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[News] Samsung Reportedly Holds Back High-NA EUV Mass Production to Contain Costs Ahead of Foundry Turnaround

What happened

Samsung Electronics has installed two High-NA EUV systems but delayed mass production to manage depreciation costs amid ongoing foundry losses. This cautious approach reflects a focus on profitability before full-scale deployment, despite improving 2nm yields.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

High-NA EUV Lithography
High-NA EUVSamsungCost ContainmentFoundry2nm

Source and time

Source: TrendForce · 7/16/2026 · View original source

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