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
- 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).
Context
Samsung's substantial order for lithography tools from ASML signals a strong commitment to advancing its semiconductor capabilities, particularly in DRAM and HBM4 output. This strategic move not only reinforces Samsung's competitive edge over SK Hynix and Micron but also highlights the ongoing demand in the semiconductor sector, which could have positive implications for related stocks in the industry.
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