Despite recent disastrous report, ASML believes demand for chip making machines will grow

ASML’s quarterly report is making waves as the leading lithography scanner supplier braces for a decline in its revenue in China due to the impact of US sanctions. Cautious sentiment about next year’s outlook, however, did not cause ASML to cut its 2030 revenue forecast, as evidenced by its presentation to a recent investor event.

Image Source: ASML

According to Bloomberg, ASML management still expects to earn between 44 billion and 60 billion euros in revenue by the end of 2030, which, compared to last year’s 27.6 billion euros, clearly indicates an upward trend in the company’s revenue in the period from 2026 to 2030. However, even next year, ASML’s revenue will continue to grow, as company representatives admitted at the quarterly event, although the growth rate should decrease compared to previous years of the current decade.

ASML’s profit margin in 2030 should range from 56 to 60%. This is higher than the 51.3% that was received at the end of last year, but at the same time the company promises in the coming years not only to actively invest in its development, but also to return capital to investors through the payment of dividends and share repurchases. Last month, ASML management said it expects demand in the overall chip market to recover slowly in the coming months, with the trend continuing through the bulk of 2025. CEO Christophe Fouquet estimates that the next two years will be periods of growth not only for ASML’s business, but for the entire semiconductor industry.