ASML provides update on market opportunities at 2024 Investor Day

有望在2030年内实现营收和盈利的显著增长

Feldhoven, the Netherlands, November 14, 2024 - At its 2024 Investor Day today, ASML will update its long-term strategy and analysis of global market and technology trends, confirming that its annual revenue will reach approximately €44 billion to €60 billion by 2030, with a gross margin of approximately 56% to 60%.

ASML总裁兼首席执行官傅恪礼（Christophe Fouquet） 表示：“我们预计，在下一个十年我们有能力将EUV技术推向更高水平，并扩展广泛适用的全景光刻产品组合，使 ASML 能够充分参与和抓住人工智能机遇，从而实现显著的营收和盈利增长。”

Given the critical role semiconductors play in multiple societal macro trends, the industry’s long-term outlook remains positive.

除了多个重要终端市场的增长潜力外，得益于人工智能可能成为推动社会生产力和创新的下一个重大驱动力，ASML 认为，人工智能的崛起为半导体行业带来了显著机遇。

These developments are expected to help drive global semiconductor sales to over $1 trillion by 2030, implying an annual growth rate of approximately 9% for the semiconductor market between 2025 and 2030.

In addition, ASML believes that EUV sales will also have room to rise by 2030. The scalability of EUV technology has continued cost-effectiveness, which is expected to enable customers to further shift from multiple exposures to single exposure processes using low numerical aperture (0.33 NA) EUV and high numerical aperture (0.55 NA) EUV to support the development of advanced logic and dynamic random access memory (DRAM). Therefore, ASML expects that the annual compound growth rate of demand for EUV lithography equipment for advanced logic and dynamic random access memory (DRAM) will reach double digits between 2025 and 2030.

"We are confident that the growth of the semiconductor end market and the need for more lithography equipment for future process node development will bring strong demand for ASML's products and services," said Roger Dassen, Executive Vice President and Chief Financial Officer of ASML. "Based on our assessment of different market and technology scenarios, ASML expects to achieve annual revenue of approximately 44 billion euros to 60 billion euros and a gross margin of approximately 56% to 60% by 2030. We have also confirmed ASML's capital allocation strategy and expect to continue to provide investors with substantial cash returns through a combination of increased dividends and share repurchases."

Solid industry partnerships are critical to ASML's success and ASML will continue to work with industry and society to maintain its leadership in ESG sustainability.

Webcasts and Presentations

ASML will host an Investor Day on November 14 from 13:00 to 17:30 CET. ASML will provide a link to the live webcast (no pre-registration required) on its website, and the presentation and recording will be available at asml.com after the meeting.