ChipsSeptember 8, 2026via CNBC Technology
TSMC, Samsung commit to ASML’s newest chipmaking tools as AI drives demand
Why it matters
AI's compute hunger is forcing foundries to adopt cutting-edge manufacturing tools faster than expected. This shapes which companies can build the next generation of AI chips and who controls the supply chain.
Key signals
- TSMC and Samsung both committing to ASML's High NA EUV tooling
- AI demand cited as driver for advanced semiconductor complexity and miniaturization
- Foundry-level tool adoption signals acceleration in chip capability race
- ASML's newest generation entering production roadmaps
The hook
TSMC and Samsung are betting on ASML's next-gen tools to keep pace with AI chip demand — a signal that the foundry race just accelerated.
TSMC and Samsung will adopt ASML’s High NA EUV tools for advanced chipmaking as AI drives demand for smaller, more complex semiconductors.