ASML Holding N.V.
ASMLpublicSemiconductor Equipment
Dutch company and sole manufacturer of EUV (Extreme Ultraviolet) lithography machines — the equipment that makes advanced AI chips possible. Without ASML EUV, TSMC cannot make N3/N2 chips for NVIDIA. ASML is the ultimate AI infrastructure chokepoint. US export controls restrict ASML machine exports to China.
2024 CAPEX
$1.5B
YoY 2024 vs 2023
+13.8%
Latest Quarter
$0.5B
Q4'25
2025 Guidance
$1.5B–$1.8B
CAPEX History — Quarterly
Guidance Tracker
FY2025
On Track
“We expect revenue of €30–35B in 2025 with continued investment in High-NA EUV manufacturing capacity.”
Guided: $1.5B–$1.8B
Key Quotes
Christophe Fouquet·CEO·2025-01-29
“AI is driving semiconductor demand to unprecedented levels. EUV and High-NA EUV are essential for the next generation of AI chips. Our order book reflects that confidence.”
Q4 2024 Earnings Call
SEC Filings
europenetherlandsEUVlithographysemiconductor-equipmentchokepointpublic