I noticed something interesting in ASML's latest results. Revenue reached €32.7 billion in 2025, up 16%, and honestly, it's impressive how AI is really driving demand for advanced lithography equipment. Q4 alone orders doubled compared to the previous year, with a figure of €13.2 billion. It's crazy as a sign of strength.

What strikes me even more is their total order backlog at €38.8 billion. The figure clearly shows that chip manufacturers are not slowing down their investments. And for 2026, they are projecting revenue between €34 and €39 billion. Net profit also increased to €9.6 billion, so margins are holding up well despite everything.

Even with planned layoffs, ASML remains confident and aims for €44 to €60 billion by 2030. It’s clearly the bottleneck of the entire semiconductor supply chain. When you see these numbers, you understand why everyone is watching this company closely.