阿斯麦（ASML）2025年第四季度及全年投资者关系路演报告「NASDAQ」（英文版）（24页）.pdf

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1、ASML 2025 fourth-quarter and full-year results Veldhoven,the NetherlandsJanuary 28,2026ASML reports 32.7 billion total net sales and 9.6 billion net income in 2025ASML expects 2026 total net sales to be between 34 billion and 39 billion,with a gross margin between 51%and 53%Page 2January 28,2026 Pub

2、lic Investor key messages Business summary Outlook Financial statementsAgendaPage 3January 28,2026 Investor key messagesPage 4January 28,2026 PublicInvestor key messages1The semiconductor industry remains strong,driven by artificial intelligence adoption across an expanding applications space and is

3、 expected to surpass$1 trillion in revenue by 2030The industry will require major innovations to address AI power consumption and cost challenges Our customers remain at the core of our strategy and we believe that lithography will remain at the heart of their innovation.We anticipate that an increa

4、sed number of critical lithography exposures for advanced logic and memory processes will be required Our flexible and versatile portfolio is well positioned to address all customer needs as we extend holistic lithography to support 3D integration,improve DUV and EUV performance and cost effectivene

5、ss and scale EUV technology well into the next decadeBased on different market and lithography intensity scenarios,as presented during our Investor Day in November 2024,we see an opportunity to achieve 2030 annual revenue between approximately 44 billion and 60 billion with a gross margin between ap

6、proximately 56%and 60%ASML values the strong industry partnerships which are critical to our success and our collective commitment to a leadership position in ESGWe expect to continue to return significant amounts of cash to our shareholders through growing dividends and share buybacks1Investor key