vf/vf_react
4
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

update pay ui

Browse Source
This commit is contained in:
zzlgreat
2025-12-05 13:29:18 +08:00
parent 20994cfb13
commit 48d9c76c5e
1008 changed files with 417880 additions and 486974 deletions
Download Patch File Download Diff File Expand all files Collapse all files

875
public/htmls/GAA晶体管.html
View File

@@ -1,478 +1,461 @@
<!DOCTYPE html>
<html lang="zh-CN">
<html lang="zh-CN" data-theme="night">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>GAA晶体管概念分析 - 半导体先进制程技术</title>
<link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/css/bootstrap.min.css" rel="stylesheet">
<link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/bootstrap-icons@1.10.0/font/bootstrap-icons.css">
<title>GAA晶体管深度行研报告 | 价小前投研</title>
<!-- Tailwind CSS & DaisyUI -->
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.12.2/dist/full.min.css" rel="stylesheet" type="text/css" />
<script src="https://cdn.tailwindcss.com"></script>
<!-- Alpine.js -->
<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
<!-- ECharts -->
<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
<!-- Google Fonts -->
<link rel="preconnect" href="https://fonts.googleapis.com">
<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&family=Orbitron:wght@400;700&display=swap" rel="stylesheet">
<style>
:root {
--primary-color: #1e3a8a;
--secondary-color: #3b82f6;
--accent-color: #60a5fa;
--light-bg: #f0f9ff;
--dark-text: #1e293b;
--glow-color-1: rgba(0, 225, 255, 0.3); /* Cyan */
--glow-color-2: rgba(138, 43, 226, 0.3); /* BlueViolet */
--glow-color-3: rgba(255, 0, 150, 0.2); /* Magenta */
}
body {
font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif;
color: var(--dark-text);
background-color: #f8fafc;
}
.hero-section {
background: linear-gradient(135deg, var(--primary-color) 0%, var(--secondary-color) 100%);
color: white;
padding: 4rem 0;
font-family: 'Inter', sans-serif;
background-color: #000010;
color: #E0E0E0;
overflow-x: hidden;
position: relative;
overflow: hidden;
}
.orbitron {
font-family: 'Orbitron', sans-serif;
}
.glass-card {
background: rgba(12, 16, 44, 0.6);
backdrop-filter: blur(16px);
-webkit-backdrop-filter: blur(16px);
border: 1px solid rgba(255, 255, 255, 0.1);
border-radius: 2rem; /* Extreme rounded corners */
transition: all 0.3s ease;
}
.glass-card:hover {
background: rgba(12, 16, 44, 0.7);
border: 1px solid rgba(0, 225, 255, 0.3);
box-shadow: 0 0 20px rgba(0, 225, 255, 0.2);
}
.hero-section::before {
content: "";
position: absolute;
.glow-bg {
position: fixed;
top: 0;
left: 0;
right: 0;
bottom: 0;
background: url('data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 1440 320"><path fill="%23ffffff10" fill-opacity="1" d="M0,96L48,112C96,128,192,160,288,160C384,160,480,128,576,122.7C672,117,768,139,864,154.7C960,171,1056,181,1152,165.3C1248,149,1344,107,1392,85.3L1440,64L1440,320L1392,320C1344,320,1248,320,1152,320C1056,320,960,320,864,320C768,320,672,320,576,320C480,320,384,320,288,320C192,320,96,320,48,320L0,320Z"></path></svg>') no-repeat bottom;
background-size: cover;
}
.card {
border: none;
border-radius: 12px;
box-shadow: 0 4px 6px rgba(0, 0, 0, 0.05);
transition: transform 0.3s ease, box-shadow 0.3s ease;
height: 100%;
}
