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

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 for extreme ultraviolet (EUV) equipment capacity, signaling a shift in global semiconductor demand patterns.

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Electronic system design industry sustains double-digit growth in 4Q25, driven by strong SIP and services demand

The global electronic system design industry closed 2025 on a strong footing, with revenue reaching US$5.47 billion in the fourth quarter—up 10.3% year-over-year—according to the latest Electronic Design Market Data (EDMD) report from SEMI’s Electronic System Design Alliance. The report also showed a 10.1% rise in the four-quarter moving average, underscoring sustained momentum across the sector.

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