ASML shares fell about 5.4% to $1,606.29 as investors weighed the steep cost of its next-generation High-NA chipmaking machines. According to Reuters, High-NA systems cost approximately $400 million each, compared with roughly $200 million for existing EUV systems. Adoption plans extend to 2028 at memory manufacturers Samsung and SK Hynix and to 2030 at contract chipmaker TSMC, and ASML separately confirmed that TSMC intends to begin using High-NA in high-volume manufacturing in 2030. ASML pitches the machines as offering finer features and potentially 2.9 times the transistor density of its preceding platform, but fewer patterning steps must offset the equipment bill, and factory speed and usable-chip share will determine whether customers actually save money. The next test for ASML shareholders is execution: getting systems installed, accepted and working in production.
SK Hynix Inc
Taiwan Semiconductor Manufacturing Co. Ltd.
ASML Holding N.V.
Samsung Electronics Co Ltd
NVIDIA Corporation
Samsung Electronics Co Ltd
