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2023 Annual Report | ASML
webASML's 2023 Annual Report covers the company's lithography equipment business, which is critical to semiconductor manufacturing. ASML's EUV machines are a key chokepoint in advanced chip production, making this relevant to AI compute governance and export control policy discussions.
Metadata
Importance: 25/100organizational reportreference
Summary
ASML's 2023 Annual Report details the company's financial and operational performance, including €27.6 billion in net sales (30% growth) and a €39 billion backlog. It addresses geopolitical challenges including US and Dutch export control regulations affecting chip equipment sales. As the sole supplier of EUV lithography machines, ASML occupies a uniquely strategic position in the global semiconductor supply chain.
Key Points
- •ASML achieved €27.6 billion in net sales in 2023, a 30% increase, with a gross margin of 51.3%.
- •The company faces significant geopolitical headwinds from US and Dutch export control regulations limiting sales to certain markets.
- •ASML holds a €39 billion backlog, indicating sustained demand for advanced semiconductor manufacturing equipment.
- •As the monopoly supplier of EUV lithography machines, ASML is a critical chokepoint in advanced AI chip production.
- •The report highlights R&D investment and technology innovation as central to ASML's strategy for future growth.
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2023 Annual Report | ASML 2023 Annual Report
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Disabled Enabled Small patterns. Big impact.
We are over 42,400 individuals – thinkers, innovators, problem solvers, planners, movers and makers.
As a team, working together with our partners and customers, we help feed the world’s ever-growing demand for faster and more efficient microchips. We create impact by pushing technology to new limits, unlocking the potential of society and enabling people to tackle some of humanity’s biggest challenges.
Together we create impact.
Delivering for our customers Embracing change, driving innovation Making a difference Helping our teams thrive Working together, growing together Impact through collaboration € 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 . 0 1 2 3 4 5 6 7 8 9 b n Net sales
€ 0 1 2 3 4 5 6 7 8 9 . 0 1 2 3 4 5 6 7 8 9 b n R&D investments
€ 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 . 0 1 2 3 4 5 6 7 8 9 b n Total sourcing spend
Reported for non-financial (GRI) reporting purposes
0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 , 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 Employees (FTE)
0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 . 0 1 2 3 4 5 6 7 8 9 k t Scope 1 & 2 CO₂e emissions
0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 . 0 1 2 3 4 5 6 7 8 9 % Employee engagement score (%)
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Download 2023 Annual Report (US GAAP) Click for more details 2023 ANNUAL REPORT HIGHLIGHTS
CEO message
ASML delivered strong performance despite macroeconomic and geopolitical challenges
Download 2023 Annual Report (US GAAP) Explore full details and data
Download 2023 Annual Report (US GAAP) Managing the cycle, preparing for greater growth in years to come
President, Chief Executive Officer and Chair of the Board of Management, Peter Wennink.
Despite macroeconomic and geopolitical challenges, ASML has again delivered strong performance in 2023. We have grown sales by 30% to €27.6 billion and lifted our gross margin to 51.3%. We returned €3.3 billion to shareholders through a combination of dividends and share buybacks. At the end of 2023, we finished with a backlog of €39.0 billion and we anticipate that with our sustained focus on technology innovation, we will continue to break new ground – not only in terms of technological development, but also in how we manage the environmental impact of our products and services.
This stellar performance has been achieved against a backdrop of what turned out to be a real downturn in the semiconductor industry instead of the mild and short-term correction that many had forecast. In addition, we had to manage uncertainties created by geopolitical challenges including the US and Dutch government’
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