ASML plans to ship over 60 EUV units in 2026, including both High-NA and Low-NA EUV lithography scanners. This is a significant increase from the 48 units shipped in 2025, though it remains below the company’s expectation of about 80 EUV systems in 2027. The increase is tied to strong demand from memory manufacturers as memory supply remains tight for Artificial Intelligence data centers.
In Q1 2026, ASML reported that 45% of its revenue came from South Korea. South Korean semiconductor makers are centered mainly on memory and storage, with a smaller role in logic production. More than half of quarterly shipments, at 51%, are dedicated to memory production, underscoring how heavily current lithography demand is being shaped by the memory segment.
SK hynix and Samsung are buying EUV systems to expand memory and storage output built around technologies such as GDDR6, HBM3, HBM4, and DDR4/DDR5, which are used by Artificial Intelligence data centers worldwide. SK hynix plans to install 20 Low-NA EUV units in the next two years, all intended for HBM memory and advanced storage solutions. That purchasing pace positions SK hynix as one of ASML’s largest customers.
