# ASML Says EUV Supply Will Fall Short of Demand Through 2028

By John Kim

Canonical URL: https://www.tokenpost.com/news/business/52672
Published: 2026-11-10T00:29:58.000Z
Updated: 2026-11-10T00:29:58.000Z
Section: Business

> SK hynix’s equipment deliveries are due by Dec. 31, 2027, while Samsung targets its Pyeongtaek 5 fab for 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.

SK hynix announced in March that it would purchase EUV equipment, with deliveries due by Dec. 31, 2027. Samsung has ordered lithography equipment for its planned Pyeongtaek 5 fab, which it aims to open in 2028. The project is part of a five-year domestic investment plan Samsung announced in November 2025. Lead times for key equipment have stretched to as much as twice prior levels, and both companies are considering earlier purchases and additional orders.

EUV machines use light at a wavelength of 13.5 nanometers to define circuit patterns on silicon wafers. The process can reduce the number of separate patterning passes needed for small features, helping improve precision and yield. As manufacturers move toward 10-nanometer-class sixth-generation DRAM, known as 1c, narrower spacing is driving greater EUV use across production layers.

The memory companies have used EUV for years. Samsung shipped an EUV-based DRAM module in March 2020, while SK hynix installed its first EUV machine at the Icheon M16 fab in February 2021. SK hynix introduced a High NA EUV system for mass production in September 2025. Samsung announced expanded cooperation with ASML on Sept. 8, 2026, aiming to bring High NA EUV into DRAM mass production by 2028.