Securing equipment emerges as new variable for Korea's chip expansion plans
Securing equipment for manufacturing advanced memory chips is emerging as a new variable in Korea's plans to expand semiconductor production capacity through large-scale industrial clusters, after ASML, the dominant supplier of advanced chipmaking equipment, warned that its current production plans may not be sufficient to meet demand in 2027 and 2028. During its earnings call Wednesday, ASML CEO…
Securing equipment for advanced memory chip manufacturing is becoming a critical factor in South Korea's semiconductor expansion plans, following ASML's warning that its current production capacity may fall short of demand by 2027 and 2028. During the company's earnings call, ASML CEO Christophe Fouquet revealed that planned increases of 30 percent in capacity for 2027 and another 30 percent in 2028 may not be enough to meet customer needs.
Fouquet stated, "Last quarter, we talked about 30 percent more capacity next year, and also the aspiration to have another 30 percent increase in 2028." However, he emphasized that these projected expansions will not suffice to satisfy customer demand. The company's plans for capacity growth encompass both low-NA extreme ultraviolet (low-NA EUV) lithography equipment and deep ultraviolet (DUV) immersion systems.
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