NuAxiSemiconductor trade intelligence
RT NEWS: 💥 #TSMC, #Intel, and #Samsung are racing beyond 2nm, but not everyone is eyeing 1.4nm chips with #ASML’s High-NA #EUV. With each unit rep...
What happened
TSMC, Intel, and Samsung are advancing beyond 2nm process technology, but adoption of ASML's next-generation High-NA EUV lithography tools, costing approximately $380 million each, is not uniform as companies weigh the cost-benefit for 1.4nm nodes. This represents a long-term R&D and capital expenditure race among leading-edge logic foundries and IDMs. Neutral: This is a multi-year technology roadmap development with no immediate impact on component supply, pricing, or trader inventory decisions.
Impact and signal
Low impactImpact score: 12/100
Affected components and suppliers
Logic (Advanced Nodes)
capextechnology-roadmapeuv
Source and time
Source: TrendForce Official (Market Data) · 2/15/2026 · View original source
Open the NuAxi live feed →
Real-time pricing, supply signals and AI analysis for semiconductor traders