Analyzing Cost of Revenue: ASML Holding N.V. and Analog Devices, Inc.

A Decade of Cost Dynamics: ASML vs. Analog Devices

In the ever-evolving landscape of semiconductor manufacturing, understanding cost structures is pivotal. Over the past decade, ASML Holding N.V. and Analog Devices, Inc. have showcased distinct trajectories in their cost of revenue. ASML's cost of revenue surged by approximately 300% from 2014 to 2023, reflecting its aggressive expansion and innovation in lithography technology. In contrast, Analog Devices experienced a more modest increase of around 330% over the same period, highlighting its steady growth in the analog and mixed-signal semiconductor market.

The year 2022 marked a significant leap for both companies, with ASML's costs peaking at over 10 billion, while Analog Devices reached nearly 4.5 billion. However, 2024 data for ASML remains elusive, leaving room for speculation on its future cost strategies. This analysis underscores the dynamic nature of the semiconductor industry, where strategic cost management is as crucial as technological advancement.