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A deepened High-NA EUV collaboration is lifting Intel (NASDAQ:INTC | INTC Price Prediction) and ASML Holding (NASDAQ:ASML) in Tuesday morning trading, with the semiconductor equipment story cutting against a softer market backdrop.
Samsung and TSMC, two of the world's largest semiconductor manufacturers, are moving ahead with ASML's most advanced chipmaking equipment, strengthening the case for continued growth at the Dutch lithography giant as artificial intelligence drives demand for increasingly sophisticated chips. ASML's US-listed stock rose about 3% during premarket trading on Tuesday, while its Amsterdam-listed shares rose over 1%.
TSMC and Samsung committed to using ASML's High NA EUV lithography machines as demand for more advanced chips used in AI grows. Samsung plans to use High NA EUV in 2028 for DRAM memory manufacturing, while TSMC expects to adopt the technology in 2030 for advanced chips.
Taiwan Semiconductor Manufacturing Co. (TSM, Financials) has built one of the most prominent positions in global technology over decades. That position is now s
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TSMC holds a 73% foundry share as AI demand surges, while N2, N3 and advanced packaging investments fuel its growth outlook.