Medium2026-09-15Short term · NeutralLonger term · Leans positive
TSMC to Adopt High NA EUV in 2030; Samsung and SK hynix to Begin Volume Production in 2028
TSMC plans to adopt High NA EUV in 2030, while Samsung and SK hynix will begin volume production in 2028, according to reports. This suggests Korean chipmakers may lead in advanced processes, a long-term positive for SK hynix's technological competitiveness.
Impact assessments are model-generated from public coverage, for reference only and not investment advice.