ASML's Quarterly Growth Driven Mainly by DUV
tengyanAI · x · 2026-07-15
The author elaborates on the shifts in ASML's equipment mix this quarter:
- Unit growth is primarily driven by DUV, rather than EUV.
- EUV shipments remained flat at 16 units in both Q1 and Q2; its share of system sales dropped from 66% to 57%.
- The author believes this isn't an EUV stagnation, but rather an EUV ramp skewed towards the second half of the year.
- Based on their estimates, ASML's full-year guidance implies a significant revenue increase in Q4 compared to Q2, with EUV growing roughly 45% this year and its revenue weighting heavily towards the latter half.
Related event: ASML Mix Signals Shift Focus to EUV Roadmap and Capex(7 posts)→
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