China Market OutlookASML now expects total China revenue to be a bit over 25% of total revenue, an improvement from prior expectations.
Demand IndicationASML reported 4Q24 system bookings of approximately €7.1B, significantly higher than the prior quarter, suggesting strong demand.
Revenue GuidanceASML reiterated its €30-€35B revenue guide for 2025, with EUV backlog covering the guide midpoint.