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EE Times原文发布 09-19 06:00Radar 收录 09-19 07:06查看原文 ↗

Intel将High-NA EUV投入量产,但拼接技术仍待验证

Intel Puts High-NA EUV into Production, but Stitching Still Has Something to Prove
中文摘要

Intel已将High-NA EUV设备投入生产,Panther Lake验证了该设备在制造环节的可行性。目前电学拼接(electrical stitching)与更大尺寸掩模仍是后续需要攻克的障碍。该进展关系到先进制程芯片的产能与量产节奏。

原文深度解读

本文主题是英特尔(Intel)将ASML的高数值孔径(High-NA)EUV光刻投入生产,但拼接(stitching)技术仍需验证。涉及主体包括Intel Foundry、ASML、Fractilia、Chris Mack、Mark Phillips等。关键时间点为2026年9月17日等文章日期,以及2025年eBeam Initiative展示和2026年9月初SPIE会议。关键数字包括:High-NA已用于超过100万片晶圆;传统0.33-NA EUV曝光场为26 mm × 33 mm,High-NA缩小至26 mm × 16.5 mm;High-NA数值孔径为0.55;拼接误差和随机边缘粗糙度可达几纳米;统计尾部失效可能在百万分之一甚至十亿分之一水平;更大尺寸6×12英寸掩模预计约5年首次演示、7年用于晶圆印刷。与电子元器件供应链的关系在于:该进展关系到先进制程芯片的产能、量产节奏和良率,进而可能影响采用Intel 18A等先进节点的芯片供应。

  • Intel Foundry已将ASML的High-NA EUV光刻投入生产,但更困难的拼接问题仍在走向高量产;High-NA已用于超过100万片晶圆,涵盖工具认证、研发和生产,包括部分Intel Core Ultra Series 3处理器(代号Panther Lake)的选定层。
  • Intel表示High-NA的套刻、吞吐量和可用性符合预期,且用High-NA图案化的Intel 18A层在良率、缺陷率、电气性能和可靠性方面与使用传统0.33-NA EUV图案化的层相当。
  • Panther Lake并未证明业界已解决最困难的拼接问题:用High-NA图案化的层被特意选择,使得无需电气连接跨越两个半场之间的边界,目标是在不改变成品性能的情况下证明High-NA可在真实生产流程中运行并积累制造经验。
  • High-NA因变形光学将曝光场从传统0.33-NA EUV的26 mm × 33 mm缩小至26 mm × 16.5 mm;更大设计需要两次曝光拼接或更大掩模。Intel正在开发块布线拼接和二维“Zipzag”拼接,后者允许接缝绕开敏感电路或IP块。
  • Intel已在具有直线接缝的全回路测试芯片上电气验证块布线拼接;最新Zipzag测试芯片包含跨越折线接缝的电气测试结构,在线成像、套刻和缺陷测量表明折线区域健康,但电气测试结果仍待定。
  • Chris Mack指出,拼接误差和随机边缘粗糙度均可能仅几纳米,扫描电子显微镜的 image noise 可能类似真实随机变化;平均结果可能不够,统计分布长尾中的罕见失效可能在百万分之一甚至十亿分之一水平出现,因此良率最终比干净的演示更重要。

供应链影响

  • High-NA EUV在Intel 18A层达到与传统0.33-NA EUV相当的良率和可靠性,可能意味着采用该节点的先进处理器供应在产能爬坡上取决于后续拼接问题的解决进度。
  • 由于Panther Lake刻意避免电气连接跨越拼接边界,当前High-NA生产可能仅覆盖有限层和有限设计,更大尺寸AI加速器等芯片的供应可能仍取决于块布线或Zipzag拼接能否在高量产中验证。
  • 拼接误差和随机变化在统计尾部可能导致百万分之一甚至十亿分之一级别的罕见失效,这可能使High-NA相关先进制程芯片的长期良率和大规模供应稳定性取决于量产实验数据。
  • 更大6×12英寸掩模若按约5年演示、7年用于晶圆印刷的时间线推进,则未来数年内先进制程芯片的供应可能仍依赖拼接方案,而非无接缝的大掩模方案。
  • High-NA与0.33-NA多图案化的经济性比较可能因良率差异而显著变化,这可能影响芯片制造商在先进节点上的产能分配和供应链成本结构,但具体影响取决于实际量产良率结果。

