NuAxiSemiconductor trade intelligence

Samsung, SK Hynix race to secure EUV tools as ASML warns of shortages

What happened

Samsung Electronics and SK Hynix are competing to secure extreme ultraviolet (EUV) lithography equipment from ASML, as the Dutch supplier warns that its planned capacity will fall short of customer demand in 2027 and 2028, raising concerns about the availability of critical tools for advanced DRAM expansion.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

EUV lithography equipmentadvanced DRAM

Samsung Electronics SK Hynix ASML

EUVlithography equipmentcapacity shortageDRAM expansion20272028

Source and time

Source: DigiTimes Asia · 11/8/2026 · View original source

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[News] Samsung, SK hynix Reportedly Race for ASML EUV Amid 2027–2028 Shortages; Orders Worth Up to KRW 20T EachTrendForce · 11/9/2026
ASML to Raise Lithography Spare Parts Prices by 10%The Elec · 10/11/2026
ASML's roadmap for chipmaking lithography tools examined — from DUV to Low-NA, High-NA, Hyper-NA, and beyondTom's Hardware · 5/1/2026
[News] ASML Warns of 2027–28 Supply Shortfall Despite 30% Annual Capacity Hikes; Pricing Impact Starts in 2027TrendForce · 10/13/2026
[News] ASML Reportedly Plans 10% Parts Price Hike in South Korea Starting Jan. 2027; Equipment Prices May Also RiseTrendForce · 10/11/2026
Hynix to list in New York to raise $29 billionElectronics Weekly · 6/24/2026

Samsung, SK Hynix race to secure EUV tools as ASML warns of shortages

What happened

Impact and signal

Affected components and suppliers

Source and time

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