ASML Reaffirms 2030 Revenue Target as Chip Industry Nears $1 Trillion
ASML Holding N.V. held its 2024 global Investor Day on November 14, 2026, in Veldhoven, the Netherlands. The company reaffirmed long-term financial guidance and market projections through 2030. ASML projects annual net revenue of €44 billion to €60 billion by 2030. Gross margins are projected between 56% and 60%. Executive leadership said expanding artificial intelligence infrastructure investments will push worldwide semiconductor industry revenues past $1.0 trillion by 2030. ASML reiterated foundational long-term growth scenarios first introduced during its 2022 Investor Day. The company's macro-economic model indicates global semiconductor end-market revenues will expand from approximately $600 billion today to over $1.0 trillion by 2030, an annualized compound growth rate of roughly 9%.
ASML President and Chief Executive Officer Christophe Fouquet addressed financial analysts during plenary presentations, as documented by Reuters and Bloomberg. Executive Vice President and Chief Financial Officer Roger Dassen reaffirmed that long-term customer capital expenditure commitments for leading-edge lithography remain solid. Commercial financial exhibits confirmed ASML maintains an unfulfilled commercial equipment order backlog valued at approximately €36 billion.
ASML detailed commercial progress across its High Numerical Aperture extreme ultraviolet lithography systems, featuring a 0.55 NA projection optics architecture developed in partnership with Zeiss. The €350 million industrial scanner delivers a 70% improvement in imaging resolution relative to standard 0.33 NA systems. Early evaluation systems deployed at Intel manufacturing facilities in Oregon and TSMC research campuses demonstrated verified imaging yields. The technology establishes the foundational manufacturing baseline for 2-nanometer and subsequent angstrom-scale Gate-All-Around logic manufacturing. ASML also outlined continued enhancements across its deep ultraviolet immersion and dry lithography product portfolios. Those portfolios support power semiconductors, sensors, and mature-node manufacturing. Management estimated that revenues derived from mainland Chinese customers will normalize toward approximately 20% of total revenue in 2025. ASML equity shares gained 2.8% on the Euronext Amsterdam exchange.
