6-K
ASML HOLDING NV (ASML)
SECURITIES AND EXCHANGECOMMISSION
Washington, D.C. 20549
FORM 6-K
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE 13a-16 OR 15d-16
OF THE SECURITIES EXCHANGE ACT OF 1934
For September 30, 2021
Commission File Number 001-33463
ASML Holding N.V.
De Run 6501
5504 DR Veldhoven
The Netherlands
(Address of principal executive office)
Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.
Form 20-F ☒ Form 40-F ☐
Indicate by check mark if the registrant is submitting the Form 6-K on paper as permitted by Regulation S-T Rule 101(b)(1): ☐
Indicate by check mark if the registrant is submitting the Form 6-K on paper as permitted by Regulation S-T Rule 101(b)(7): ☐
EXHIBITS TO THIS REPORT ON FORM 6-K IS INCORPORATED BY REFERENCE IN THE REGISTRATION STATEMENT ON FORM S-8 (FILE NO. 333-116337), THE REGISTRATION STATEMENT ON FORM S-8 (FILE NO. 333-126340), THE REGISTRATION STATEMENT ON FORM S-8 (FILE NO. 333-136362), THE REGISTRATION STATEMENT ON FORM S-8 (FILE NO. 333-141125), THE REGISTRATION STATEMENT ON FORM S-8 (FILE NO. 333-142254), THE REGISTRATION STATEMENT ON FORM S-8 (FILE NO. 333-144356), THE REGISTRATION STATEMENT ON FORM S-8 (FILE NO. 333-147128), THE REGISTRATION STATEMENT ON FORM S-8 (FILE NO. 333-153277), THE REGISTRATION STATEMENT ON FORM S-8 (FILE NO. 333-162439), THE REGISTRATION STATEMENT ON FORM S-8 (FILE NO. 333-170034), THE REGISTRATION STATEMENT ON FORM S-8 (FILE NO. 333-188938), THE REGISTRATION STATEMENT ON FORM S-8 (FILE NO. 333-190023), THE REGISTRATION STATEMENT ON FORM S-8 (FILE NO. 333-192951), THE REGISTRATION STATEMENT ON FORM S-8 (FILE NO. 333-203390), THE REGISTRATION STATEMENT ON FORM S-8 (FILE NO. 333-219442) AND THE REGISTRATION STATEMENT ON FORM S-8 (FILE NO. 333-227464) OF ASML HOLDING N.V. AND IN THE OUTSTANDING PROSPECTUSES CONTAINED IN SUCH REGISTRATION STATEMENTS.
Exhibits
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
| ASML HOLDING N.V. (Registrant) | ||
|---|---|---|
| Date: September 30, 2021 | By: | /s/ Peter T.F.M. Wennink |
| Peter T.F.M. Wennink | ||
| Chief Executive Officer |
EX-99.1
Exhibit 99.1

Small Talk 2021 investor Day virtual 1

Opening Investor Day Skip Miller Vice President Investor Relations

Question & Answer session Slide 3 29 Sept. 2021 Public 3

Investor Day 2021 survey
Slide 4 29 Sept. 20211 PUBLIC

Agenda Presentations 13:00 - 13:05Opening remarksSkip Miller 13:05 - 13:35Company Strategy and Shareholder ValuePeter Wennink 13:35 - 14:05Industry Roadmap and Technology StrategyMartin van den Brink
14:05 - 14:35EUV Products and Business OpportunityChristophe Fouquet 14:35 - 14:45Break 14:45 - 15:15Applications Products and Business OpportunityJim Koonmen 15:15 - 15:45DUV Products and Business OpportunityRon Kool 15:45 - 16:15Installed Base Business OpportunityWayne Allan
16:15 - 16:25Break 16:25 - 16:55ASML Business Model and Capital Allocation StrategyRoger Dassen 16:55 - 17:05Closing remarksPeter Wennink 17:05 - 17:15Break 17:15 - 18.00Q&A sessionAll All times CET Slide 5 29 Sept. 2021

Forward Looking Statements
Slide 6 29 Sept. 2021 This presentation contains statements that are forward-looking, including statements with respect to expected industry and business environment trends including expected growth, outlook and expected financial results, including expected net sales, gross margin, R&D costs, SG&A costs and effective tax rate, annual revenue opportunity for 2025, financial model for 2025 and assumptions and expected growth rates and drivers, expected growth including growth rates 2020-2025 and 2020-2030, total addressable market, growth opportunities beyond 2025 and expected annual growth rate in lithography and metrology and inspection systems and expected annual growth rate in installed base management, expected trends in addressable market up to 2030, expected trends in Logic and Memory revenue opportunities, long term growth opportunities and outlook, expected trends in demand and demand drivers, expected benefits and performance of systems and applications, semiconductor end market trends, expected growth in the semiconductor industry including expected demand growth and capital spend in coming years, expected wafer demand growth and investments in wafer capacity, expected lithography market demand and growth and spend, growth opportunities and drivers, expected trends in EUV and DUV demand, sales, outlook, roadmaps, opportunities and capacity growth and expected EUV adoption, profitability, availability, productivity and output and estimated wafer demand and improvement in value, expected trends in the applications business, expected trends in installed base management including expected revenues and target margins, expected trends and growth opportunity in the applications business, expectations with respect to high-NA, the expectation of increased output capacity, plans, strategies and strategic priorities and direction, expectation to increase capacity, output and production to meet demand, the expectation that Moore’s law will continue and Moore’s law evolution, product, technology and customer roadmaps, and statements and intentions with respect to capital allocation policy, dividends and share buybacks, including the intention to continue to return significant amounts of cash to shareholders through a combination of share buybacks and growing annualized dividends and statements with respect to ESG commitment, sustainability strategy, targets, initiatives and milestones. You can generally identify these statements by the use of words like “may”, “will”, “could”, “should”, “project”, “believe”, “anticipate”, “expect”, “plan”, “estimate”, “forecast”, “potential”, “intend”, “continue”, “target”, “future”, “progress”, “goal” and variations of these words or comparable words. These statements are not historical facts, but rather are based on current expectations, estimates, assumptions and projections about our business and our future financial results and readers should not place undue reliance on them. Forward-looking statements do not guarantee future performance and involve a number of substantial known and unknown risks and uncertainties. These risks and uncertainties include, without limitation, economic conditions; product demand and semiconductor equipment industry capacity, worldwide demand and manufacturing capacity utilization for semiconductors, semiconductor end-market trends, the impact of general economic conditions on consumer confidence and demand for our customers’ products, performance of our systems, the impact of the COVID-19 outbreak and measures taken to contain it on the global economy and financial markets, as well as on ASML and its customers and suppliers, and other factors that may impact ASML’s sales and gross margin, including customer demand and ASML’s ability to obtain supplies for its products, the success of R&D programs and technology advances and the pace of new product development and customer acceptance of and demand for new products, production capacity and our ability to increase capacity to meet demand, the number and timing of systems ordered, shipped and recognized in revenue, and the risk of order cancellation or push out, production capacity for our systems including the risk of delays in system production and supply chain capacity, constraints, shortages and disruptions, trends in the semi-conductor industry, our ability to enforce patents and protect intellectual property rights and the outcome of intellectual property disputes and litigation, availability of raw materials, critical manufacturing equipment and qualified employees and trends in labor markets, geopolitical factors, trade environment; import/export and national security regulations and orders and their impact on us, ability to meet sustainability targets, changes in exchange and tax rates, available liquidity and liquidity requirements, our ability to refinance our indebtedness, available cash and distributable reserves for, and other factors impacting, dividend payments and share repurchases, results of the share repurchase programs and other risks indicated in the risk factors included in ASML’s Annual Report on Form 20-F for the year ended December 31, 2020 and other filings with and submissions to the US Securities and Exchange Commission. These forward-looking statements are made only as of the date of this document. We undertake no obligation to update any forward-looking statements after the date of this report or to conform such statements to actual results or revised expectations, except as required by law. Public

ASML SMALL TALK 2021 INVESTOR DAY VIRTUAL 7
EX-99.2
Exhibit 99.2

Market drivers, company strategy and creating sustainable value Peter Wennink President and Chief Executive Officer

Industry megatrends are fueling market growth into the future • Global megatrends in the electronics industry, supported by a highly profitable and fiercely innovative ecosystem, are expected to continue to fuel growth across the semiconductor market • Countries push for technological sovereignty will drive increased capital intensity • Translating to increased wafer demand at both advanced and mature nodes. Enabling ASML’s strong growth opportunity into the next decade • Investments in wafer capacity, with increasing lithography intensity, fuel the strong growth of our business as we transition to an increased mix of EUV • ASML and our supply chain partners are actively adding capacity to meet future customer demand
Our strategy aims to deliver long-term growth and stakeholder value • With strong demand for our products and execution of our strategic priorities, we have increased confidence in our long-term growth opportunities while continuing to deliver value to our stakeholders • Our ESG Sustainability Strategy builds on achieved performance improvements and details how we contribute to a digital and sustainable future, in close collaboration with our partners

End-market demand Lithography market Strategy Sustainability

Global megatrends shaping the connected world Slide 4 29 Sept. 2021 5G AI Cloud 5G & ArtificialIntelligentGaming, simulation infrastructure intelligence edge& visualization Sources: Intel, “Engineering the future”, March 23, 2021 / NVIDIA, Investor Day 2021 / AMD, Corporate Presentation 2021 Public

The future will be all about distributed computing Slide 5 29 Sept. 2021 Public network Bringing the cloud closer to devices at the edge Privacy Performance Personalization Cloud Edge cloud On device Private networks Source: Ziad Asghar, Qualcomm, “Qualcomm AI leading the way with distributed intelligence, Embedded vison summit, Sept 2020 Public

