Dutch chip equipment maker ASML reportedly believes global semiconductor sales will rise to $1 trillion by 2030, citing AI hype.
ASML reveals ‘bullish future’ in latest article, insists chip equipment company is on the right track
Of all the sectors related to the AI craze, the semiconductor industry is capitalizing on this trend in a big way. Modern chips play a critical role in the development of AI accelerators and servers, which is why companies like NVIDIA are placing large orders with TSMC and other chip makers. As well as the general industry, ASML believes that the company is expected to generate approximately $46 billion in equipment sales by 2030, and links this optimistic figure to the demand generated from the AI sector.
Our ability to extend EUV technology into the next decade and expand our versatile holistic lithography portfolio positions ASML to contribute to and leverage opportunities in artificial intelligence (AI), enabling ASML to significantly We expect that we will be able to achieve strong revenue and profit growth.
– Christophe Fouquet, President and CEO
ASML is the world’s leading chip equipment provider, helping companies like TSMC and Samsung Foundry develop semiconductors and integrated into AI hardware by NVIDIA and AMD. It would not be wrong to say that ASML is the driving force behind the technology and shows the importance of the company in the current era. The Dutch company’s latest high-NA EUV equipment is said to be the chip market’s “holy grail,” but it’s said to cost up to $350 million alone and is mainly accessible only to a small number of fabs. . TSMC, Samsung, Intel.
According to ASML, the company plans to achieve gross margins of approximately 56% to 60% by 2030. However, ASML has seen a recent slowdown in its business, particularly following the “early release” of its earnings, and with its trade with China restricted due to US sanctions, ASML has clearly seen “the foundation of its business.” It seems like you’re having trouble finding it. “Between China and the US, this ultimately led to reduced profits, but ASML seems optimistic about future moves.”
The Dutch company believes global semiconductor sales could surpass the $1 trillion mark by 2030. This is a year-on-year growth rate of approximately 9% from 2025 to 2030, indicating that the chip market has a bright future with the influx of AI chip demand. .