Rumor
SK hynix places record $7.97 billion order for ASML EUV lithography equipment
Saturday, March 21, 2026 at 07:26 AM
SK hynix has announced a record-breaking deal to purchase extreme ultraviolet (EUV) lithography equipment from ASML valued at approximately 11.95 trillion won ($7.97 billion). This represents the largest single order ever disclosed by an ASML customer, estimated to cover roughly 50 to 60 units depending on the unit cost.
Context
On March 24, 2026, SK hynix announced a record-breaking order for extreme ultraviolet (EUV) lithography equipment from ASML, valued at 11.95 trillion won ($7.97 billion). This represents the largest single public order ever disclosed by an ASML customer, equivalent to nearly 10% of SK hynix’s total assets. The acquisition, which spans through December 2027, is designed to cement the company’s leadership in the AI memory market by securing the tools necessary for mass-producing next-generation semiconductors.
The investment is specifically targeted at accelerating the transition to the 1c (6th-generation 10nm) DRAM process and supporting the production of HBM4, the high-bandwidth memory essential for Nvidia AI accelerators. Equipment will be deployed at the M15X plant in Cheongju and the upcoming Yongin mega-fab, which is slated to open in February 2027. This massive capital outlay follows SK hynix’s successful 2025 assembly of the industry’s first commercial High NA EUV system, signaling a long-term aggressive expansion to meet surging AI infrastructure demand.
Sources (9)
SK hynix Introduces Industry's First Commercial High NA EUVASML Holding N.V. New York Registry Shares (ASML) Stock Price, Quote, News & History | NasdaqSK Hynix to buy $8 billion in ASML chipmaking tools in largest disclosed order | ReutersChip-Machine Giant ASML Logs Record Orders as AI Spending Booms - WSJ[News] SK hynix Commits $8B to ASML EUV Equipment by 2027 in Push for AI Memory DominanceSK Hynix to buy $8 billion of ASML EUV tools in largest disclosed ...SK Hynix to double production rate for 1c DRAM by early 2027 - THE ELEC, Korea Electronics Industry MediaSK hynix develops LPDDR6 memory with 1c manufacturing process and up to 10.7 Gbps | igor´sLAB
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