The world’s transition to 5G is just starting Lower latency, higher bandwidth will enable a connected world Slide 6
29 Sept. 2021
(human-to-machine and machine-to-machine) 10 250 )By 2026, global 5G 9 $ subscriptions are (billion) 8 200(billionestimated to top 3.5
7 5Gbillion with infrastructure 6 150 technology spendinginvestment of $150B
by 5 4G By 2030, that 4 100infrastructureinvestment is expected
subscriptions 3 3G5Gto grow to $250B
2 50This transformation 2G has only just begun
Mobile 1 Cumulative 0 0
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 Sources: Ericsson Mobility Report, June 2021; Nokia CMD2021 Public

The electronics industry just keeps going Slide 7 29 Sept. 2021 There are an estimated 40 billion connected devices in use today Roughly 5 for every person on the planet (7.8 billion people) In ten years, this number is expected to grow to 350 billion That’s 41 per person (assuming population growth to 8.5 billion) …generating huge amounts of data: 175 zettabytes (that’s 175,000,000,000,000,000,000,000 bytes) by 2025 Source: International Data Corporation (IDC) Public 7

ASML operates in an industry value chain that has considerable means, with strong incentives to compete and drive innovation Slide 8
29 Sept. 2021 50 top technology companies in our ecosystem generated $493 billion of EBIT in 2020 ASML AMATLAMTELKLA 4.8 4.63.42.61.7Semi Equipment 19.2 23.75.94.3 3.4 1.7 1.31.20.7 Semi Manufacturers 7.8 5.1 4.5 1.5 1.4 0.930.6DevicesASML SemiPeers AnalogDesignSemi Non-Semi 12.53.8 3.9 3.42.8 2.7 2.3 2.2 1.9 1.11.21.0
74.3 Hardware 5.95.1 3.16.2 In our ecosystem, EBIT has grown at an annual rate of more than 10% since 2016 60.2 41.232.725.522.915.214.6 7.63.32.4 2.12.1Total EBIT, US$ Billion
Software & Service+14% ® 493
443 400 371+23% 295 2016 1718 19 2020 Source: Bloomberg (GICS 45 classification); companies’ annual reports, and ASML analysis Public 8

Countries push for “technological sovereignty” Slide 9 29 Sept. 2021 Biden doubles down on a $50 billion plan to invest in chips Fortune (April 2021)
EU aims to be independent chip power with 20% global share Nikkei (March 2021) South Korea joins global chipmaking race with $450 billion spending plan Fortune (May 2021) Japan lays out National Project for chips after lost decades Bloomberg (June 2021) China wants to boost disruptive semiconductor technologies Shanghai Daily (May 2021) 9

Government funding may boost investments Beyond industry CapEx of $150B per year, which may lead to cyclicality Slide 10 29 Sept. 2021 $52B $15B$80B US chipmaking and R&D EU Industrial Alliance on Microelectronics China National IC Industry Investment Incentives for semiconductor manufacturing Combined public and private investment $24-$35B. Fund II ($35B)
National Semiconductor Technology Center Goal: rebuild Europe’s capacity to produce high- Provincial Funds ($45B) Goal: regain global leadership position on quality microelectronics. Goal: China makes 70% of the chips it uses by advanced chip manufacturing 2025 The industry continues to underestimateJapan Ministry of Economy, Trade & end market demand and therefore we Industry (METI) $1.8B government fund for $2.2B
advanced semiconductors and $0.4B funding for would like to have additional capacity advanced chipmaking technology. The additional infrastructure created from this spending will be managed rationally ‘Korean Semiconductor Belt’ by a few very large manufacturers Loans for increasing 8-inch foundry capacity $0.8B and investments in materials, components, equipment and packaging. Source: IC Insights, European Commission, Technode, ASML Government Affairs team 10

Semi end markets expected to grow 7% longer-term Slide 11 Smartphone (B$) Consumer electronics (B$) Personal computing (B$)29 Sept. 2021 +6.7%+2.6% 210+7.8% 116 161 155 98100119 110132 115 144 155 16069102 120109 113 108 106 486466 67 7083 78 93 86 76 87 36 35 43 43 48 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 Wired & wireless infrastructure (B$) Servers, datacenters & storage (B$) Total Semiconductor, B$ 187Forecast +5.9%+8.0%941 4763110112 37 44 4749 518176 9297 99+7.4% 32 30 31 36 38 6361
42 42 627 626 667 571605 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 476 466 Automotive (B$) Industrial electronics (B$) 422 422 335 341 +15.7% 131+10.2%119 73 806575 81 42 50 58 645250 5867 30 34 39 41 39 37 35 4650
CAGR 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 302020-2025 Source: ’19-’25: Gartner 2Q21 Forecast (Jun30, 2021); 2030: ASML extrapolation of data to 2030 using ’15-’25 Compound Annual Growth Rate (CAGR) Public 11

Translating to growth of wafer demand in all segments Slide 12 29 Sept. 2021 2015 20202025CAGR 1.. 7 1.1+9.9% Logic & MPU (£ 28 nm) 0.5 1.8
1.2 1.4+5.2% DRAM 2.1 1.5 1.6+5.7% NAND million wafer starts/month PCs and laptops Smartphones and tablets ServersAutomotiveConsumer incl. wearablesOther Source: Gartner device units 2017-2022; ASML model extrapolated through 2025 Public 12

Advanced and mature nodes drive investments in wafer capacity: ~500k wafers/month per year 2020—2025, CAGR >5% Slide 13 29 Sept. 2021 140 • Growing wafer capacity across
equiv 120 NANDall market segments drives NANDincreased litho demand 300mm 100 DRAM
yr) DRAM• Mature nodes (³40nm) continue fer/ 80 to grow in both 200mm and wa Adv Logic 300mm 60 (million MatureMarketGrowth ‘20-’25CAGR ’20-’25
40 NAND+100 kwspm/y 5.7% MatureDRAM+80 kwspm/y 5.2%
Capacity 20 Adv Logic +125 kwspm/y 9.9% Mature+200 kwspm/y 3.9% 0 2010 2015 20202025Total+505 kwspm/y 5.2% kwspm/y = x1000 wafer starts per month per year
Source: ASML analysis, Adv Logic = Advanced Logic £28nm Public 13

End-market demand • Lithography market Strategy Sustainability 14

Litho market expected to see continued strong growth Market size value worldwide revised upwards Slide 15 29 Sept. 2021
Original (2018) CAGR Revised (2021) CAGR
1997-2010 2010-2017 2017-2025E2017-2025E Semi end markets Expected to show 6.2% 4.9% 4.9%above average growth5.4% Semi CapEx WFE market growing faster to build capacity to fulfill strong(er) future end 4.6% 7.4% 3.5%market demand5.9% Lithography CapEx Lithography to outgrow13.8% 6.6% 7.5%overall WFE market 3.4% Single Multi EUV patterning patterning
Source: 2018 Analyst Day; Semi-WSTS.org/Gartner, CapEx-Gartner, Litho: SEMI.org/VLSI Public 15

Capital intensity* outlook supports strong semi growth and lithography intensity increasing over time Slide 16 29 Sept. 2021
CapEx to support period of strong semi growth Litho growth faster than total WFE 35% 30% Litho/WFE Equipment 30% 25% 25% Other20% 22% intensity 20% CapEx equipment 15% Packageof 15% Capital /test% 10% as 10% Litho 2015 20202025Non-litho
intensity 1.7% 3.0%3.7%WFELitho
5% 5% Litho 0% 1997 2001 2005 2009 2013 2017 202120250% 19972001 200520092013201720212025 *Capital intensity = CapEx/Semi Revenue. | Sources: Gartner, WSTS.org, SEMI.org VLSI Public 16

EUV increasing contribution of net system sales Slide 17 29 Sept. 2021 2020 2025 estimate Metrology &
Inspection
Metrology & Dry
Inspection Dry EUV ArFi ArFi EUV Pie size reflects expected revenue growth Source: ASML analysis Public 17

2025 growth scenarios supported by expansion of capacity and productivity increase of our systems Slide 18 29 Sept. 2021 DUV capacity growth 2020—2025 EUV capacity growth 2020—2025 Number of units Number of units ~1.5x >2x
Wafer capacity* Wafer capacity*
~2x >3x Note: excluding refurbished systems & field upgrades Note: excluding capacity for 0.55 EUV Driver Goal Build faster Drive cycle time reduction >35% (EUV); >10% (DUV)
More people/tooling 20% growth in people to support 2025 operations Increase production space Increase production space 25% (EUV / DUV)
Increase productivity of machines Productivity improvements 25%-60% *Wafer capacity=units x productivity Public 18

Semiconductor and equipment demand provide growth opportunity into the next decade Slide 19 29 Sept. 2021 Semiconductors versus wafer fab equipment 1200 160 Semiconductors 1000 140 B) Wafer Fab Equipment120 B) $ 800 $
( 100 ( sales 600 80 sales
400 60 Semi 40 WFE
200 20 0 0 2000 2005 2010 2015202020252030 Source: VSLI Research- Sept 2021 Public 19

End-market demand Lithography market • Strategy Sustainability 20

Execution on our strategic priorities since 2018 Slide 21 29 Sept. 2021 Original ASML strategy (2018) Progress Strengthen Litho+ leadership with in-device metrology •Delivered YieldStar 1375 and 1385 in-device Holistic Litho enabling correction of process induced overlaymetrology and eP5 e-beam metrology solutions
extension • Build a leading position in Pattern Fidelity Control leveragingto extend overlay and EPE control e-beam metrology and inspection combined with superior litho •Delivered eScan1000, the first multi-beam and fast stages e-beam inspection system Drive DUV performance•NXT:2000 and 2050i in volume manufacturing DUV •Continue to lead in innovation•Dry to NXT Platform (ArF)
performance •Drive operational cost down and improve uptime • Expand installed base business Deliver on high volume manufacturing, service and•Accelerated EUV roadmap, NXE:3400C and EUV financial performanceNXE:3600D insertion in Logic and DRAM HVM industrialization • Enhance EUV value for future nodes by extending NA 0.33•Service model in place and generating revenue product portfolio down to the 3nm Logic node Enable High-NA EUV at 3nm Logic node, followed by Memory•High-NA facilities in place and modules nodes at comparable density underway
High-NA
Public 21