.card:hover {
transform: translateY(-5px);
box-shadow: 0 12px 20px rgba(0, 0, 0, 0.1);
}
.tech-badge {
background-color: var(--light-bg);
color: var(--primary-color);
padding: 0.25rem 0.75rem;
border-radius: 20px;
font-size: 0.875rem;
font-weight: 500;
display: inline-block;
margin: 0.25rem;
}
.stock-table {
background-color: white;
border-radius: 12px;
width: 100vw;
height: 100vh;
z-index: -1;
overflow: hidden;
box-shadow: 0 4px 6px rgba(0, 0, 0, 0.05);
}
.stock-table thead {
background-color: var(--primary-color);
color: white;
}
.stock-table th {
font-weight: 600;
padding: 1rem;
border: none;
}
.stock-table td {
padding: 1rem;
vertical-align: middle;
border-color: #e2e8f0;
}
.direct-related {
background-color: rgba(34, 197, 94, 0.1);
}
.supply-chain {
background-color: rgba(59, 130, 246, 0.1);
}
.section-title {
position: relative;
padding-bottom: 1rem;
margin-bottom: 2rem;
}
.section-title::after {
content: "";
.glow-blob {
position: absolute;
bottom: 0;
left: 0;
width: 60px;
height: 4px;
background-color: var(--secondary-color);
border-radius: 2px;
}
.icon-box {
width: 60px;
height: 60px;
border-radius: 12px;
background-color: var(--light-bg);
display: flex;
align-items: center;
justify-content: center;
margin-bottom: 1rem;
}
.icon-box i {
font-size: 1.5rem;
color: var(--secondary-color);
}
.timeline {
position: relative;
padding-left: 2rem;
}
.timeline::before {
content: "";
position: absolute;
left: 0;
top: 0;
height: 100%;
width: 2px;
background-color: var(--accent-color);
}
.timeline-item {
position: relative;
padding-bottom: 2rem;
}
.timeline-item::before {
content: "";
position: absolute;
left: -2.5rem;
top: 0.5rem;
width: 12px;
height: 12px;
border-radius: 50%;
background-color: var(--secondary-color);
border: 3px solid white;
box-shadow: 0 0 0 3px var(--light-bg);
filter: blur(100px);
opacity: 0.7;
}
.blob-1 {
width: 500px;
height: 500px;
background: var(--glow-color-1);
top: -150px;
left: -150px;
animation: moveBlob1 25s infinite alternate;
}
.blob-2 {
width: 600px;
height: 600px;
background: var(--glow-color-2);
bottom: -200px;
right: -200px;
animation: moveBlob2 30s infinite alternate;
}
@media (max-width: 768px) {
.hero-section {
padding: 2rem 0;
}
.stock-table {
font-size: 0.875rem;
}
.stock-table th, .stock-table td {
padding: 0.5rem;
.blob-3 {
width: 400px;
height: 400px;
background: var(--glow-color-3);
top: 50%;
left: 50%;
transform: translate(-50%, -50%);
animation: moveBlob3 20s infinite alternate;
}
@keyframes moveBlob1 {
from { transform: translate(0, 0) scale(1); }
to { transform: translate(20vw, 30vh) scale(1.2); }
}
@keyframes moveBlob2 {
from { transform: translate(0, 0) scale(1); }
to { transform: translate(-30vw, -20vh) scale(0.8); }
}
@keyframes moveBlob3 {
from { transform: rotate(0deg) scale(1); }
to { transform: rotate(180deg) scale(1.3); }
}
.bento-grid {
display: grid;
gap: 1.5rem;
grid-template-columns: repeat(12, 1fr);
grid-auto-rows: minmax(100px, auto);
}
/* Grid item spans */
.grid-col-span-12 { grid-column: span 12; }
.grid-col-span-8 { grid-column: span 8; }
.grid-col-span-7 { grid-column: span 7; }
.grid-col-span-6 { grid-column: span 6; }
.grid-col-span-5 { grid-column: span 5; }
.grid-col-span-4 { grid-column: span 4; }
@media (max-width: 1024px) {
