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3 years on, barbecue craze in East China's Zibo draws more international visitors_我的网站

A |     e(ECNS) -- The online buzz surrounding the barbecue feast in East China's Zibo city may have cooled, but the city continues to attract visitors, including a growing number of international tourists.     Former NBA player DeMarcus Cousins was among the latest to sample the local specialty, grilling meat skewers and wrapping them in small pancakes at a barbecue restaurant in the city.    Cousins's visit turned a late-night meal into a cultural experience.    Three years after the online barbecue boom put Zibo on the map, foot traffic remains steady at the city's popular Bajor Market, according to Zheng Haolin, head of the market's management office. The market received more than 19 million visitors in 2023, 18.9 million in 2024 and more than 18.7 million in 2025. As of July 2026, more than 12 million people had visited, with the annual total expected to remain around 18 million to 19 million.        "What has cooled down is probably just the online buzz," Zheng said. "The fluctuation in visitor numbers is only a few hundred thousand each year. With a base of about 18 million visitors annually, the daily variation is very small."    Zheng also noted a significant shift: The number of international visitors has increased notably since 2024. Most are students studying in China, along with tour groups from Southeast Asia.    The restaurant that hosted Cousins set a goal in February of taking photos with diners from 50 countries. By August, that target had been met, with photos of the French ambassador to China, solo travelers from Sweden, tourists from Russia and Bangladesh, and Chinese nationals from overseas communities in Malaysia and Singapore.    A floor manager at the restaurant said she became friends with a Bangladeshi photographer who visited three times — first with friends, then with more friends and finally with his family.    Actress Xie Huiting, who performs in the restaurant's cultural show, recalled international students praising the performance and the food.    The owner said that beyond price, service and quality, cultural experiences are essential to turning short-lived online attention into lasting visitor loyalty. He introduced a 360-degree stage show featuring stories from ancient Chinese history, which runs alongside the dining experience.    A local resident who grew up in the area said the key to attracting visitors is simply good service and quality products. "That's the foundation for welcoming friends from elsewhere," he said.    (By Tang Yuxian)                        。    　　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。　　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。

B | 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。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。　　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。

C | 　　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。　　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。

D | 　　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。

E | 　　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。

F | 　　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。

G | 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。（文章来源：科创板日报）。

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