ASML Hits Major Milestone: Memory Chip EUV Orders Surpass Logic Chips for the First Time
business#semiconductors📝 Blog|Analyzed: Apr 19, 2026 08:16•
Published: Apr 19, 2026 08:10
•1 min read
•cnBetaAnalysis
This is an incredibly exciting development for the hardware infrastructure underpinning 生成式人工智能, as ASML reports a historic shift in its order books! For the first time ever, memory chip EUV orders have surpassed those for logic chips, highlighting the explosive demand for advanced High Bandwidth Memory (HBM) required by AI accelerators. This surge demonstrates how aggressively the industry is scaling up capacity to ensure the 可扩展性 of next-generation AI ecosystems.
Key Takeaways
- •EUV lithography technology continues to dominate the market, accounting for an impressive 66% of ASML's total revenue share.
- •The explosion in memory demand is heavily driven by HBM manufacturers like SK Hynix, Samsung, and Micron producing next-gen chips for AI hardware.
- •South Korea is currently the busiest global hub for semiconductor manufacturing, receiving 45% of ASML's systems, followed by Taiwan at 23%.
Reference / Citation
View Original"In the 2026 Q1 financial results, memory-related terminal application systems accounted for 51% of sales by system, while logic design made up the remaining 49%."