ASML Seen Reaching $1 Trillion Value by 2028 as AI Demand Lifts 90% Market Share
Updated
Updated · The Motley Fool · Jun 29
ASML Seen Reaching $1 Trillion Value by 2028 as AI Demand Lifts 90% Market Share
3 articles · Updated · The Motley Fool · Jun 29
Summary
$693 billion ASML could top a $1 trillion market capitalization by 2028, based on growth trends that have accelerated during the AI boom.
19% annualized market-cap growth since July 2021 and 15% sales growth in 2025 underpin that view, with net sales reaching 32.7 billion euros last year.
90% share in lithography and leadership in extreme ultraviolet machines give ASML a rare position supplying nearly all major chipmakers without competing against them.
2030 revenue guidance of 50 billion to 68 billion euros, alongside Bank of America’s 83 billion-euro estimate, suggests further upside as the chip market heads above $1 trillion.