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◆ TESSARA JULY 23, 2026 ASML EUV system sales €3.8B PER QUARTER -7.3% QoQ · +40.7% YoY ASML quarterly EUV system sales. Every advanced node fab depends on EUV, and ASML is the sole supplier. €0.0B €1.0B €2.0B €3.0B €4.0B Prior peak €4.1B High-NA first ship FY2024 Q3 FY2025 Q1 FY2025 Q4 FY2026 Q2 tessara.tech Source: ASML

EUV demand just hit a new high

ASML sold about EUR 4.1B of EUV lithography systems last quarter, a record. Every advanced chip in the world is made on an EUV machine, and ASML is the only company that builds them. This is the cleanest read on whether leading edge supply is expanding.
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