'25.09.19【財經起床號】吳韻儀總編輯導讀《造光者》晶片戰爭中最神秘的關鍵企業,微影巨人ASML制霸未來科技賽局的崛起之路

九八新聞台 September 19, 2025
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主持人:陳鳳馨 來賓:天下雜誌出版社總編輯兼行銷長 吳韻儀 主題:天下雜誌《造光者:晶片戰爭中最神秘的關鍵企業,微影巨人ASML制霸未來科技賽局的崛起之路》 節目時間:週一至週五早上七點至九點 本集播出日期:2025.09.19 #陳鳳馨 #造光者 #天下雜誌 📘 收藏好書​​ 《造光者:晶片戰爭中最神秘的關鍵企業,微影巨人ASML制霸未來科技賽局的崛起之路》天下雜誌:https://reurl.cc/vL4bRl 〈作者:馬克・海因克 Marc Hijink〉 ➷➷➷ 如果晶片是新石油,那麼ASML不只是壟斷開採權的技術奇蹟, 更是晶片霸權賽局中,最昂貴的戰略籌碼。 ASML的崛起故事,就是當代科技權力地圖的縮影。 它的每一個戰略選擇,都將影響未來十年的國際競爭局勢。 這不僅是科技創新的故事,更是一場全球權力結構的重新洗牌。 ★ ★ ★ 2020年初,新冠疫情爆發。全世界瞬間按下暫停鍵,唯一不停的是數位世界。晶片需求暴增,供應鏈全面告急。美國白宮緊急連絡台積電,要求確保晶片供應無虞。幾乎同一時間,台積電的電話也急忙打到地球另一端——荷蘭小鎮維荷芬。這個陌生的地名,是艾司摩爾(ASML)的總部所在地。 艾司摩爾(ASML),一家主宰全球科技命脈的荷蘭企業,是全球唯一能製造極紫外光(EUV)微影設備的公司。全世界90%的晶片製造仰賴它,只要它一停,台積電、三星、英特爾的生產線就全面癱瘓。從AI運算、5G通訊、國防工業到太空科技——現代科技的每一次突破,都無法繞過ASML。 今天,ASML一家企業就影響全球的晶片產能,在全球十六國設有超過六十個據點,員工人數突破四萬。四十年前,ASML還只是從飛利浦實驗室拆分出的小型新創,員工不到五十人。過去,ASML在微影技術上連日本對手的車尾燈都看不見,經歷數度卡關、甚至瀕臨倒閉。但ASML憑著極致專注的獨特文化,逆勢突圍,接連創下技術突破,躍升為壟斷關鍵技術的市場霸主。然而,全世界對這個隱身在半導體供應鏈中的科技巨擘,依然陌生。直到疫情引爆晶片荒,世界才驚覺,日常生活的正常運作,其實高度依賴這家低調又神祕的荷蘭公司。 ASML是如何從邊緣挑戰者,變成規則制定者?它是如何突破原子級極限、打造出彷彿科幻電影中的超複雜機器?又如何建立起競爭對手學不來、也偷不走的供應商生態系?地緣政治風暴來襲,它的處境更加艱難:一方面,美國實施出口管制,要求封鎖對中技術轉移;另一方面,中國砸下重金,試圖加速追趕。歐盟夾在兩大強權之間,努力維持科技自主,卻步履維艱。ASML是全球科技供應鏈的關鍵節點,不只要不斷突破技術瓶頸,更必須穿梭在外交角力的灰色地帶。 📍 歡迎追蹤鳳馨的讀書 IG:news98.reading 〈中文搜尋:馨書坊(or 陳鳳馨書房)〉 📣 更多 #財經起床號 專題影音:https://bit.ly/2QvBR55 🔍 訂閱【馨天地】Podcast:https://reurl.cc/an9kMQ 00:00 鳳馨播早報 12:35 造光者 ----- ▍九八新聞台@大台北地區 FM98.1 ▍官網:http://www.news98.com.tw ▍粉絲團:https://www.facebook.com/News98 ▍線上收聽:https://pse.is/R5W29 ▍APP下載  • Apple App Store:https://news98.page.link/apps  • Google Play:https://news98.page.link/play ▍YouTube頻道:https://www.youtube.com/@News98 ▍Podcast:https://news98radio.wixsite.com/news98podcast

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