系统解读,仅作为判断线索,不构成备货、出货、涨价或投资建议。

正文内容 · AI翻译

英特尔将High-NA EUV投入生产,但拼接技术仍需证明

Intel Foundry已将ASML的高数值孔径(High-NA)EUV光刻投入生产,但将更大芯片设计拼接在一起的更困难问题仍在走向高量产。

英特尔表示,High-NA现已用于超过100万片晶圆,涵盖工具认证、研发和生产,包括部分Intel Core Ultra Series 3处理器(代号Panther Lake)的选定层。该公司表示,套刻、吞吐量和可用性均符合预期,而用High-NA图案化的Intel 18A层在良率、缺陷率、电气性能和可靠性方面与使用传统0.33-NA EUV图案化的层相当。

但Panther Lake并未证明业界已解决最困难的拼接问题。用High-NA图案化的层被特意选择,使得无需电气连接跨越两个半场之间的边界。目标是在不改变成品性能的情况下,证明High-NA可在真实生产流程中运行并积累制造经验。

这一区别很重要,因为High-NA的基本光学特性带来了新的场尺寸问题。

由上海永铭电子有限公司(YMIN)发布 2026年9月17日

由RAMXEED发布 2026年9月16日

由Analog Devices发布 2026年9月15日

为什么High-NA需要拼接

传统0.33-NA EUV可使用标准6×6英寸掩模曝光26 mm × 33 mm的场。High-NA将数值孔径提高到0.55,改善了分辨率,但其变形光学将曝光场减半至26 mm × 16.5 mm。适合该半场的设计没有问题。更大的设计需要两次曝光拼接,或者最终需要更大的掩模。

图片来自Intel Mask Operations总经理Frank Abboud在2025年eBeam Initiative上的演示,展示了当前和未来在6英寸和6×12英寸掩模上用于High-NA和低NA EUV工具的掩模选项(来源:Intel Foundry)

随着先进芯片变得更大,这个问题正变得更加重要。“对拼接的需求只增不减,”光刻计量软件公司Fractilia的联合创始人兼CTO Chris Mack告诉EE Times。他说,AI加速器和其他大型芯片正日益填满传统光罩场,使得全字段High-NA图案化更加可取。

Intel Foundry正在探索多种方法来实现这一点。最简单的情况是完全避免接缝处有电气意义的交叉,正如英特尔在Panther Lake上所做的那样。更灵活的方法是块布线拼接,设计人员将接缝放置在关键标准单元电路不跨越的位置,并通过更高金属层布线连接。

Chris Mack

Intel Foundry杰出工程师Mark Phillips将块布线描述为使用当今6英寸掩模配合High-NA的更广泛战略中的一步。英特尔还在开发其所谓的二维或“Zipzag”拼接,其中接缝可以绕开敏感电路或IP块移动,而不是沿直线延伸。

这个名字让人想起缝纫中使用的锯齿形针脚。Zipzag不是强迫两个High-NA曝光之间的边界沿直线穿过芯片,而是允许接缝绕开设计中的敏感区域。这为芯片设计人员提供了更多自由,使关键电路远离拼接边界,尽管这也增加了掩模构建、检测和制造控制的复杂性。

电气验证分阶段进行

英特尔已在具有直线接缝的全回路测试芯片上电气验证了块布线。测试结构将跨越拼接边界的金属线的电阻和变化与不跨越边界的对照结构进行比较,同时额外的链和梳状结构检查短路和开路。

最新的Zipzag测试芯片更进一步。它包含跨越折线接缝的电气测试结构。在线成像、套刻和缺陷测量表明折线区域健康,但电气测试结果仍待定。

Mack认为块布线风险相对较低。“它看起来相对直接,看起来风险低,而且看起来这是所有人都会在首次拼接练习中尝试的路径,”他说。

更困难的情况是特征拼接,即关键特征本身跨越两次曝光之间的边界。这需要对两个图案如何重叠进行更严格的控制。

“我们谈论的是让技术为高量产做好准备,”Mack说。到那时,问题就不仅仅是套刻。剂量、聚焦、边缘放置和随机变化都很重要。

接缝必须经受统计尾部的考验

Mack表示,关注的拼接误差可能只有几纳米,而随机边缘粗糙度也可能在几纳米量级。因此,制造商必须区分由拼接引起的系统误差与光刻工艺中已存在的随机变化。

这一挑战因计量本身而加剧。扫描电子显微镜是测量这些特征的主力,但它引入的图像噪声可能与晶圆上真实的随机变化相似。Fractilia正与英特尔合作开发分离这些效应并测量系统拼接误差的方法。

仅靠平均结果可能不够。Mack表示,统计分布长尾中的罕见失效可能在百万分之一甚至十亿分之一水平出现。因此,一个平均看起来健康的拼接工艺在制造数百万器件后仍可能造成良率问题。

这就是为什么良率最终比干净的演示更重要。“在你实际运行实验之前,良率是最大的未知数,”Mack说。

同样的不确定性使High-NA与继续使用0.33-NA EUV多图案化之间的经济比较复杂化。工程师可以模拟一次High-NA曝光与两、三或四次低NA曝光的成本,但如果一种方法产生更好的良率,计算可能会发生重大变化。

