1. ASML is a critical supplier of EUV lithography machines to major chipmakers like TSMC, Intel, and Samsung, enabling advanced chip production; 2. Historical data shows a strong correlation (+0.85) between TSMC's capital expenditure and ASML's revenue growth six quarters later, with recent spending hikes signaling future revenue surges; 3. Memory producers like Micron and SK Hynix are ramping up investments in ASML's EUV technology to meet AI-driven demand for high-bandwidth memory (HBM).
Recent #EUV Technology news in the semiconductor industry
➀ Chinese researchers have developed an EUV light source platform that operates at internationally competitive parameters, a breakthrough for the domestic production of advanced chips;
➁ The team, led by Lin Nan, has achieved world-class results in photolithography research using a solid-state laser-driven approach;
➂ The platform, based on a solid-state laser, has reached more than half of the conversion efficiency rate of commercially available CO2 laser-driven light sources, surpassing previous international benchmarks.
➀ The demand for advanced node chips supporting AI is growing rapidly, putting pressure on the industry to meet demand;
➁ EUV lithography technology is critical for manufacturing these chips, and its stability requires continuous investment and improvement;
➂ The ongoing research and development in various aspects, from new photoresists to more powerful light sources, aims to improve the cost-effectiveness of EUV.
➀ Samsung plans to introduce its first High-NA EUV equipment, ASML’s EXE:5000, by the end of 2024 or early 2025, primarily for foundry operations. ➁ The company aims for full commercialization of High-NA EUV technology by 2027, collaborating with EDA companies to develop new mask designs. ➂ SK hynix is set to bring in ASML’s next-generation High-NA EUV machine, the EXE:5200, in 2026, with plans to apply it to advanced DRAM production.