.grid-col-span-12, .grid-col-span-8, .grid-col-span-7, .grid-col-span-6, .grid-col-span-5, .grid-col-span-4 {
grid-column: span 12;
}
}
.card-title-accent {
color: #22d3ee; /* Cyan */
font-weight: 600;
}
.table th, .table td {
border-color: rgba(255, 255, 255, 0.1) !important;
background-color: transparent !important;
}
.table th {
color: #9ca3af;
}
.table tr:hover td {
background-color: rgba(0, 225, 255, 0.05) !important;
}
</style>
</head>
<body>
<!-- Hero Section -->
<section class="hero-section">
<div class="container position-relative">
<div class="row align-items-center">
<div class="col-lg-8">
<h1 class="display-4 fw-bold mb-3">GAA晶体管技术</h1>
<p class="lead mb-4">下一代半导体先进制程核心技术，引领芯片性能突破</p>
<div class="d-flex flex-wrap gap-2">
<span class="tech-badge"><i class="bi bi-cpu"></i> 3nm及以下工艺</span>
<span class="tech-badge"><i class="bi bi-lightning"></i> 高性能计算</span>
<span class="tech-badge"><i class="bi bi-phone"></i> 移动设备</span>
<span class="tech-badge"><i class="bi bi-graph-up"></i> AI加速</span>
</div>
</div>
<div class="col-lg-4 text-lg-end mt-4 mt-lg-0">
<div class="d-flex justify-content-lg-end justify-content-start gap-4">
<div class="text-center">
<h2 class="fw-bold">3nm</h2>
<p class="mb-0">工艺节点</p>
</div>
<div class="text-center">
<h2 class="fw-bold">30%+</h2>
<p class="mb-0">性能提升</p>
</div>
<div class="text-center">
<h2 class="fw-bold">50%+</h2>
<p class="mb-0">能效优化</p>
</div>
</div>
</div>
</div>
</div>
</section>
<!-- Main Content -->
<div class="container my-5">
<!-- Insight Section -->
<section class="mb-5">
<h2 class="section-title">技术概念与产业意义</h2>
<div class="row">
<div class="col-md-4 mb-4">
<div class="card h-100">
<div class="card-body">
<div class="icon-box">
<i class="bi bi-cpu"></i>
</div>
<h5 class="card-title">技术原理</h5>
<p class="card-text">GAA（Gate-All-Around）晶体管是一种新型晶体管结构，通过将栅极环绕在沟道周围，实现对电流的更精确控制，突破传统FinFET技术的物理极限。</p>
</div>
</div>
</div>
<div class="col-md-4 mb-4">
<div class="card h-100">
<div class="card-body">
<div class="icon-box">
<i class="bi bi-lightning-charge"></i>
</div>
<h5 class="card-title">性能优势</h5>
<p class="card-text">相比FinFET，GAA晶体管可提供更高的驱动电流、更低的漏电流和更好的静电控制，使芯片在同等功耗下性能提升30%以上，或在同等性能下功耗降低50%以上。</p>
</div>
</div>
</div>
<div class="col-md-4 mb-4">
<div class="card h-100">
<div class="card-body">
<div class="icon-box">
<i class="bi bi-graph-up-arrow"></i>
</div>
<h5 class="card-title">产业影响</h5>
<p class="card-text">GAA技术是3nm及以下工艺节点的关键，将推动半导体设备、材料、设计工具等全产业链升级，为AI、高性能计算、移动设备等领域提供更强算力支持。</p>
</div>
</div>
</div>
</div>
</section>
<!-- Stock Table Section -->
<section class="mb-5">
<h2 class="section-title">GAA晶体管概念股全景</h2>
<div class="table-responsive">
<table class="table table-hover stock-table">
<thead>
<tr>
<th>股票名称</th>
<th>分类</th>
<th>行业/设备</th>
<th>技术特点/应用</th>
<th>消息来源</th>
</tr>
</thead>
<tbody>
<tr class="direct-related">
<td><strong>柏诚股份</strong></td>
<td><span class="badge bg-success">直接相关</span></td>
<td>洁净室设备供应商</td>
<td>GAA促使半导体企业产线改造及技术升级，进而带动洁净室行业需求持续增长。公司是GAA晶体管洁净室设备供应商，受益于先进制程扩产</td>
<td>公告</td>
</tr>
<tr class="direct-related">
<td><strong>概伦电子</strong></td>
<td><span class="badge bg-success">直接相关</span></td>
<td>EDA工具供应商</td>
<td>支持7nm/5nm/3nm等先进工艺节点，GAAFET结构用于3nm及以下先进工艺制程的芯片研发设计</td>
<td>投资者活动记录表</td>
</tr>
