asml eyes 30% euv revenue surge in 2025 fueled by ai chips

2025-08-13 asml

veldhoven, Wednesday, 13 August 2025.
asml holding expects a considerable 30% increase in extreme ultraviolet (euv) revenue for fiscal year 2025. this growth is anticipated due to the expansion of low numerical aperture (na) euv technology. initial shipments of high na euv systems will also contribute. sustained high demand for advanced chips, which are critical in artificial intelligence applications, is another factor. asml’s euv revenue growth is pivotal. it is important for maintaining market leadership. it also significantly impacts the company’s stock performance.

stock market reaction

Despite the positive outlook, ASML’s stock experienced a slight decrease on August 9, 2025 [2]. However, market analysts believe this dip is temporary and expect a rebound [2]. This optimism stems from ASML’s critical role in supplying EUV lithography systems, essential for manufacturing advanced chips, and the sustained demand from the artificial intelligence sector [2]. ASML’s revenue growth is significantly driven by EUV lithography systems [2]. The company’s ability to capitalize on the increasing demand for advanced chips used in AI applications positions it favorably in the market [2].

analyst ratings and price targets

Analyst ratings for ASML remain largely positive. As of August 6, 2025, approximately 62.50% of analysts recommend buying ASML stock, while 37.50% suggest holding [3]. None recommend selling [3]. The average target price for ASML stock is $890.67, with a high of $1,000.00 and a low of $806.00 [3]. These targets reflect confidence in ASML’s future performance and market position [3]. These figures indicate a strong expectation of growth and profitability for ASML [3].

euv technology and market leadership

ASML holds a unique position as the sole producer of EUV systems used for advanced chip fabrication [6][7]. These systems are essential for creating intricate patterns on semiconductor substrates using 13.5 nm extreme ultraviolet light [6]. The company’s technology is critical for leading manufacturers like Taiwan Semiconductor Manufacturing, Samsung, and Intel [4][7]. ASML’s high-NA EUV systems, such as the TWINSCAN EXE:5000, represent a significant advancement, enabling the printing of lines on semiconductors that are just 8 nanometers thick [5]. This is about 1.7 times smaller than previous generations [5].

financial performance and future growth

ASML’s financial outlook remains strong, with total revenue growth for 2025 expected to be around 15% [4]. The Zacks Consensus Estimate projects ASML’s 2025 revenues at $37.83 billion, representing a year-over-year increase of 23.8% [4]. Furthermore, the consensus estimates for fiscal years 2025 and 2026 indicate year-over-year earnings growth of 30.1% and 1.5%, respectively [4]. ASML’s forward price-to-sales ratio stands at 7.54X, which is higher than the industry average of 7.06X [4]. This premium reflects investor confidence in ASML’s growth prospects [4].

high-na euv systems and ai applications

The demand for ASML’s high-NA EUV systems is driven significantly by the needs of artificial intelligence [5]. AI applications require massive computing power and data storage, making these advanced chipmaking technologies essential [5]. ASML’s CEO, Peter Wennink, stated that AI would be a major driver for their business [5]. The first of ASML’s newest chipmaking machines has been shipped to Intel, with production expected to begin in 2025 [7]. The TWINSCAN EXE:5200 is priced at around €250 million ($275 million), while the second-generation EXE:5200B is expected to exceed €350 million [7].

Bronnen

euv lithography revenue growth