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ASML, TSMC, Samsung and Intel Agree on AI Chip Roadmap Through 2033
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Fusion42 · 8 September 2026 · Fusion42 review
ASML, TSMC, Samsung, and Intel have agreed on a roadmap to advance AI chip production using 12-inch High-NA EUV lithography systems with pilot lines by 2031 and production by 2033, marking a major industry standard shift driven by these key players.
This Wire brief sits within Fusion42's coverage of Semiconductors and AI Infrastructure.
◆ ◆ The Wire takeaway
You must prepare for a major jump in chipmaking scale and cost as 12-inch High-NA equipment becomes standard by 2033. This will open opportunities to supply new equipment and materials while forcing chip startups to plan for longer development horizons.
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1 source · 8 Sep 2026
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