ASML Shipments and Revenue Forecasts Re-Validated
zephyr_z9 · x · 2026-07-17
This discussion centers around ASML 2026 Q2 results and EUV shipment projections for the next two years, focusing on how semiconductor supply chain research validates the company's guidance.
Key points:
- By tracking capacity changes at key supplier Carl Zeiss SMT, analysts found their shipment forecasts for ASML remained closer to the company's guidance than market consensus, even after six months.
- Forecasts predict 2026/2027 EUV shipments will beat market consensus, driven by strong AI demand and upstream capacity constraints.
- The cited research provides specific figures: Zeiss SMT's production capacity for EUV and high-ASP immersion DUV optical systems is expected to expand by 20–25% and 40–50% year-over-year respectively in 2027. ASML's revenue is projected at €38–40bn for 2026 and €45–47bn for 2027, beating consensus.
- The research also notes that 2026 EUV/DUV shipments could reach 67 / 355 units, also above consensus estimates.
More from Infra
- Gavin Baker argues Nvidia may be one of open source AI’s biggest supporters — GavinSBaker · 2026-07-22
- AI Power Demand Exposes US Energy Gap, Urging Shift from Scarcity to Abundance — bradneuberg · 2026-07-22
- Gavin Baker says Nvidia’s $630B figure would be system revenue, not all Nvidia’s — GavinSBaker · 2026-07-22
- A Firecracker-based platform says it can host 6,000 AI agents on one 256 GB server — maritime_sh · 2026-07-22
- Report says Nvidia could build 1,000 Vera Rubin racks a day, implying $630B quarterly at system level — GavinSBaker · 2026-07-22
- oMLX 0.5.2 adds Mac menu-bar stats, low-bit decode kernels, and faster downloads — awnihannun · 2026-07-22