EUV Equipment Supply Chain Remains Tight
tengyanAI · x · 2026-07-12
This post highlights several critical bottlenecks in the EUV supply chain:
- ASML is the world's sole manufacturer of EUV scanners, and new production capacity typically faces a delivery and expansion cycle of about 30 months.
- As manufacturing processes advance with each generation, the demand for EUV will continue to grow compoundingly, creating sustained supply pressure.
- The bottleneck cascades downstream: Lasertec's ACTIS equipment is used for EUV mask inspection, while Veeco handles mask blank deposition.
- The author concludes that there are no immediate levers on the supply side, meaning the shortage will persist in the short term.
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