Shay Boloor: ASML close to 2027 EUV orders as memory lithography revenue surges

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9 hours ago

Shay Boloor: ASML close to 2027 EUV orders as memory lithography revenue surges — ASML nears 2027 EUV order targets

Shay Boloor reports that ASML is already close to securing all the extreme ultraviolet (EUV) orders needed for 2027, driven by a 75% surge in memory lithography revenue this year.

The company plans to expand Low-NA EUV capacity by 30% in 2027 to about 85 systems and is evaluating an additional 30% increase for 2028.

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Boloor previously listed the top 15 stock performers for 2026, reporting that SNDK led gains with 781 percent. In a separate update, he noted that Polymarket odds of Anthropic reaching a $2T valuation by year-end had risen to 47 percent. These developments come as the sector faces heightened activity in both equities and prediction markets.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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