©æ¢°åŠç¿ã¯ãããããã®ãã¹ã§äœ¿çšãããå®çŸãã¯ãããžãŒã§ãã åœç€Ÿã®ã€ãããŒã·ã§ã³ã¯ãæ¶è²»è åããã¯ãããžãŒæ¥çå šäœãåé²ãããã ãã§ãªãããŸããŸãå¢å€§ããèšç®èœåãç²åŸããããšã§ãåœç€Ÿè£œåå ã§ããããªãã€ãããŒã·ã§ã³ãæšé²ããŸãã
ãã¹ãŠã®è³ªåã«ãçãããã ãããããšãããããŸãã ããã«è©³ããç¥ãããèªè ã¯ã次ã®ãµã€ãã«ã¢ã¯ã»ã¹ããŠãã ããã ASML ã·ãªã³ã³ãã¬ãŒ