英特尔的Panther Lake实验并非旨在展示这种经济优势。High-NA步骤取代了0.33-NA步骤,其设计方式使成品保持不变。该练习主要关乎生产就绪性,以及了解工具在真实制造负载下的行为。

更大的掩模可能消除接缝

拼接最终可能变得不必要。英特尔和ASML正推动行业转向更大的6×12英寸掩模。一个维度上大一倍的掩模将允许High-NA扫描仪无需拼接即可曝光完整的传统光罩场。英特尔表示,更大的格式还可以通过合并原本需要两个6英寸掩模的步骤来提高0.33-NA EUV工具的生产率。

Mack表示他相信拼接会成功,但最终他认为更大的掩模是更可取的解决方案。“仅使用6×12掩模带来的生产率提升就足以证明其使用合理,”他说。

这一转变不会很快发生。根据9月初在蒙特雷举行的SPIE Photomask Technology + Extreme Ultraviolet Lithography会议上的讨论,Mack表示行业似乎正在向更大掩模方向凝聚,但他听到的时间线是大约5年首次掩模演示,7年后这些掩模才能用于印刷晶圆。

图片来自Intel Foundry首席工程师Kimberly Pierce最近的SPIE演示,展示了一个概念性芯片布局,其中有源连接需要跨越两个High NA光罩场之间的边界。粉线表示Zipzag拼接,允许设计人员灵活地将拼接位置绕开特定电路。(来源:Intel Foundry)

这使得拼接在未来数年内仍将扮演重要角色。英特尔已证明High-NA本身可以在生产中运行。下一个挑战是使拼接足够可预测、可测量且易于设计,以便客户能够在不牺牲良率的情况下使用较小的High-NA场。

光学系统已经进入晶圆厂。现在更困难的任务是让周围的一切变得常规。

另请阅读:

SK海力士的英特尔联络人:你需要知道什么

分子污染:High-NA EUV的硬件现实

IBM、Lam Research将High-NA EUV聚焦于亚1纳米节点

Imec推动量子走向可制造的硅系统

EUV光刻,High NA-EUV,半导体,SoC

英特尔,Intel Foundry

Intel Foundry has moved ASML’s high numerical aperture (High-NA) EUV lithography into production, but the harder problem of stitching together larger chip designs is still working its way toward high-volume manufacturing.

Intel said High NA has now been used on more than one million wafers across tool certification, R&D, and production, including select layers of a subset of Intel Core Ultra Series 3 processors, code-named Panther Lake. The company said overlay, throughput, and availability are meeting expectations, while the High-NA-patterned Intel 18A layers deliver yield, defectivity, electrical performance, and reliability comparable with layers patterned using conventional 0.33-NA EUV.

But Panther Lake does not prove that the industry has solved the most difficult stitching problems. The layers patterned with High NA were deliberately selected so that no electrical connections needed to cross the boundary between the two half-fields. The goal was to demonstrate that High NA could operate inside a real production flow and to gain manufacturing experience without changing the performance of the finished product.

That distinction matters because the basic optics of High NA create a new field-size problem.

By Shanghai Yongming Electronic Co., Ltd. (YMIN) 09.17.2026

By RAMXEED 09.16.2026

By Analog Devices 09.15.2026

Why High NA needs stitching

Conventional 0.33-NA EUV can expose a 26 mm × 33 mm field using a standard 6×6-inch mask. High NA increases the numerical aperture to 0.55, improving resolution, but its anamorphic optics cut the exposure field in half, to 26 mm × 16.5 mm. Designs that fit inside that half-field pose no problem. Larger designs require either two exposures that are stitched together or, eventually, a larger mask.

Image from Intel Mask Operations GM Frank Abboud’s 2025 eBeam Initiative presentation showing the current and future mask options on 6-inch and 6×12-inch masks for use on High NA and low NA EUV tools (Source: Intel Foundry)

The problem is becoming more important as advanced chips get larger. “The need for stitching has only grown,” Chris Mack, co-founder and CTO of Fractilia, a lithography metrology software company, told EE Times. AI accelerators and other large chips are increasingly filling a conventional reticle field, he said, making full-field High-NA patterning more desirable.

Intel Foundry is pursuing several ways to make that possible. The simplest case is to avoid electrically significant crossings at the seam altogether, as Intel did on Panther Lake. A more flexible approach is block-and-route stitching, in which designers place the seam so that critical standard-cell circuitry does not cross it and route connections through higher metal layers instead.

