Comparing Cost of Revenue Efficiency: ASML Holding N.V. vs Intel Corporation

A Decade of Cost Efficiency: ASML vs. Intel

In the ever-evolving semiconductor industry, cost efficiency is a critical factor for success. Over the past decade, ASML Holding N.V. and Intel Corporation have demonstrated contrasting trends in their cost of revenue. From 2014 to 2023, ASML's cost of revenue surged by approximately 300%, reflecting its aggressive expansion and innovation strategy. In contrast, Intel's cost of revenue increased by about 60%, indicating a more stable yet substantial growth.

ASML's cost efficiency is evident as it managed to keep its cost of revenue significantly lower than Intel's, despite the rapid increase. By 2023, ASML's cost of revenue was about 41% of Intel's, showcasing its lean operational model. This comparison highlights the strategic differences between the two giants, with ASML focusing on cutting-edge technology and Intel maintaining a robust production scale. As the semiconductor landscape continues to shift, these insights provide a glimpse into the future of industry leadership.