ASML Delivers Record 2025 Profit as AI Driven Chip Demand Accelerates

03 February 2026 | Company results

The Dutch semiconductor equipment leader posted net profit of €9.6 billion on €32.7 billion in sales, with strong AI led order momentum offsetting export controls while the company moves to streamline its workforce for long term execution and innovation.

ASML, the Dutch semiconductor equipment manufacturer, reported a record net profit of 9.6 billion euros for the financial year 2025, supported by strong customer demand linked to artificial intelligence driven investments. Total sales for the year reached 32.7 billion euros, reflecting sustained momentum across advanced chip manufacturing markets.

The company said growth was underpinned by accelerating demand for leading edge semiconductor manufacturing capacity, particularly from customers expanding infrastructure to support AI workloads. This performance was achieved despite ongoing export restrictions imposed by the Dutch government on certain advanced systems that could be used in sensitive military applications. These controls, first introduced in 2023 and subsequently expanded, align with broader international efforts to restrict access to advanced chipmaking technology.

Commenting on the outlook, Christophe Fouquet, President and Chief Executive Officer of ASML, said customers have become increasingly confident about medium term market prospects, largely due to expectations that AI related demand will remain structurally strong.

He noted that this improved confidence has translated into expanded capacity planning and a sharp increase in order intake, resulting in record bookings for the company.

Alongside its financial results, ASML announced plans to reduce its global workforce by approximately 1,700 roles, representing around four percent of total employees. The company said the decision is part of a broader effort to streamline operations, improve efficiency and strengthen its ability to execute at scale.

In an internal communication to employees, ASML emphasised that the changes are being made from a position of strength. The company said the organisational adjustments are intended to simplify processes and systems, enabling faster innovation and more consistent long term growth for customers, employees and stakeholders.

ASML reaffirmed its commitment to continued investment in technology leadership and innovation, positioning the company to support the next phase of growth in the global semiconductor industry as AI, high performance computing and advanced logic continue to drive demand.