“Bookings split: €3.6B EUV vs €1.8B non-EUV” (NXTi most)
Copilot:
ASML (EUV supplier)
- €2.1B in EUV system sales, including one High-NA system.
- Bookings split: €3.6B EUV vs €1.8B non-EUV.
- Logic demand dominates (65% of system sales), with memory at 35%.
- Management expects strong Q4 and 2026 EUV growth, despite China pullbacks.
ASML did not provide a detailed breakdown of the €1.8B non-EUV bookings by platform (e.g., ArFi, NXTi) in the Q3 2025 earnings call. However, based on historical trends and product mix commentary, we can infer that a significant portion likely came from ArFi systems, especially XT and NXT platforms used in mature logic and memory nodes.
What We Know from Q3 2025
- Total bookings: €5.4B
- EUV bookings: €3.6B
- Non-EUV bookings: €1.8B
- No explicit split between ArFi, KrF, i-line, or NXTi platforms in the call or investor materials.
- One XT260 shipment was highlighted—this is an ArFi scanner for advanced packaging and 3D integration, offering 4× productivity over prior models.
Inferred Breakdown (Based on Prior Quarters)
- ArFi (NXT/XT) systems typically dominate non-EUV bookings, especially for:
- Advanced packaging
- DRAM mid-node layers
- Mature logic (28nm–65nm)
- KrF and i-line bookings tend to be smaller and tied to trailing-edge analog, power, and display applications.
- Installed base revenue was €2B, separate from new bookings, and includes service contracts and upgrades.
Historical Context
- In prior quarters, ASML’s non-EUV mix was often:
- 60–70% ArFi (XT/NXT)
- 20–30% KrF
- 10% or less i-line
- If this ratio held in Q3 2025, ArFi bookings could be ~€1.1B–€1.3B, with NXTi likely contributing the bulk of that.
Would you like to track XT260 adoption across OSATs or map ArFi vs EUV usage by layer type in logic and DRAM? I can build a node-layer-tool matrix next.
PS
4Q25 on it's all about EUV/ArFi.
SVG/Cymer/Brion/HMI/Mapper/ASML/et al absolutely dominates both.
Village having yuge incentives to support.
:-) |
