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    Jim Kavanagh

    Research Analyst at ASML NV

    Jim Kavanagh is the Vice President, Investor Relations Worldwide at ASML NV, specializing in global investor communication and capital market strategy for the semiconductor industry. He closely covers ASML’s investors and interacts with stakeholders across key markets, regularly communicating performance updates and strategic developments, such as ASML’s large-scale share buyback programs. Kavanagh has advanced through senior roles within ASML and is recognized as a key liaison for investors, with a career dedicated to supporting transparent market relations for one of the industry’s most influential technology firms. While detailed performance metrics and quantitative rankings are not publicly disclosed, his leadership in investor relations is backed by a solid understanding of semiconductor capital markets and regulatory best practices.

    Jim Kavanagh's questions to ASML HOLDING (ASML) leadership

    Jim Kavanagh's questions to ASML HOLDING (ASML) leadership • Q2 2025

    Question

    Jim Kavanagh of ASML Investor Relations initiated the discussion by requesting a summary of Q2 2025 results and Q3 guidance. He followed up with questions on short-term market dynamics driven by AI, the full-year 2025 business outlook, and specific drivers for the expected gross margin decline in the second half. Kavanagh also inquired about the potential impact of tariffs, progress on the technology roadmap for EUV and DUV systems, capital allocation plans, and the company's long-term market perspective through 2030.

    Answer

    EVP & CFO Roger Dassen reported Q2 revenue of €7.7 billion and a gross margin of 53.7%, driven by strong installed base upgrades. He guided Q3 revenue to €7.4-€7.9 billion with a 50-52% gross margin. For the full year 2025, Dassen projects ~15% revenue growth with a ~52% gross margin, noting a second-half weighting. President & CEO Christophe Fouquet identified AI as the primary growth driver for Logic and Memory. He confirmed the 2030 outlook of €44-€60 billion in revenue, highlighting progress on High-NA EUV systems and productivity gains in Low-NA and DUV tools which are enabling customers to shift more layers to single exposure.

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