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ASML's memory revenue tops logic in 1Q26, AI-fueled HBM demand surges

Jerry Yang, Taipei

Apr 21, 2026, 14:29 0

Credit: AFP

ASML revealed during its first quarter 2026 earnings call that revenue from memory systems has, for the first time, exceeded that of logic chips. Against a backdrop of sustained AI infrastructure investment, DRAM manufacturers are aggressively competing...

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