How EUV Lithography Is Reshaping the Chip Industry episode artwork

EPISODE · Jun 1, 2026 · 8 MIN

How EUV Lithography Is Reshaping the Chip Industry

from Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry · host Fexingo

This episode of Semiconductor News with Fexingo dives into extreme ultraviolet (EUV) lithography, the cutting-edge technology that enables the tiniest chip features. Lucas and Luna break down how ASML's latest High-NA EUV machines are driving the next wave of chip manufacturing, why TSMC is ramping up EUV usage faster than competitors, and what this means for Intel and Samsung foundry ambitions. With ASML shares up 7.9% in the past week and TSMC up 3.4%, the market is betting on EUV-led capacity expansions. The hosts also discuss the cost dynamics—each EUV machine costs over $300 million—and how that shifts competitive advantage toward the largest foundries. A must-listen for anyone following semiconductor manufacturing trends and the battle for process leadership. #EUVLithography #ASML #TSMC #Intel #Samsung #ChipManufacturing #SemiconductorEquipment #HighNAEUV #ProcessNode #ChipFoundry #Lithography #SemiconductorIndustry #Technology #FexingoBusiness #BusinessPodcast #ChipWar #MooreLaw #ChipSupplyChain Keep every episode free: buymeacoffee.com/fexingo

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