Cost of Revenue Comparison: ASML Holding N.V. vs Micron Technology, Inc.

Cost of Revenue: A Tale of Two Giants

In the ever-evolving landscape of semiconductor manufacturing, ASML Holding N.V. and Micron Technology, Inc. stand as titans. Over the past decade, these companies have showcased contrasting trajectories in their cost of revenue. From 2014 to 2023, ASML's cost of revenue surged by approximately 300%, reflecting its aggressive expansion and innovation in lithography technology. Meanwhile, Micron's cost of revenue grew by about 55%, underscoring its steady growth in memory and storage solutions.

A Decade of Growth

ASML's cost of revenue increased from $3.4 billion in 2014 to $13.4 billion in 2023, highlighting its pivotal role in the semiconductor supply chain. In contrast, Micron's cost of revenue rose from $10.9 billion to $17 billion over the same period. This divergence illustrates the distinct strategies and market positions of these industry leaders.

Looking Ahead

As we move into 2024, Micron's data shows a continued upward trend, while ASML's data for the year remains unavailable, leaving room for speculation on its future trajectory.