NuAxiSemiconductor trade intelligence
ASML Says South Korea Accounted for 45% of Q1 Shipments, Driven by Memory Demand
What happened
ASML's Q1 shipments to South Korea surged to 45%, driven by Samsung and SK Hynix's EUV tool purchases for memory production. The company reported strong earnings and raised its full-year outlook, citing AI infrastructure investment and fully sold-out memory capacity. Bullish: This signals sustained, high-end memory capex and tight supply, supporting memory pricing.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
DRAMNAND Flash
capacity-expansioneuvmemory-demand
Source and time
Source: The Elec · 4/16/2026 · View original source
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