Chris Mack

Mark Phillips, distinguished engineer at Intel Foundry, described block-and-route as one step in a broader strategy for using today’s 6-inch masks with High NA. Intel is also developing what it calls two-dimensional, or “Zipzag,” stitching, in which the seam can move around sensitive circuitry or IP blocks instead of running in a straight line.

The name evokes the zigzag stitch used in sewing. Rather than forcing the boundary between the two High-NA exposures to follow a straight line across the die, Zipzag allows the seam to jog around sensitive regions of the design. That gives chip designers more freedom to keep critical circuitry away from the stitching boundary, although it also adds complexity to mask construction, inspection, and manufacturing control.

Electrical proof comes in stages

Intel has already electrically verified block-and-route on a full-loop test chip with a straight-line seam. The test structures compare the resistance and variation of metal lines crossing the stitching boundary with control structures that don’t cross it, while additional chains and combs check for shorts and opens.

The latest Zipzag test chip goes further. It includes electrical test structures spanning a jogged seam. Inline imaging, overlay, and defect measurements indicate that the jogged regions are healthy, but electrical test results are still pending.

Mack sees block-and-route as relatively low risk. “It seems relatively straightforward, it seems low risk, and it looks like that is the path that everyone will try for their first stitching exercises,” he said.

The harder case is feature stitching, where critical features themselves cross the boundary between two exposures. That requires much tighter control over how the two patterns overlap.

“What we’re talking about is making the technology ready for high-volume manufacturing,” Mack said. At that point, the problem becomes more than just overlay. Dose, focus, edge placement, and stochastic variation all matter.

The seam has to survive statistical tails

Mack said stitching errors of interest can be only a few nanometers, while stochastic edge roughness can also be on the order of a few nanometers. Manufacturers therefore have to distinguish systematic errors caused by stitching from random variation already present in the lithography process.

That challenge is compounded by metrology itself. Scanning electron microscopes, the workhorse for measuring these features, introduce image noise that can resemble real stochastic variation on the wafer. Fractilia is working with Intel on methods to separate those effects and measure systematic stitching errors.

Average results alone may not be enough. Mack said rare failures in the long tails of statistical distributions can emerge at parts-per-million or even parts-per-billion levels. A stitching process that looks healthy on average can therefore still create yield problems once millions of devices are being manufactured.

That’s why yield ultimately matters more than a clean demonstration. “Yield is the big unknown until you actually run the experiments,” Mack said.

The same uncertainty complicates the economic comparison between High NA and continued multi-patterning with 0.33-NA EUV. Engineers can model the cost of one High-NA exposure against two, three, or four lower-NA exposures, but the calculation can change substantially if one approach produces better yield.

Intel’s Panther Lake experiment was not intended to demonstrate such an economic advantage. The High-NA step replaced a 0.33-NA step in a way designed to leave the finished product unchanged. The exercise was primarily about production readiness and learning how the tools behave under real manufacturing loads.

Larger masks could remove the seam

Stitching may eventually become unnecessary. Intel and ASML are pushing the industry toward larger 6×12-inch masks. A mask twice as large in one dimension would allow a High-NA scanner to expose a full conventional reticle field without stitching. Intel said the larger format could also improve productivity on 0.33-NA EUV tools by combining what would otherwise require two 6-inch masks.

Mack said he believes stitching will work, but ultimately, he sees the larger mask as the preferable solution. “The productivity improvements that come from using a 6×12 mask alone will justify its use,” he said.

The transition will not happen quickly. Based on discussions at the SPIE Photomask Technology + Extreme Ultraviolet Lithography conference in Monterey in early September, Mack said the industry appears to be coalescing around the larger-mask direction, but he heard timelines of roughly five years to first mask demonstrations and seven years before those masks could be used to print wafers.

Image from Intel Foundry Principal Engineer Kimberly Pierce’s recent SPIE presentation showing a conceptual chip layout where active connections need to cross the boundary between two High NA reticle fields. The pink line indicates Zipzag stitching, allowing designers flexibility to jog the stitch location around specific circuits. (Source: Intel Foundry)

That leaves stitching with an important role for years to come. Intel has demonstrated that High NA itself can operate in production. The next challenge is making stitching sufficiently predictable, measurable, and easy to design around so that customers can use the smaller High-NA field without compromising yield.

The optics are already in the fab. The harder task now is making everything around them routine.

Also read:

SK Hynix’s Intel Liaisons: What You Need to Know

Molecular Contamination: The Hardware Reality of High-NA EUV

IBM, Lam Research Focus High-NA EUV on Sub-1-nm Nodes

Imec Pushes Quantum Toward Manufacturable Silicon Systems

EUV LITHOGRAPHY, HIGH NA-EUV, SEMICONDUCTORS, SOC

INTEL, INTEL FOUNDRY

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