Cost of Revenue Trends: ASML Holding N.V. vs Dell Technologies Inc.

Cost of Revenue: A Tale of Two Giants

In the ever-evolving landscape of technology, ASML Holding N.V. and Dell Technologies Inc. stand as titans, each with a unique trajectory in cost management. From 2014 to 2023, ASML's cost of revenue surged by approximately 300%, reflecting its aggressive expansion and innovation in semiconductor technology. Meanwhile, Dell Technologies, a stalwart in the computing industry, saw a more modest increase of around 70% over the same period.

A Decade of Transformation

ASML's cost of revenue grew from $3.4 billion in 2014 to $13.4 billion in 2023, underscoring its pivotal role in the semiconductor supply chain. Dell, on the other hand, maintained a steady climb, peaking at $79.6 billion in 2023. Notably, 2024 data for ASML is missing, leaving room for speculation on its future trajectory. This comparison highlights the diverse strategies and market dynamics shaping these industry leaders.