The ASML EUV outlook points to potentially 110 extreme ultraviolet lithography system shipments in 2028, up from a forecast of 65 in 2026. The company announced the projections alongside quarterly results on October 28, 2026, although its shares declined.
Key Takeaways
- ASML forecast 85 EUV system shipments in 2027 and potentially 110 in 2028.
- The shipment figures are projections, not completed deliveries.
ASML EUV outlook for system shipments
The projections envisage higher annual shipments over each of the next two years. The 2028 figure is described as a potential target rather than a confirmed delivery total.
ASML also released quarterly results, but the available information does not provide quarterly revenue or earnings figures.
| Item | Details |
|---|---|
| 2026 forecast | 65 EUV systems |
| 2027 target | 85 EUV systems |
| 2028 potential target | 110 EUV systems |
Why EUV systems matter to chipmakers
ASML's EUV lithography systems use extreme ultraviolet light to print intricate layers of advanced microchips. The company says its NXE systems are used to produce foundation layers at the 7-nanometer, 5-nanometer and 3-nanometer nodes.
ASML shares declined after the announcement. The available information does not establish a cause for the stock move.
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