SK Hynix, one of the leading memory chip manufacturers, has just confirmed the purchase of 30 EUV scanners from ASML for approximately $8 billion. This is the largest order ASML has received in recent years. Another key detail is that the deal includes an accelerated delivery schedule for the machines. As a result, all of the machines will be delivered by the end of 2027.
SK Hynix is investing heavily to boost production
In recent years, mastery of EUV technology has become the key to success in the chip industry. Without these machines, SK Hynix cannot move upmarket to serve future AI chips, nor can it increase its production for the rest of the market. The other challenge is therefore the successful deployment of these machines. The company is counting on its teams’ ability to integrate these tools into its existing production lines without major disruption. The company plans to install this equipment at two strategic sites: the M15X production facility in Cheongju, dedicated to HBM chips, and the future industrial hub in Yongin, which will focus on DRAM manufacturing.
Accelerating the launch of new production lines
SK hynix decided to shorten the construction timeline for its industrial complex in Yongin at the start of the year. The launch of the initial production area has been moved up from May to February 2027. To achieve this, the company has committed a massive investment of 31 trillion won, or approximately $21.5 billion, to finance this first phase of the project. Ultimately, this large-scale project will consist of two major buildings housing a total of six clean rooms. Regarding the M15X unit specializing in HBM, the site effectively began operations in February. This launch comes shortly after the clean room was certified in October of last year.
A pace of deployment that contrasts with the caution of Samsung and Micron
This rapid pace of industrial deployment at these two sites contrasts with a certain wait-and-see attitude from its two competitors. But this strategy allows the company to consolidate its leading position in the supply of essential components, particularly to Nvidia, which is a major customer. Can we consider this a positive sign for the market? Yes, undoubtedly, as the expansion of the market leader’s manufacturing capacity will surely spur its competitors into action. Finally, we can also hope that this will free up more conventional production lines for the “standard” RAM used in our PCs.