ASML’s strategic priorities moving forward Slide 22 29 Sept. 2021 Refreshed ASML Strategy (2021) Plans Strengthen • Enhance execution capabilities to meet customers’ needs•Deliver cost, performance and robustness to customer while delivering on our commitment to sustainabilitymeet customer needs trust •Expand our ESG strategy around nine themes to further drive sustainability Holistic Litho • Build a leading position in Edge Placement Error•Combine YieldStar and eP5 e-beam metrology and with solutions to extend overlay and EPE monitor applications and control •Extend multibeam e-beam productivity for HVM
Drive DUV performance and market share•Extend immersion capability
DUV •Dry to NXT platform (KrF)
performance EUV • EUV high volume production performance, ramp and support•Execute EUV roadmap (3600D, 3800E, 4000F) industrialization •Drive good wafers out: productivity increase and availability improvements Enable litho simplification for future nodes •Drive commonality across EUV platforms High-NA •High-NA (0.55 EUV) ready for HVM in 2025Public 22

End-market demand Lithography market Strategy • Sustainability 23

How we contribute to a digital, sustainable future Slide 24 29 Sept. 2021 Our Purpose Digital technology helps society book social progress Unlocking the potential of people and society by and can help cut global emissions by 15% in 2030 pushing technology to the new limits. Our Vision We develop lithography technology to continue to We enable groundbreaking technology to solve some produce microchips that are three times of humanity’s toughest challenges. more energy-efficient every two years Our Mission Together with our partners, we provide leading We help our customers minimize materials and patterning solutions that drive the advancement of energy required to produce advanced microchips microchips. Our Values We drive a roadmap towards zero waste by 2030, We Challenge, Collaborate and Care. net zero value chain emissions by 2040, with a diverse and engaged group of world-class talents and partners 24 Public

Our ESG Sustainability strategy focuses on 9 themes For long-term stakeholder value creation and contribution to UN SDGs* Slide 25 29 Sept. 2021 Environment 1. Energy Efficiency 2. Circular & Climate Action Economy 3. Attractive 6. Valued 4. Innovation 5. Responsible
Social Workplace for Partner for Our
Ecosystem Supply Chain All Communities Governance 7. Integrated 8. Stakeholder9. Transparent Governance Engagement Reporting * United Nations Sustainable Development Goals Public 25

ASML commits to achieve net zero emissions by 2040 in close collaboration with our suppliers and customers Slide 26 29 Sept. 2021 Category Improvement 2020 emissions lever 20202025203020402050 2 & 1 Manufacturing & â–ªReduce energyNet â–ªUse green energy
Scope buildings â–ªCompensate emissionszero 0.015 Mt CO2e Continue to drive energy efficiency & renewable energy Business travel â–ª Reduce energyNet â–ªUse green energy & commuting â–ª Compensate emissionszero <0.1 Mt CO2e* Global aim for net zero by 2050 3 Sourcing & Supply chain collaboration on Net z Scope supply chain roadmap towards net zero emissionsero ~3 Mt CO2e Continue collaboration on Net Zero activities Net Product use Semiconductor Industry collaboration on roadmap towards net zero emissions zero ~5 Mt CO2e** *Business Travel & Commuting exceptionally low in 2020 due to COVID-19. 2019 emissions: 0.21 Mt CO2 equivalent **Product use emissions is based on lifetime emissions (20 years) for systems sold in 2020 – in line with GHG protocol Public 26

Rating agencies value ASML’s ESG performance Slide 27 29 Sept. 2021 Bottom Top (DJSI) 0 100 81 0 100 84 CCC AAA AAA High Low risk 1risk F A C Source: Latest available scores (2020 or 2021) from respective rating agencies Public 27

Industry megatrends are fueling market growth into the future • Global megatrends in the electronics industry, supported by a highly profitable and fiercely innovative ecosystem, are expected to continue to fuel growth across the semiconductor market • Countries push for technological sovereignty will drive increased capital intensity • Translating to increased wafer demand at both advanced and mature nodes. Enabling ASML’s strong growth opportunity into the next decade • Investments in wafer capacity, with increasing lithography intensity, fuel the strong growth of our business as we transition to an increased mix of EUV • ASML and our supply chain partners are actively adding capacity to meet future customer demand
Our strategy aims to deliver long-term growth and stakeholder value • With strong demand for our products and execution of our strategic priorities, we have increased confidence in our long-term growth opportunities while continuing to deliver value to our stakeholders • Our ESG Sustainability Strategy builds on achieved performance improvements and details how we contribute to a digital and sustainable future, in close collaboration with our partners 28

Forward Looking Statements
Slide 29 29 Sept. 2021 This presentation contains statements that are forward-looking, including statements with respect to expected industry and business environment trends including expected growth, outlook and expected financial results, including expected net sales, gross margin, R&D costs, SG&A costs and effective tax rate, annual revenue opportunity for 2025, financial model for 2025 and assumptions and expected growth rates and drivers, expected growth including growth rates 2020-2025 and 2020-2030, total addressable market, growth opportunities beyond 2025 and expected annual growth rate in lithography and metrology and inspection systems and expected annual growth rate in installed base management, expected trends in addressable market up to 2030, expected trends in Logic and Memory revenue opportunities, long term growth opportunities and outlook, expected trends in demand and demand drivers, expected benefits and performance of systems and applications, semiconductor end market trends, expected growth in the semiconductor industry including expected demand growth and capital spend in coming years, expected wafer demand growth and investments in wafer capacity, expected lithography market demand and growth and spend, growth opportunities and drivers, expected trends in EUV and DUV demand, sales, outlook, roadmaps, opportunities and capacity growth and expected EUV adoption, profitability, availability, productivity and output and estimated wafer demand and improvement in value, expected trends in the applications business, expected trends in installed base management including expected revenues and target margins, expected trends and growth opportunity in the applications business, expectations with respect to high-NA, the expectation of increased output capacity, plans, strategies and strategic priorities and direction, expectation to increase capacity, output and production to meet demand, the expectation that Moore’s law will continue and Moore’s law evolution, product, technology and customer roadmaps, and statements and intentions with respect to capital allocation policy, dividends and share buybacks, including the intention to continue to return significant amounts of cash to shareholders through a combination of share buybacks and growing annualized dividends and statements with respect to ESG commitment, sustainability strategy, targets, initiatives and milestones. You can generally identify these statements by the use of words like “may”, “will”, “could”, “should”, “project”, “believe”, “anticipate”, “expect”, “plan”, “estimate”, “forecast”, “potential”, “intend”, “continue”, “target”, “future”, “progress”, “goal” and variations of these words or comparable words. These statements are not historical facts, but rather are based on current expectations, estimates, assumptions and projections about our business and our future financial results and readers should not place undue reliance on them. Forward-looking statements do not guarantee future performance and involve a number of substantial known and unknown risks and uncertainties. These risks and uncertainties include, without limitation, economic conditions; product demand and semiconductor equipment industry capacity, worldwide demand and manufacturing capacity utilization for semiconductors, semiconductor end-market trends, the impact of general economic conditions on consumer confidence and demand for our customers’ products, performance of our systems, the impact of the COVID-19 outbreak and measures taken to contain it on the global economy and financial markets, as well as on ASML and its customers and suppliers, and other factors that may impact ASML’s sales and gross margin, including customer demand and ASML’s ability to obtain supplies for its products, the success of R&D programs and technology advances and the pace of new product development and customer acceptance of and demand for new products, production capacity and our ability to increase capacity to meet demand, the number and timing of systems ordered, shipped and recognized in revenue, and the risk of order cancellation or push out, production capacity for our systems including the risk of delays in system production and supply chain capacity, constraints, shortages and disruptions, trends in the semi-conductor industry, our ability to enforce patents and protect intellectual property rights and the outcome of intellectual property disputes and litigation, availability of raw materials, critical manufacturing equipment and qualified employees and trends in labor markets, geopolitical factors, trade environment; import/export and national security regulations and orders and their impact on us, ability to meet sustainability targets, changes in exchange and tax rates, available liquidity and liquidity requirements, our ability to refinance our indebtedness, available cash and distributable reserves for, and other factors impacting, dividend payments and share repurchases, results of the share repurchase programs and other risks indicated in the risk factors included in ASML’s Annual Report on Form 20-F for the year ended December 31, 2020 and other filings with and submissions to the US Securities and Exchange Commission. These forward-looking statements are made only as of the date of this document. We undertake no obligation to update any forward-looking statements after the date of this report or to conform such statements to actual results or revised expectations, except as required by law. Public 29

ASML SMALL TALK 2021 30
EX-99.3
Exhibit 99.3

Technology Strategy to Drive Moore’s Law into Next Decade Martin van den Brink President and Chief Technology Officer

Technology strategy Holistic Lithography roadmap is driven by our unique Key messages patterning control solutions that deliver customer value viaSlide 2 29 Sept. 2021 improved on product performance. • Moore’s Law is alive and well! Industry innovation • ASML’s comprehensive product portfolio is aligned to our continues, fueled by system scaling, delivering highly valued customers’ roadmaps, delivering cost effective solutions in support semiconductor products. of all applications from leading edge to mature nodes • Semiconductor system scaling enables exponential • Our next generation EUV technology, High-NA, is progressing performance improvement and energy reduction in support of well and will be the engine to drive the lithography roadmap into significant growth of data exchange. the next decade • Customers’ roadmaps require continued shrink and • Continued execution of our strategic priorities is expected to reduction in edge placement error to drive affordable scaling provide cost effective solutions for our customers, enable the into next decade. extension of the industry roadmap into the next decade, and support our long-term sustainability commitment 2

