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CNBC — Technology · September 8, 2026

TSMC, Samsung commit to ASML’s newest chipmaking tools as AI drives demand

Materials ScienceElectrical EngineeringEconomics
THE AI ANGLE
driving demand for advanced chips with complex transistor architectures

TSMC and Samsung have committed to adopting ASML's roughly $400 million High NA EUV lithography machines and transition to 12-inch photomasks to manufacture advanced chips and DRAM. Driven by surging demand for complex AI chip architectures, this decision extends the physical scaling roadmap while presenting significant capital allocation decisions for semiconductor manufacturing.

THE TEACHING ANGLE
Instructors can explore the trade-off between the massive capital cost of $400 million lithography systems and the technical necessity of printing smaller, more intricate transistor architectures.

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