Samsung and SK hynix each commit $7B-$15B to ASML EUV tools to secure delivery slots
demian_ai · x · 2026-11-10
Samsung and SK hynix are each placing roughly $7B-$15B (KRW 10-20T) in EUV orders with ASML — what they're really buying is a place in line.
Key facts:
- ASML says its planned 2027-28 supply won't fully meet demand; lead times on critical tools have stretched up to 2x
- For DRAM, the delivery slot is now the capacity plan
- EUV shipments are expected to rise from 44 units in 2025 to 65 in 2026
- Memory makers accounted for 46% of ASML's Q3 system sales
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