- ASML reported that four EUV lithography systems will be pushed out from shipping in 4Q 2019.
- My analysis suggests Samsung Electronics and SK Hynix are two of the companies pushing our EUV for their memory business.
- Micron's 1z nm DRAM already is technologically advanced, and are two quarters ahead of Samsung and one year ahead of SK Hynix.
Full article: Micron: DRAM Technology Leadership As Samsung And SK Hynix Push Out EUV, Seeking Alpha (LINK)
A DRAM roadmap by the Information Network showing Micron’s transition to 1z nm and gain of leadership over rivals Samsung and SK Hynix.
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