行业观察

文 |半导体产业纵横半导体硅片作为芯片制造的核心基底材料，处于半导体产业链最上游，具有技术壁垒高、资本投入大、行业周期性强的显著特征，其产业景气度是全球半导体行业周期的"晴雨表"。2026年第一季度，国产硅片领域上市公司陆续发布财报，在AI算力投资持续扩张、存储芯片供不应求的下游回暖背景下，行业却呈现出"量增价跌、利薄亏多"的复杂态势。近期，国产硅片领域的上市公司陆续发布了2026年第一季度财报。

图片来源@unsplash一家云计算厂商是否选择自研芯片，还是底第三方的产品技术，可以从产业链分工的角度去思考这个问题。企业越靠近上游，越需要特别大的规模效应，对技术的整合能力、需求的共性把握要求会更高，例如做GPU的英伟达、CPU的英特尔，就是处于上游位置，云计算厂商一般是很难撬动这样的市场。但如果这个领域发生变化，就可能产生新的机会，这个机会能够让云计算厂商在竞争中产生一些阶段性的优势，或者对

As AI use expands, communities are increasingly questioning the costs of the infrastructure behind it.gettyAmericans are increasingly rejecting the physical footprint of the digital economy. New polli

Hyguane signature ceremony in the Jupiter Room at Europe’s Spaceport in French Guiana Hyguane – a portmanteau of the French words for hydrogen, French Guiana and the local Iguanas – is an ambitious pr

Intuitive Machines, a space technology, infrastructure and services leader, is now the prime contractor for operations of the Lunar Reconnaissance Orbiter Camera (“LROC”), a key instrument aboard NASA

NVIDIA researchers have released Nemotron-Labs-Diffusion, a language model family that unifies three decoding modes in one architecture. The model supports autoregressive (AR) decoding, diffusion-base

Simultaneous interpretation is one of the harder problems in applied AI. You’re asking a model to translate speech before the speaker has finished a sentence. Every extra second of delay breaks the il

Modern SOCs have an abundance of security data. The problem is turning that data into action.A suspicious login might be a compromised account, or a legitimate employee logging in from a new location.

AI code generators have done something that years of DevOps tooling never quite managed: they’ve made it possible to ship features in days that used to take weeks. The problem is that speed applies eq

The current divide, splitting the workforce in two, and what a new WRITER report reveals about the opportunities it’s paving for a selective group.Two engineers sit on the same team. Same titles, same

Sean Roche, Senior Director of Product Marketing and Value Engineering at Obsidian Security, leads cross-functional initiatives focused on SaaS security, AI security, and go-to-market strategy. He has

The Protection through Online Participation (PoP) Principles provide global guidance to strengthen online reporting and support systems for children. Developed by ITU and the Office of the Special Rep

在上一篇2026年中国静电卡盘产业分布地图，我们已经初步了解了国内静电卡盘相关企业的分布情况。 据艾邦不完全统计，国内静电卡盘相关布局企业有35家（欢迎留言补充），主要分布在华东地区，目前国内企业通过自研或引进国外技术在静电卡盘领域已经取得了一定的技术突破，部分型号产品已经实现送样验证或小批量供货。新增布局企业包括半导体设备零部件厂商如先锋精科、江丰电子、鼎龙股份等以及陶瓷厂商如中瓷电子、新纳科技

前篇为大家介绍了国内的静电卡盘厂商（35家国内静电卡盘相关企业名单），由于静电卡盘技术壁垒高，国内静电卡盘起步较晚，整体技术开发能力方面还落后于国际最领先水平。目前陶瓷静电卡盘行业主要由日韩厂商主导，掌握着成熟的技术，产品种类齐全，应用制程范围广，参数选择丰富，应用领域广阔；此外，国外厂商加速扩张产能，日本特殊陶业（子公司NTK CERATEC）、TOTO 、住友大阪水泥、MiCo等均有扩产计划。

静电吸盘（Electrostatic Chuck，简称 ESC 或 E-Chuck），也称静电吸盘、静电夹盘，是一种利用静电吸附原理夹持固定被吸附物的夹具，适用于真空及等离子体环境，主要作用是吸附超洁净薄片（如硅片），并使吸附物保持较好的平坦度，可以抑制吸附物在工艺中的变形，还能够调节吸附物的温度。静电卡盘广泛应用于半导体核心制程中，是离子注入、刻蚀、气相沉积等关键制程的核心零部件之一。 图 静电