• Moore’s Law evolution and customer roadmap ASML’s strategic priorities 3

Significant device innovation in logic ahead of us scaling roadmap continues to 1 nm and beyond Slide 4 29 Sept. 2021
3 nm 2 nm1,5 nm1 nm and beyond PP: 44-48, MP: 21-24 PP: 40-44, MP: 18-21PP: 40-44, MP: 18-21PP: 38-42, MP: 15-18 BPR BPR FinFET Nanosheets, BPR Forksheets, VHV std cell arch. CFET, BEOL w/airgaps 2D atomic channels 5T 5T <5T4T<4T Buried power rail (BPR) Nanosheets Forksheets Metal etch w/ airgaps Metal etch w/ airgaps PP: Poly Pitch (nm) MP: dense metal pitch (nm) VHV: Vertical-Horizontal-VerticalCFET: Complementary FET Source: IMEC, Sri Samavedam, “Future logic scaling: Towards atomic channels and deconstructed chips”, IEDM, December 2020. Public 4

Innovation is not limited to device level TSMC’s system roadmap to >300 B transistors Slide 5 29 Sept. 2021 WoW: Wafer on Wafer CoWoS: Chip on Wafer on Substrate HBM: 3D High Speed MemoryRDL: Re Distribution Layer SOC: System on Chip CoW: Chip on Wafer FPGA: Field Programmable Grid ArrayInFo: Integrated Fan-Out SoIC: System on Integrated Chips > 300 BTSMC—SoIC™ï¸ transistors
InFo 150B transistors CoWos >50 B 15Btransistors transistors 7B transistors 200 MOS transistors A few transistors
3D FinFET New channel materials HKMG 2P2EEUV
Immersion ELKMetal oxide ESL SiGe Low-R Barrier Self-aligned line w/ flexible space Cu/LowK Co Capliner Low damage/hardening low-k & novel Cu fill Source: Mark Liu, TSMC, “Unleash the future of innovation” ISSCC, Feb 15, 2021 Public 5

Innovation is not limited to device level TSMC’s system roadmap to >300 B transistors Slide 6 29 Sept. 2021 WoW: Wafer on Wafer CoWoS: Chip on Wafer on Substrate HBM: 3D High Speed MemoryRDL: Re Distribution Layer SOC: System on Chip CoW: Chip on Wafer FPGA: Field Programmable Grid ArrayInFo: Integrated Fan-Out SoIC: System on Integrated Chips Device scaling (Including foundry supply chain) TSMC—SoIC™ï¸ Circuit scaling (Including foundry customers) Dimensional scaling (Including litho supply chain) InFo Architectural scaling by foundry customers CoWos Chip level towards system level 3D FinFET New channel materials HKMG 2P2EEUV Immersion ELKMetal oxide ESL
SiGe Low-R BarrierSelf-aligned line w/ flexible space Cu/LowK Co Capliner Low damage/hardening low-k & novel Cu fill Source: Mark Liu, TSMC, “Unleash the future of innovation” ISSCC, Feb 15, 2021 Public 6

Moore’s Law evolution: the next decade Traditional scaling metrics like clock frequency have been saturated since 2005 Slide 7 29 Sept. 2021 Public dataCustomerSpeculation 1020 projection Dennard Post Dennard 1018 scaling scaling 1016 1014 1012 1010 108 106 104 Clock Frequency1 [MHz] 102 1 1970 1980 19902000201020202030 Source: ¹Karl Rupp as published by: Shekar Bokar, QUALCOMM, “Future of computing in the so-called post Moore’s Law era”, International conference for high performance computing, networking storage and analysis, November 18, 2020. Public 7

Moore’s Law evolution: the next decade Scaling metric of transistor and litho density continues in this decade Slide 8 29 Sept. 2021 Public dataCustomerSpeculation 1020 projection DennardPost Dennard 1018 scalingscaling 1016 1014 1012 1010 Transistor density2 [#/mm2] 108 Device and layout optimizationLitho density2 106 (Contact Poly Pitch*Metal Pitch)-1 [109/mm2] 104 Clock Frequency1 [MHz] 102 1 1970 1980 19902000201020202030 Sources: ¹Karl Rupp 2ASML data and projection using Rupp Public 8

Moore’s Law evolution: the next decade A system metric measuring energy and time efficiency combined Slide 9
29 Sept. 2021 Energy-Efficient Performance for systems and devices defined as
[1/J.s] If applied per single device: EEP = fc /e fc = clock frequency [s-1] e = the transistor switch energy [J] Using the Dennard¹ scaling model, when the dimension scales with k-1, frequency with k, area with k-² and power density constant, it follows: EEP on-device level scales with k4 If density (~k2) scales 2x every 2 year, then EEP (~k4) scales 4x every 2 year 1Source: Robert H. Dennard et al. “Design of ion implanted MOSFET’s with very small physical dimensions”, IEEE Journal of solid-state circuits, vol SC 9, October 1973, pp. 256-268. Public
9

Moore’s law evolution: the next decade Device Energy Efficient Performance growth been saturated since 2005 Slide 10 29 Sept. 2021 Public dataCustomerSpeculation 1020 projection DennardPost DennardSystem Energy 1018 scalingscaling Efficient Performance3 [1/J.s] 1016 From transistor to system scaling 1014 Transistor Energy Efficient Performance2 1012 [[1/J.s] 1010 Transistor density2
[#/mm2] 108 Device and layout optimizationLitho density2 106 (Contact Poly Pitch*Metal Pitch)-1 [109/mm2]
104 Clock Frequency1 [MHz] 102 1 1970 1980 199020002010202020302040 Sources: ¹Karl Rupp, 2 ASML data and projection using Rupp Public 10

Moore’s Law evolution: the next decade System Energy Efficient Performance growth 3x/2yrs continues to 2040Slide 11 29 Sept. 2021 Source: TSMC, Mark Liu, “Unleash the future of innovation” ISSCC, Feb 15, 2021. Public 11

Moore’s law evolution: the next decade From cost per transistor through density, to cost of time and energy through systems Slide 12 29 Sept. 2021 1020 Energy 1018 Performance3 1016 1014 tor Energy Performance2 1012 1010 tor density2 108 Device and layout optimizationLitho density2 106 (Contact Poly Pitch*Metal Pitch)-1 [109/mm2] 104 Clock Frequency1 [MHz] 102 1 1970 1980 199020002010202020302040
Sources: ¹Karl Rupp, 2ASML data and projection using Rupp, 3Mark Liu, TSMC, normalized to transistor EEP in 2005. Public 12

Moore’s law evolution: the next decade System scaling to satisfy the need for performance and energy consumption Slide 13 29 Sept. 2021 1020 System improvements System System Energy Efficient Performance3
1018 dominated by Transistor scaling scaling [1/J.s]
1016 From transistor to system scaling 1014 Transistor Energy Efficient Performance2 1012 [[1/J.s] 1010 Transistor density2
[#/mm2] 108 Device and layout optimizationLitho density2 106 (Contact Poly Pitch*Metal Pitch)-1 [109/mm2]
104 Clock Frequency1 [MHz] 102 1 1970 1980 199020002010202020302040 Sources: ¹Karl Rupp, 2ASML data and projection using Rupp, 3Mark Liu, TSMC, normalized to transistor EEP in 2005. Public 13

AMD 3D chiplet gives an 3.1-3.8 EEP improvement
By integrating memory with the processor in one package Slide 14 29 Sept. 2021 3x power reduction, 4-25% speed improvement
Structural silicon 64MB L3 cache die Direct copper-to-copper bond
Through Silicon Vias (TSVs) for silicon-to-silicon communication Up to 8-core “Zen 3” CCD “Accelerating the ecosystem”, Compute
14

Moore’s law evolution: the next decade System scaling to satisfy the need for performance and energy consumption Slide 15 29 Sept. 2021 Public dataCustomerSpeculation 1020 projection System improvements System System Energy EfficientPerformance3 1018 dominated by Transistor scaling scaling [1/J.s] 1016 From transistor to system scaling 1014 Transistor Energy EfficientPerformance2 1012 [[1/J.s] 1010 Transistor density2 [#/mm2] 108 Device and layout optimizationLitho density2 106 (Contact Poly Pitch*Metal Pitch)-1 [109/mm2] 104 Clock Frequency1 [MHz] 102 1 1970 1980 199020002010202020302040
Sources: ¹Karl Rupp, 2ASML data and projection using Rupp, 3Mark Liu, TSMC, normalized to transistor EEP in 2005. Public 15

Litho density scaling continues in this decade Overlay and Optical Proximity Correction errors shrink aggressively Slide 16 29 Sept. 2021 2x every 6 years Source: Average customer roadmap extended by ASML extrapolation May 2021, averaged with 2020 IRDS Roadmap Mustafa Badaroglu, “IRDS IFT – More Moore Spring meeting, IEEE, April 21, 2020 Public 16

Memory roadmap for the nextdecade DRAM scaling below 10 nm and NAND stacking continues > 600 layers Slide 17 29 Sept. 2021 DRAM After 10 years NowChallenge<10 nm 1y 1z 1a1b1c1d0a NAND After 10 years NowChallenge>600layers 96 128 1762xx3xx4xx5xx6xx Source: Sk hynix, S.H.Lee, “Memory’s journey towards the future ITC world, IEEE IRPS 21 March 21, 2021 Public 17

Projection of lithography layers by technology Slide 18 29 Sept. 2021 KrF Logic Layer stack 5 nm 3 nm 2 nm~1.5 nm1 nm KrF DRAM EUV – High-NA Layer stack 1A 1B 1C0A0BEUV ArFi ArF KrF
KrF I-Line 3D-NAND Layer stack 176L 2xxL 3xxL4xxL5xxL 2021 ~2030 Source: ASML Corporate Strategy and Marketing estimates Public 18

Projection of lithography layers by technology Lithography layer count grows, driven by DUV and EUV Slide 19 29 Sept. 2021 KrF Logic Layer stack 5 nm 3 nm 2 nm~1.5 nm1 nm KrF DRAM EUV – High-NA Layer stack 1A 1B 1C0A0BEUV DUV KrF 3D-NAND Layer stack
176L 2xxL 3xxL4xxL5xxL 2021 ~2030 Source: ASML Corporate Strategy and Marketing estimates Public 19

