ASML Earnings Reveal 3 Key Supply Chain Signals
tengyanAI · x · 2026-07-15
The author condensed the ASML earnings call into three key observations:
- Taiwan's share rose from 23% to 30%; focus on TSMC's capex tomorrow.
- South Korea's share is at 43%; focus on memory capex.
- High-NA can be used to track Intel 18A's progress.
The author implies that ASML's shipment structure continues to map directly to different segments of the AI hardware economy.
Related event: ASML Mix Signals Shift Focus to EUV Roadmap and Capex(7 posts)→
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