ASML Holding N.V.
ASMLpublicSemiconductor Equipment
Dutch company and sole manufacturer of EUV (Extreme Ultraviolet) lithography machines — the equipment that makes advanced AI chips possible. Without ASML EUV, TSMC cannot make N3/N2 chips for NVIDIA. ASML is the ultimate AI infrastructure chokepoint. US export controls restrict ASML machine exports to China.
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2025 CAPEX
$1.9B
YoY 2025 vs 2024
+25.0%
Latest Quarter
$0.5B
Q4'25
FY2025 Guidance
$1.5B–$1.8B
CAPEX History — Quarterly
Quarterly Data & Sources
| Quarter | CAPEX | Revenue | % Rev | Source |
|---|---|---|---|---|
| Q4'25 | $0.5B | $11.0B | 4.5% | ASML Q4 2025 Earnings (est.) |
| Q3'25 | $0.5B | $10.0B | 4.8% | ASML Q3 2025 Earnings (est.) |
| Q2'25 | $0.5B | $9.5B | 4.7% | ASML Q2 2025 Earnings (est.) |
| Q1'25 | $0.4B | $8.9B | 4.7% | ASML Q1 2025 Earnings |
| Q4'24 | $0.4B | $9.3B | 4.3% | ASML Q4 2024 Earnings |
| Q3'24 | $0.4B | $7.5B | 5.1% | ASML Q3 2024 Earnings |
| Q2'24 | $0.4B | $6.2B | 6.0% | ASML Q2 2024 Earnings |
| Q1'24 | $0.3B | $5.3B | 6.2% | ASML Q1 2024 Earnings |
| Q4'23 | $0.4B | $7.2B | 5.0% | ASML Q4 2023 Earnings |
| Q3'23 | $0.3B | $6.7B | 5.1% | ASML Q3 2023 Earnings |
| Q2'23 | $0.3B | $6.9B | 4.5% | ASML Q2 2023 Earnings |
| Q1'23 | $0.3B | $6.7B | 4.3% | ASML Q1 2023 Earnings |
Q4'23 — FY2023 total CAPEX: ~$1.3B
Q4'24 — FY2024 total CAPEX: ~$1.5B
Q2'25 — Estimated
Q3'25 — Estimated
Q4'25 — Estimated. FY2025 total est. ~$1.85B
Guidance Tracker
FY2025
On Track
“We expect revenue of €30–35B in 2025 with continued investment in High-NA EUV manufacturing capacity.”
Guided: $1.5B–$1.8B
Key Quotes
Christophe Fouquet·CEO·2025-01-29
“AI is driving semiconductor demand to unprecedented levels. EUV and High-NA EUV are essential for the next generation of AI chips. Our order book reflects that confidence.”
Q4 2024 Earnings Call
SEC Filings
europenetherlandsEUVlithographysemiconductor-equipmentchokepointpublic