---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000778593.md"
description: "Bernstein: ASML High-NA EUV> Revenue and EPS Forecasts: Driven by unprecedented AI expansion, Bernstein forecasts ASML’s total revenue to reach €80bn by 2030 (a 20% CAGR). The 2028 EPS estimate was bumped to €67.44 (35% above consensus), scaling up to €96.86 by 2030.> Revenue and EPS Forecasts: Driven by unprecedented AI expansion, Bernstein forecasts ASML’s total revenue to reach €80bn by 2030 (a 20% CAGR). The 2028 EPS estimate was bumped to €67.44 (35% above consensus), scaling up to €96.86 by 2030.> Shipment Capacity Expansion: Expected EUV system shipments were raised to 91 units in 2027 and 113 units in 2028, eventually hitting 125 units by 2030.> DRAM First: Memory manufacturers are expected to adopt High-NA EUV faster than logic players. Because DRAM dies are smaller, they only require 1 mask (no stitching). Adoption is anticipated around 2027–2028 at the 1d node, led by SK hynix and Samsung.> Logic to Follow: Large logic dies (like GPUs/CPUs) require "stitching" across two masks (AB), which currently cuts throughput by ~23%. Bernstein estimates Intel will be the first logic adopter in 2028 (A14 node), followed by Samsung Logic in 2029, and a more conservative TSMC in 2030 (A10 node).> Improving Tool Availability: A main detractor of HNA has been low initial tool availability (~80% in 2025 vs. ~95% for Low-NA). However, maturity is improving rapidly, with a target fleet availability of 95% by 2030.> Cost Deflation: As tool availability reaches 95% and throughput improves across generations, the equipment cost per HNA exposure is projected to drop by 23% between 2025 and 2030. The cost gap of an HNA logic exposure compared to Low-NA will narrow from over 3x down to ~2x by 2030.$ASML(ASML.US)"
datetime: "2026-07-06T20:36:10.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000778593.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000778593.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000778593.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# Bernstein: ASML High-NA EUV> Revenue and EPS Fo…


### Related Stocks

- [ASML.US](https://longbridge.com/en/quote/ASML.US.md)
- [INTC.US](https://longbridge.com/en/quote/INTC.US.md)
- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
- [SKHY.US](https://longbridge.com/en/quote/SKHY.US.md)
- [04335.HK](https://longbridge.com/en/quote/04335.HK.md)
- [SSNGY.US](https://longbridge.com/en/quote/SSNGY.US.md)
- [SMSN.UK](https://longbridge.com/en/quote/SMSN.UK.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**