ASML Holding Anticipates Strong AI Demand, Raises Sales Growth Forecast

ASML Holding expects global semiconductor sales to exceed $1 trillion by 2030, with a compound annual growth rate of 9% from 2025 to 2030. The company anticipates an average sales growth rate of 8%-14% over the next five years. ASML Holding has committed to increasing dividends and share buybacks, with its stock price increasing by nearly 5% to $705.59.

ASML Holding, a leading provider of semiconductor manufacturing equipment, has forecasted that global semiconductor sales will exceed $1 trillion by 2030, representing a compound annual growth rate (CAGR) of 9% from 2025 to 2030 [1]. This growth is underpinned by the increasing demand for advanced nodes, which are crucial for artificial intelligence (AI) and high-performance computing (HPC) applications. ASML Holding anticipates an average sales growth rate of 8%-14% over the next five years, driven by the expanding market for AI and 5G technologies.

The company's stock price has seen a significant increase, rising by nearly 5% to $705.59, as investors respond to the positive outlook. ASML Holding has also committed to increasing dividends and share buybacks, further boosting shareholder value.

The semiconductor foundry market is expected to grow from USD 171.72 billion in 2025 to USD 248.83 billion by 2030, with a CAGR of 7.70% [2]. This growth is driven by several key trends, including the demand for advanced nodes, the proliferation of IoT devices, and the push for trusted domestic fabs by defense agencies. The Asia-Pacific region is anticipated to be the fastest-growing market, led by Taiwan's advanced-node density and South Korea's vertical integration ecosystems.

However, the market faces several challenges, including geopolitical export-control uncertainty, capex inflation, and a talent crunch in sub-3nm EUV maintenance. These factors may impact the market's growth rate and profitability.

ASML Holding's positive outlook aligns with the broader trends in the semiconductor industry, highlighting the potential for significant growth in the coming years. Investors should closely monitor the company's progress and the broader market developments to assess the potential for future returns.

References:
[1] Mordor Intelligence. (n.d.). Semiconductor Foundry Market Size and Share Market Overview Study Period 2019 - 2030. Retrieved from https://www.mordorintelligence.com/industry-reports/semiconductor-foundry-market
[2] Mordor Intelligence. (n.d.). Global Semiconductor Foundry Market Trends and Insights. Retrieved from https://www.mordorintelligence.com/industry-reports/semiconductor-foundry-market