The quoted analysis expects ASML’s low-NA EUV capacity to exceed 95 units in 2027, versus company guidance of 85, and forecasts total EUV shipments of 70 in 2026 and 100/125 in 2027/2028. The post says 10 additional low-NA EUV machines could add 1 million wafers per month and speculates that Intel may be expanding capacity.