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![semivision_tw Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1881240196756504576.png) Semi Vision👁️👁️ [@semivision_tw](/creator/twitter/semivision_tw) on x 1012 followers
Created: 2025-07-20 01:24:31 UTC

Summary:
▪️DUV still captures the majority of applications
▪️High NA / Hyper NA EUV will take time to ramp
▪️ASML still has “money visibility” in the short term, but future surprises await

Let’s see if ASML can pull off something truly groundbreaking.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946742985397583975/c:line.svg)

**Related Topics**
[money](/topic/money)
[asml](/topic/asml)

[Post Link](https://x.com/semivision_tw/status/1946742985397583975)