ASML Holding is trading 3.69% up at $1778.13 after Samsung and TSMC committed to using its High-NA EUV technology for future high-volume chip production.
- Samsung plans High-NA EUV adoption for DRAM production from 2028; TSMC expects advanced-node production use from 2030.
- Intel announced expanded collaboration focused on manufacturing readiness, while the companies advance larger photomasks for next-generation systems.
- The announcements reinforce demand for advanced lithography equipment as AI applications require increasingly complex chips, with a broader semiconductor rally adding support.