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)→
More from Infra
- SmolVM open-sources persistent computer infrastructure for agents that outlive chat sessions — aniketmaurya · 2026-09-11
- PyTorch Day Korea 2026 launches first offline conf, CFP closes Sept 13 — PyTorch · 2026-09-11
- Local LLM server dilemma: 4x CMP-170HX (price up 53% in 20 days) vs Mac Studio M5 Ultra — rumboll · 2026-09-11
- llama.cpp lands Flash Attention tuning for RDNA4, big prefill gains on AMD — pmttyji · 2026-09-11
- Your p99 latency benchmark may be lying: a deep dive into coordinated omission — Franc0Fernand0 · 2026-09-11
- Running MiniMax H3 on 12GB VRAM: quantization, Turbo LoRAs and attention backends compared — Possible_Mood676 · 2026-09-11