{"id":165614,"date":"2026-08-02T04:26:14","date_gmt":"2026-08-02T04:26:14","guid":{"rendered":"https:\/\/www.europesays.com\/cz\/165614\/"},"modified":"2026-08-02T04:26:14","modified_gmt":"2026-08-02T04:26:14","slug":"velky-uspech-ciny-s-duv-strojem-analytici-mirni-nadseni","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/cz\/165614\/","title":{"rendered":"Velk\u00fd \u00fasp\u011bch \u010c\u00edny s\u00a0DUV strojem? Analytici m\u00edrn\u00ed nad\u0161en\u00ed"},"content":{"rendered":"

Analytici osloven\u00ed televiz\u00ed CNBC<\/a> ale varuj\u00ed, \u017ee na podobn\u00e9 z\u00e1v\u011bry je zat\u00edm p\u0159\u00edli\u0161 brzy. Podle nich existuje hned n\u011bkolik d\u016fvod\u016f, pro\u010d by sou\u010dasn\u00fd v\u00fdvoj nemusel znamenat z\u00e1sadn\u00ed zm\u011bnu na trhu.<\/p>\n

\u201eBral bych to s\u00a0velkou rezervou, proto\u017ee to, co \u010c\u00edna dok\u00e1\u017ee vyrobit, m\u016f\u017ee b\u00fdt omezen\u00e9 pouze na velmi n\u00edzk\u00fd segment trhu,\u201c uvedl pro CNBC St\u00e9phane Houri, vedouc\u00ed akciov\u00e9ho v\u00fdzkumu spole\u010dnosti ODDO BHF.<\/p>\n

Nesta\u010d\u00ed, \u017ee stroj funguje<\/p>\n

Samotn\u00e9 sestrojen\u00ed litografick\u00e9ho stroje toti\u017e podle odborn\u00edk\u016f je\u0161t\u011b neznamen\u00e1, \u017ee je schopen konkurovat v\u00fdrobk\u016fm spole\u010dnosti ASML. P\u0159i v\u00fdrob\u011b polovodi\u010d\u016f rozhoduje p\u0159edev\u0161\u00edm takzvan\u00e1 v\u00fdt\u011b\u017enost (yield)\u00a0\u2013 tedy kolik pou\u017eiteln\u00fdch \u010dip\u016f vznikne z\u00a0jednoho v\u00fdrobn\u00edho procesu. \u010c\u00edm vy\u0161\u0161\u00ed v\u00fdt\u011b\u017enost, t\u00edm levn\u011bj\u0161\u00ed a\u00a0efektivn\u011bj\u0161\u00ed v\u00fdroba.<\/p>\n

<\/a><\/p>\n

Zat\u00edm ale nen\u00ed jasn\u00e9, zda \u010d\u00ednsk\u00e9 za\u0159\u00edzen\u00ed dok\u00e1\u017ee dos\u00e1hnout podobn\u00fdch v\u00fdsledk\u016f jako stroje ASML. \u201ePot\u0159ebuj\u00ed dos\u00e1hnout alespo\u0148 stejn\u00e9 v\u00fdt\u011b\u017enosti, nesta\u010d\u00ed jen m\u00edt funk\u010dn\u00ed stroj,\u201c upozornil Nick Patience z\u00a0analytick\u00e9 spole\u010dnosti Futurum Group.<\/p>\n

Podle n\u011bj maj\u00ed i\u00a0dnes pou\u017e\u00edvan\u00e9 dov\u00e1\u017een\u00e9 DUV stroje v\u00a0\u010d\u00ednsk\u00fdch tov\u00e1rn\u00e1ch v\u00fdrazn\u011b hor\u0161\u00ed v\u00fdsledky ne\u017e za\u0159\u00edzen\u00ed, kter\u00e1 vyu\u017e\u00edv\u00e1 tchajwansk\u00fd gigant TSMC.<\/p>\n

\u201eJak\u00fdkoli stroj vyvinut\u00fd dosud nezn\u00e1mou st\u00e1tem podporovanou firmou za\u010d\u00edn\u00e1 z\u00a0mnohem hor\u0161\u00ed v\u00fdchoz\u00ed pozice. Spolehlivost se buduje dlouholet\u00fdm provozem a\u00a0neust\u00e1l\u00fdm zdokonalov\u00e1n\u00edm v\u00a0re\u00e1ln\u00e9m nasazen\u00ed. To ASML m\u00e1, zat\u00edmco \u010c\u00edna t\u00e9to \u00farovn\u011b je\u0161t\u011b nedos\u00e1hla,\u201c dodal Patience.<\/p>\n

