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
- SF Compute founder: buying compute is 'an absolutely awful experience' right now — IgorCarron · 2026-09-11
- SmolVM open-sources persistent computer infrastructure for agents that outlive chat sessions — aniketmaurya · 2026-09-11
- PyTorch Day Korea 2026 launches first offline conf, CFP closes Sept 13 — PyTorch · 2026-09-11
- Local LLM server dilemma: 4x CMP-170HX (price up 53% in 20 days) vs Mac Studio M5 Ultra — rumboll · 2026-09-11
- llama.cpp lands Flash Attention tuning for RDNA4, big prefill gains on AMD — pmttyji · 2026-09-11
- Your p99 latency benchmark may be lying: a deep dive into coordinated omission — Franc0Fernand0 · 2026-09-11