<tr class="direct-related">
<td><strong>国林科技</strong></td>
<td><span class="badge bg-success">直接相关</span></td>
<td>薄膜沉积和臭氧清洗设备供应商</td>
<td>设备可应用于GAA工艺，子公司国林半导体营业收入占公司主营业务收入比重较小</td>
<td>互动</td>
</tr>
<tr class="direct-related">
<td><strong>中科飞测</strong></td>
<td><span class="badge bg-success">直接相关</span></td>
<td>先进制程明场纳米图形晶圆缺陷检测设备</td>
<td>REDWOOD-900检测精度达10nm级，适配FinFET、GAA等先进晶体管结构，2023年4月28日宣布设备再次出货头部客户</td>
<td>公开资料</td>
</tr>
<tr class="supply-chain">
<td><strong>新莱应材</strong></td>
<td><span class="badge bg-primary">产业链配套</span></td>
<td>真空半导体封装技术</td>
<td>涉及GAA工艺，半导体真空系统和气体系统服务于泛半导体设备供应商、工程公司及终端制造商</td>
<td>互动</td>
</tr>
<tr class="supply-chain">
<td><strong>微导纳米</strong></td>
<td><span class="badge bg-primary">产业链配套</span></td>
<td>ALD技术</td>
<td>高质量薄膜满足GAA环绕式栅极中薄膜沉积要求</td>
<td>互动</td>
</tr>
<tr class="supply-chain">
<td><strong>中微公司</strong></td>
<td><span class="badge bg-primary">产业链配套</span></td>
<td>Primo SSC™设备</td>
<td>支持原子层沉积（ALD）/PECVD混合模式，实现亚纳米级薄膜均匀性，开发面向2nm的介质蚀刻-PECVD协同模块，解决高选择性刻蚀挑战</td>
<td>公开资料</td>
</tr>
<tr class="supply-chain">
<td><strong>北方华创</strong></td>
<td><span class="badge bg-primary">产业链配套</span></td>
<td>PECCVD设备</td>
<td>突破28nm节点，2nm方向聚焦超低温沉积（≤350℃）及原位退火集成技术，介电薄膜厚度偏差控制在±0.5Å以内，但高深宽比覆盖能力落后国际1-2代</td>
<td>公开资料</td>
</tr>
<tr class="supply-chain">
<td><strong>拓荆科技</strong></td>
<td><span class="badge bg-primary">产业链配套</span></td>
<td>PECVD设备</td>
<td>在中芯国际28纳米生产线实现规模化应用</td>
<td>公开资料</td>
</tr>
</tbody>
</table>
</div>
</section>
<!-- Industry Chain Section -->
<section class="mb-5">
<h2 class="section-title">GAA产业链分析</h2>
<div class="row">
<div class="col-lg-6 mb-4">
<div class="card h-100">
<div class="card-body">
<h5 class="card-title mb-3"><i class="bi bi-diagram-3 text-primary me-2"></i>产业链结构</h5>
<div class="timeline">
<div class="timeline-item">
<h6>上游：材料与设备</h6>
<p>高纯度硅片、光刻胶、特种气体等材料；光刻机、刻蚀设备、薄膜沉积设备等关键设备</p>
</div>
<div class="timeline-item">
<h6>中游：晶圆制造</h6>
<p>台积电、三星、英特尔等晶圆厂负责GAA工艺研发与量产</p>
</div>
<div class="timeline-item">
<h6>下游：应用领域</h6>
<p>高性能计算、AI加速器、高端智能手机、数据中心等</p>
</div>
</div>
</div>
</div>
</div>
<div class="col-lg-6 mb-4">
<div class="card h-100">
<div class="card-body">
<h5 class="card-title mb-3"><i class="bi bi-lightbulb text-primary me-2"></i>技术挑战与机遇</h5>
<ul class="list-unstyled">
<li class="mb-3">
<i class="bi bi-check-circle-fill text-success me-2"></i>
<strong>技术挑战：</strong>纳米级精度控制、高深宽比结构制造、良率提升
</li>
<li class="mb-3">
<i class="bi bi-check-circle-fill text-success me-2"></i>
<strong>设备需求：</strong>更先进的刻蚀、沉积、检测设备，单条产线投资超50亿美元
</li>
<li class="mb-3">
<i class="bi bi-check-circle-fill text-success me-2"></i>
<strong>市场机遇：</strong>2025年GAA技术市场规模预计突破100亿美元，年复合增长率超35%
</li>
<li>
<i class="bi bi-check-circle-fill text-success me-2"></i>
<strong>国产替代：</strong>国内企业在刻蚀、沉积等设备领域加速突破，逐步实现进口替代
</li>
</ul>
</div>
</div>
</div>
</div>
</section>
<!-- Investment Outlook Section -->
<section class="mb-5">
<h2 class="section-title">投资前景展望</h2>
<div class="card">
<div class="card-body">
<div class="row">
<div class="col-md-6 mb-4 mb-md-0">
<h5 class="card-title"><i class="bi bi-graph-up text-success me-2"></i>增长驱动因素</h5>
<ul>
<li>AI、高性能计算等应用对算力需求持续增长</li>
<li>摩尔定律延续需要更先进制程技术支持</li>
<li>智能手机、数据中心等终端产品性能升级需求</li>
<li>国家政策支持半导体产业自主可控</li>
</ul>
</div>
<div class="col-md-6">
