NuAxiSemiconductor trade intelligence
ASML Targets 60+ EUV Shipments in 2026 as Memory Demand Surges
What happened
ASML plans to ship over 60 EUV lithography systems in 2026, a 25% increase from 2025, with 51% of shipments dedicated to memory production. This expansion is driven by surging demand from memory makers like SK hynix and Samsung for HBM and DDR technologies to supply AI data centers. Bullish: Increased EUV capacity signals strong, sustained demand for advanced memory, supporting price stability or upside for HBM/DDR components.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
HBM3HBM4GDDR6DDR5DDR4
capacity-expansioneuvmemory-demand
Source and time
Source: TechPowerUp · 4/15/2026 · View original source
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