ASML supplier Trumpf says South Korea EUV demand is growing faster than Taiwan's

Trumpf’s revelation that South Korea’s demand for high-NA EUV tools now outpaces that of Taiwan, China signals a structural shift in advanced node capacity allocation. Technically, the push for higher laser power and wafer throughput forces synchronized upgrades across light sources, optics, and photoresists—intensifying supply chain bottlenecks for Japanese and German component makers. On compliance, tightening U.S. export controls incentivize Korean foundries to accelerate localization, while Taiwanese peers face rising costs from delayed tool deliveries and restricted co-development. Strategically, Samsung and SK Hynix are leveraging AI chip foundry services to erode TSMC’s dominance below 3nm, likely forcing the latter to fast-track High-NA EUV deployment. Over the next 12–24 months, EUV economics will pivot on laser efficiency: fabs achieving >200 wph will command pricing leverage in the AI silicon arms race.