SK Hynix buys $7.9B ASML tools
SK Hynix is spending about $7.9 billion on ASML equipment to scale advanced AI chip production — underlining how memory makers are racing to lock in extreme lithography capacity. The deal highlights the capital intensity of AI hardware and the ongoing arms race for fabs and lithography throughput. (x.com)
A regulatory filing shows SK Hynix approved a purchase of 11.95 trillion won in EUV scanners from ASML, with deliveries scheduled to be completed by December 31, 2027 for use in mass production. (msn.com) Bernstein analyst David Dao calculates the order equates to roughly 30 new EUV systems over a 24‑month window. (finance.yahoo.com) EUV systems typically carry price tags in the “hundreds of millions” range, with ASML’s High‑NA tools cited near $380 million apiece in recent reporting. (cnbc.com) Industry reporting says the machines will be routed to SK Hynix sites including its new Yongin complex and the M15X fab in Cheongju to boost HBM and next‑generation DRAM output. (computing.net) Market reaction showed SK Hynix shares jumping about 5.7% on the announcement while ASML’s Amsterdam‑listed stock rose roughly 0.9% during European trading. (computing.net) ASML reported an order backlog of €38.8 billion at the end of 2025, a backlog that the SK Hynix booking will draw upon as ASML schedules deliveries through 2027. (asml.com) SK Hynix said the purchase contract will follow a board resolution and that payments are to be made in installments after delivery, and the company has already deployed at least one High‑NA EUV unit at its M16 Icheon fab in recent months. (digitaltoday.co.kr)
