EUV Capacity Expectations Revised Upward Again
BenBajarin · x · 2026-07-20
Citing data on **ASML EUV equipment shipments and customer structure**, the post highlights that by 2028, **0.33NA EUV capacity could increase to 110 units**, up from 85 in 2027, beating market expectations of 101. The author concludes that the semiconductor industry is poised to sustain a baseline of over **$4 billion** post-**2030**. Furthermore, if actual wafer production capacity can quickly outgrow its current single-digit annual output, the industry has at least another **10 years** of growth runway.
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