Semiconductor and shrink roadmap: the next decades Slide 20 29 Sept. 2021 In the next decade, system scaling continues to fuel the need
10âµ 1962 of advanced semiconductor solutions where litho shrink component 10â´ remains key to improving circuit density and cost.
per 1965 cost 10³
10² 1970 manufacturing Implications for ASML Relative 10 The shrink roadmap requires innovation to improve litho 1 performance at lower cost and higher productivity.
1 10 10² 10³10â´ 10âµ
Number of components per integrated circuit We continue to safeguard our approach by developing trusting relationships with customers, with stronger holistic products. 20

Moore’s Law evolution and customer roadmap • ASML’s strategic priorities 21

ASML’s strategic priorities Slide 22 29 Sept. 2021 Strengthen â–ª Enhance execution capabilities to deliver performance, cost customer trust and robustness to customers needs Holistic litho and â–ª Build a leading position in edge placement error applications DUV â–ª Drive DUV performance and market share
competitiveness EUV
industrialization â–ª EUV high-volume production performance, ramp and support High-NA â–ª Enable litho simplification for future nodes Public 22

Our holistic portfolio is more important than ever Lithography scanner with Slide 23 29 Sept. 2021 advanced control capability Etch and deposition tools Process window Process window Prediction and Control Enhancement Optical proximity correction ieldStar E-beam Computational lithography Optical metrology computational metrology E-beam metrology E-beam inspection Process window Detection Public 23

Our holistic portfolio ismore importantthanever Slide 24 29 Sept. 2021 EUV DUV
High-NA
Applications Public 24

Applications: strategic directions Deliver leading solutions for optical and e-beam metrology and inspection Slide 25 APPS 29 Sept. 2021 Customer Value ASML Apps product roadmap Capturing more wafer signatures to • Productivity improve robust on-wafer process control • Robust alignment schemes Nanometers Tighter process capabilities • Single Beam resolution and applications 3→6 sigma control • Edge Placement Error control • Free-Form OPC and Machine Learning Good wafers Capturing small defects for •Multibeam resolution per day per yield of advanced nodes •Computationally guided inspection unit cost More measurements at fixed • Productivity/multibeam metrology & inspection budget • E-beam platform consolidation
• OPC accuracy, speed and user-friendliness Faster time-to-solution Time to yield •Single process control platform and analytics Public 25

E-beam inspection has inherent resolution advantage Increasing throughput through increasing parallelism with multibeam Slide 26 APPS 29 Sept. 2021 1000000 Min defect size for 2 nm node and below 100000 Optical Bright Field 10000 Inspection 1000 Gen 3 Multibeam (~2028) 100 Increased [mm²/hr] throughput enables 10 additional HVMGen 2 Multibeam (~2024) ghput applications
Throu 1 0.1 Gen 1 Multibeam (2021) 0.01 Scanning electron microscope 0.001 imageSingle e-beam (R&D)
0.0001 60 40201086421 Defect size [nm]Public 26

Metrology, Inspection & Patterning Control Roadmap Slide 27 APPS 29 Sept. 2021 2020 2021 202220232024³ 2025
Scanner Interfaces and Control Software Increasing Scanner Actuation (DUV and EUV), EPE Control Overlay Metrology Fast Stages, Multiple Wavelengths, Computational Metrology, YieldStar In-Device Metrology E-beam eP5 0.1nm precision, 12umSinglefield of vi w, Beam9K V HLE (option)High Resolution, LargeeP6FieldHigh r Precision,of View,High r Resolution eP7 Next Generation Metrology Massive Metrology, EPE metrologyeP7XLE eP5XS 18.5KeV landing energy eP5XLE 30KeV landing energy 50KeV landing energy E-Beam Defect Inspection Multi-beam, Fast and Accurate Stages, High Landing Energy, Guided Inspection Computational Improved Model Accuracy, Inverse OPC,
Lithography Machine and Deep Learning, Etch Models
Public 27

NXT:2050i in volume manufacturing at customers DUV 20% overlay improvement, faster reliability and productivity ramp-up Slide 28 29 Sept. 2021 NXT:2050i Matched machineDedicated chuck overlay ~1.2 nmoverlay ~0.8 nm 6000 5,000 wafers per day in 18 days 200180 hours reliability in 13 weeks
180 5000 NXT:2050i 160NXT:2050i Faster ramp 140Higher availability 4000 120 per day (hours) 3000 100 Wafers MTBI 80 2000 60 40 1000 20 0 0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 NXT:2000i1 2 3 4 5 6 7 8 9 1011 12 13 14 15 16 1718 19 Days after completing installation Weeks after completing installation NXT:2050iPublic
28

DUV: Strategic directions DUV Deliver leading solutions for advanced capabilities and higher productivity Slide 29 29 Sept. 2021 Customer value ASML DUV product roadmap Overlay Improve overlay (stability) especially •NXT:2100i with optics and alignment improvements for matching to EUV Productivity & More good wafers per day at •Immersion productivity increase through Availability lower cost per wafer higher scan speed •XT to NXT transition for dry lithography Installed base Cost-competitive service offerings for •Productivity Enhancement Packages for installed base entire product lifecycle •Value added service solutions increasing availability at node performance New markets Productivity and overlay performance for •Mature XT platform with application specific options specific applications •Extend i-line product portfolio for Mature markets (>40nm) •Fab replacement solutions Circular Sustainable product & service offerings •System Node Extension Package roadmap economy •Optimize re-use to secure cost competitive supply Public 29

DUV product portfolio to support all market segments DUV Slide 30 29 Sept. 2021 ength NA, Half pitch 202020212022202320242025 Continue innovationNXT:2000i on advanced NXT:2050i NXT platform for improved NXT:2100i imaging, overlay and productivity NEXT critical ArFi 1.35 NA,38 nm2.0 nm | 275wph1.5 nm | 295wph1.3 nm | 295wph
Leveragemid—c itical of NXT:1980Di advanced NXT platform forNXT:1980Ei improved productivity NXT:1980Fi 2.5 nm | 275wph2.5 nm | 295wph2.5 nm | 330wph XTXT:1460K ArF 0.93 NA,57Migratenm to advanced 5 nm | 205wph NXTor platform 7.5 nm| 228wph for improved imaging, overlay and productivity NXT:1470NEXT NXT4 nm | 300wph 0.93 NA, 80ProductivitynmXT:1060K increases on XT platformXT:1060K + PEP
5 nm | 205wph5 nm | 220wph KrF XTXT:860MXT:860N
Productivity 7increasesnm** | 240 on- 250wphXT platform7.5 nm | 260wph 0.80 NA,110 nm Migrate to advanced NXT platform for performanceNXT:870and productivityNEXT NXT7.5 nm | 330wph
i-line 0.65 NA,220ProductivitynmXT:400L increases on XT platform and migrate to next systemXT:400M for high volume applications NEXT
20 nm** | 230wph20 nm** | 250wph 27%34%30% 66%70% Public 30

EUV 0.33 NA adoption enabled by platform maturity in EUV high-volume manufacturing Slide 31 29 Sept. 2021 100% 3000 System output Max wafers per day (single system, weekly average) 95% 2500 90%
Installed base system availability day 4 weeks moving average (end of period) 85% 2000
per 80% 1500 75% Availability
Wafers 70% 1000 65%
60% 500 55% 0 50% 2017 2018 201920202021 ASML commitment is expected to bring EUV availability >95% and increase wafer per day output >50% by 2025 Source : ASML installed base data Public 31

EUV: strategic directions EUV Enabling cost-efficient scaling for advanced nodes Slide 32 29 Sept. 2021 Customer value using EUV ASML EUV product improvements Better device performance: simpler • Technology roadmap: per node (resolution), improve design and superior electrical imaging, overlay and defectivity (reticle and wafer Nanometers performance level) Less tools needed to meet fab capacity due to higher throughput • Productivity roadmap over time: increase Productivity Productivity to >200wph, Availability to >97% Patterning cost saving for critical layers vs Improvement sub system focus: alternatives (3x ArFi immersion and above) Good wafers • Source (in-line refill, higher power, high reflective mirror) per day per cost Higher yield due to less multiple • Mirrors (mirror heating measure, cooled mirrors) patterning layers (up to 9%) • Stages and reticle (Reticle heating, high-accurate fast stages, pellicle durability)
Reduced process complexity leading to • Alignment (# marks, mark size, wafer clamp robustness) Cycle time and shorter learning cycles and faster time-to- time to market yield Public 32

High-NA to prevent cycle time and process complexity increase
EUV like low NA did for immersion Slide 33 29 Sept. 2021 5 Insertionpreferred EUVEUV NANA 3 -- u. ) 0.330.55 (a. dependent) DUVEUV- 0.33NAEUV- 0.55NA complexity cycletime (product 3
0.33-NA insertion supports singleHigh-NA insertion opportunities to process steps, patterning to reduce cycle timecontinue Moore’s Law without any mask penalty of cycle time increase 2
AlternativeAlternative Proposed baselineProposed baseline 1 10 1001,000 16nm 10nm 7nm5nm3nm2nm Transistor density [MTr/mm²] Nodes (equivelant node names) [nm] Note: Assuming 1.2 days per mask layer Public 33

High-NA EUV: strategic directions EUV Enabling cost-efficient scaling for next generation advanced nodes Slide 34 29 Sept. 2021 Customer value High-NA EUV ASML High-NA EUV product improvements 0.55 NA enables 1.7x smaller features and 2.9x increased density • Technology roadmap: per node (resolution), improve Nanometers imaging, overlay and defectivity (reticle and wafer level)
Higher imaging contrast enables 40% improvement in local CDU • Productivity roadmap over time: increase Productivity Performance 1.4x reduced pattern variability at 1.4x lower dose 15% Patterning cost saving for critical Focus for a successful insertion at layers vs alternatives (2x EUV) our customers Good wafers •Commonality with existing EUV platform to reduce per day per cost Higher yield due to less multiple technological risk, cost of development and switch cost patterning layers: 35% less mask count at customer below 2 nm process node • Focus on system maturity and serviceability to support Reduced process complexity leading to our customer high volume performance expectation Cycle time and 15% shorter learning cycles and faster •Early engagement with our customers to address time to market time-to-yield ecosystems readiness Public 34

