Bullish
ASML's High-NA EUV tools gain traction as major chipmakers commit to adoption.
In the past 24 hours, ASML has secured significant commitments from leading semiconductor manufacturers to adopt its next-generation High-NA EUV lithography tools. This development underscores the industry's confidence in ASML's technology to meet the growing demand for advanced chip production, particularly in the AI sector.
Key points
- ASML's High-NA EUV tools are set to revolutionize chip production, with major manufacturers like TSMC, Samsung, and SK Hynix planning to integrate them into their processes starting in 2028.
- Intel has already begun using ASML's High-NA EUV systems for its Panther Lake chip production, marking a significant milestone in the adoption of this advanced technology.
- ASML is exploring ways to increase its EUV tool production capacity to meet the anticipated surge in demand, aiming to produce over 110 units by 2028.
- The company is collaborating with major chipmakers to adapt its latest tools for manufacturing larger chips, addressing the evolving needs of the semiconductor industry.
Sources
- Analysis-ASML extends chipmaking dominance as customers embrace High NAReuters · September 14, 2026
- ASML posts Q2 net sales of €9.3bn, reveals Intel Panther Lake chip dealData Center Dynamics · July 15, 2026
- ASML examining ways it can make more than 110 EUV tools in 2028, JPMorgan saysMarketScreener Australia · September 15, 2026
- ASML to work with major chipmakers to use latest tools for larger chipsReuters · September 7, 2026
AI-generated from public news sources. Not financial advice.
