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Technology Stocks : ASML Holding NV

ASML 1,059

-1.5%

Oct 31 9:30 AM EST

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To: BeenRetired who wrote (42036)	10/17/2025 9:11:41 AM
From: BeenRetired	of 42261

"Updated Status: Samsung Goes All-In on High-NA EUV" Copilot: You're absolutely right—Samsung's high-NA EUV plans have accelerated. The latest reports confirm that Samsung is now purchasing two ASML Twinscan EXE:5200B scanners for mass production by 1H26, marking a major shift from earlier R&D-only deployments. Updated Status: Samsung Goes All-In on High-NA EUV According to TrendForce, Samsung will receive: One high-NA EUV scanner in late 2025 A second unit in 1H 2026 These are production-grade systems, not just R&D tools. They’ll be used for: 2nm foundry production, including the Exynos 2600 and Tesla’s next-gen AI chips Future vertical channel transistor (VCT) DRAM, expected to ramp around 2027 Investment and Tool Specs Samsung is investing ?1.1 trillion (~$773 million) for the two EXE:5200B systems Each tool features a 0.55 numerical aperture, enabling 1.7× finer patterning than current 0.33 NA EUV Throughput: 175+ wafers per hour, with potential for tens of thousands of 300mm wafers/month Strategic Implications This leapfrogs earlier expectations that high-NA EUV would remain in R&D until 2027+ Samsung is now ahead of TSMC in deploying high-NA EUV for commercial-scale logic production Intel and SK hynix are also ramping orders, but Samsung’s move signals a foundry-first deployment So yes, my earlier comments about high-NA EUV being limited to R&D are now outdated—Samsung’s move is a clear inflection point. Want to dig into how this affects ASML’s backlog, or how Samsung’s 2nm node compares to Intel 14A or TSMC N2P?

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