Foto: Intel Corporation, Reuters<\/p>\n

\u010c\u00ednsk\u00fd litografick\u00fd stroj typu DUV<\/p>\n

Dal\u0161\u00ed p\u0159ek\u00e1\u017ekou je v\u00fdroba ve velk\u00e9m<\/p>\n

Vedle samotn\u00e9 kvality za\u0159\u00edzen\u00ed upozor\u0148uj\u00ed analytici tak\u00e9 na probl\u00e9m s\u00a0jejich v\u00fdrobou. Podle informac\u00ed serveru The Information<\/a> pl\u00e1nuje \u010d\u00ednsk\u00e1 spole\u010dnost letos vyrobit pouze p\u011bt DUV stroj\u016f a\u00a0v p\u0159\u00ed\u0161t\u00edm roce p\u0159ibli\u017en\u011b dvacet. Pro srovn\u00e1n\u00ed\u00a0\u2013 ASML pl\u00e1nuje jen v\u00a0roce 2026\u00a0dodat zhruba 130\u00a0imerzn\u00edch DUV syst\u00e9m\u016f a\u00a0v roce n\u00e1sleduj\u00edc\u00edm v\u00fdrobn\u00ed kapacitu je\u0161t\u011b nav\u00fd\u0161it.<\/p>\n

\u201eV\u00fdkon za\u0159\u00edzen\u00ed, schopnost roz\u0161\u00ed\u0159it jejich v\u00fdrobu, provozn\u00ed spolehlivost cel\u00e9 flotily, okoln\u00ed ekosyst\u00e9m i\u00a0ekonomick\u00e1 nev\u00fdhodnost ve srovn\u00e1n\u00ed s\u00a0ji\u017e pln\u011b odepsan\u00fdmi stroji ASML\u00a0\u2013 to v\u0161e hraje proti \u010d\u00ednsk\u00fdm DUV syst\u00e9m\u016fm,\u201c uvedli analytici spole\u010dnosti SemiAnalysis.<\/p>\n

Podle nich je pr\u00e1v\u011b schopnost vyr\u00e1b\u011bt tato za\u0159\u00edzen\u00ed ve v\u011bt\u0161\u00edm po\u010dtu nejv\u00edce podce\u0148ovanou \u010d\u00e1st\u00ed cel\u00e9ho projektu.<\/p>\n

Pro ASML zat\u00edm \u017e\u00e1dn\u00fd probl\u00e9m<\/p>\n

Analytici z\u00e1rove\u0148 upozor\u0148uj\u00ed, \u017ee ani p\u0159\u00edpadn\u00fd \u00fasp\u011bch \u010d\u00ednsk\u00fdch v\u00fdrobc\u016f nemus\u00ed nizozemskou spole\u010dnost v\u00fdrazn\u011b po\u0161kodit. ASML toti\u017e u\u017e dnes kv\u016fli exportn\u00edm omezen\u00edm nesm\u00ed \u010d\u00e1st sv\u00fdch nejpokro\u010dilej\u0161\u00edch DUV syst\u00e9m\u016f do \u010c\u00edny prod\u00e1vat. Dom\u00e1c\u00ed \u010d\u00ednsk\u00e1 za\u0159\u00edzen\u00ed by tak nahrazovala stroje, kter\u00e9 by ASML stejn\u011b nemohla dodat.<\/p>\n

\u201ePokud ASML za\u0159\u00edzen\u00ed nesm\u00ed nebo nem\u016f\u017ee do \u010c\u00edny dodat, jejich m\u00edstn\u00ed v\u00fdroba nijak nesni\u017euje jej\u00ed ji\u017e pln\u011b zapln\u011bnou knihu objedn\u00e1vek,\u201c upozor\u0148uj\u00ed analytici SemiAnalysis.<\/p>\n

Podobn\u011b situaci hodnot\u00ed i\u00a0Paul Triolo ze spole\u010dnosti DGA Albright Stonebridge Group. \u201eJedna v\u011bc je dodat n\u011bkolik i\u00a0jen z\u00e1kladn\u011b funk\u010dn\u00edch DUV stroj\u016f dom\u00e1c\u00edm z\u00e1kazn\u00edk\u016fm. N\u011bco \u00fapln\u011b jin\u00e9ho je pak podporovat glob\u00e1ln\u00ed flotilu za\u0159\u00edzen\u00ed, kter\u00e1 by p\u0159edstavovala skute\u010dnou konkurenci pro ASML,\u201c \u0159ekl Triolo televizi CNBC.<\/p>\n

