Samsung and SK hynix are competing for ASML's EUV tools, each committing 10 trillion to 20 trillion won, according to Dan Nystedt's relay of Chosun Ilbo

Concept illustration: two hands at the left and right edges hold up a large open newspaper with a black masthead lettered CHOSUN ILBO, and below it appear legs in dark trousers, white shoes and the wooden legs of a chair. At the centre of the page a pitched-roof hall lettered ASML holds a row of red cabinet-like machines, joined by a thin line to a tag lettered EUV MACHINES; to its left a signboard lettered SAMSUNG and to its right a signboard lettered SK HYNIX each stand above a large heap of coins, and six columns of grey lines fill the lower part of the page. Printed on the image: 10T-20T won EUV commitment per company, Chosun Ilbo reports.

The English edition of South Korea's Chosun Ilbo reported on November 8 that Samsung and SK hynix are competing to buy ASML's EUV tools, and Taiwan chip commentator Dan Nystedt relayed the report the same day (Dan Nystedt, 2026-11-08). Our inference: for memory investors and supply-chain teams planning for 2027 and 2028, how fast DRAM capacity grows may depend on who gets ASML tools first, if lead times really do lengthen.

Nystedt converts each company's commitment to about US$7.2 billion to US$14.4 billion, with the tools delivered in 2027 and 2028. The same relay notes that SK hynix disclosed an 11.95 trillion won EUV order in March, with delivery through the end of 2027. That is a single order and can't be compared directly with either company's overall commitment. The report says lead times may stretch to twice the longest on record. Nystedt gives no year for that record. According to the same relay, ASML said on its third-quarter earnings call that its current 2027 to 2028 supply plan can't meet demand.

Not proven yet: the investment sums and lead-time multiple are unconfirmed by ASML or customers How we checked →

Next to watch: how ASML describes 2027 to 2028 EUV supply on its next quarterly earnings call.

Source and checks

This item ran in the brief of Nov 9, 2026, alongside 14 other items. How we checked it, the quote checks and what was still missing that day are on that issue's How we checked page.

Cite this item

SecondSource (2026). "Samsung and SK hynix are competing for ASML's EUV tools, each committing 10 trillion to 20 trillion won, according to Dan Nystedt's relay of Chosun Ilbo." https://secondsource.io/en/news/2026-11-09-6/. Accessed access date.