Core Viewpoint - ASML projects significant revenue and profitability growth in the semiconductor industry, with potential annual revenue between approximately €44 billion and €60 billion by 2030, and a gross margin of approximately 56% to 60% [1][6]. Company Strategy and Market Position - ASML aims to leverage its EUV technology and holistic lithography portfolio to capitalize on the growing opportunities presented by Artificial Intelligence (AI), which is expected to drive productivity and innovation [2][3]. - The company emphasizes its strong industry partnerships and commitment to ESG sustainability as essential components of its long-term success [6]. Industry Outlook - The semiconductor industry is anticipated to grow significantly, with global semiconductor sales projected to exceed $1 trillion by 2030, reflecting an annual growth rate of approximately 9% from 2025 to 2030 [4]. - ASML expects a double-digit compound annual growth rate (CAGR) in EUV lithography spending for advanced Logic and DRAM from 2025 to 2030, driven by the scalability of EUV technology [5]. Financial Projections - The company confirms its capital allocation strategy, planning to return significant cash to shareholders through growing dividends and share buybacks [6].
ASML provides updated view on market opportunities at 2024 Investor Day meeting