NuAxiSemiconductor trade intelligence
RT NEWS: #Samsung and #SKhynix are reportedly racing for #ASML’s #EUV tools amid tight supply, each committing KRW 10T–20T. As lead times double, bo...
What happened
Samsung and SK hynix are reportedly racing for ASML's EUV tools, with each company committing KRW 10 trillion to 20 trillion. Lead times for the EUV tools have reportedly doubled, and both companies are looking to lock in future orders ahead of schedule. The reported backdrop is an expected 2027–2028 shortage. This is a reported/planned order race; orders are not confirmed as placed.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
ASML EUV tools
EUVASMLSamsungSK hynixlead time doublingKRW 10T-20T commitments
Source and time
Source: TrendForce Official (Market Data) · 11/9/2026 · View original source
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