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.
More from Infra
- Cloud capacity crisis is now an AI architecture problem, argues new newsletter — DavidLinthicum · 2026-10-26
- SpaceX files $40B GPU financing commitment with Apollo, already at 1.7GW — XFreeze · 2026-10-26
- Meta plans to raise up to $95B to fund massive AI expansion — Polymarket · 2026-10-26
- Nebius CEO: Debt Markets Closed for Neoclouds Last Week, Leaning on Customer Advances — zephyr_z9 · 2026-10-26
- CoreWeave 5-year CDS spikes to ~1,100bps as market fears AI bubble starts as credit event — kimmonismus · 2026-10-26
- AI demand reshapes cloud computing: scarce capacity and long-term deals replace on-demand — DavidLinthicum · 2026-10-26