Ehrmantraut Capital(@EhrmantrautCap_):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.

Ehrmantraut Capital

@EhrmantrautCap_

Investor from the Netherlands | AI, memory, photonics and space. Not financial advice.

가입 November 2025

150 팔로잉 중 17.9K 팬

Ehrmantraut Capital@EhrmantrautCap_

2026.09.12 13:48

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.