ASML Projected to Ship 69 EUV Units in 2026
heyshrutimishra · x · 2026-07-14
This thread discusses estimates for ASML's 2026 EUV shipments.
- The author notes that ASML no longer discloses net orders for EUV+non-EUV quarterly, and only reports annual EUV unit counts.
- Therefore, they built their own estimation model, projecting roughly 69 EUV units to be shipped in 2026.
- This number isn't a final conclusion but rather a "tracking dashboard" to compare against tomorrow's ASML earnings call and subsequent disclosures.
- The author stresses that tomorrow's call is just the first test; true validation will come when ASML announces the actual unit count for 2026.
Related event: ASML Stops Disclosing Quarterly Net Orders Ahead of Earnings(2 posts)→
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