Wall St Engine(@wallstengine):$ASML AND TSMC PUSH EUV MASKS TO 12-INCH FORMAT ASML and TSMC launched an industry initiative to move EUV lithography from today’s 6-inch photomasks to 12-inch masks. The plan targets a 12-inch mask pilot line by 2031 and advanced-node production using 12-inch High NA EUV by 2033. TSMC also plans to adopt ASML’s High NA EUV in high-volume manufacturing from 2030. The larger mask format is designed to improve fab productivity, reduce chipmaking costs and eliminate stitching constraints as more advanced AI-era chip layers move to High NA EUV.

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Wall St Engine@wallstengine

2026.09.08 10:18

$ASML AND TSMC PUSH EUV MASKS TO 12-INCH FORMAT ASML and TSMC launched an industry initiative to move EUV lithography from today’s 6-inch photomasks to 12-inch masks. The plan targets a 12-inch mask pilot line by 2031 and advanced-node production using 12-inch High NA EUV by 2033. TSMC also plans to adopt ASML’s High NA EUV in high-volume manufacturing from 2030. The larger mask format is designed to improve fab productivity, reduce chipmaking costs and eliminate stitching constraints as more advanced AI-era chip layers move to High NA EUV.