Extreme Ultraviolet Lithography (EUV) Market Set for Strong - openPR.com

The Extreme Ultraviolet Lithography (EUV) market is poised for strong growth, projected to reach US$ 41.97 billion by 2035, with a CAGR of 11.4% from 2026 to 2035. This expansion is driven by increasi... Read original →

The explosive growth of EUV technology is reshaping the semiconductor supply chain's power dynamics. Driven by surging demand for AI chips and high-performance computing, High-NA EUV has become the sole viable path for advanced nodes, compelling upstream vendors of photoresists, photomasks, and metrology tools to accelerate innovation. ASML’s collaboration with imec signals a concentration of top-tier R&D in the Netherlands, reinforcing technological moats. Firms in Taiwan and Hong Kong, China face supply chain disruptions, pushing domestic alternatives forward. Intel’s early adoption of High-NA EUV puts pressure on Samsung and TSMC, potentially sparking a new round of process node competition. In the short term, global capacity expansion hinges on EUV equipment investment, with delivery timelines and technical maturity becoming critical. Long-term, if nanoimprint or other alternatives gain traction, EUV’s dominance may waver—but for now, its strategic importance remains unassailable.