ASML reaffirmed its full-year 2025 guidance, projecting total net sales growth of approximately 15% year-over-year, with expected revenue between €30 billion and €35 billion. The gross profit margin for the year is anticipated to be around 52%[2][3].
However, executives cautioned about increased uncertainties impacting the second half of 2025. Roger Dassen, ASML’s CFO, cited macroeconomic and geopolitical headwinds, including the consequences of recent export controls and tariffs imposed on shipments to China[1].
The revenue forecast comes in the context of significant geopolitical pressures affecting demand—especially from China, ASML’s largest market outside of Europe and the U.S. The company recently accounted for a €1.4 billion write-off related to canceled orders from Chinese clients due to new export restrictions, reflecting the ongoing global technology trade tensions[1].
Despite short-term uncertainties, ASML’s management maintained their 2030 outlook, forecasting total revenue between €44 billion and €60 billion for that year and a gross margin between 56% and 60%. CEO Christophe Fouquet noted the underlying strength of demand driven by artificial intelligence (AI), although he acknowledged greater unpredictability ahead due to ongoing tariff and policy changes globally[1].
ASML expects Q3 2025 total net sales between €7.4 billion and €7.9 billion, with the gross margin guidance set at 50% to 52%. The company will closely monitor the evolving macroeconomic and geopolitical landscape, adapting its outlook as necessary to maintain growth and profitability in an increasingly complex global semiconductor industry[2].
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