High-NA EUV is in the realization phase
EUV On multiple ASML and supplier locations Slide 35
29 Sept. 2021 Oberkochen, Germany optics system manufacturing facilities Veldhoven, the Netherlands, system bottom test EUV 0.55 NA optics Toulon, France, Frame milling Wilton, USA,system top test Public
35

EUV 0.55 NA is expected to be added to EUV portfolio EUV for high volume in 2025—2026 while continue improving the 0.33 NA platformSlide 36 29 Sept. 2021 2020 2021 202220232024³2025 0.33NA continuous imaging,NXE:3600Doverlay and productivity improvementsNXE:3800E in line NXE:4000F with customers advanced1.1 nmnode| 160HVMwph requirements. <1.1 nm | >195 wph / 220wph <0.8nm|>220wph EUV ASMLR&DHVM
0.55NA enabling affordable scaling beyond current decade
EXE:5000EXE:5000 EXE:5200 at ASML fab<1.1 nm | 150 wph <0.8 nm | 220 wph EXE platform, EUV 0.55 NA NXE platform, EUV 0.33 NA
Public 36

ST Commonality across EUV, DUV & High-NA platforms Slide 37
TRU Allows faster and more cost-effective innovation, production and maintenance 29 Sept. 2021 DUV EUV Alignment Sensor Common Technology Level sensor used in both Metrology DUV & EUV platform Wafer handling NXT (193 nm dry) Common Technology used in DUV products: NXT NXT:870 NXT:1470 NXT:2050i EUV EUV High-NA Alignment Sensor Source Level sensor Metrology Common Technology Wafer stager used in both Reticle stager EUV platforms Wafer handling 37

ST Maximizing customers’ good wafers per day Slide 38 TRU Next to minimizing system down time 29 Sept. 2021
100% 100%100% System downtime System downtime serving
according to customer needs
standardized
definition >97% Process-specific inefficiencies
e.g., system down to meet customer specs, layer qualification after system down, defectivity monitoring and more > 90-95% > 85-90% System uptime System uptime producing capable of producing customer wafers wafers Historical service model: New service model: Maximize scanner availability Maximize good wafers per day Public 38

ST EUV is the most energy efficient solution Slide 39 TRU We expect net energy savings of more than 45% over alternative processes 29 Sept. 2021 EUV 0.33EUV 0.55 Electrical power reduction Electrical power reduction Immersion to EUV 0.33 productivity [wph] EUV 0.33 to EUV 0.55 at 220 wph
Side wall Assisted DryEtch Quadrupole Patterning ArFi EUVLito-Etch-Litho-Etch 0.33 NA - 46%
100 wph - 45%Metallization MetrologyLitho-Etch 0.55 NA 145 wph Deposition (today) 05101520 WetEtch 220 wph (2025) 0 5 101520 Source: Sri Samavedam a.o., IMEC, “Future of logic scaling: Towards atomic channels and deconstructed chips”, IEDM, Dec 2020, extended by ASML. Public 39

Technology strategy Holistic Lithography roadmap is driven by our unique Key messages patterning control solutions that deliver customer value viaSlide 40 29 Sept. 2021 improved on product performance. • Moore’s Law is alive and well! Industry innovation • ASML’s comprehensive product portfolio is aligned to our continues, fueled by system scaling, delivering highly valued customers’ roadmaps, delivering cost effective solutions in support semiconductor products. of all applications from leading edge to mature nodes • Semiconductor system scaling enables exponential • Our next generation EUV technology, High-NA, is progressing performance improvement and energy reduction in support of well and will be the engine to drive the lithography roadmap into significant growth of data exchange. the next decade • Customers’ roadmaps require continued shrink and • Continued execution of our strategic priorities is expected to reduction in edge placement error to drive affordable scaling provide cost effective solutions for our customers, enable the into next decade. extension of the industry roadmap into the next decade, and support our long-term sustainability commitment 40

Forward Looking Statements Slide 41 29 Sept. 2021 This presentation contains statements that are forward-looking, including statements with respect to expected industry and business environment trends including expected growth, outlook and expected financial results, including expected net sales, gross margin, R&D costs, SG&A costs and effective tax rate, annual revenue opportunity for 2025, financial model for 2025 and assumptions and expected growth rates and drivers, expected growth including growth rates 2020-2025 and 2020- 2030, total addressable market, growth opportunities beyond 2025 and expected annual growth rate in lithography and metrology and inspection systems and expected annual growth rate in installed base management, expected trends in addressable market up to 2030, expected trends in Logic and Memory revenue opportunities, long term growth opportunities and outlook, expected trends in demand and demand drivers, expected benefits and performance of systems and applications, semiconductor end market trends, expected growth in the semiconductor industry including expected demand growth and capital spend in coming years, expected wafer demand growth and investments in wafer capacity, expected lithography market demand and growth and spend, growth opportunities and drivers, expected trends in EUV and DUV demand, sales, outlook, roadmaps, opportunities and capacity growth and expected EUV adoption, profitability, availability, productivity and output and estimated wafer demand and improvement in value, expected trends in the applications business, expected trends in installed base management including expected revenues and target margins, expected trends and growth opportunity in the applications business, expectations with respect to high-NA, the expectation of increased output capacity, plans, strategies and strategic priorities and direction, expectation to increase capacity, output and production to meet demand, the expectation that Moore’s law will continue and Moore’s law evolution, product, technology and customer roadmaps, and statements and intentions with respect to capital allocation policy, dividends and share buybacks, including the intention to continue to return significant amounts of cash to shareholders through a combination of share buybacks and growing annualized dividends and statements with respect to ESG commitment, sustainability strategy, targets, initiatives and milestones. You can generally identify these statements by the use of words like “may”, “will”, “could”, “should”, “project”, “believe”, “anticipate”, “expect”, “plan”, “estimate”, “forecast”, “potential”, “intend”, “continue”, “target”, “future”, “progress”, “goal” and variations of these words or comparable words. These statements are not historical facts, but rather are based on current expectations, estimates, assumptions and projections about our business and our future financial results and readers should not place undue reliance on them. Forward-looking statements do not guarantee future performance and involve a number of substantial known and unknown risks and uncertainties. These risks and uncertainties include, without limitation, economic conditions; product demand and semiconductor equipment industry capacity, worldwide demand and manufacturing capacity utilization for semiconductors, semiconductor end-market trends, the impact of general economic conditions on consumer confidence and demand for our customers’ products, performance of our systems, the impact of the COVID-19 outbreak and measures taken to contain it on the global economy and financial markets, as well as on ASML and its customers and suppliers, and other factors that may impact ASML’s sales and gross margin, including customer demand and ASML’s ability to obtain supplies for its products, the success of R&D programs and technology advances and the pace of new product development and customer acceptance of and demand for new products, production capacity and our ability to increase capacity to meet demand, the number and timing of systems ordered, shipped and recognized in revenue, and the risk of order cancellation or push out, production capacity for our systems including the risk of delays in system production and supply chain capacity, constraints, shortages and disruptions, trends in the semi-conductor industry, our ability to enforce patents and protect intellectual property rights and the outcome of intellectual property disputes and litigation, availability of raw materials, critical manufacturing equipment and qualified employees and trends in labor markets, geopolitical factors, trade environment; import/export and national security regulations and orders and their impact on us, ability to meet sustainability targets, changes in exchange and tax rates, available liquidity and liquidity requirements, our ability to refinance our indebtedness, available cash and distributable reserves for, and other factors impacting, dividend payments and share repurchases, results of the share repurchase programs and other risks indicated in the risk factors included in ASML’s Annual Report on Form 20-F for the year ended December 31, 2020 and other filings with and submissions to the US Securities and Exchange Commission. These forward-looking statements are made only as of the date of this document. We undertake no obligation to update any forward-looking statements after the date of this report or to conform such statements to actual results or revised expectations, except as required by law. Public 41

ASML SMALL TALK 2021 42
EX-99.4
Exhibit 99.4

EUV Products and Business Opportunity Christophe Fouquet Executive Vice President Business Line EUV

EUV products and business opportunity Key messages Slide 2 29 Sept. 2021 ASML EUV lithography extends our Logic and DRAM customers roadmap by providing lithography resolution improvement, state of the art overlay performance and year on year cost reduction Our customers are using EUV in Logic node and starting to use EUV in DRAM node in 2021. EUV layers adoption continues to grow to reduce patterning complexity and cost ASML EUV capability ramp combined with its productivity roadmap expected to support our customers surging demand in the coming years EUV product roadmap expected to extend our EUV platform and introduce EUV 0.55 NA platform in parallel to provide comprehensive and flexible solutions to our customers’ continuous demand for patterning scaling well into the next decade We expect to continue to improve EUV profitability over time through the combined execution of our value enhancing product roadmap and ambitious systems and service cost reduction roadmap Public

EUV 0.33 NA is in production for both Logic and DRAM, and its adoption is expected to continue to grow EUV 0.33 NA extension and EUV 0.55 NA introduction is expected to extend EUV values to the next decade Our increased EUV product and service value is expected to continue to drive profitability

EUV 0.33 NA is in production, for both Logic and DRAM All advanced semiconductor manufacturers expected to run EUV in Slide 4 29 Sept. 2021 production by 2024 Fastest, Largest-capacity Mobile Memory Based on today’s most advanced (1z) process node, Samsung’s new 16Gb LPDDR5 is the first memory to be mass produced using EUV technology, providing the highest speed and largest capacity available in mobile DRAM. Source: Samsung, press release, Korea August 30, 2020 Source: Apple, press release, November 10, 2020 SK Hynix starts Mass production of 1anm DRAM using EUV Equipment SK Hynix, Seoul, July 12, 2021 Micron announces EUV fabs by 2024 Source: Intel, Pat Gelsinger, “Engineering the future”, March 23, 2021 Source:The Register, Jul 2021 Public

