ASML Supply Chain Bottlenecks Drive Generational Shift
tengyanAI · x · 2026-07-16
This thread highlights two key takeaways from ASML's earnings call:
- Beyond financials, the supply chain signal is crucial: production of the NXE:3600D is ending, partly because ZEISS optical components for the D-spec are exhausted.
- The company expects virtually no D systems left by year-end. Low NA capacity will shift to E and F models, which are faster but also more expensive.
- This forces the industry to migrate to the E/F generation faster than the original roadmap anticipated; customers wanting the D configuration must either upgrade or wait.
- The thread also notes that ASML's average selling price and profitability might improve as a result, with Taiwan's share of machine sales rising from 23% to 30%, indicating strong TSMC-related demand.
Related event: ASML Mix Signals Shift Focus to EUV Roadmap and Capex(7 posts)→
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