Development

A lithography maker pledges 30% more EUV capacity two years running

development2026-07-15

Claim

ASML beat expectations again and raised full-year revenue to €43-45 billion, pledging 30% more EUV capacity for each of the next two years, while the US eased chip controls on the UAE and Nvidia more than halved its cleared Asian buyers into a vetted white list.

Reported metric: €43-45B / +30% EUV

Reporting date: 2026-07-15 (not necessarily the event date)

Sources

Attribution and reporting linked by this record; links do not imply independent verification.

Welcome to July 15, 2026 (theinnermostloop.substack.com)

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Welcome to July 15, 2026

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Supersedes

A foundry's revenue jumps 68% on sold-out leading-edge capacity

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Citation formatCitation text

A lithography maker pledges 30% more EUV capacity two years running
Innermost Loop KB — secondary record
Reporting date: 2026-07-15
KB permalink: https://nicholsn.github.io/innermost-loop-kb/developments/2026-07-15-a-supplier-raises-euv-capacity-thirty-percent-a-year
Claim: ASML beat expectations again and raised full-year revenue to €43-45 billion, pledging 30% more EUV capacity for each of the next two years, while the US eased chip controls on the UAE and Nvidia more than halved its cleared Asian buyers into a vetted white list.
Attributed sources:
- Welcome to July 15, 2026 — https://theinnermostloop.substack.com/p/welcome-to-july-15-2026
This citation does not imply independent verification of linked-source claims.

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