ASML Says EUV Supply Will Fall Short of Demand Through 2028

ASML says its planned supply of extreme ultraviolet (EUV) lithography systems will fall short of customer demand in 2027 and 2028, tightening delivery schedules as Samsung Electronics and SK hynix expand advanced dynamic random-access memory (DRAM) production. ASML expects to ship about 65 EUV systems in 2026, up from 44 in 2025. ASML plans to increase EUV capacity by 30% in 2027 and is evaluating a further 30% rise for 2028. Even with those additions, it expects available supply to remain below demand. Memory manufacturers accounted for 46% of ASML's systems revenue in the third quarter. ASML also expects higher prices for key products to begin affecting results in 2027, with the full impact in 2028.

BeCrypto News shows a short excerpt and links to the publisher. The full report belongs to TokenPost.