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![D_K_Rajasekar Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::3674371694.png) DKR [@D_K_Rajasekar](/creator/twitter/D_K_Rajasekar) on x XXX followers
Created: 2025-07-23 13:20:01 UTC

@IanCutress Considering there is X EUV count against Rapidus in 2025, I guess this "estimate" could be revenue recognition on ASML's P&L rather than deliveries. If that is the case, the total number of EUV owned by any of these players could be considerably higher.  Thanks for your insights.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948010210947465714/c:line.svg)

[Post Link](https://x.com/D_K_Rajasekar/status/1948010210947465714)

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D_K_Rajasekar Avatar DKR @D_K_Rajasekar on x XXX followers Created: 2025-07-23 13:20:01 UTC

@IanCutress Considering there is X EUV count against Rapidus in 2025, I guess this "estimate" could be revenue recognition on ASML's P&L rather than deliveries. If that is the case, the total number of EUV owned by any of these players could be considerably higher. Thanks for your insights.

XXX engagements

Engagements Line Chart

Post Link

post/tweet::1948010210947465714
/post/tweet::1948010210947465714