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阿斯麦(ASML)2025年年度报告「NASDAQ」(英文版)(350页).pdf

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1、ASML is a leading innovator in the global semiconductor ecosystem.Working closely withour customers and partners,we provide the hardware,software and services that helpchipmakers create more powerful,affordable and energy-efficient microchips.These chips power modern life and help address some ofhum

2、anitys toughest challenges.We keep powering technologyforward.throughcustomer collaboration.through cutting-edge physics.through collective innovation.through diverse,inspired talent.using the potentialof AI.while aiming toreduce environmental impact.STRATEGIC REPORTCORPORATE GOVERNANCESUSTAINABILIT

3、YFINANCIALSASML Annual Report 20252At a glanceQ&A with the CEOOur businessFinancial performanceRisk and securityRead more about this storyRead more about this storyRead more about this storyRead more about this storyRead more about this storyRead more about this storyPowering technology forward29thr

4、ough customer collaboration.31through cutting-edge physics.33through collective innovation.35through diverse,inspired talent.37using the potential of AI.39while aiming to reduce environmentalimpact.Read more in Highlights online Our 2025 online report highlights keyinformationfrom this pdf.1.Strateg

5、ic report4Special note regarding forward-looking statements5At a glance 2025 overview7In conversation with our CEOOur business14Our holistic approach to lithography17Our products and services21Our marketplace27Our business strategy28Deepen customer trust30Extend our technology and holistic product l

6、eadership32Strengthen ecosystem relationships34Create an exceptional workplace36Drive operational excellence38Deliver on ESG sustainability40Our business model43Engaged stakeholdersFinancial performance50Message from our CFO53Financial performance KPIs58Long-term growth opportunitiesRisk and securit

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1. **ASML定位与使命**:全球半导体生态系统领先创新者,提供硬件、软件和服务,助力芯片制造商开发更强大、经济高效的微芯片,推动技术进步并解决人类挑战。 2. **核心业务与技术**: - **光刻系统**:EUV(如TWINSCAN NXE:3800E、EXE:5200B)和DUV(如TWINSCAN XT:260)技术,支持先进制程与3D集成。 - **创新突破**:EUV 0.55 NA系统成熟,多束电子束(eScan1100)提升检测效率,AI合作(投资Mistral AI)优化产品与流程。 3. **财务与运营**:2025年净销售额€327亿(增长15.6%),毛利率52.8%, backlog€388亿,研发投入€47亿。 4. **ESG与可持续发展**:实现范围1&2温室气体净零排放,零件复用率90%,社区投资€1750/员工,500所STEM学校合作。 5. **战略重点**:深化客户协作(满意度88%)、扩展技术领导力、强化供应链关系、推动AI与能源效率提升。
**AI如何驱动增长?** **EUV技术突破在哪?** **如何实现碳中和?**
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