ASML Secures Record $7.97B EUV Tool Order from SK Hynix

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SK Hynix agreed to purchase 11.95 trillion won ($7.97 billion) of EUV lithography systems from ASML, with deliveries scheduled through December 31, 2027 for next-generation memory chip mass production. This record single order adds to ASML’s 38.8 billion backlog ahead of its Q1 2026 earnings.

1. Record Order Details

SK Hynix agreed to purchase 11.95 trillion won ($7.97 billion) of EUV lithography tools from ASML, with deliveries slated through December 31, 2027 for the mass production of next-generation memory chips used in AI workloads.

2. Backlog Boost

The order increases ASML’s order backlog, which stood at 38.8 billion at the end of 2025, adding a substantial layer of confirmed demand ahead of its Q1 2026 earnings report on April 15.

3. Strategic Significance

As one of the few suppliers of extreme ultraviolet systems, ASML solidifies its leadership position in high-bandwidth memory manufacturing and stands to benefit from intensifying competition and rising performance requirements in AI data centers.

Sources

FFRS