{
  "id": 7378920,
  "title": "ASML extends chipmaking dominance as customers embrace High NA",
  "url": "https://urgent.news/2026/09/14/asml-extends-chipmaking-dominance-as-customers-embrace-high-na",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-09-14T18:33:58.000Z",
  "source": {
    "name": "Economic Times Tech",
    "slug": "economic-times-tech",
    "url": "https://economictimes.indiatimes.com/tech/technology/asml-extends-chipmaking-dominance-as-customers-embrace-high-na/articleshow/134246709.cms"
  },
  "original_language": "en",
  "account": "ASML, the Dutch chip equipment manufacturer, is extending its dominance in chip-making as customers embrace the High NA technology. CFO Roger Dassen reported that the AI boom has transformed customer sentiment, with existing $200 million EUV machines nearly sold out through 2027. Numerous commitments have been made for the next-generation $400 million High NA tools. Major competitors TSMC, Samsung, and SK Hynix have set dates to begin using High NA in production, while Intel already meets the throughput and reliability standards. ASML's CEO, Christophe Fouquet, expressed confidence that the AI boom will continue into the 2030s. Chipmakers, including TSMC and Samsung, previously questioned the High NA price tag but have now committed to its usage from 2030. ASML holds a 94% share of the global lithography market, with a monopoly on extreme ultraviolet light machines since the late 2010s. High NA technology can print features 40% smaller than standard EUV systems, potentially reducing manufacturing steps and increasing productivity. Despite fears of competition from Japan's Nikon and Canon and emerging Chinese rivals using deep ultraviolet light technology, Morningstar analyst Javier Correonero dismissed these concerns as misinformation. The trillion-dollar global semiconductor industry aligns around new tools, with chipmakers, equipment suppliers, and materials firms coordinating to ensure compatibility. Experts believe the industry will continue adopting High NA, as there are no viable alternatives.",
  "summary": "Its existing $200 million EUV machines, essential for making advanced AI chips, are all but sold out through 2027, while customers have made a flurry of commitments to adopt its next generation of $400 million High NA tools.",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}