<h5 class="card-title"><i class="bi bi-exclamation-triangle text-warning me-2"></i>风险提示</h5>
<ul>
<li>技术成熟度不及预期，量产进度可能延迟</li>
<li>设备投资成本高，可能抑制晶圆厂扩产意愿</li>
<li>国际贸易环境变化可能影响供应链稳定</li>
<li>市场竞争加剧，技术迭代速度快</li>
</ul>
</div>
</div>
</div>
</div>
</section>
<body class="min-h-screen">
<div class="glow-bg">
<div class="blob-1 glow-blob"></div>
<div class="blob-2 glow-blob"></div>
<div class="blob-3 glow-blob"></div>
</div>
<!-- Footer -->
<footer class="bg-dark text-white py-4 mt-5">
<div class="container">
<div class="row">
<div class="col-md-6">
<h5>GAA晶体管技术分析</h5>
<p class="mb-0">下一代半导体先进制程核心技术洞察</p>
</div>
<div class="col-md-6 text-md-end">
<p class="mb-0">数据来源：公开资料整理 | 更新时间：2023年</p>
</div>
</div>
</div>
</footer>
<div class="container mx-auto px-4 sm:px-6 lg:px-8 py-12">
<header class="text-center mb-16">
<h1 class="orbitron text-4xl md:text-6xl font-bold tracking-widest uppercase text-transparent bg-clip-text bg-gradient-to-r from-cyan-400 via-sky-300 to-violet-400">
GAA 晶体管
</h1>
<p class="mt-2 text-xl text-slate-300">Gate-All-Around 深度行研报告</p>
<p class="mt-6 text-sm text-slate-500 max-w-2xl mx-auto">
北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现，本报告为AI合成数据，投资需谨慎。
</p>
</header>
<script src="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/js/bootstrap.bundle.min.js"></script>
<main class="bento-grid">
<!-- Insight -->
<section class="glass-card p-8 grid-col-span-12 lg:grid-col-span-7">
<h2 class="card-title-accent text-2xl mb-6">核心洞察 (Core Insight)</h2>
<div class="space-y-6 text-slate-300">
<div>
<h3 class="font-semibold text-lg text-cyan-300 mb-2">核心观点摘要</h3>
<p>GAA晶体管是延续摩尔定律、满足AI算力需求的必然技术路径，已从前沿研发全面转向产业化落地阶段。其核心驱动力源于先进制程下物理极限的倒逼，目前正引发全球晶圆厂的军备竞赛和上游设备材料环节的价值重估。对投资者而言，当前阶段确定性最高的投资机会在于直接受益于工艺变革、且市场份额高度集中的<strong>核心设备（尤其是ALD、选择性刻蚀）与材料供应商</strong>。</p>
</div>
<div>
<h3 class="font-semibold text-lg text-cyan-300 mb-2">核心逻辑与市场认知分析</h3>
<ul class="space-y-2 list-disc list-inside">
<li><strong>技术迭代的必然性与AI需求的紧迫性:</strong> 3nm以下FinFET架构遭遇漏电瓶颈，GAA通过四面环绕栅极结构实现完美电流控制，是物理规律决定的必然路径。同时，AI大模型需要更高性能、更低功耗的芯片，GAA技术（如三星2nm工艺性能提升5%，功耗效率提高8%）是满足AI算力需求的核心引擎。</li>
<li><strong>市场热度与情绪：</strong> 整体情绪高度乐观，全球晶圆厂争相发布GAA进展，上游设备商（AMAT, ASM）给出极其乐观的收入指引（AMAT市占率超50%，营收预期翻倍）。但存在结构性分歧，对国际龙头业绩兑现普遍看好，而对国内产业链则情绪复杂，既有对技术突破的振奋，也存在基本面支撑不足的风险。</li>
<li><strong>预期差分析：</strong> 市场可能高估了国内厂商“原型晶圆”的意义，而低估了在美国禁令下实现商业化量产的巨大鸿沟。同时，市场可能将国际设备龙头的业绩增长逻辑，过度投射到技术尚未完全成熟的国内厂商上，忽略了其中的业绩兑现风险和工艺复杂性的挑战。</li>
</ul>
</div>
<div>
<h3 class="font-semibold text-lg text-cyan-300 mb-2">关键催化剂与未来发展路径</h3>
<p><strong>近期催化剂:</strong> 英特尔18A量产良率数据、台积电N2风险量产与定价、美国出口管制政策的进一步细化。</p>
<p><strong>长期发展路径:</strong></p>
<ol class="list-decimal list-inside mt-2 space-y-1">
<li><strong>第一阶段 (2024-2026):</strong> 量产初期与生态构建，竞争焦点为良率提升和成本控制。</li>
<li><strong>第二阶段 (2026-2028):</strong> 技术扩散与成本优化，向1.4nm及更低节点演进，应用场景向移动端SoC渗透。</li>
<li><strong>第三阶段 (2028以后):</strong> 架构演进，下一代CFET（互补场效应晶体管）技术成为研发重点。</li>
</ol>
</div>
</div>
</section>
<!-- Timeline Chart -->
<section class="glass-card p-6 grid-col-span-12 lg:grid-col-span-5">
<h2 class="card-title-accent text-xl mb-4">关键事件时间轴</h2>
<div id="timeline-chart" style="width: 100%; height: 400px;"></div>
</section>
<!-- Global Competition -->
<section class="glass-card p-6 grid-col-span-12 lg:grid-col-span-4">
