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Medium2026-09-11Short term · Leans positiveLonger term · Leans positive

SK Hynix to Adopt High-NA EUV for DRAM by 2028

SK Hynix reportedly plans to bring High-NA EUV lithography into DRAM mass production by 2028, aiming for more advanced nodes and defending its lead in high-value memory such as HBM. The move raises capital-spending and technical barriers; if executed well it strengthens the company's position in the next-generation memory race, supporting the stock over the medium term, though near-term depreciation and equipment costs remain a watch item.

Impact assessments are model-generated from public coverage, for reference only and not investment advice.

Related coverage · 1 related reports

  • 超能网 · 09-11 19:35 KST

    SK Hynix plans to adopt High-NA EUV for DRAM mass production in 2028, while Micron has yet to set a timeline. The move could cut unit costs and reinforce its premium memory lead, but capex and yield risks remain, keeping near-term stock impact neutral.

SK Hynix to Adopt High-NA EUV for DRAM by 2028 · Hynix Board