ASML of the Netherlands recently released a record 26 EUV photolithography machines in 2019. ASML did not release a specific list of customers, but the main buyers were TSMC and Samsung. Now South Korean media reported that Samsung recently placed a big order, spent $3.38 billion to purchase 20 EUV photolithography machines, not only for 7/5 nm and other logic processes, but also used in dRAM memory chip production.
Samsung reportedly signed a new round of orders with ASML on January 15 to purchase 20 EUV photolithography machines for a total of $3.38 billion, or about 23.4 billion yuan.
This Time the EUV lithographmachine procurement scale than last October’s 15 units, 18.1 billion yuan of the larger scale, showing Samsung’s ambition in the EUV process, after all, Samsung from 7nm will be directly on the EUV process, has been mass-produced, Qualcomm, NVIDIA, IBM and other companies will be Samsung 7nm Customers of the EUV process.
After 7nm, Samsung will also launch 6nm LPP, 5nm LPE, 4nm LPE and other processes, still without the participation of EUV photolithography machine, of which 6nm process claims to have produced goods in January this year, but Samsung did not provide detailed customer information.
The purchase of 20 EUV photolithography machines will be used not only in logic processes, but also on DRAM memory chips, potentially bringing about a revolution in memory chip production.
After entering the 10nm level, DRAM memory also derived 1X, 1Y, 1Z at least three generations of process, probably equivalent to 16-19nm, 14-16nm, 12-14nm, Micron will have a more refined 1 alpha, 1 beta and other processes, but over 10nm this bump, EUV photolithography machine sits on memory technology, too.
From the report, Samsung as soon as the end of this year will be in memory chip production using EUV photolithography machine, although do not know the specific details, but at the end of the year the three memory chip manufacturers should start mass production of a new generation of DDR5 memory, so it is possible to use EUV on DDR5 memory for the first time.