受益于人工智能的蓬勃发展，市场加大了对公司最先进光刻机的强劲需求。ASML has reaffirmed its long-term growth prospects, announced that it will maintain its goal of reaching 44 billion to 60 billion euros in sales by 2030, and pledges to increase dividends and share buybacks.
On Thursday, Dutch company ASML reiterated its long-term growth prospects on Investor Day. It is expected that by 2030, global semiconductor sales will exceed 1 trillion US dollars, and the compound annual growth rate will be around 9% from 2025 to 2030.
At the same time, ASML itself has set a goal: maintain the goal of reaching 44 billion to 60 billion euros in sales by 2030, at which time the gross margin is about 56% to 60%. Sales are expected to grow at an average rate of 8% to 14% over the next five years, and promises to increase dividends and share buybacks.
Benefiting from the booming development of artificial intelligence, the market has increased strong demand for the company's most advanced lithography machines.
As the only manufacturer of lithography machines in the world, ASML occupies an important position in the semiconductor supply chain. The lithography machine it produces is an essential tool for manufacturing advanced chips, supporting the AI accelerators of companies such as Apple and Nvidia.
As a result, ASML's performance is generally regarded as a weather vane for the entire semiconductor industry, and its long-term growth prospects also reflect the growing global demand for advanced chips.
ASML CFO Roger Dassen said in a statement:
“We have confirmed our capital allocation strategy and expect to continue to return significant amounts of cash to shareholders through a combination of increased dividends and share repurchases.”
In October of this year, ASML's third quarter results exploded. Orders were only half of what the market expected, and the stock price plummeted 17% on the same day. So far this year, the company's stock price has fallen by more than 5%.
According to the third quarter earnings report, China's sales were 2.79 billion euros, accounting for almost half of ASML's total sales. The company expects sales in China to account for around 20% of total revenue next year.
The company's CEO Christophe Fouquet said in October that it is expected that the slow recovery of the chip market will continue “until 2025.” However, next year and 2026 will be an “overall growth year” for the industry and ASML.
