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ASML sees AI demand as long-term growth driver in 2025 annual report

Published by Global Banking & Finance Review®

Posted on February 25, 2026

2 min read

Last updated: February 25, 2026

ASML sees AI demand as long-term growth driver in 2025 annual report - Finance news and analysis from Global Banking & Finance Review

Tags:technology Artificial Intelligence

Quick Summary

ASML’s 2025 annual report names AI as its chief demand driver, a shift from 2024’s caution. Management sees broader customer capacity builds into 2026 despite tighter Dutch export controls. ASML also plans a sales and support presence in India.

ASML Names AI Demand a Long-Term Growth Engine in 2025 Report

Company Overview: Lithography Leader

ASML 2025 Annual Report: AI as Growth Catalyst

AMSTERDAM, Feb 25 (Reuters) - ASML, the biggest supplier of lithography equipment used to make computer chips, said in its 2025 annual report published Wednesday it now sees the artificial intelligence boom as the main driver for demand for its products.

Change in Tone From 2024

The report reflects a change in tone from 2024, when the company emphasized that the semiconductor industry is cyclical and AI might prove a disappointment.

* "At first, we believed that AI would drive demand fromonly a limited portion of our customer base. At the end of theyear, we saw that new and significant demand for AI was startingto fuel capacity build-up across our broad customer base – apowerful trend that we believe will continue in 2026 andbeyond," CEO Christophe Fouquet said in the 2025 report. * In the 2024 report, CFO Roger Dassen had described AI as"a growth driver" that was not benefiting all customers equally. * "We anticipate continued growth in the semiconductormarket driven by strong demand for AI logic and memory products,along with high pricing resulting from supply-demand imbalances.This is expected to drive demand for growth in the equipmentmarket," the company said in 2025. * Elsewhere in the 2025 report ASML noted thatexport-control regimes continued to evolve in 2025, with theDutch government adding new controls on metrology and inspectionequipment in January. * In the 2025 report ASML also noted that it plans to set upa sales and support operation in India.

Reporting and Editing Credits

(Reporting by Toby Sterling, Editing by Louise Heavens)

Key Takeaways

•ASML’s 2025 annual report positions AI as the main driver of tool demand, reversing a more cautious 2024 stance.
•CEO Christophe Fouquet says AI-related capacity build is broad-based and expected to continue into 2026 and beyond.
•Company expects equipment demand from AI logic and memory, aided by high pricing amid supply–demand imbalances.
•Dutch export controls expanded in January 2025 to cover metrology and inspection gear, adding regulatory headwinds.
•ASML plans to establish a sales and support operation in India to serve growing regional demand.

Frequently Asked Questions about ASML sees AI demand as long-term growth driver in 2025 annual report

1What is the main topic?

ASML’s 2025 annual report highlights that AI has become the primary driver of demand for its chipmaking equipment, marking a more bullish stance versus 2024.

2How does this differ from ASML’s 2024 view?

In 2024, ASML described AI as a growth driver that didn’t benefit all customers equally. The 2025 report cites broad-based AI demand and capacity expansion.

3What other updates are included?

ASML notes tighter Dutch export controls on metrology and inspection tools from January 2025, expects AI-led equipment growth, and plans a sales and support operation in India.

ASML 2025 Annual Report: AI as Growth Catalyst

Change in Tone From 2024

The report reflects a change in tone from 2024, when the company emphasized that the semiconductor industry is cyclical and AI might prove a disappointment.

Reporting and Editing Credits

(Reporting by Toby Sterling, Editing by Louise Heavens)

Key Takeaways

•ASML’s 2025 annual report positions AI as the main driver of tool demand, reversing a more cautious 2024 stance.

•CEO Christophe Fouquet says AI-related capacity build is broad-based and expected to continue into 2026 and beyond.

•Company expects equipment demand from AI logic and memory, aided by high pricing amid supply–demand imbalances.

•Dutch export controls expanded in January 2025 to cover metrology and inspection gear, adding regulatory headwinds.

•ASML plans to establish a sales and support operation in India to serve growing regional demand.

Frequently Asked Questions

1What is the main topic?

ASML’s 2025 annual report highlights that AI has become the primary driver of demand for its chipmaking equipment, marking a more bullish stance versus 2024.

2How does this differ from ASML’s 2024 view?

In 2024, ASML described AI as a growth driver that didn’t benefit all customers equally. The 2025 report cites broad-based AI demand and capacity expansion.

3What other updates are included?

ASML notes tighter Dutch export controls on metrology and inspection tools from January 2025, expects AI-led equipment growth, and plans a sales and support operation in India.