ASML Sees Significant Growth Amid AI and Memory Chip Demand
ASML (NASDAQ: ASML), a leading Dutch semiconductor equipment maker, reported a 16% increase in net sales for 2025, rising to €32.7 billion ($39.1 billion), driven by robust demand in the AI and memory chip markets. Its gross margin improved to 52.8%, while earnings per share (EPS) increased by 28%. The company’s order backlog surged to €38.8 billion ($46.4 billion) by the end of 2025, prompting ASML to revise its 2026 revenue guidance upward to between €34 billion ($40.7 billion) and €39 billion ($46.6 billion).
The growth is attributed to ASML’s unique position in producing extreme ultraviolet (EUV) lithography systems, essential for manufacturing advanced chips used in AI technologies. The broader market for AI infrastructure is projected to grow at a CAGR of 29.1% from 2025 to 2032. Additionally, the memory chip sector is rebounding after a downturn, further boosting demand for ASML’s lithography products.
