Betting on AI-driven demand growth, ASML Holding NV ADR (ASML.US) maintains its revenue guidance for 2030.

ASML Holding NV ADR (ASML.US) reiterated its positive long-term revenue outlook, betting on the thriving demand for semiconductors driven by artificial intelligence. According to a statement released by ASML Holding NV ADR on Thursday, the company expects sales to be between 44 billion euros and 60 billion euros by 2030, in line with previous forecasts. Roger Dassen, Chief Financial Officer of ASML Holding NV ADR, said in the statement, "We have confirmed our capital allocation strategy and expect to continue returning significant amounts of cash to shareholders through increased dividends and stock buybacks." The company also expects gross margins to be between 56% and 60% by 2030. ASML Holding NV ADR's financial report for the third quarter, released in October, showed that the company's revenue was approximately 7.5 billion euros, better than analysts' expectations of 7.17 billion euros; net profit was around 2.1 billion euros, exceeding analysts' expectations of 1.91 billion euros. However, ASML Holding NV ADR's third-quarter orders were only 2.63 billion euros, down 53% from the previous quarter and significantly below analysts' expectations of 5.39 billion euros. In addition, ASML Holding NV ADR has revised down its growth expectations for 2025, especially for EUV equipment. Due to customer caution towards new technology nodes and slow recovery in the logic chip market, the timing of EUV demand has been delayed, resulting in the company's future expectations being lower than the previous range. ASML Holding NV ADR expects revenue in 2025 to be between 30 billion and 35 billion euros, below analysts' expectations of 35.94 billion euros; projected gross margin will be maintained at 51% to 53%, down from the company's original forecast of about 54% to 56%. ASML Holding NV ADR is often seen as a barometer for the entire semiconductor industry and an early indicator of global semiconductor demand. The third-quarter financial report of ASML Holding NV ADR has sparked a new round of concerns in the market about the health of the chip industry. Despite the surging demand for AI chips from chip giants like NVIDIA Corporation (NVDA.US), demand from other markets, including automotive manufacturers, smartphones, and personal computers, appears to still be sluggish. Another pressure on ASML Holding NV ADR's prospects is the U.S. government's export control measures on artificial intelligence chips and chip manufacturing equipment to China. ASML Holding NV ADR's revenue in China in the third quarter was 2.79 billion euros, nearly half of its total revenue. The company expects that the Chinese market will account for 20% of its total revenue next year. Christophe Fouquet, CEO of ASML Holding NV ADR, previously stated that the U.S. government will continue to push for further restrictions on the company's exports to China. He also mentioned that 2026 is expected to be a year of growth for the company. ASML Holding NV ADR still expects its sales to grow by 2025, although at a slower pace. Christophe Fouquet said, "We also expect 2026 to be a year of growth, but it is still too early to accurately quantify."