kapynInfrastructure

ASML locks in TSMC, Samsung, and Intel while Huawei races to break its grip

ASML secures TSMC, Samsung, and Intel to adopt larger photomasks, boosting EUV throughput. The move should raise throughput by 40 percent, strengthening ASML’s market dominance. Meanwhile, Huawei is pushing its own suppliers, Yuliangsheng, to develop domestic lithography solutions.

The Decoder·Sep 8, 2026

Opening Kapyn…