sk hynix takes the lead in next-gen dram with high na euv

2025-09-03 general

Icheon, Wednesday, 3 September 2025.
sk hynix secures a competitive edge by integrating asml’s high na euv lithography system. This makes sk hynix the first in the industry. The tech prints transistors 1.7 times smaller. It achieves transistor densities 2.9 times higher. Located in icheon, south korea, the m16 fabrication plant will focus on r&d. The goal is mass production of advanced dram. This could shift investment decisions and asml’s euv system orders.

high na euv system details

The TWINSCAN EXE:5200B, the high na euv system, marks ASML’s initial model for volume production [1]. This system enhances transistor printing by 0.7100 = 70% [1][2]. Transistor density sees a 1.9100 = 190% increase [1][2]. The numerical aperture improves by 66.667 = 66.67% from 0.33 to 0.55 [1][4]. SK Hynix aims to streamline existing EUV processes [1]. They also want to accelerate the development of next-generation memory [1]. ASML’s head of customer team, Kim Byeong-Chan, emphasizes high na euv’s critical role [2]. It will open the next chapter for the semiconductor industry [2].

competitive landscape and market impact

SK Hynix’s move places them ahead of competitors like Micron and Samsung [2]. Many firms still use older EUV systems [2]. TSMC plans to introduce high na euv around 2027–2028 for its 1.4nm node [4]. Samsung is delaying mass use for dram, opting for arf equipment for 3d dram production after 2030 [4]. The euv lithography market expects growth from $8 billion in 2025 to $15 billion by 2033 [4]. SK Hynix’s early adoption could solidify its position with major clients like Nvidia and AMD [5].

strategic advantages and future prospects

Securing the high na euv machine six months ahead of schedule gives sk hynix a considerable advantage [6]. The high na euv system cost approximately 600 billion won ($431.6 million) [6]. This positions sk hynix to meet customer demands in a competitive market [6]. The company may use the new tool for advanced memory technologies [6]. These technologies include hbm and vertically stacked 3-d dram [6]. This strategic move could significantly enhance sk hynix’s market value and long-term growth potential [4][5].

Bronnen

high na euv dram production