[반도체 인사이드] 韓 매출 두배된 ASML…차세대 메모리 전쟁 개막

ASML's Korean revenue surge to 45% signals that Samsung and SK Hynix are accelerating next-generation chip production faster than market forecasts, triggering earlier competition for seventh-generation HBM4E memory dominance. Aggressive EUV equipment deployment compresses the timeline for process validation and customer sample qualification, reshaping competitive dynamics industry-wide. This acceleration is reshaping the semiconductor supply chain, with major implications for AI-driven demand from customers like Nvidia.