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ASML is a leading supplier to the semiconductor industry, providing essential hardware, software, and services for the mass production of integrated circuits (microchips). The company plays a crucial role in enabling the creation of more affordable, powerful, and energy-efficient microchips, which are vital for modern technology and addressing global challenges. ASML's offerings include advanced lithography systems, metrology and inspection systems, and computational lithography and process control software.
- EUV (Extreme Ultraviolet) Lithography - Provides advanced lithography systems for cutting-edge chip manufacturing, enabling the production of smaller and more powerful microchips.
- ArFi (Argon Fluoride Immersion) Lithography - Offers deep ultraviolet lithography systems for high-resolution patterning in semiconductor manufacturing.
- Logic Applications - Supplies lithography systems tailored for logic chip production, which are used in processors and other computing devices.
- Memory Applications - Delivers lithography systems designed for memory chip production, essential for data storage solutions.
- Metrology & Inspection Systems - Ensures precision and quality in the chipmaking process through advanced measurement and inspection technologies.
- ArF Dry (Argon Fluoride Dry) Lithography - Provides lithography systems for specific semiconductor manufacturing processes requiring dry patterning techniques.
- KrF (Krypton Fluoride) Lithography - Offers lithography systems for less complex semiconductor manufacturing processes.
- I-line Lithography - Supplies lithography systems for mature semiconductor manufacturing processes.
- Computational Lithography and Process Control Software - Provides tools to optimize the lithography process and improve chip performance.
- Refurbished Systems and Installed Base Management - Supports customers by managing and upgrading existing systems to extend their lifecycle and enhance performance.
| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Peter T.F.M. Wennink ExecutiveBoard | President, CEO, and Chair of the Board of Management | Vice Chair of FME-CWM; Chair of Eindhovensche Fabrikantenkring; Chair of Supervisory Board of Eindhoven University of Technology; Council Member of TKI HTS&M; Member of Dutch National Growth Fund Advisory Committee; Member of Circle of Influence of Startup Delta | Joined ASML in 1999 as CFO; became CEO in 2013. Key achievements include overseeing ASML's growth to €27.6 billion in net sales in 2023 and leading technological advancements like the High NA EUV EXE:5000 system. | View Report → |
Roger J.M. Dassen ExecutiveBoard | Executive Vice President, CFO, and Member of the Board of Management | Professor of Auditing at Vrije Universiteit Amsterdam; Supervisory Board Member of Dutch National Bank; Chair of Supervisory Board of Maastricht University Medical Center+; Board Member of Stichting Brainport | Joined ASML in 2018 as CFO. Previously Global Vice Chair at Deloitte. Key achievements include strengthening ASML's financial governance and compliance. | |
A.P.M. van der Poel Board | Member of the Board of Directors of the Foundation | N/A | Limited information available. Confirmed as a member of the Board of Directors of the independent Foundation associated with ASML as of December 31, 2023. | |
J. Streppel Board | Member of the Board of Directors of the Foundation | N/A | Limited information available. Confirmed as a member of the Board of Directors of the independent Foundation associated with ASML as of December 31, 2023. | |
S. Perrick Board | Member of the Board of Directors of the Foundation | N/A | Limited information available. Confirmed as a member of the Board of Directors of the independent Foundation associated with ASML as of December 31, 2023. | |
S.S. Vollebregt Board | Member of the Board of Directors of the Foundation | N/A | Limited information available. Confirmed as a member of the Board of Directors of the independent Foundation associated with ASML as of December 31, 2023. |
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Given the pushouts from multiple customers and the slower-than-expected recovery in key end markets like mobile and PC, how confident are you in your revised 2025 revenue guidance, and what additional risks might further impact your outlook?
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With China representing around 20% of your business and considering the potential for increased export controls, how are you mitigating the risks associated with this market, and could we see further declines in your China revenue beyond 2025?
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Considering that some of your major Logic customers are reducing or delaying their investments, and the competitive dynamics among your customers, how do you plan to address the potential concentration risk in your customer base and ensure sustainable growth?
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You've mentioned prebuilding tools to meet future demand, but in light of recent order pushouts and uncertainties, is it financially prudent to continue prebuilding, and how might this affect your pricing power and inventory levels?
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While you've highlighted AI as a potential upside, given the slower adoption and the fact that some uncertainties have materialized, can you provide more specifics on how AI demand is impacting your business and whether it's enough to offset the current headwinds?
Recent press releases and 8-K filings for ASML.
- ASML provided an overview of its 2024 performance, reporting modest revenue growth (around 3%) with stable gross margins (approximately 51.3%), a strong bookings backlog, and continued investments in advanced lithography technologies (EUV, DUV, and INA) driven by AI demand.
- Executives addressed macro challenges, discussing the potential impact of U.S. tariffs, supply chain adjustments, and competitive pressures—including risks of emerging domestic alternatives for EUV—with strategies such as establishing free trade zones to mitigate tariff stacking.
- Corporate governance and capital allocation were highlighted, with updates on board nominations and reappointments, revisions to executive compensation policies, and a proposed dividend increase to EUR 6.40 per share (up 4.9%), underscoring the company’s stable outlook amid market complexities.
- ASML reported total net sales of €7.7 billion in Q1 2025 with a gross margin of 54.0%, reflecting steady performance ( , ).
- The company achieved a net income of €2.4 billion and recorded net bookings of €3.9 billion, including €1.2 billion in EUV bookings ( , ).
- Guidance for Q2 2025 indicates projected net sales between €7.2 billion and €7.7 billion, with FY 2025 total net sales expected to range between €30 billion and €35 billion ( , ).