
ASML Holding N.V., the Dutch maker of advanced chip-making machines, has reaffirmed its bullish long-term revenue outlook, projecting annual revenue between approximately €44 billion and €60 billion with a gross margin of 56% to 60% by 2030. The company's CEO sees the global chip market growing 9% annually, expecting it to pass $1 trillion by 2030, with AI chips making up 40% of the total market. ASML expects double-digit growth in spending on its EUV technology through 2030, driven by increasing demand for AI technologies and advanced logic and DRAM. The company's shares rose as analysts cheered the guidance for sales growth through 2030, despite some skepticism regarding the range of the forecast and recent performance.
WFE is likely going to see a soft 2025 based on orders coming through for major players ( $ASML $AMAT $LRCX ) & the lead times pointing to no inflection in 1H25. However, taking a step back the road map to continue Moore’s law mean significant investment to enable $1 trillion in… https://t.co/SHQZcSoAEu
ASML CEO says AI boom benefits the company https://t.co/189mLOKeNU https://t.co/qMdDfH8Itg
Not really sure $ASML reaffirming a 2030 forecast with a 36% range solves much, esp as they just missed their more recent goals, with an elevated China exposure and Trump in office and a backlog at 3 year lows- just sayin...







