Samsung plans to implement ASML's newest High NA EUV machines for mass production by 2028, followed by TSMC in 2030. This commitment comes from ASML, the world's sole provider of extreme ultraviolet (EUV) lithography systems, as reported by Bloomberg.
High numerical aperture extreme ultraviolet (High NA EUV) represents the pinnacle of chipmaking technology found in ASML's most advanced equipment. While Intel and SK hynix have been utilizing this technology, its broader adoption by leading foundries like Samsung and TSMC marks a significant step forward. The technology streamlines the chip manufacturing process by reducing certain steps, leading to faster production, higher yields, and the creation of more densely packed wafers.
Transition to Larger Photomasks
In addition to the High NA EUV adoption, ASML is collaborating with Samsung, TSMC, Nvidia, and Apple to transition from current 6-inch photomasks to 12-inch ones. Photomasks serve as stencils for projecting chip designs onto wafers using EUV optics. The larger 12-inch mask will cover more of the wafer with each exposure, consequently reducing the number of required shots and improving production efficiency and cost-effectiveness.
ASML CEO Christophe Fouquet noted that the adoption of High NA EUV is expected to grow in tandem with device scaling roadmaps. He stated, "We expect the adoption of High NA EUV to increase progressively along the device scaling roadmap, first using current 6-inch masks and then further supported by 12-inch masks, which enable greater scanner productivity and allow the industry to meet the demand for smaller, faster and more energy-efficient chips." ASML aims to establish a 12-inch mask pilot line by 2031, with the goal of integrating 12-inch High-NA lithography systems into advanced node production by 2033.
Industry Confidence Amidst Demand
The accelerated adoption of these advanced manufacturing technologies underscores the semiconductor industry's robust confidence, particularly in light of the ongoing artificial intelligence boom. Demand for memory and processors is projected to exceed supply beyond 2030, driven primarily by the AI and server sectors, even as the client CPU market faces different dynamics. This strategic investment in next-generation technology by major players indicates a proactive approach to meeting future industry demands.