Samsung Electronics (005930 KS) has reportedly ordered about 70 lithography tools for P5 Phase 1, including around 20 EUV systems from Dutch semiconductor equipment maker ASML (ASML NA) worth more than KRW 10tln
Importance
Level 1
- The order supports 1c DRAM and HBM4 output, with delivery for cleanroom completion in Q1 next year and installation from Q2, extending Samsung’s lead over SK Hynix (HXSCL) and Micron (MU).
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