ASML Earnings Call Preview: Watching EUV Shipments
tengyanAI · x · 2026-07-14
ASML will release its earnings tomorrow. The author highlights two key changes:
- ASML has stopped disclosing quarterly net orders (EUV + non-EUV), which was previously the best leading indicator for future demand.
- EUV unit counts are now only disclosed annually, meaning short-term tracking relies on estimates.
Based on their reconstructed model, the author estimates approximately 69 EUV tools will ship in 2026. A new interpretation will follow after the earnings call, but true validation will wait until ASML publishes its 2026 annual data.
Related event: ASML Stops Disclosing Quarterly Net Orders Ahead of Earnings(2 posts)→
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