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SK hynix places record $8 billion order for ASML EUV lithography machines — should pay for up to 30 EUV machines over two years, serving HBM and advanced DRAM production

What happened

SK hynix orders $8 billion worth of 30 EUV machines for HBM and advanced DRAM production. The move aims to secure supply for AI memory demand and includes a pull-in element. Bearish for spot prices due to future supply expansion.

Impact and signal

Medium impactImpact score: 65/100

Affected components and suppliers

HBMAdvanced DRAMEUV Lithography Equipment

SK hynix ASML

capacityexpansionEUVHBMASML

Source and time

Source: Tom's Hardware · 3/24/2026 · View original source

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SK hynix places record $8 billion order for ASML EUV lithography machines — should pay for up to 30 EUV machines over two years, serving HBM and advanced DRAM production

What happened

Impact and signal

Affected components and suppliers

Source and time

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