EUV 0.33 NA adoption enabled by platform maturity in high-volume manufacturing Slide 5 29 Sept. 2021 100% 3000 System output 95% Max wafers per day (single system, weekly average) 2500 Installed base system availability 90% day 4 weeks moving average (end of period) 85% 2000 per 80% 75% 1500 Availability Wafers 70% 1000 65% 60% 500 55% 50% 0 2017 2018 2019 2020 2021 ASML commitment is expected to bring EUV availability >95% and increase wafer per day output >50% by 2025 Source : ASML installed base data Public

EUV 0.33 NA adoption expected to continue for Logic and DRAM to support most advanced device roadmap Slide 6 29 Sept. 2021 30 Actuals Today Roadma 20 Logic exposures Memory of max min Number 10 0 2018 2019 2020 2021 2022 2023 20242025 Public

EUV increased adoption expected to result into >2x increase of EUV wafer moves per year 2025 compared to 2021 Slide 7 29 Sept. 2021 800% 30 Actuals Today Roadmap (ambition) year Memory per 20 Logic exposed exposures Memory of max wafers min 10 EUV Number Logic Total 100% 0 2018 2019 2020 2021 2022 2023 2024 2025 Public

ASML to address EUV demand by increasing shipments and system productivity Slide 8 29 Sept. 2021 Actuals Today Roadmap 400% (ambition) [#] year wph*] 300% per[ put Through 200% ents/Capacity Shipm System |100% 2018 2019 2020 2021 2022 2023 2024 2025 NXE:3400B NXE:3400C NXE:3400C NXE:3600D NXE:3600D NXE:3800E NXE:3800E NXE:4000F *wph = wafers per hour Public

ASML to address EUV demand by increasing shipments and system productivity Slide 9 29 Sept. 2021 800% Actuals Today Roadmap (ambition) 700% year [#] Fab Model: EUV estimated (3600D) wph] x Fab Capacity Exposures System Memory per 600% year (kwspm*) per fab wph] [units per[ 45 10-20 9-18 Logic put 500% exposed Memory capacity 400% 100 1-6 2-9 Through wafers 300% wafer ents/Capacity EU EUV Shipm System 200% 100%* Logic Total 2018 2019 2020 2021 2022 2023 2024 2025 NXE:3400B NXE:3400C NXE:3400C NXE:3600D NXE:3600D NXE:3800E NXE:3800E NXE:4000F * 2018 reference=100% Public

Higher than previously projected DRAM adoption will be an additional driver for EUV demand Slide 10 29 Sept. 2021 800% Actuals Today 700% year Memory per 600% 500% exposed 400% wafers 300% EUV 200% Logic Total 100% 2018 2019 2020 2021 2022 2023 2024 2025 Public

EUV reduces lithography and process steps resulting in significant defect, cost and cycle time reduction Slide 11 29 Sept. 2021 No EUV – EUV (0.33 NA) Critical Total 120% litho masks process steps # Process stepsNo EUV No EUV 100% No EUV EUV (0.33 NA) EUV 80% (0.33 NA) EUV (0.33 NA) 60% EUV value to customers 40% No EUV Less defects 20% EUV based Cost reduction 0% Shorter cycle time Node (DRAM) Public

Samsung reported >20% defect reduction at EUV introduction versus multi-patterning immersion (ArFi) Slide 12 29 Sept. 2021 Eliminating multi-patterning related defects Defects ratio Patterning ArFi MPT EUV SET> 20% DRAM D1xBLP [%] SEM Image ration Defects Enhancing patterning precision and cost BLP ArFi MPT EUV SET ArFi EUV Reducing number of steps and accumulated defects Source: Samsung investor Forum, November 2020 Public

EUV is in production for both Logic and DRAM, and its adoption is expected to continue to grow EUV extension and EUV 0.55 NA introduction is expected to extend EUV values to the next decade Our increased EUV product and service value is expected to continue to drive profitability

ASML is expected to continue to extend DUV and EUV platforms at the pace required by our customers Slide 14 29 Sept. 2021 mWavelength NA, Half pitch 2020 2021 2022 2023 2024 ³2025 DUV NXT:2000i NXT:2050i NXT:2100i NEXT 1.35 NA, 38 nm 2.0 nm | 275wph 1.5 nm | 295wph 1.3 nm | 295wph (ArFi) NXE:3400C NXE:3600D NXE:3800E NXE:4000F EUV 0.33 NA, 13 nm 2 3 3 <0.8 nm | >220wph 1.5 nm | 135 wph / 145wph 1.1 nm | 160wph <1.1 nm | >195wph / 220wph wafers/hours (wph) are based on 30mJ/cm² 1) 185wph@20mJ/cm² 2) 170wph@20mJ/cm² 3) Throughput upgrade Product: Matched Machine Overlay (nm)|Throughput(wph) Product status Released Development Definition Public

EUV 0.55 NA is expected to be added to EUV portfolio to support high-volume manufacturing in 2025—2026 Slide 15 29 Sept. 2021\ Wavelength NA, Half pitch 2020 2021 2022 2023 2024 ³2025 NXE:3400C NXE:3600D NXE:3800E NXE:4000F 0.33 NA, 13 nm 2 3 3 <0.8 nm | >220wph 1.5 nm | 135 wph / 145wph 1.1 nm |
160wph <1.1 nm | >195wph / 220wph Early Access Customer Customer EUV Customer timing 0.55 NA ASML R&D HVM EXE:5000 EXE:5000 EXE:5200 0.55 NA, 8 nm 1 at ASML fab <1.1 nm | 150wph <0.8 nm | 220wph EUV 0.55 NA higher resolution enables 1.7x smaller features and 2.9x increased density wafers/hours (wph) are based on 30mJ/cm² EUV 0.55 NA higher imaging contrast 1) 185wph@20mJ/cm2 2) 170wph@20mJ/cm² enables 40% improvement in local CDU 3) Throughput upgrade and improves productivity on critical layers Product: Matched Machine Overlay (nm)|Throughput(wph) Product status Released Development Definition Public

EUV 0.55 NA expected to once again reduce litho and process steps at the horizon of 2025—2026 for both Logic and DRAM Slide 16 29 Sept. 2021 Critical litho masks Total process steps EUV value to customers 120% EUV EUV Less defects No EUV (0.33 NA) No EUV (0.33 NA) 100% EUV EUV Cost reduction (0.33 NA) (0.55 NA) EUV 80% EUV (0.55 NA) (0.33 NA) Shorter cycle time 60% m40% 20% No EUV 0% EUV (0.33 NA) EUV (0.55 NA) 2021 2025-2026 2021 2025-2026 DRAM expectations DRAM expectations Public

EUV 0.55 NA is an evolutionary step on EUV technology, we have the source, we developed new optics Slide 17 29 Sept. 2021 NXT EUV 0.33 NA EUV 0.55 NA System changes platform to platform High 193 nm deep UV light 13.5 nm EUV light 13.5 nm EUV light Source Many Existing changes technology Source: different interface Low High Atmospheric condition Vacuum condition Vacuum condition Many Existing Scanner changes technology Higher acceleration/speed stages Low High Transmissive optics Reflective optics Reflective optics Many Anamorphic mirrors with Optics New optics changes more accuracy Low Public

A large part of our EUV 0.55 NA platform is expected to be common with our EUV 0.33 NA reducing introduction risk, cost and R&D Slide 18 29 Sept. 2021 RETICLE HANDLING RETICLE STAGE PROJECTION OPTICS BOX ILLUMINATION SOURCE WAFER HANDLING WAFER STAGE DRIVE LASER Specific Common Public

EUV optical projection mirrors ASML and Zeiss cooperation on mirror design and unique metrology system Slide 19 29 Sept. 2021 EUV 0.55 NA mirror metrology fully operational at Zeiss Public

EUV optical projection mirrors Mirrors of unprecedented size and accuracy Slide 20 29 Sept. 2021 EUV 0.55 NA optics: 1m diameter with accuracy of 20pm If you were to enlarge these mirrors to the size of planet Earth, the biggest aberration would be the diameter size of a human hair Public

Facilities for integration of EUV 0.55 NA in progress Slide 21 29 Sept. 2021 Cleanroom, Fab ASML Veldhoven Public

EUV 0.55 NA manufacturing is expected to improve quality and cycle time through integrations of 4 pre-qualified modules Slide 22 29 Sept. 2021 Pre-qualified module: RETICLE Pre-qualified Pre-qualified module : OPTICS module: SOURCE Pre-qualified module : WAFER Integration is now ongoing at ASML for all 4 pre-qualified modules RETICLE OPTICS WAFER SOURCE SOURCE SOURCE Top Frames, Wilton Integration, Oberkochen Metro frame, Veldhoven Optical Platform, San Diego Drive Laser, Veldhoven Vessel, San Diego Public

EUV is in production for both Logic and DRAM, and its adoption is expected to continue to grow EUV extension and EUV 0.55 NA introduction is expected to extend EUV values to the next decade Our increased EUV product and service value is expected to continue to drive profitability

Increased EUV product and service value combined with Slide 24 cost reduction expected to drive better profitability 29 Sept. 2021 400% Actuals Today Roadmap 300% day** per ghput 200% 2 nm wafer[nm] throu rlay Average stem 100% 1 nm Ove Sy 2018 2019 2020 2021 2022 2023 2024 2025 NXE:3400B NXE:3400C NXE:3400C NXE:3600D NXE:3600D NXE:3800E NXE:3800E NXE:4000F* Normalized with 2018 and based on 30 mJ Public

