TSMC, Samsung commit to ASML’s newest chipmaking tools as AI drives demand

ASML's Assia Haddou shows CNBC's Katie Tarasov a High NA chipmaking machine in Veldhoven, Netherlands, on April 24, 2025.Magdalena PetrovaSamsung and TSMC, the world's two biggest chipmakers, have committed to using ASML's High NA extreme ultraviolet (EUV) lithography machines, as demand grows for more advanced chips. ASML's EUV lithography machines are critical tools that are used to print circuit patterns onto silicon wafers during the chipmaking process. The High NA machines can print smaller and more intricate patterns. This tool can cost around $400 million. Samsung, one of the world's biggest memory chipmakers, said it would use ASML's machines to produce DRAM, a key type of memory, from 2028.Samsung said it would adopt the technology in 2030, adding that it would "extend the DRAM scaling roadmap" and make the process more efficient.Stock Chart IconStock chart iconASML stock over the last 12 months.TSMC said it would use ASML's tools for advanced chips and expects use of High NA machines to rise, "driven primarily by the increasingly complex transistor architectures required for AI applications."Investors see the success of High NA EUV machines as key to ASML's future growth ...