ASML and the EUV Bottleneck Tighten Again
tengyanAI · x · 2026-07-09
The post notes that ASML will release earnings next week, and EUV remains a critical bottleneck controlled by a few manufacturers. The author argues that a mid-2025 slowdown is temporary; as AI infrastructure advances, advanced node capacity will tighten again in 2026–27.
The post also highlights forward-looking signals: EUV revenue grew for three consecutive quarters from 2.1 billion euros to 4.1 billion euros, and confirmed orders for High NA EUV are also rising.
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