阿斯麦（ASML）2025年第二季度投资者关系路演报告「NASDAQ」（英文版）（19页）.pdf

1、ASML 2025 Second-QuarterVeldhoven,the NetherlandsJuly 16,2025ASML reports 7.7 billion total net sales and 2.3 billion net income in Q2 2025Full-year 2025 expected total net sales growth of around 15%with gross margin around 52%Page 2July 16,2025 Public Investor key messages Business summary Outlook

2、Financial statementsAgendaPage 3July 16,2025 Investor key messagesPage 4July 16,2025 PublicInvestor key messagesThe semiconductor industry remains strong,driven by artificial intelligence adoption across an expanding applications space and is expected to surpass$1 trillion in revenue by 2030The indu

3、stry 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 increased number of critical lithography exposures for advanced

4、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 front-end integration,improve DUV and EUV performance and cost effectiveness and scale EUV technology well into the next d

5、ecadeBased 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 approximately 56%and 60%ASML values the strong ind

6、ustry 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 buybacksPage 5July 16,2025 Business summaryPage 6July 16,2025 Public1I