ASML Dominates AI Chip Market with €60B Revenue Forecast – 100% Control of Advanced Production
ASML just dropped a bombshell—€60 billion in projected revenue while holding a monopoly on the machines that print every cutting-edge AI chip. The semiconductor giant’s EUV lithography systems are now the undisputed backbone of the AI revolution.
No chips, no AI—and ASML owns the only faucet. Nvidia’s GPUs, Tesla’s Dojo, even OpenAI’s next-gen supercomputers all depend on these Dutch-made machines. Meanwhile, Intel and TSMC are stuck paying the €200M-per-tool ‘innovation tax.’
Wall Street analysts are calling it ‘the ultimate toll bridge business’—while quietly adding ASML shares to their ‘long-term hold’ lists. Because nothing beats getting rich off the picks-and-shovels of the AI gold rush.
ASML Q1 2025 Financial Results Table – Source: Financial statements US GAAP Q1 2025
How ASML’s EUV Power Controls The AI Chip Supply Chain
The AI chip supply chain has become entirely dependent on ASML’s extreme ultraviolet lithography machines, and the company achieved a 54% gross margin in Q1 2025. ASML AI chip monopoly strengthened as net bookings reached €3.9 billion, which includes €1.2 billion from EUV systems alone. The semiconductor market trends reveal that every advanced AI processor requires ASML’s EUV lithography dominance to manufacture chips below 7 nanometers, and this creates an incredible bottleneck.
ASML CEO Christophe Fouquet stated:
Complete Market Control Through Technology Monopoly
ASML’s AI chip supply chain control extends beyond just manufacturing – the company shipped its fifth High-NA system to customers, which further cements its EUV lithography dominance. With 73 new lithography systems delivered in Q1 2025, and also considering the strong demand, ASML revenue forecast remains bullish as demand for AI-capable semiconductors skyrockets. The ASML AI chip monopoly creates an essential bottleneck where every major chipmaker must rely on Dutch technology, and at the time of writing, no alternatives exist.
Fouquet also said:
Financial Performance Drives €60B Revenue Target
ASML’s path to €60 billion annual revenue becomes clear through its exceptional financial performance, and net income reached €2.36 billion in Q1 2025. The semiconductor market trends favor ASML’s position as the sole provider of EUV systems, which creates pricing power that drives margins above 50%. This AI chip supply chain dominance allows ASML to project revenues between €30-35 billion for 2025, and the EUV lithography dominance is expected to expand further.
The company’s ASML AI chip monopoly reaches new heights as it controls every aspect of advanced semiconductor manufacturing, and right now this control is absolute. With semiconductor market trends pointing toward increased AI adoption, and also considering the lack of competition, ASML revenue forecast indicates sustainable growth toward the €60 billion target. The AI chip supply chain remains entirely dependent on ASML’s EUV lithography dominance, which makes the company indispensable for future technology advancement.
