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Episode Description:
Samsung just locked in a seat at ASML's table for next-generation chipmaking.
Samsung joined a 12-inch photomask consortium with ASML to co-develop High-NA EUV masks, targeting DRAM mass production by 2028 and extending the technology to its 1.4-nanometer leading-edge process. Separately, HMM is strengthening its bulk carrier shipping business with 4.7 trillion won in new orders. Supply chain managers are watching whether rival foundries respond with their own High-NA partnerships.

Sources:
- Samsung Joins ASML Photomask Consortium for High-NA EUV Development — Seoul Economic Daily, September 9, 2026
- HMM Secures 4.7 Trillion Won in Bulk Carrier Orders — Seoul Economic Daily, September 9, 2026

About AI PRISM:
AI PRISM is Seoul Economic Daily's WAN-IFRA award-winning newsroom AI series, delivering Korean economic news adapted for global audiences. Episodes are produced with AI assistance and reviewed by a human editor.

Tags:
#Samsung #ASML #EUV #Semiconductors #HMM #KoreaIndustry #KOSPI #AIPRISM #SeoulEconomicDaily #WANIFRA

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00:03Samsung just locked in a seat at ASML's table for the next generation of chip making.
00:07Samsung joined a 12-inch photomask consortium with ASML to co-develop next-generation high-N-AEUV masks.
00:15The partnership targets applying high-N-AEUV to Samsung's DRAM mask production by 2028.
00:21Samsung also plans to extend the technology to its 1.4-nanometer leading-edge process.
00:26Separately, HMM is strengthening its bulk carrier business with 4.7 trillion won in new orders.
00:33It's Wednesday, September 9th.
00:35Let's take a look at a key development in Korea's industry sector.
00:38Samsung's move ties it more closely into ASML's next-generation lithography roadmap ahead of rivals.
00:44That positioning matters as the industry moves towards smaller, more complex process nodes.
00:49Here's what the numbers show.
00:50Samsung joined a 12-inch photomask consortium with ASML targeting next-generation high-N-AEUV mask development.
00:58The companies are aiming to apply high-N-AEUV to DRAM mask production starting in 2028.
01:04Samsung also plans to extend high-N-AEUV to its 1.4-nanometer leading-edge process, according to today's industry
01:12page.
01:13Separately, HMM secured 4.7 trillion won in new orders as it strengthens its bulk carrier shipping business.
01:20So what does this mean for global supply chain managers watching Korea's chip sector?
01:24Earlier, we said Samsung's ASML partnership targets DRAM mass production by 2028.
01:30Here's what that actually means for you.
01:31Locking in early access to high-N-AEUV mask technology gives Samsung a timing edge over competitors racing toward the
01:39same 1.4-nanometer node.
01:41That edge could matter most in 2028, when the technology is set to reach mass production.
01:47Three things to watch.
01:48First, progress updates on the Samsung ASML high-N-AEUV mask consortium ahead of 2028.
01:55Second, whether competing foundries announce their own high-N-AEUV partnerships in response.
02:02Third, how HMM's 4.7 trillion won in bulk carrier orders affects its fleet expansion plans.
02:09That's today's AI Prism, Industry Daily.
02:11This episode was produced with AI assistance based on Seoul Economic Daily reporting and reviewed by a human editor.
02:18AI Prism is a WAN IFRA award-winning series.
02:20We'll be back tomorrow.

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