Samsung Adopts ASML High-NA EUV Tech, Boosting 2026 Growth Outlook

Key Facts

1Samsung has joined Intel, TSMC, and SK hynix in adopting ASML's advanced High-NA EUV technology.

2ASML management raised 2026 revenue guidance and expects EUV revenue growth of more than 45% year-over-year.

In a move reflecting the intensifying global race for semiconductor leadership, Samsung has officially committed to adopting ASML's High-NA EUV technology. According to analyst reports, Samsung joins an elite group of manufacturers including Intel, TSMC, and SK hynix in utilizing these advanced lithography systems. Consequently, ASML management has raised its 2026 revenue guidance, forecasting that EUV system sales will grow by more than 45% year-over-year.

This technological shift occurs amid varied performance across sector peers per market data. TSM shares closed at $434.97, while SKHY reached $194.17 (as of September 9, 2026). Meanwhile, INTC stood at $104.47 (as of September 8, 2026). These price levels highlight investor scrutiny regarding how the adoption of such high-cost equipment will impact the long-term financial structures of both logic and memory chipmakers.

Looking ahead, markets are monitoring ASML's ability to hit its ambitious 2026 targets now that its major customer base is fully committed to the next-gen platform. With no immediate major catalysts in the upcoming economic calendar for these specific instruments, traders are watching technical levels; TSM recently tested a day high of $439.40, while INTC has shown volatility between a day low of $100.35 and a high of $106.09 based on recent closing data.