ASML targets 25%+ increase in EUV machine shipments to meet memory demand surge

ASML plans to boost its EUV machine output significantly in 2026 and 2027 due to high memory demand

ASML’s EUV machines are the backbone of today’s semiconductor market. Everyone who manufactures leading-edge silicon uses EUV (Extreme Ultraviolet) machines from AMSL, including TSMC, Intel, and Samsung. In its Q1 2026 financial report, ASML has confirmed that it plans to ship over 60 EUV machines this year, a dramatic increase from the 48 shipped in 2025.

ASML’s 60+ new EUV machines will include both high-NA and standard (low-NA) EUV machines. This dramatic increase in output is due to high demand for memory and AI datacenters, which has placed pressure on all areas of the semiconductor supply chain. Memory now accounts for 51% of ASML’s Q1 2026 net system sales, up 21% from Q4 2025.

In 2027, ASML plans to ship around 80 EUV machines, a 66% increase over the company’s 2025 sales. Clearly, ASML expects semiconductor demand to continue to grow over the coming years.

(Demand for ASML machines is rising)

In Q1 2026, 45% of ASML’s machines were shipped to South Korea, with companies like SK Hynix and Samsung among the major buyers. SK Hynix needs machines for its new manufacturing facilities, which will be focused on DRAM and NAND production. Hopefully, these facilities will boost memory production and end the ongoing global memory shortage. That said, it will be years before most of these new facilities will be producing large amounts of DRAM.

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