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US Must ‘Carefully Consider’ Fallout of Declaring Fentanyl a Weapon of Mass Destruction - Official_我的网站

一 |     　　当地时间8月23日，半导体行业研究机构SemiAnalysis发文称，NAND闪存制造正从钨转向钼，因为当NAND来到300层以上，钼是必选项。    Sen. Josh Hawley (R-MO) alluded to his Republican colleague’s fentanyl classification bill proposal in a Senate Homeland Security and Governmental Affairs hearing on Tuesday with Gary Rasicot, acting assistant secretary for the US Department of Homeland Security’s Countering Weapons of Mass Destruction Office.,Hawley, who sits on four Senate committees, inquired whether US President Joe Biden’s government intends to declare fentanyl as a weapon of mass destruction in light of the highly fatal and synthetic drug’s growing prevalence in the country.,“Any declaration of fentanyl as a WMD, I think you have to carefully consider that because there are legitimate medical uses for fentanyl,” Raiscot told the Republican lawmaker from Missouri, drawing a distinction between illicit fentanyl and fentanyl cleared for prescriptions.,Fentanyl, also known as ‘China Girl’ or ‘China White,’ is a synthetic opioid estimated to be 50 to 100 times stronger than morphine, according to the DEA. The drug is traditionally used for pain management in cancer patients, but has grown popular among those peddling recreational drugs ranging from marijuana to heroin.,“In regards to illicit fentanyl,” Raiscot noted, “I think you have to proceed with caution there as well because I think what you want to avoid is creating overlapping jurisdictions or even diverting limited WMD resources into a counternarcotics arena.”,Fentanyl can enter one’s body through inhalation, oral exposure or ingestion, or skin contact.,China, once regarded as the primary source of fentanyl in the US, banned the production of fentanyl and substances that mimic the synthetic opioid back in 2019. Nevertheless, US data shows the country remains ravaged by the illicit drug, as over 150 Americans are dying every day from opioids like fentanyl.,Continuing to probe the official from the Countering Weapons of Mass Destruction Office, Hawley raised the possibility of fentanyl being misused by adversaries the US classifies as terrorists.,“Back to this possibility of terrorists of foreign nations weaponizing fentanyl, can you give me your assessment of, is that likely? What are the concerns around that?” Hawley asked.,“I would be happy to give you that assessment,” Raiscot replied, “but I think it would be more appropriately done in a different forum, and I’d like to follow up with you on that.”,Former DEA Agent: Biden’s ‘Lack of Law and Order’ to Blame for 53 Deaths in Texas Lorry Incident2 July, 03:44 GMT,Newly released data from the US Centers for Disease Control and Prevention (CDC) showed overdose deaths in the US have risen 30% within the past year, with “illicitly produced fentanyl” accounting for most of the increase in fatalities.,Florida has emerged as a hotspot for mass-overdose events, prompting a recent plea from the Sunshine State’s attorney general.,“Thinking about curbing the problem in different, new ways may disrupt what the Chinese companies and drug cartels involved are doing or at least make it more expensive or difficult,” Florida Attorney General Ashley Moody said in a memo to President Joe Biden.,The rise in fentanyl-related overdoses and deaths have led many in the DEA to amend their “One Pill Can Kill” campaign slogan.,“Recreational use drugs like cocaine and methamphetamine that are being laced with fentanyl,” DEA Assistant Special Agent in Charge Mike Dubet told local outlet News4Jax. “Therefore, not only can one pill kill you, but one use can also kill you.”,Dubet, who is assigned to the DEA office in Jacksonville, Florida, said Americans are “playing Russian roulette whenever recreational drug use is a part of your life.”。

二 | 　　SemiAnalysis分析，3D NAND闪存堆叠层数突破300层后，钨字线在电阻、化学兼容性和深孔填充三方面均触及物理极限，钼成为强制替代材料。三星已于2024年量产，美光2025年跟进，SK海力士计划2026年底推出375层钼工艺产品。其估计，钼在NAND总产能中的占比将从2025年的中个位数百分比，增长至2027年的约30%。　　更进一步的，该机构提出，钼沉积设备将在明年迎来超10亿美元的新增市场。　　该机构称，每一次从钨到钼的转换，都意味着需要新的沉积设备。

