News tagged EUV at DIGITIMES

NEWS TAGGED EUV

Monday 27 April 2026

TSMC's refusal of ASML's expensive High-NA EUV equipment, explained

ASML has launched its 0.55 High Numerical Aperture Extreme Ultraviolet (High-NA EUV) in an effort to extend Moore's Law. The market had originally expected TSMC to adopt it first,...

Friday 24 April 2026

Strait of Hormuz disruption puts semiconductor supply chains at risk as photoresist shortages grow

Geopolitical tensions in the Middle East and the blockade of the Strait of Hormuz since early March 2026 are beginning to ripple through...

Thursday 23 April 2026

SK Hynix flags persistent HBM shortage as demand outpaces supply

SK Hynix said demand for high-bandwidth memory is expected to outpace supply for several years, underscoring persistent constraints in the AI memory market even as the company ramps...

Thursday 23 April 2026

TSMC to open Arizona packaging facility by 2029, signals caution on high-NA EUV

TSMC is accelerating its advanced packaging expansion in the US while maintaining a conservative stance on next-generation lithography, as the company balances cost pressures, AI-driven...

Tuesday 21 April 2026

ASML's memory revenue tops logic in 1Q26, AI-fueled HBM demand surges

ASML revealed during its first quarter 2026 earnings call that revenue from memory systems has, for the first time, exceeded that of logic chips. Against a backdrop of sustained AI...

Monday 20 April 2026

Samsung tests domestic EUV masks to cut Japan reliance at 4nm

Samsung Electronics has begun testing domestic EUV blank masks in its 4nm foundry production line, a shift aimed at cutting reliance on...

Friday 17 April 2026

Analysis: ASML lifts 2026 guidance on strong EUV demand

ASML delivered first-quarter 2026 results that exceeded expectations, prompting management to raise its full-year guidance despite a cautious outlook for the second quarter. The company...

Friday 17 April 2026

ASML extends Low NA EUV to 2031, ramps up High NA production

ASML's confirmation that memory-chip demand underpinned its stronger-than-expected results for the first quarter of 2026 — along with its updated EUV roadmaps — has broad...

Thursday 16 April 2026

ASML raises 2026 revenue guidance as AI-driven chip demand overwhelms supply — and its customers know it

The lithography giant's first quarter earnings call reveals more than a beat-and-raise quarter: it exposes a structural shift in how chipmakers relate to their sole EUV supplier

Monday 13 April 2026

Gudeng targets record 2026 revenue on EUV pod and FOUP demand surge

Taiwan's Gudeng Precision Industrial is set to sustain double-digit revenue growth in 2026, buoyed by robust demand for EUV reticle pods and FOUP wafer carriers as advanced-node production...

Wednesday 8 April 2026

Analysis: ASML earnings preview; SK Hynix and TeraFab already facing EUV capacity difficulties

Compared to short-term geopolitical turbulence, the AI megatrend represents a once-in-a-generation business opportunity. In the past, TSMC often took the lead during earnings season...

Friday 27 March 2026

SK Hynix CEO expected to meet Microsoft executive on memory supply

SK Hynix CEO Kwak Noh-jung is expected to meet Scott Guthrie, executive vice president of Cloud and AI at Microsoft, in Seoul this week...

Wednesday 25 March 2026

SK Hynix files for potential US listing and ramps EUV investment as AI demand accelerates

SK Hynix said it has confidentially submitted a registration statement to the US Securities and Exchange Commission for a potential listing of American depositary shares, as part of...

Friday 6 March 2026

China chip leaders call for national effort to build 'Chinese ASML'

China's semiconductor industry leaders are calling for a nationwide effort to develop a domestic equivalent of ASML within five years,...

Wednesday 4 March 2026

ASML seeks new growth in AI packaging beyond EUV monopoly

ASML dominates extreme ultraviolet (EUV) lithography, the technology used to manufacture the world's most advanced logic chips. Decades...

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