Copilot:
Yes, EUV users like Intel, Samsung, TSMC, SK hynix, and Micron continue to keep their EUV developments tightly under wraps—especially around high-NA deployment, resist breakthroughs, and yield strategies. Most public disclosures are limited to R&D milestones or strategic intent, not detailed process data.
Why the Secrecy?
- Competitive Advantage: EUV process tuning—especially for high-NA—is a key differentiator at 2nm and below. Yield curves, dose control, and defect mitigation are guarded IP.
- Customer Sensitivity: Foundries like TSMC and Samsung serve clients (Apple, Nvidia, Tesla) who demand confidentiality around node performance and timelines.
Strategic Implication
The secrecy reflects how EUV—especially high-NA—is now a national and corporate strategic asset. Every node shrink, resist breakthrough, or mask innovation can shift market share. Until yields stabilize and customer wins are locked, expect tight lips and vague roadmaps.
Want to sketch how this secrecy affects ATP vendor alignment or ASML’s fab loading strategy?
Sources: TrendForce – Samsung Revises High-NA EUV Plans Semiconductor Engineering – EUV’s Future Looks Even Brighter |
