Samsung and SK Hynix race to secure EUV tools as ASML warns of 2027–2028 shortfall
DIGITIMES reports the Dutch supplier says planned capacity will fall short of customer demand in 2027 and 2028; the memory makers' order volumes are not public.
Why it matters
EUV lithography machines come from a single supplier, ASML, so a warning that its planned capacity will fall short of demand in 2027 and 2028 sets a ceiling on how fast advanced chip output can grow. For Samsung and SK Hynix, the tools gate next-generation DRAM, including the high-bandwidth memory that AI accelerators depend on. The memory crunch is already reshaping plans across the industry. Watch for ASML's delivery guidance and any capex revisions from the two Korean chipmakers.
Key facts
- ASML warns capacity will fall short of demand in 2027 and 2028
- Samsung and SK Hynix are competing for EUV tools
- ASML is the sole EUV supplier
- Order volumes not disclosed