ASML, the Dutch maker of cutting-edge semiconductor equipment, is on track to reach a $1 trillion（約160兆円） market valuation by the end of 2028 based on its 19% annualized growth over the past five years. The company's dominance in lithography technology—with roughly 90% market share among all major chipmakers—and the surge in AI demand positions it for sustained growth, with revenue projected to reach $50 billion（約8兆円） to $68 billion（約11兆円） by 2030.
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Dutch semiconductor equipment maker ASML, currently valued at about $693 billion（約110兆円）, is projected to reach $1 trillion（約160兆円） in market cap by the end of 2028 based on its 19% annualized growth rate over the past five years. The company generated 32.7 billion euros (around $37 billion（約5.9兆円）) in net sales at the end of fiscal 2025, a roughly 15% increase from $32 billion（約5.1兆円） in 2024.
Why it matters
ASML dominates the lithography equipment market with roughly 90% market share and supplies all major chipmakers including Taiwan Semiconductor, Samsung Electronics, and Intel. Its extreme ultraviolet (EUV) lithography machines are cutting-edge technology that competitors would need 10 years and an investment of more than $100 billion（約16兆円） to match, giving the company a durable competitive advantage during the AI boom. If ASML reaches $1 trillion（約160兆円）, it would be only the 20th company to join that club.
What to watch
ASML itself projects revenue of between $50 billion（約8兆円） and $68 billion（約11兆円） by 2030, while Bank of America estimates it could reach $83 billion（約13兆円） by 2030. At a 15% growth rate over the next five years, net sales could reach about $75 billion（約12兆円） by the end of 2030.
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