ASML's Q1 2026 report shows the Dutch lithography leader will ship more than 60 EUV machines this year, a jump from 48 last year. The mix includes both High‑NA and Low‑NA scanners, positioning the firm for a projected 80‑unit surge in 2027 as memory makers clamor for capacity.

South Korea accounts for 45% of ASML's quarterly revenue, reflecting the region's dominance in memory, storage and emerging logic chips. Over half of the shipments—51%—are earmarked for memory production, with SK hynix and Samsung leading orders for technologies such as GDDR6, HBM3, HBM4 and DDR5 that power AI data centers.

SK hynix plans to install 20 Low‑NA EUV tools over the next two years, earmarked for HBM memory and advanced storage. ASML expects to deliver 56 Low‑NA scanners in 2027, allocating seven to Samsung, five to Intel and a hefty 20 to SK hynix. High‑NA units total ten, each priced around $380 million, with Intel targeting its 14A node.

With memory chips fueling AI workloads, the surge in EUV capacity underscores a supply bottleneck that could shape semiconductor pricing and rollout schedules. ASML's roadmap ties its fortunes to the memory market, and the influx of scanners promises to accelerate production of next‑gen modules for data‑center operators worldwide.