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ASML memory sector EUV orders surpass 50 percent amid strong HBM demand

Tuesday, January 6, 2026 at 02:29 AM

ASML reports that more than 50% of low-NA EUV lithography system orders are currently coming from DRAM manufacturers. The company expects its EUV exposure to the memory market to grow significantly by 2026 as manufacturers accelerate node migration to 1b and 1c processes to support high HBM demand.

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