ASML reports record €13.2 billion orders as AI boom fuels unprecedented demand for EUV machines
10 Sources
[1]
The AI infrastructure boom shows no sign of slowing down
One way to track the speed of the AI boom is to follow the hardware supply chain. Nvidia is the classic example: As AI companies build out data centers, they're buying up billions of dollars of GPUs each month, turning Nvidia into the most valuable company on earth. But Nvidia has suppliers too,
[2]
ASML projects $71 billion in revenue by 2030, as demand for EUV lithography machines intensifies due to AI boom -- China sales lag behind while company cashes in on high-end Twinscan systems
Everyone wants EUV machines but Chinese chipmakers cannot get them. ASML this week posted its highest yearly result ever as demand for its chipmaking tools set records. The company's revenue for the fiscal year 2025 totaled €32.7 billion ($39 billion USD), up 15% from the previous year. As
[3]
ASML reports big orders beat as AI drives chipmaker demand, to lay off 1,700
Jan 28 (Reuters) - ASML (ASML.AS), opens new tab reported stronger-than-expected bookings in the fourth quarter on Wednesday, with the world's largest supplier of computer chip equipment receiving more orders as companies boosted investment in AI chipmaking capacity. Europe's largest company by
[4]
Why Nvidia's AI boom couldn't happen without Dutch chip equipment maker ASML
The company saw its share price rise 36% in 2025 and has continued the surge into 2026. Nvidia has become the world's most valuable company thanks to its advanced chips that are powering the AI revolution. But it could not succeed without ASML. The Dutch semiconductor equipment company, one of
[5]
ASML executives bet on chip demand strength past 2025
ASML Holding's management says demand tied to artificial intelligence is proving more durable than previously expected, with customers accelerating capacity planning that is likely to support orders for the Dutch company's most advanced lithography systems into and beyond 2026. In a video
[6]
Chip equipment maker ASML cuts nearly 4% of staff while trimming 1,700 jobs
Top computer chip equipment maker ASML logged record orders in the fourth quarter on Wednesday and boosted its 2026 outlook as demand surged from its AI-focused customers even as it trimmed 1,700 jobs. The job cuts, a rare move and representing 3.8% of staff, would mostly impact leadership in R&D
[7]
ASML Q4 Results Reveal 'Insane' $46B Backlog - ASML Holding (NASDAQ:ASML)
ASML Holding N.V. (NASDAQ:ASML) solidified its position as the backbone of the semiconductor industry, closing out 2025 with financial results that Jim Cramer described as "insane." The company reported a massive year-end backlog of $46.4 billion, fueled by a surge in AI-driven demand that is
[8]
ASML forecasts up to 19% sales growth in 2026 on AI chip boom By Investing.com
Investing.com -- ASML Holding NV forecast 2026 sales of between €34 billion and €39 billion on Wednesday, signaling growth of up to 19% as chipmakers ramp up production capacity to meet surging artificial intelligence demand. ASML reported record fourth-quarter net bookings of €13.2 billion, more
[9]
ASML Shares Rise on Record Orders as AI Spending Remains Strong
Shares of ASML Holding rose after the chip-making equipment supplier logged record quarterly orders and said it expects healthy sales growth this year, a sign that client spending to produce advanced chips behind the artificial-intelligence boom remains strong despite fears of a market bubble. The
[10]
ASML Ends 2025 With Record Orders as AI Spending Remains Healthy -- 2nd Update
ASML Holding logged record quarterly orders of its semiconductor-making equipment and said it expects healthy sales growth this year, a sign that client spending to produce advanced chips behind the artificial intelligence boom remains strong despite fears of a market bubble. The Dutch company
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Dutch semiconductor equipment giant ASML posted record fourth-quarter bookings of €13.2 billion, more than double analyst expectations and previous quarter results. The surge reflects chipmakers' growing confidence in sustained AI-related demand, with customers accelerating capacity plans for advanced logic and memory manufacturing. ASML projects revenue between €34-39 billion for 2026.
