梁孟松辞职信最后一句话：只待EUV光刻机的到来。看完你才明白，中国半导体到底卡在哪里？一封辞职信，一张清单，中国芯片还差一台极紫外光刻机。东亚半导体八部曲之八｜艾森 Essen

一封辞职信的最后一行，为什么让全世界最值钱的芯片设备公司，6 年后一天跌掉 8% 多？ 2020 年 12 月 15 日，上海张江，中芯国际的临时董事会上，联合首席执行官梁孟松投了一张弃权票，当场递上辞职信。信里列着一张清单：28 纳米、14 纳米、12 纳米已经量产，7 纳米开发完成，5 纳米和 3 纳米的关键技术已经展开。就在一个月前，公司刚刚送给他一套价值 340 万美元的房子。 信的最后一行是这样写的：「只待 EUV 光刻机的到来。」他还写了一句：「我深深的感到已经不再被尊重与不被信任。」 网上流传了很多年的版本，是辞职风波之后，公司拿一套房子把他留了下来。可中芯自己的年报，日子写得明明白白：房子在前，风波在后。而三天以后，美国就把中芯列进了实体清单，他在信里等的那台机器，窗口早已关上。 那张清单后来怎么样了？7 纳米是靠什么做出来的？ 2026 年，美国为什么不再只是封锁，而是开始给芯片标价？ 那台光刻机，到今天来了吗？ 今天，咱们就从这封辞职信讲起，讲完东亚半导体这个系列的最后一站。 #梁孟松 #中芯国际 #光刻机 #EUV #中国芯片 Why would the last line of a resignation letter still move the world's most valuable chip-equipment maker six years later? December 15, 2020, Shanghai. At an emergency board meeting, SMIC co-CEO Liang Mong-song abstained, then handed in his resignation. His letter listed what his team had done: 28, 14 and 12 nanometers in mass production, 7 nanometers developed, the key technologies for 5 and 3 nanometers underway. A month earlier, the company had given him a US$3.4 million house. The last line read: "Only waiting for the EUV lithography machines to arrive." He also wrote that he no longer felt respected or trusted. The story everyone repeats is that SMIC kept him with a house after the drama. SMIC's own annual report says the opposite: the house came first. Three days after the letter, Washington put SMIC on the Entity List, and the machine he was waiting for was already out of reach. What happened to that checklist? How did China get to 7 nanometers anyway? Why did America, in 2026, stop just blocking chips and start putting a price on them? And has that machine ever arrived? This is the final chapter of our East Asia semiconductor series, and it starts with one letter. #LiangMongSong #SMIC #ASML #EUV #ChinaChips 艾森 Essen｜推特 x.com/essen_ai｜油管    / @essenai   Join this channel to get access to perks:    / @essenai