SemiPulse | AI-Powered Semiconductor Supply Chain Intelligence & Market Signals

ASML's 2026 low-NA EUV shipment targets imply over 45% revenue growth, drawing strong analyst attention and stock appreciation. The company's capacity expansion and Intel Foundry's adoption of high-NA EUV technology underscore sustained demand for advanced chipmaking equipment. Despite some concerns

ASML EUV lithography Semiconductor equipment Chip manufacturing Photolithography Analyst rating Stock performance Intel Foundry

[News] YMTC Reportedly Invests in SOI Micro, Backing an Alternative Chipmaking Approach Without EUV - TrendForce

0.85

www.trendforce.com 2026-08-14

China is actively pursuing alternative approaches to chip manufacturing, with SOI Micro recently attracting significant investment, signaling progress toward reducing reliance on foreign technology. The company, based in Guangzhou, is developing a low-power logic process using fully depleted silicon

Semiconductor Investment FD-SOI Technology Chip Manufacturing EUV Alternative Chinese Semiconductor Industry Logic Chips Chip Design Domestic Substitution

Musk hints at FEL light source for Terafab; ASML eyes FEL-EUV push - digitimes

0.65

news.google.com 2026-08-14

Korea's CNT pellicle race heats up as aweXome Ray pushes toward EUV commercialization - digitimes

0.8

news.google.com 2026-08-14

Samsung delays High-NA EUV adoption until 1nm production in 2030 - digitimes

0.95

www.digitimes.com 2026-08-13

Samsung delays High-NA EUV adoption until 1nm production in 2030 - digitimes

0.85

www.digitimes.com 2026-08-13

Samsung Electronics plans to introduce high-numerical-aperture extreme ultraviolet (High-NA EUV) lithography into mass production at its 1nm node around 2030, according to South Korean media reports. This announcement underscores the semiconductor industry's ongoing pursuit of advanced manufacturing

Semiconductor Process EUV Lithography Samsung Electronics 1nm Process Node Chip Manufacturing Advanced Process Photolithography Semiconductor Equipment

SK Hynix expands EUV roadmap with High-NA tools and PSM adoption - digitimes

0.85

www.digitimes.com 2026-08-13

SK Hynix is accelerating its next-generation DRAM production by advancing extreme ultraviolet (EUV) lithography adoption, with high-numerical-aperture (High-NA) EUV equipment scheduled for mass production in H2 2025. This strategic move represents a significant technological advancement in semicondu

Semiconductor DRAM EUV Lithography High-NA EUV Photomask Memory SK Hynix Chip Manufacturing

The Battle For AI Optics: EUV Still Beats FOTO And LYTE (BATS:FOTO) - Seeking Alpha

0.8

seekingalpha.com 2026-08-12

The Battle For AI Optics: EUV Still Beats FOTO And LYTE (BATS:FOTO) - Seeking Alpha

0.65

seekingalpha.com 2026-08-12

Elon Musk’s TeraFab Enters the EUV Lithography Race with FEL Technology - KuCoin

0.92

www.kucoin.com 2026-08-12

Samsung Foundry updates process roadmap to move 1.4nm node to 2029 — high-NA EUV will enable 1nm-class and smaller nodes in 2030 and beyond - Tom's Hardware

0.95

www.tomshardware.com 2026-08-12

Samsung Delays High-NA EUV Adoption to 1nm Node, Joining TSMC in Cautious Stance - finance.biggo.com

0.85

finance.biggo.com 2026-08-12

Samsung Electronics has delayed its adoption timeline for ASML's next-generation High-NA extreme ultraviolet lithography equipment, reserving the costly technology for its 1-nanometer chip manufacturing process expected around 2030. This strategic move aligns Samsung with competitor TSMC in adopting

Semiconductor Manufacturing EUV Lithography Chip Process Samsung Electronics TSMC ASML High-NA EUV 1nm Chip

Semiconductor News & Analysis Feed