NuAxiSemiconductor trade intelligence

RT NEWS: 💥#Samsung and #SKhynix’s KRW 800 trillion capex wave is spilling beyond memory. Rising demand for key tools like EUV and etch is tighteni...

What happened

Samsung and SK hynix's combined 800 trillion KRW capex is driving up demand for EUV and etching equipment, tightening supply and pressuring TSMC and Intel's sub-2nm ramp plans. This supply constraint is bullish for equipment manufacturers.

Impact and signal

High impactImpact score: 90/100

Affected components and suppliers

EUV Lithography EquipmentEtching EquipmentWafer Foundry (2nm and below)

Samsung Electronics SK hynix TSMC Intel

shortagecapexeuvetching

Source and time

Source: TrendForce Official (Market Data) · 6/29/2026 · View original source

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RT NEWS: 💥#Samsung and #SKhynix’s KRW 800 trillion capex wave is spilling beyond memory. Rising demand for key tools like EUV and etch is tighteni...

What happened

Impact and signal

Affected components and suppliers

Source and time

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