$7.9B — Record order: SK hynix committed KRW 11.9 trillion (~$7.9B) for approximately 30 ASML EUV lithography scanners through end-2027, split between the Cheongju M15X fab (HBM) and the Yongin cluster (advanced DRAM) -- this may overlap with rather than sit fully on top of the already-tracked $38.1B Yongin/Cheongju combined investment.
$7.9B — Record order: SK hynix committed KRW 11.9 trillion (~$7.9B) for approximately 30 ASML EUV lithography scanners through end-2027, split between the Cheongju M15X fab (HBM) and the Yongin cluster (advanced DRAM) -- this may overlap with rather than sit fully on top of the already-tracked $38.1B Yongin/Cheongju combined investment.
Sourced figures 1
the working
Basis
$7.9B — Record order: SK hynix committed KRW 11.9 trillion (~$7.9B) for approximately 30 ASML EUV lithography scanners through end-2027, split between the Cheongju M15X fab (HBM) and the Yongin cluster (advanced DRAM) -- this may overlap with rather than sit fully on top of the already-tracked $38.1B Yongin/Cheongju combined investment.
This is a hypothesized partial answer to SK hynix → unnamed vendor(s) — memory & storage (memory fab construction (DRAM/HBM)) — not a confirmed decomposition of its figure, and not counted toward any total.
Threads 2
A claim is one metric we assert about a node — the value is the summary, this page is the receipt. Sourced from kestrel; supersedes-history not yet shown. Back to ASML.