SK Hynix announced a $7.97 B purchase of 20–30 ASML EUV scanners to support next‑generation high‑bandwidth memory and DRAM for AI accelerators. The order, disclosed in a regulatory filing, is the largest single order publicly disclosed by an ASML customer and covers EUV machines slated for delivery through December 31, 2027.
The order represents roughly one‑quarter of ASML’s full‑year 2025 revenue run‑rate of €32.7 B, underscoring the company’s dominant position as the sole supplier of EUV equipment needed for sub‑10 nm chips. The deal adds significant year‑ahead visibility to ASML’s backlog, which stood at €38.8 B at the end of 2025.
SK Hynix’s investment reflects the growing demand for EUV technology in the AI‑driven memory market. By equipping its fabs with EUV scanners, the company aims to accelerate production of high‑bandwidth memory and 1c‑node DRAM, positioning it to compete more aggressively with Samsung and other memory leaders.
The announcement has already spurred a positive market reaction. ASML shares rose 0.32 % in Amsterdam trading, while other reports noted a 4.60 % increase on March 24. Analysts have raised price targets in response to the order, citing the confirmed revenue stream and ASML’s continued monopoly in EUV.
For SK Hynix, the order signals a strategic push into AI‑centric memory solutions. The company’s expansion of its M15X fab and adoption of EUV technology are expected to enhance yield and reduce cycle times, supporting its long‑term growth trajectory in the high‑performance computing sector.
The deal also highlights ASML’s robust financial outlook. With 2023 net sales of €27.6 B and a gross margin of 51.3 %, the company is projected to grow 15 % in 2025 and maintain a backlog that supports continued revenue expansion through 2026 and beyond.
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