ASML says Samsung demand helps drive next EUV upcycle as 2026 guidance points to about 65 low-NA shipments
AI Market Summary
ASML management has lifted 2026 revenue guidance twice and now expects ~65 low-NA EUV system shipments, implying EUV revenue growth of over 45% YoY in 2026. Samsung's participation alongside Intel, TSMC, and SK hynix signals broadening demand for next-generation lithography, supporting a new EUV upgrade cycle. Non-EUV is also expected to rebound in 2026, though China export-control risks and DUV inventory overhang remain key uncertainties.
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ASML management has raised its 2026 revenue guidance twice and now expects to ship about 65 low-NA EUV lithography systems, with EUV revenue projected to rise more than 45% year over year. After non-EUV sales slip in the mid-single digits in 2025, the company expects that segment to grow 25% in 2026. ASML also sees demand from customers including Samsung as a key driver of the next EUV growth cycle.