<h2 class="card-title-accent text-xl mb-4">全球GAA技术动态</h2>
<ul class="space-y-4 text-sm">
<li><strong>🇺🇸 英特尔:</strong> 18A工艺（采用GAA）已在亚利桑那州进入大规模量产，时间点领先。</li>
<li><strong>🇹🇼 台积电:</strong> N2工艺（2nm GAA）计划于2025年下半年量产，初期月产能4.5万片。</li>
<li><strong>🇰🇷 三星:</strong> 3nm/2nm GAA节点良率据称已超60%/40%，特斯拉AI6芯片将采用其2nm工艺。</li>
<li><strong>🇨🇳 中芯国际:</strong> 2025年8月首次公开展示2nm GAA晶体管原型晶圆。</li>
<li><strong>🇨🇳 华为:</strong> 2024年11月GAA技术专利获批，进入前沿技术专利竞争。</li>
<li><strong>🇯🇵 Rapidus:</strong> 启动2nm GAA晶体管原型试制，已进入电性参数测试。</li>
</ul>
</section>
<!-- Supply Chain Impact -->
<section class="glass-card p-6 grid-col-span-12 lg:grid-col-span-4">
<h2 class="card-title-accent text-xl mb-4">产业链变革与机遇</h2>
<div class="space-y-3 text-sm">
<div>
<h4 class="font-semibold text-cyan-400">核心工艺变革</h4>
<p>GAA对<strong>原子层沉积(ALD)</strong>和<strong>高选择性刻蚀</strong>提出极高要求。新增内侧墙制备和沟道释放等复杂工艺，传统干法刻蚀难以满足要求。</p>
</div>
<div>
<h4 class="font-semibold text-cyan-400">设备市场扩容</h4>
<p>应用材料(AMAT)预计GAA每10万片/月产能需额外<strong>10亿美元</strong>设备投入，自身市占率超50%，预计2025年GAA相关营收翻倍。ASM预计每10万片/月GAA产能将带来<strong>4亿美元</strong>新增设备市场。</p>
</div>
<div>
<h4 class="font-semibold text-cyan-400">配套需求增长</h4>
<p>GAA技术带来高价值量<strong>洁净室</strong>（柏城股份）、真空系统零部件（新莱应材）和<strong>计量检测设备</strong>（Onto Innovation资本支出强度提升约30%）的放量增长。</p>
</div>
</div>
</section>
<!-- Policy Impact -->
<section class="glass-card p-6 grid-col-span-12 lg:grid-col-span-4">
<h2 class="card-title-accent text-xl mb-4">政策与地缘政治风险</h2>
<div class="space-y-3 text-sm">
<div class="alert bg-red-900/30 border-red-500/50 text-red-300">
<svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" /></svg>
<div>
<h3 class="font-bold">美国出口管制升级</h3>
<div class="text-xs">2024年9月5日，美国商务部BIS将GAA FET技术的“开发”或“生产”技术列入商业管制清单，向全球任何目的地出口均需许可证，形成对华“技术封锁”。</div>
</div>
</div>
<p>管制政策直接扼制了国内厂商通过正常商业途径获取先进设备、材料和EDA工具的可能，极大地延缓了国产GAA的量产进程，是中国半导体产业面临的最大外部风险。</p>
</div>
</section>
<!-- Industry Voices -->
<section x-data="{ tab: 'roadshow' }" class="glass-card p-6 grid-col-span-12">
<h2 class="card-title-accent text-xl mb-4">产业之声：路演与研报精粹</h2>
<div class="tabs tabs-boxed bg-slate-800/50 mb-4">
<a class="tab" :class="{ 'tab-active !bg-cyan-600 !text-white': tab === 'roadshow' }" @click.prevent="tab = 'roadshow'">路演纪要</a>
<a class="tab" :class="{ 'tab-active !bg-cyan-600 !text-white': tab === 'report' }" @click.prevent="tab = 'report'">研报精粹</a>
</div>
<div x-show="tab === 'roadshow'" class="space-y-4 text-sm">
<div class="p-4 bg-slate-900/50 rounded-xl border border-slate-700">
<p class="font-semibold text-cyan-400">应用材料 (Applied Materials)</p>
<blockquote class="pl-4 border-l-2 border-cyan-500 text-slate-300 mt-1">
"GAA晶体管已进入量产阶段...每10万片晶圆产能将为Applied带来10亿美元新增市场，预计市占率超50%。预计2024年GAA相关营收超25亿美元，2025年可能翻倍。"
</blockquote>
</div>
<div class="p-4 bg-slate-900/50 rounded-xl border border-slate-700">
<p class="font-semibold text-cyan-400">ASM International</p>
<blockquote class="pl-4 border-l-2 border-cyan-500 text-slate-300 mt-1">
"GAA技术进展：客户已开始2纳米节点的量产前试点线建设...ASM在ALD市占率>55%，Epi市占率显著提升。每增加10万片/月产能，SAM增加约4亿美元。"
</blockquote>
</div>
<div class="p-4 bg-slate-900/50 rounded-xl border border-slate-700">
<p class="font-semibold text-cyan-400">Onto Innovation</p>
<blockquote class="pl-4 border-l-2 border-cyan-500 text-slate-300 mt-1">
"GAA更复杂的3D晶体管结构导致计量需求激增，Onto的OCD（光学关键尺寸计量）技术在GAA节点的资本支出强度提升约30%。"
