ASML reported a record €40.4 billion backlog on 25 January, alongside €21.2 billion in 2022 sales. The lithography supplier forecast sales growth above 25% for 2023.
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Backlog is not recognised revenue. Management’s growth forecast remains uncertain.
Fourth-quarter bookings reached €6.3 billion, including €3.4 billion for extreme-ultraviolet systems.
Capacity plans predate these results. In its 10 November 2022 investor update, ASML set a target of annual capacity for 90 extreme-ultraviolet and 600 deep-ultraviolet systems in 2025–2026. The plan covers both advanced and mature chipmaking markets. These are future manufacturing-capacity targets, not machines already delivered or evidence that today’s backlog can immediately become revenue. Earlier announcement.
Source: ASML.
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