ASML’s revenue for 2024 rose by 2.7% to €28.3 billion, setting a new record. However, net income fell 3.4% to €7.57 billion, and EPS dropped 3.3% to €19.25. While the gross margin held steady at 51.3%, sales of lithography systems decreased by nearly 10%, and net bookings fell by 5.7%, indicating uneven demand in the semiconductor market. ASML’s 2025 outlook remains strong, but shifting chip demand—driven by AI investment—may favor advanced-node foundries while putting pressure on lagging-edge manufacturers.
My Take
The AI boom is fueling demand for cutting-edge chips, benefiting companies producing leading-edge nodes, but older technology nodes may see declining orders. ASML’s customers in the trailing-edge segment could face capital spending constraints, potentially reshaping demand for mature lithography equipment in 2025.
#ASML #Semiconductors #AI #EUV #ChipIndustry #TechStocks #Investing #Lithography #MooresLaw
Link to article:
https://www.asml.com/en/news/press-releases/2025/q4-2024-financial-results
Credit: ASML
This post reflects my own thoughts and analysis, whether informed by media reports, personal insights, or professional experience. While enhanced with AI assistance, it has been thoroughly reviewed and edited to ensure clarity and relevance.