ASML’s Q1 2026 landed with a guidance raise to €36–40 billion, memory customers sold out for 2026, logic ramping to 2 nm for AI products, and the unit plan moving from 60 Low NA EUV scanners this year to 80 next year. Read structurally, the quarter tells a single story: AI’s bottleneck has a postal code in Veldhoven — and its shadow falls across every layer above it.
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Continue Reading: ASML & The AI Lithography Cascade
ASML’s Q1 2026 landed with a guidance raise to €36–40 billion, memory customers sold out for 2026, logic ramping to 2 nm for AI products, and the unit plan moving from 60 Low NA EUV scanners this year
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
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