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Tuesday, September 8, 2026
Technology · Tuesday, September 8, 2026 · 10 sources

ASML and Samsung push 12-inch photomasks to boost AI chip production

ASML and Samsung expanded their partnership to develop 12-inch photomasks for High NA EUV lithography, aiming to increase fab productivity by 40% per ASML's CTO. Samsung plans to use the technology for DRAM production by 2028, while TSMC targets 2030. The move addresses bottlenecks in making larger AI chips.

Bottom line — ASML's 12-inch mask initiative could cut chip costs by 40% per the company, locking in a seven-year roadmap for the world's top chipmakers.

Go deeper (10)

  • Samsung will join ASML's consortium to develop 12-inch photomasks, replacing the 6-inch standard used for decades, per Yonhap.
  • The larger masks remove 'stitching constraints' that limit chip size, enabling bigger AI accelerator dies, according to Securities.io.
  • ASML CTO Marco Pieters told Reuters the productivity gain from larger masks could reach 40%.
  • Samsung plans to introduce High NA EUV into DRAM high-volume manufacturing by 2028, a first for the memory industry, reported Chosun Ilbo.
  • TSMC said it will adopt High NA EUV for advanced-node production from 2030, per Reuters.
  • Intel is already using High NA EUV for production, having run over a million wafers, according to Startup Fortune citing Tom's Hardware.
  • ASML aims for a 12-inch mask pilot line by 2031 and high-volume readiness by 2033, per Reuters.
  • SK Hynix is evaluating joining the consortium and also targets 2028 for High NA EUV in DRAM, according to Reuters.
  • Each High NA EUV machine costs around €370 million ($400 million), and ASML is the sole supplier, per Startup Fortune.
  • ASML raised its 2026 revenue guidance to €43-45 billion amid surging AI chip demand, reported Crypto Briefing.

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Last generated: Sep 8, 8:33 AM UTC by wreetco wreetco

dstld. Your daily news summary designed to surface the news that matters from a European perspective. Curated by humans, summarized by AI - always with links back to the original reporting.

Links · Contact
Popular topics · WorldEuropeGamesAI
Last generated: Sep 8, 8:33 AM UTC by wreetco wreetco