Securing equipment emerges as new variable for Korea's chip expansion plans

ASML warns its planned capacity increases in chipmaking equipment through 2028 may not meet growing demand, potentially creating a bottleneck for South Korea's semiconductor cluster expansions in Yongin and Jeonnam-Gwangju. The company has paused accepting orders for 2029 and 2030 to manage future supply and customer readiness amid strong demand for advanced memory chip manufacturing equipment.

This Wire brief sits within Fusion42's coverage of Semiconductors.