ASML says Intel has decided to use ASML's next-gen High NA EUV machines to make some of its flagship Panther Lake laptop chips; a High NA machine costs ~$400M

Reuters 2026-07-15 Max A. Cherney

Context & Ripple Effects

Intel was an early recipient of ASML’s High-NA tooling: it completed assembly of the first commercial system in 2024, while ASML expected Intel, TSMC, and Samsung to receive machines. The equipment’s roughly $400M price and complex, multi-module build make deployment a consequential production commitment rather than a routine capacity purchase.

The contrast with TSMC is material. TSMC said in April that it would defer High-NA use in production through 2029 to control costs; Intel’s reported use in Panther Lake therefore makes Intel the clearest named near-term production adopter in this coverage.

First-order effects

Intel moves High-NA EUV from tool installation toward use on some Panther Lake laptop-chip production, putting the technology into a commercially important product ramp.
ASML gains a concrete production-use reference customer for its newest EUV platform, supporting its higher 2026 sales outlook and the value proposition of an approximately $400M machine.

Second-order effects

Intel’s adoption creates a direct execution benchmark for other leading chipmakers: they can compare the manufacturing benefit of High-NA against the capital-cost discipline reflected in TSMC’s decision to wait.
A production deployment strengthens ASML’s leverage in negotiations over advanced lithography pricing, alongside reported discussions of EUV price increases and planned DUV price increases.

Third-order effects

If further chipmakers follow Intel into production use, leading-edge process advancement will become still more dependent on a small number of buyers able to absorb exceptionally expensive, specialized lithography tools.
The split between early adopters and cost-conscious deferrers could make High-NA timing a differentiator in foundry and chip competitiveness, though its durable advantage depends on whether production economics justify the investment.

The trend: High-NA EUV is entering a selective commercialization phase in which leading manufacturers must choose between earlier process capability and the capital intensity of ASML’s next-generation tools.

Discussion

r/hardware r on reddit
Intel has decided to use a high-end machine from ASML to manufacture some of its flagship Panther Lake laptop chips
Kelvin Mah Kelvin Mah on linkedin
🚀 A major milestone for High-NA EUV and semiconductor scaling — ASML has announced a significant breakthrough …
Christophe Fouquet Christophe Fouquet on linkedin
Today marks an important milestone for High NA EUV. — Intel Foundry has entered high-volume manufacturing for a subset …
Chris de Ruiter Chris de Ruiter on linkedin
High NA is used by Intel Foundry for high-volume manufacturing. This shows a major milestone for the platform in terms of readiness is reached …
r/intelstock r on reddit
High NA EUV reaches new readiness milestone with first high-volume Logic product
r/wallstreetbets r on reddit
ASML hikes sales forecast for second time this year on strong AI chip demand
@silicon_fly @silicon_fly on x
** Intel 18A now with High-NA EUV ** This is exciting! ASML just announced that Intel 18A is now using High-NA EUV!!! Means, 18A is the first leading-edge process node in the world to use High-NA in HVM. Select Panther Lake CPUs tiles are now using High-NA in specific layers. [im…
@serobinsonjr S.E. Robinson, Jr on x
TERAFAB: Today, on ASML's second-quarter earnings call, CFO Roger Dassen said that the company's 2027 and 2028 capacity expansion plans for EUV and DUV lithography systems, which include 30% increases each year from 2026 bases of around 65 EUV and 130 DUV systems. This account [i…
@tengyanai Teng Yan on x
1/ ASML just beat and raised guidance. That's the headline everyone will run. But the number that actually matters was sitting in the deck (not the press release): Taiwan went from 23% to 30% of ASML's machine sales in a single quarter. (hint: TSMC prints tomorrow) The beat [imag…
@pythiar @pythiar on x
The funny thing about TSM whining about EUV price increases is what are they gonna do? Go back to quad patterning DUV (for which the price is also going up lol)? Their customers are literally screaming at them to add capacity and actively taking wafers elsewhere. TSMC has no
Wouter van der Horst Wouter van der Horst on linkedin
Great High NA news with a shout-out to our new 1um source ("improved light source") in the EXE:5200B! …
Naga Chandrasekaran Naga Chandrasekaran on linkedin
I'm pleased to share that ASML has just announced that Intel Foundry is the first company to go into volume production with High NA EUV technology. …

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