一口气买20台EUV光刻机！

Core Viewpoint - SK Hynix announced the purchase of advanced chip manufacturing equipment worth 12 trillion KRW (approximately 55.4 billion RMB) from ASML to meet the growing demand for storage chips [1] Group 1: Investment and Equipment Acquisition - SK Hynix is acquiring extreme ultraviolet (EUV) lithography machines, which are expected to be delivered by December 2027, to enhance its next-generation production processes [1] - The acquisition aligns with SK Hynix's strategy to ramp up production of storage chips, including high bandwidth memory (HBM), in response to strong demand from the artificial intelligence (AI) sector [2] - The estimated cost of one EUV lithography machine is around 500 billion KRW, suggesting that SK Hynix will acquire approximately 20 machines, thereby increasing its total to about 40 EUV machines [3] Group 2: Technological Advancements - The new EUV machines will facilitate the transition to the 1c process technology, which will be applied to key product lines including next-generation DDR5, LPDDR6, and HBM [2] - The 1c process technology is expected to improve semiconductor production efficiency, energy efficiency, and data processing speed [2] Group 3: Market Positioning - SK Hynix aims to respond to the global demand for storage chips and strengthen its market leadership position [3] - With this contract, SK Hynix is poised to narrow the gap with Samsung Electronics, which currently operates around 60 EUV machines [3]