The Memory Big 3 and the EUV roadmap:
Samsung $005930.KS and SK hynix $SKHY are expected to actively adopt High-NA EUV lithography systems in 2028. High-NA EUV may allow for better DRAM and HBM efficiency.
So far, Micron $MU has been relatively quiet when it comes to High-NA EUV, but at some point they may also slowly adopt the newest systems of $ASML.
Note that China has no access to $ASML's EUV systems at all, so the push towards High-NA EUV systems seems logical to stay ahead of Chinese memory producers.
Every era has its Big 3 👑
From Rakim, LL Cool J and Run-DMC to Drake, Kendrick and Cole, these are our picks for hip-hop’s defining three artists of each decade.
Who we missing?