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[News] ASML’s High-NA EUV for 2027-28: Which Giants Are Betting Big—Intel, Samsung, SK hynix or TSMC?

What happened

ASML's High-NA EUV lithography tools are slated for mass production adoption starting in 2027-28, with Intel, Samsung, and SK hynix identified as first adopters. This next-generation technology is critical for producing 1.4nm logic chips and advanced DRAM nodes. Neutral: This is a long-term R&D roadmap item with no immediate impact on current supply, pricing, or production capacity.

Impact and signal

Low impactImpact score: 15/100

Affected components and suppliers

Logic (1.4nm)DRAM (10nm-and-beyond)
EUVHigh-NAroadmapR&D

Source and time

Source: TrendForce · 2/15/2026 · View original source

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