Overview
- SK Hynix, in a filing Tuesday, committed 11.95 trillion won (about $7.97 billion) to buy ASML extreme ultraviolet lithography machines with shipments due by December 31, 2027.
- The equipment will go to two South Korean fabs as SK Hynix ramps high‑bandwidth memory and next‑gen DRAM, with the new Yongin site pulled forward toward a February 2027 start and the M15X plant in Cheongju focused on HBM.
- Analysts estimate the purchase covers about 30 EUV systems, which are the light‑based scanners needed to print the smallest chip circuits, slightly above prior forecasts.
- The disclosure lifted SK Hynix shares about 5.7%, while reports showed ASML rising from around 1% to roughly 4% during European trading.
- ASML, the only large‑scale EUV supplier, reported a €38.8 billion backlog at the end of 2025, and this single largest disclosed EUV order is set to claim near‑term build slots and could tighten tool availability for other chipmakers.