ASML Holding N.V. provided an updated view on its market opportunities at its 2024 Investor Day, confirming potential 2030 scenarios for annual revenue between approximately 44 billion euros and 60 billion euros. The company also reiterated its gross margin expectations to be between approximately 56% and 60% by 2030.
President and CEO Christophe Fouquet stated that ASML's ability to scale EUV technology and extend its holistic lithography portfolio positions it well to contribute to and leverage the Artificial Intelligence opportunity. This is expected to drive significant revenue and profitability growth.
The long-term outlook for the semiconductor industry remains promising, with global semiconductor sales projected to exceed $1 trillion by 2030, translating into an average annual growth rate of approximately 9% from 2025 to 2030. ASML anticipates a double-digit EUV lithography spending CAGR between 2025 and 2030 for both advanced Logic and DRAM.
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