Report claims 1 million high-NA EUV wafers per year, industry insider says it's possible
pstAsiatech · x · 2026-09-08
A rumor circulating in the chip supply chain suggests annual high-NA EUV wafer throughput could reach 1 million wafers. A cited industry observer comments that the figure seems high but is possible, noting that development burns through a lot of wafer material and there are prior signs supporting it.
High-NA EUV is ASML's next-generation lithography technology; wafer volumes at this scale would imply advanced-node ramp-up far beyond common expectations, a direct signal for compute supply chains.
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