EUV je \u00fapln\u011b jin\u00e1 liga<\/p>\n

Litografick\u00e9 stroje DUV (Deep Ultraviolet) vyu\u017e\u00edvaj\u00ed hlubok\u00e9 ultrafialov\u00e9 z\u00e1\u0159en\u00ed k\u00a0vytv\u00e1\u0159en\u00ed extr\u00e9mn\u011b jemn\u00fdch struktur na k\u0159em\u00edkov\u00fdch waferov\u00fdch desk\u00e1ch. Jde o\u00a0jednu z\u00a0kl\u00ed\u010dov\u00fdch technologi\u00ed p\u0159i v\u00fdrob\u011b polovodi\u010d\u016f a\u00a0pou\u017e\u00edv\u00e1 se pro produkci \u0161irok\u00e9 \u0161k\u00e1ly \u010dip\u016f\u00a0\u2013 od automobilov\u00e9ho pr\u016fmyslu p\u0159es pam\u011b\u0165ov\u00e9 \u010dipy a\u017e po \u0159adu procesor\u016f.<\/p>\n

Pro v\u00fdrobu t\u011bch v\u016fbec nejmodern\u011bj\u0161\u00edch \u010dip\u016f ur\u010den\u00fdch nap\u0159\u00edklad pro um\u011blou inteligenci nebo nejv\u00fdkonn\u011bj\u0161\u00ed chytr\u00e9 telefony u\u017e ale DUV nesta\u010d\u00ed. K\u00a0tomu slou\u017e\u00ed technologie EUV (Extreme Ultraviolet), kter\u00e1 vyu\u017e\u00edv\u00e1 sv\u011btlo s\u00a0mnohem krat\u0161\u00ed vlnovou d\u00e9lkou a\u00a0umo\u017e\u0148uje vyr\u00e1b\u011bt podstatn\u011b men\u0161\u00ed a\u00a0v\u00fdkonn\u011bj\u0161\u00ed tranzistory.<\/p>\n

Pr\u00e1v\u011b v\u00a0oblasti EUV si ASML dr\u017e\u00ed prakticky absolutn\u00ed sv\u011btov\u00fd monopol.<\/p>\n

P\u0159esto\u017ee se v\u00a0minulosti objevily informace, \u017ee \u010c\u00edna dokon\u010dila funk\u010dn\u00ed prototyp EUV stroje, analytici upozor\u0148uj\u00ed, \u017ee \u00fasp\u011bch u\u00a0DUV je\u0161t\u011b zdaleka neznamen\u00e1, \u017ee podobn\u00fd pr\u016flom p\u0159ijde tak\u00e9 u\u00a0pokro\u010dilej\u0161\u00ed technologie.<\/p>\n

Podle spole\u010dnosti SemiAnalysis pot\u0159ebovala ASML p\u0159ibli\u017en\u011b dvacet let v\u00fdvoje a\u00a0investice kolem deseti miliard dolar\u016f (211\u00a0miliard korun), ne\u017e se j\u00ed poda\u0159ilo dostat EUV do komer\u010dn\u00ed v\u00fdroby.<\/p>\n

\u201eN\u011bkter\u00e9 pr\u016flomy v\u00a0oblasti imerzn\u00ed DUV litografie lze vyu\u017e\u00edt i\u00a0p\u0159i v\u00fdvoji pokro\u010dilej\u0161\u00edch EUV technologi\u00ed, ale mnoho z\u00a0nich nikoli. Zdroj EUV z\u00e1\u0159en\u00ed i\u00a0optick\u00e9 syst\u00e9my jsou technologicky mnohem vysp\u011blej\u0161\u00ed a\u00a0podstatn\u011b slo\u017eit\u011bj\u0161\u00ed ne\u017e u\u00a0DUV,\u201c uvedl Paul Triolo.<\/p>\n

Stejn\u011b skeptick\u00fd je i\u00a0St\u00e9phane Houri z\u00a0ODDO BHF. \u201eMysl\u00edm si, \u017ee EUV je zat\u00edm mimo dosah. Nikdy ne\u0159\u00edkej nikdy, zvl\u00e1\u0161\u0165 pokud jde o\u00a0\u010c\u00ednu, ale jde o\u00a0zcela odli\u0161nou technologii,\u201c uzav\u0159el.<\/p>\n

<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Analytici osloven\u00ed televiz\u00ed CNBC ale varuj\u00ed, \u017ee na podobn\u00e9 z\u00e1v\u011bry je zat\u00edm p\u0159\u00edli\u0161 brzy. Podle nich existuje hned…\n","protected":false},"author":2,"featured_media":165615,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[12],"tags":[67,68,202,605,17395,7552,2132],"class_list":["post-165614","post","type-post","status-publish","format-standard","has-post-thumbnail","category-byznys","tag-business","tag-byznys","tag-cina","tag-cipy","tag-monopol","tag-procesor-cpu","tag-vyroba"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@cz\/117024023784574086","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/165614","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/comments?post=165614"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/165614\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media\/165615"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media?parent=165614"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/categories?post=165614"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/tags?post=165614"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}