</blockquote>
</div>
</div>
<div x-show="tab === 'report'" class="space-y-4 text-sm" style="display: none;">
<ul class="list-disc list-inside space-y-2">
<li><strong>技术演进：</strong> GAA是继FinFET之后的下一代晶体管架构，采用四面环绕栅极设计，解决了晶体管漏电流问题，改善短通道效应，支持更低电压运行。</li>
<li><strong>核心工艺：</strong> GAA制造瓶颈从“光刻分辨率”转向“材料集成与原子层堆叠”。核心依赖ALD、选择性刻蚀与接口工程，并引入钼（Mo）金属取代传统CVD钨和PVD铜。</li>
<li><strong>厂商路线图：</strong> 英特尔在Intel 20A（2024年）导入GAA (RibbonFET)，先于台积电计划在2025年量产的N2节点。台积电GAA是其2nm及以下节点的核心工艺。</li>
<li><strong>设备商受益：</strong> GAA技术将为ASM的ALD及硅外延业务带来4亿美元新增收入（基于10万片产能）。应用材料在GAA转变中晶圆制程设备份额有望达50%以上。泛林集团的挥发性刻蚀和反应式ALD/PEALD技术成为重大成长发动机。</li>
<li><strong>未来展望：</strong> 随着制程由FinFET过渡到GAA，下一代技术将是CFET（互补式FET），将nFET与pFET垂直堆叠，进一步提升集成度。</li>
</ul>
</div>
</section>
<!-- Associated Companies -->
<section class="grid-col-span-12 mt-8">
<h2 class="orbitron text-3xl font-bold text-center mb-8 text-transparent bg-clip-text bg-gradient-to-r from-sky-300 to-violet-400">产业链核心标的分析</h2>
<div class="glass-card overflow-x-auto p-6">
<table class="table table-sm">
<thead>
<tr>
<th>股票名称</th>
<th>股票代码</th>
<th>关联原因</th>
<th>标签</th>
</tr>
</thead>
<tbody>
<tr>
<td>柏诚股份</td>
<td><a href="https://valuefrontier.cn/company?scode=601133" target="_blank" class="link link-hover text-cyan-400">601133</a></td>
<td>GAA促使半导体企业产线改造及技术升级，进而带动洁净室行业需求持续增长。公司是GAA晶体管洁净室设备供应商，受益于先进制程扩产。</td>
<td><div class="badge badge-accent">直接相关</div></td>
</tr>
<tr>
<td>概伦电子</td>
<td><a href="https://valuefrontier.cn/company?scode=688206" target="_blank" class="link link-hover text-cyan-400">688206</a></td>
<td>EDA工具供应商，支持7nm/5nm/3nm等先进工艺节点。GAAFET结构目前主要用于3nm及以下先进工艺制程的芯片研发设计。</td>
<td><div class="badge badge-accent">直接相关</div></td>
</tr>
<tr>
<td>国林科技</td>
<td><a href="https://valuefrontier.cn/company?scode=300786" target="_blank" class="link link-hover text-cyan-400">300786</a></td>
<td>公司薄膜沉积和臭氧清洗设备可以应用于GAA工艺，目前子公司国林半导体营业收入占公司主营业务收入比重较小。</td>
<td><div class="badge badge-accent">直接相关</div></td>
</tr>
<tr>
<td>中科飞测</td>
<td><a href="https://valuefrontier.cn/company?scode=688361" target="_blank" class="link link-hover text-cyan-400">688361</a></td>
<td>其先进制程明场纳米图形晶圆缺陷检测设备REDWOOD-900再次出货头部客户，该设备检测精度达10nm级，适配FinFET、GAA等先进晶体管结构。</td>
<td><div class="badge badge-accent">直接相关</div></td>
</tr>
<tr>
<td>新莱应材</td>
<td><a href="https://valuefrontier.cn/company?scode=300260" target="_blank" class="link link-hover text-cyan-400">300260</a></td>
<td>真空半导体封装技术涉及GAA工艺，公司的半导体真空系统和气体系统可以服务于相关的泛半导体设备供应商、工程公司及终端制造商。</td>
<td><div class="badge badge-accent">直接相关</div></td>
</tr>
<tr>
<td>微导纳米</td>
<td><a href="https://valuefrontier.cn/company?scode=688147" target="_blank" class="link link-hover text-cyan-400">688147</a></td>
<td>ALD技术沉积出来的高质量的薄膜能够满足复杂栅极结构(GAA环绕式栅极)中薄膜沉积的要求。</td>
<td><div class="badge badge-accent">直接相关</div></td>
</tr>
<tr>
<td>中微公司</td>
<td><a href="https://valuefrontier.cn/company?scode=688012" target="_blank" class="link link-hover text-cyan-400">688012</a></td>
<td>支持ALD/PECVD混合模式，但在GAA集成验证进度滞后，正在开发面向2nm的介质蚀刻-PECVD协同模块，解决高选择性刻蚀挑战。</td>
<td><div class="badge badge-warning">产业链配套</div></td>
</tr>
<tr>
<td>北方华创</td>
<td><a href="https://valuefrontier.cn/company?scode=002371" target="_blank" class="link link-hover text-cyan-400">002371</a></td>