三 | SemiAnalysis估计，仅2027年一年，NAND钼沉积设备的销售额就将超过10亿美元，并随着DRAM和逻辑芯片的跟进，到2030年增长至约20亿美元/年。

四 | 　　受益格局方面，Lam Research（泛林集团）最先获益，TEL（东京电子）紧随其后；AMAT（应用材料）、ASMI（ASM国际）及Naura（北方华创）则更多受益于后续DRAM和逻辑芯片的转型浪潮。SemiAnalysis表示，完整的细分市场层面测算已纳入其前道设备（WFE）模型。　　钼渗透率在高层数NAND中提升，本质是为延续NAND单位Bit成本下降曲线。

五 | 　　300层NAND主要在结构上升级，聚焦超高深宽比通道孔刻蚀、多次Stack堆叠、晶圆翘曲控制以及Overlay精度控制。　　375层乃至400层以后，材料亟需升级，因钨字线会因为字线间距通道孔缩小面临RC延迟快速恶化、WF残氟导致介质损伤、漏电失效率提升以及填充缺陷放大的问题。而钼凭借更低电阻率、无氟前驱体及无需阻隔层等优势，有望改善RC性能与器件可靠性，为字线和存储孔缩放提供工艺余量，从而延续高层数NAND的成本下降曲线。　　中银证券表示，SK海力士已完成375层3D NAND生产验证并计划2026年底量产，拟采用钼材料替代钨制作字线，继三星在286层第九代3D NAND中率先导入钼工艺后，两大存储龙头相继切换，钼替代钨趋势确立。　　然而，钼的材料加工更为复杂，因为必须以气体形式输送，且前驱物在室温下为固体，需要加热器以确保流动稳定性。　　基于此，300层以上3D NAND字线由钨切换为钼，并不是简单更换靶材或者更换气体材料，而是前驱体供给、ALD沉积腔体、刻蚀、清洗、尾气处理整套工艺链条的重构，原有钨CVD产线硬件无法直接复用，将直接推动晶圆厂资本开支上行，同时设备、特种材料、零部件均迎来变化。　　爱建证券表示，钼导入本质是一次全流程工艺重构，设备链受益有望沿“沉积及前驱体输送→CMP及清洗→刻蚀→量检测”路径传导，工艺难点由沉积向后处理环节延伸。其中——　　沉积：成熟的WF钨工艺，Mo沉积需重新建立高深宽比结构下的填充与缺陷控制工艺窗口，同时有望减少阻隔层使用，带动沉积设备及配套工艺升级；　　输送：Mo前驱体通常采用低挥发性固态源，与传统WF气态前驱体体系差异较大，需要新增气化装置、温控管路及精密供气系统，以保障前驱体稳定输送；　　CMP：Mo材料的氧化及表面化学特性不同于传统金属体系，需重新开发CMP研磨液和研磨垫，以满足平坦化、去除速率及缺陷控制要求；　　清洗：Mo导入后残留物及氧化物体系发生变化，高深宽比结构下金属残留和污染控制难度提升，有望推动相关湿法清洗设备及配套化学品验证导入；　　刻蚀环节则需重新建立适配钼材料的工艺窗口，且3DNAND层数持续提升下，刻蚀选择性、侧壁形貌控制及层间均匀性要求进一步提高，有望带动相关刻蚀设备升级需求；　　量检测：Mo量产还需新增膜厚均匀性、填充缺陷、金属残留及电学可靠性等监控项目，有望带动薄膜量测、缺陷检测及电性测试等设备需求增长。　　该机构称，NAND工艺迭代核心从单纯堆叠层数转向材料—设备—工艺协同创新，新材料导入将持续催生沉积、刻蚀、清洗等关键设备迭代升级，Mo字线导入将推动沉积、刻蚀、清洗等关键环节工艺升级，相关设备及零部件厂商有望受益。

六 | （文章来源：科创板日报）。

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