ASML Records Historic Order Intake Driven by AI Infrastructure Boom
ASML, the Dutch chip equipment maker and sole supplier of extreme ultraviolet lithography systems, has reported record-breaking bookings that signal the AI infrastructure boom shows no signs of slowing. The company announced €13.2 billion ($15.8 billion) in fourth-quarter bookings, more than double the €5.4 billion from the previous quarter and significantly exceeding analyst expectations of €6.32 billion
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. For the full year 2025, ASML generated €32.7 billion ($39 billion) in net sales, up 15% from the previous year, with EUV lithography systems accounting for 48% of system revenue at €11.6 billion2
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Source: Benzinga
CEO Christophe Fouquet attributed the surge directly to the AI boom, stating that "many of our customers have shared a notably more positive assessment of the medium-term market situation, primarily based on more robust expectations of the sustainability of AI-related demand" . This translates to chipmakers expecting AI labs will genuinely need the massive data centers currently under construction, prompting them to secure capacity years in advance.
Demand for EUV Lithography Machines Intensifies Across Logic and Memory
The demand for EUV lithography machines has intensified across multiple semiconductor segments, with both advanced logic and memory manufacturing driving orders. In logic production, foundry customers are migrating from 4nm process nodes to the more lithography-intensive 3nm node for AI accelerators, while simultaneously ramping 2nm nodes for next-generation high-performance computing and mobile applications
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. Logic fabs accounted for 66% of ASML's system sales, while memory represented 34%.In the memory sector, customers report strong demand for both high-bandwidth memory and DDR products, with supply remaining tight through at least 2026 as manufacturers ramp their 1b and 1c nodes. DRAM producers are adopting more EUV layers on these nodes and migrating from multi-patterning DUV to single-exposure EUV, significantly increasing lithography intensity
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. This shift matters because memory makers operate large fleets to fabricate commodity products cost-efficiently, meaning their EUV adoption will substantially amplify demand.
Source: DIGITIMES
AI Drives Chipmaker Demand for Advanced Semiconductors
The record order intake demonstrates how AI drives chipmaker demand across the entire supply chain. Companies like Nvidia have become the world's most valuable company thanks to advanced chips powering the AI revolution, but they depend entirely on ASML's technology
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. ASML holds a 90% share of the wider lithography market and is the only company manufacturing EUV systems needed for the most advanced semiconductors. Bank of America analyst Didier Scemama predicted ASML would soon have a monopoly in next-generation EUV lithography4
.ASML's EUV machines, which cost between €220-400 million depending on the model, contributed €7.4 billion to the €13.2 billion in fourth-quarter bookings
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. The company shipped 48 EUV systems in 2025, including both current-generation Low-NA EUV scanners and next-generation High-NA EUV machines. Intel purchased the world's first High-NA EUV Twinscan EXE:5200B with 0.55 numerical aperture optics for its 14A process technology, while ASML has supplied eight High-NA EUV tools to partners including SK hynix2
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AI Chipmaking Capacity Expansion Drives 2026 Outlook
ASML's outlook reflects continued expansion of AI chipmaking capacity. The company projects 2026 revenue between €34-39 billion, up from €32.7 billion in 2025, ahead of analyst expectations of €35 billion
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. Looking further ahead, ASML maintains its 2030 revenue target of €44-60 billion with gross margins of 56-60%3
. The company's year-end backlog reached a record €38.8 billion ($46.3 billion), while net bookings for the full year totaled €28.0 billion2
.Christophe Fouquet emphasized that customers are preparing for "a major addition of capacity" beginning in 2026 and extending beyond, with "a strong belief that the AI demand is real"
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. Major customers including TSMC, Samsung, Intel, Micron, and SK hynix are accelerating investment plans amid demand for AI logic and memory chips needed by cloud computing giants like Microsoft, Amazon, and Google3
.Market Response and Strategic Implications
Investors responded enthusiastically to the results, with ASML shares rising 7% to a record high following the forecast, pushing year-to-date gains above 20% and market value to nearly €500 billion
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. The company's share price surged 36% in 2025 and has continued climbing in 2026, making it just the third European company to reach a half-trillion dollar valuation4
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Source: Tom's Hardware
The record bookings provide a multi-year view into the semiconductor industry's trajectory. While orders may take years to fulfill and some clients could potentially withdraw, the data suggests companies remain committed to trillions of dollars in projected infrastructure spending . High-NA EUV systems are expected to reach high-volume manufacturing by 2027-2028, with Intel as the first adopter, further cementing ASML's position as the linchpin for advanced semiconductors production
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. The company also announced plans to lay off 1,700 jobs, or 3.8% of its workforce, mostly in the Netherlands and U.S., primarily at the leadership level3
.References
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