<td>PECVD设备已突破28nm节点，2nm方向聚焦超低温沉积，但高深宽比覆盖能力仍落后国际1-2代。</td>
<td><div class="badge badge-warning">产业链配套</div></td>
</tr>
<tr>
<td>拓荆科技</td>
<td><a href="https://valuefrontier.cn/company?scode=688072" target="_blank" class="link link-hover text-cyan-400">688072</a></td>
<td>PECVD设备方面，拓荆成功在中芯国际28纳米生产线实现规模化应用。</td>
<td><div class="badge badge-warning">产业链配套</div></td>
</tr>
</tbody>
</table>
</div>
</section>
</main>
</div>
<script>
// 添加表格行点击高亮效果
document.querySelectorAll('.stock-table tbody tr').forEach(row => {
row.addEventListener('click', function() {
// 移除其他行的高亮
document.querySelectorAll('.stock-table tbody tr').forEach(r => {
r.classList.remove('table-active');
});
// 添加当前行高亮
this.classList.add('table-active');
});
});
// ECharts Timeline Initialization
var chartDom = document.getElementById('timeline-chart');
var myChart = echarts.init(chartDom);
var option;
// 添加滚动动画效果
const observerOptions = {
root: null,
rootMargin: '0px',
threshold: 0.1
const data = [
{ name: '华为GAA专利获批', value: [new Date('2024-11-22'), 1] },
{ name: '美国升级GAA出口管制', value: [new Date('2024-09-05'), 2] },
{ name: '英特尔18A量产', value: [new Date('2024-01-01'), 3] }, // Assuming start of 2024
{ name: '台积电N2(GAA)量产(预期)', value: [new Date('2025-07-01'), 4] },
{ name: '中芯国际展示GAA原型', value: [new Date('2025-08-06'), 5] },
{ name: 'Rapidus启动GAA试制', value: [new Date('2025-01-01'), 6] }, // Assuming start of 2025
{ name: '特斯拉采用三星2nm GAA(预期)', value: [new Date('2027-01-01'), 7] },
];
option = {
tooltip: {
trigger: 'axis',
formatter: function (params) {
return params[0].data.name;
},
backgroundColor: 'rgba(12, 16, 44, 0.8)',
borderColor: 'rgba(0, 225, 255, 0.5)',
textStyle: { color: '#E0E0E0' }
},
grid: {
left: '3%',
right: '4%',
bottom: '10%',
containLabel: true
},
xAxis: {
type: 'time',
axisLine: { lineStyle: { color: 'rgba(255, 255, 255, 0.3)' } },
splitLine: { show: false },
axisLabel: { color: '#9ca3af' }
},
yAxis: {
type: 'value',
axisLine: { show: false },
axisTick: { show: false },
splitLine: { lineStyle: { color: 'rgba(255, 255, 255, 0.1)', type: 'dashed' } },
axisLabel: { show: false }
},
series: [{
name: '事件',
type: 'line',
symbol: 'circle',
symbolSize: 12,
itemStyle: {
color: '#22d3ee',
shadowColor: 'rgba(34, 211, 238, 0.5)',
shadowBlur: 10
},
lineStyle: {
width: 2,
color: 'rgba(34, 211, 238, 0.3)',
type: 'dashed'
},
label: {
show: true,
position: 'top',
formatter: function(params) {
// Simple label logic for better readability
const words = params.data.name.split('(');
return words[0];
},
color: '#E0E0E0',
fontSize: 10,
backgroundColor: 'rgba(12, 16, 44, 0.7)',
padding: [4, 6],
borderRadius: 4
},
data: data,
emphasis: {
itemStyle: {
borderColor: '#fff',
borderWidth: 2
}
}
}]
};
const observer = new IntersectionObserver((entries) => {
entries.forEach(entry => {
if (entry.isIntersecting) {
entry.target.style.opacity = 1;
entry.target.style.transform = 'translateY(0)';
}
});
}, observerOptions);
// 观察所有卡片元素
document.querySelectorAll('.card').forEach(card => {
card.style.opacity = 0;
card.style.transform = 'translateY(20px)';
card.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
observer.observe(card);
});
option && myChart.setOption(option);
window.addEventListener('resize', myChart.resize);
</script>
</body>
</html>
</html>