Dutch semiconductor giant ASML on Wednesday reported a big jump in fourth-quarter net bookings, suggesting strong demand for its advanced chipmaking tools even as DeepSeek’s low-cost model raises concerns over AI spending.
➡️ The semiconductor equipment maker said that its 2025 full-year sales outlook remains unchanged from its previous guidance of between 30 billion and 35 billion euros of total revenue.
➡️ CNBC’s Arjun Kharpal spoke to ASML CEO Christophe Fouquet at the company's headquarters in Veldhoven, Netherlands.
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I'm in the Netherlands at the headquarters of ASL, one of the most important tech companies you've probably never heard of. ASL is a $300 billion company that makes machines that are used to manufacture the most advanced semiconductors in the world, like the ones in your smartphone. This is a version of 1 of Asml's key tools, the Extreme Ultraviolet Lithography Machine. The most advanced version of this is more than 14 meters in length, and at the end of various manufacturing processes, you get this a chip. That goes into your smartphone. The machines in always used to look like that. This was Asml's first lithography machine that was launched in the 1980's. The company has come on leaps and bounds since then. In 2025, the company is expecting record revenue of between 30 and ���35 billion driven by AI, something the CEO is bullish on. AI has created a major shift on the market. So AI is going to continue to drive the market in 2025 and indeed. We have guided for another record year next year. We have given a certain range because we still have some uncertainty on our well AI is going to do, but AI is the driver at this point of time.
