A Decade of EBITDA Growth: ASML vs. Lam Research

In the ever-evolving semiconductor industry, ASML Holding N.V. and Lam Research Corporation have emerged as titans, showcasing impressive EBITDA growth over the past decade. From 2014 to 2023, ASML's EBITDA surged by approximately 585%, reflecting its dominant position in the lithography market. Meanwhile, Lam Research, a leader in wafer fabrication equipment, saw its EBITDA grow by around 477% during the same period.

Key Insights

• 2014-2018: Both companies experienced steady growth, with ASML's EBITDA increasing by 132% and Lam's by 262%.
• 2019-2023: ASML's EBITDA nearly tripled, while Lam's grew by 103%, highlighting ASML's accelerated expansion.

Despite missing data for ASML in 2024, Lam Research's continued growth trajectory suggests a promising future. This comparison underscores the dynamic nature of the semiconductor sector, where innovation and strategic investments drive financial success.