ASML Unifies TSMC, Samsung, and Intel Behind Larger Photomasks as Huawei Accelerates Domestic Push

ASML has rallied its top three customers—TSMC, Samsung, and Intel—around a transition to larger photomasks, a move designed to lift the wafer throughput of its advanced EUV systems by roughly 40 percent. The alignment reinforces ASML's central role in next-generation fabrication. Meanwhile, Huawei is coordinating a parallel domestic effort in China alongside equipment maker Yuliangsheng and local suppliers, reflecting the deepening divide in global semiconductor manufacturing.