EUV products and business opportunity Key messages Slide 25 29 Sept. 2021 ASML EUV lithography extends our Logic and DRAM customers roadmap by providing lithography resolution improvement, state of the art overlay performance and year on year cost reduction Our customers are using EUV in Logic node and starting to use EUV in DRAM node in 2021. EUV layers adoption continues to grow to reduce patterning complexity and cost ASML EUV capability ramp combined with its productivity roadmap expected to support our customers surging demand in the coming years EUV product roadmap expected to extend our EUV platform and introduce EUV 0.55 NA platform in parallel to provide comprehensive and flexible solutions to our customers’ continuous demand for patterning scaling well into the next decade We expect to continue to improve EUV profitability over time through the combined execution of our value enhancing product roadmap and ambitious systems and service cost reduction roadmap Public

Forward Looking Statements Slide 26 29 Sept. 2021 This presentation contains statements that are forward-looking, including statements with respect to expected industry and business environment trends including expected growth, outlook and expected financial results, including expected net sales, gross margin, R&D costs, SG&A costs and effective tax rate, annual revenue opportunity for 2025, financial model for 2025 and assumptions and expected growth rates and drivers, expected growth including growth rates 2020-2025 and 2020-2030, total addressable market, growth opportunities beyond 2025 and expected annual growth rate in lithography and metrology and inspection systems and expected annual growth rate in installed base management, expected trends in addressable market up to 2030, expected trends in Logic and Memory revenue opportunities, long term growth opportunities and outlook, expected trends in demand and demand drivers, expected benefits and performance of systems and applications, semiconductor end market trends, expected growth in the semiconductor industry including expected demand growth and capital spend in coming years, expected wafer demand growth and investments in wafer capacity, expected lithography market demand and growth and spend, growth opportunities and drivers, expected trends in EUV and DUV demand, sales, outlook, roadmaps, opportunities and capacity growth and expected EUV adoption, profitability, availability, productivity and output and estimated wafer demand and improvement in value, expected trends in the applications business, expected trends in installed base management including expected revenues and target margins, expected trends and growth opportunity in the applications business, expectations with respect to high-NA, the expectation of increased output capacity, plans, strategies and strategic priorities and direction, expectation to increase capacity, output and production to meet demand, the expectation that Moore’s law will continue and Moore’s law evolution, product, technology and customer roadmaps, and statements and intentions with respect to capital allocation policy, dividends and share buybacks, including the intention to continue to return significant amounts of cash to shareholders through a combination of share buybacks and growing annualized dividends and statements with respect to ESG commitment, sustainability strategy, targets, initiatives and milestones. You can generally identify these statements by the use of words like “may”, “will”, “could”, “should”, “project”, “believe”, “anticipate”, “expect”, “plan”, “estimate”, “forecast”, “potential”, “intend”, “continue”, “target”, “future”, “progress”, “goal” and variations of these words or comparable words. These statements are not historical facts, but rather are based on current expectations, estimates, assumptions and projections about our business and our future financial results and readers should not place undue reliance on them. Forward-looking statements do not guarantee future performance and involve a number of substantial known and unknown risks and uncertainties. These risks and uncertainties include, without limitation, economic conditions; product demand and semiconductor equipment industry capacity, worldwide demand and manufacturing capacity utilization for semiconductors, semiconductor end-market trends, the impact of general economic conditions on consumer confidence and demand for our customers’ products, performance of our systems, the impact of the COVID-19 outbreak and measures taken to contain it on the global economy and financial markets, as well as on ASML and its customers and suppliers, and other factors that may impact ASML’s sales and gross margin, including customer demand and ASML’s ability to obtain supplies for its products, the success of R&D programs and technology advances and the pace of new product development and customer acceptance of and demand for new products, production capacity and our ability to increase capacity to meet demand, the number and timing of systems ordered, shipped and recognized in revenue, and the risk of order cancellation or push out, production capacity for our systems including the risk of delays in system production and supply chain capacity, constraints, shortages and disruptions, trends in the semi-conductor industry, our ability to enforce patents and protect intellectual property rights and the outcome of intellectual property disputes and litigation, availability of raw materials, critical manufacturing equipment and qualified employees and trends in labor markets, geopolitical factors, trade environment; import/export and national security regulations and orders and their impact on us, ability to meet sustainability targets, changes in exchange and tax rates, available liquidity and liquidity requirements, our ability to refinance our indebtedness, available cash and distributable reserves for, and other factors impacting, dividend payments and share repurchases, results of the share repurchase programs and other risks indicated in the risk factors included in ASML’s Annual Report on Form 20-F for the year ended December 31, 2020 and other filings with and submissions to the US Securities and Exchange Commission. These forward-looking statements are made only as of the date of this document. We undertake no obligation to update any forward-looking statements after the date of this report or to conform such statements to actual results or revised expectations, except as required by law. Public

ASML Small Talk 2021 Investor Day Virtual
EX-99.5
Exhibit 99.5

Applications Products and Business Opportunity Jim Koonmen Executive Vice President Business Line Applications

Applications products and business opportunity Key messages Slide 2 29 Sept. 2021 The Applications business is projected to grow at ~20% CAGR with strong gross margins over the period 2020 through 2025 The Applications product portfolio supports the ASML scanner business, driven by our unique capability to help customers maximize patterning performance Driving improvements in Edge Placement Error (EPE) Delivering leading solutions for optical and e-beam metrology and inspection Integrating ASML’s complete product portfolio into a Holistic Litho solution to optimize and control the litho process Primary drivers of growth are the extension of our EPE roadmap: New metrology, inspection and control offerings extend the roadmap Innovative products combine computational technology, YieldStar overlay metrology and e-beam metrology Hardware and software products support the introduction of EUV into HVM New applications of deep learning in both computational litho and defect inspection drive improved performance Public

Markets and product roadmap Holistic lithography Driving improvements in EPE E-beam inspection

Growth opportunities in Applications arise from technology shifts in key market segments Slide 4 29 Sept. 2021 Industry driver Technology shifts Resolution Throughput HighResolutio Single Beam / Optical Multibeam Parts per billion failure Inspection measurements Optical Overlay: Image-based to Accuracy diffraction-based Optical and E-beam Precision Optical Overlay: Targets Device Metrology Massive metrology E-beam: Small field Large field Market TAMs Physical models Deep learning Computational Model accuracy Rectangular Freeform mask patterns Lithography Compute cost 4.0B CPU Hybrid/GPU compute 3.3B Transition to EPE Overlay / CD EPE Scanner and EUV to HVM HVM: DUV DUV + EUV Process Control Software Advanced corrections Low Higher order scanner corrections 2017 2020 2025 Public TAM based on ASML interpretation of VLSI Research and Gartner

Metrology, Inspection & Patterning Control Roadmap Slide 5 29 Sept. 2021 2020 2021 2022 2023 2024 ³ 2025 Scanner Interfaces Increasing Scanner Actuation (DUV and EUV), EPE Control and Control Software Overlay Metrology Fast Stages, Multiple Wavelengths, Computational Metrology, YieldStar In-Device Metrology E-beam Single Beam High Resolution, Large Field of View, Metrology Massive Metrology, EPE metrology E-Beam Defect Multi-beam, Fast and Accurate Stages, High Landing Energy, Guided Inspection Inspection Computational Improved Model Accuracy, Inverse OPC, Lithography Machine and Deep Learning, Etch Models Public

Markets and product roadmap Holistic lithography Driving improvements in EPE E-beam inspection

Our holistic portfolio is more important than ever Lithography scanner with Slide 7 29 Sept. 2021 advanced control capability EUV: NXE and DUV: XT and Etch and EXE platforms NXT platforms deposition tools Process window Process window Prediction and Control Enhancement Overlay Optical proximity correction CD YieldStar E-beam Computational lithography Optical metrology and computational metrology E-beam metrology E-beam inspection Process window Detection Public

Our holistic portfolio is more important than ever Lithography scanner with Slide 8 29 Sept. 2021 advanced control capability EUV: NXE and DUV: XT and Etch and EXE platforms NXT platforms deposition tools Process window Process window Prediction and Control Enhancement Optical proximity correction YieldStar E-beam Computational lithography Optical metrology and computational metrology E-beam metrology E-beam inspection Process window Detection Public

Our holistic portfolio is more important than ever Lithography scanner with Slide 9 29 Sept. 2021 advanced control capability EUV: NXE and DUV: XT and Etch and EXE platforms NXT platforms deposition tools Process window Process window Prediction and Control Enhancement Optical proximity correction YieldStar E-beam Computational lithography Optical metrology and computational metrology E-beam metrology E-beam inspection Process window Detection Public

All data available at every step in the flow Use scanner metrology, YieldStar, HMI metrology and inspection to optimize Slide 10 29 Sept. 2021 sampling for scanner control, and as yield proxy for faster time-to-yield After-etch After-etch / CMP Computational After-litho After-etch Lithography Etch e-beam e-beam lithography metrology metrology metrology inspection Recipe Recipe Recipe Recipe Recipe Recipe Data Data Data Data Data Data Data Virtual Computing Platform HMI e-beam HMI e-beam Holistic Scanner YieldStar Hybrid Metro Metrology Inspection applications applications applications applications VCP applications applications Single user interface, common features, control framework—through each and every step ASML Shared functions and (domain) models Analytics foundation Data infrastructure Equipment and automation integration, security, data solutions Customer generic computing hardware Customer Public

Markets and product roadmap Holistic lithography Driving improvements in EPE E-beam inspection

Reducing Edge Placement Error (EPE) is key to improve yield Local CD errors, due to stochastics, become increasingly important Slide 12 29 Sept. 2021 nm 250 Edge Placement Error (EPE): combined error of overlay and CD uniformity (global EPE is the best predictor of yield CDU, local CD errors and OPC error) CD: Critical Dimension, OPC: Mask Optical Proximity Correction Public

YieldStar overlay metrology – after litho and after etch Characterizing the process error and enabling accurate feature placement Slide 13 29 Sept. 2021 Optical overlay metrology – after Litho Optical overlay metrology – after Etch Litho Etch YS385 YS1385 Metrology Metrology Accurate overlay data Accurate overlay data on targets on actual device Corrections ~800 Points x 4 wafers ~10,000 Points x 2 wafers Every lot Every few days Litho overlay control: after Litho sparse + after Etch refine Public

Driving improvements in EPE Requires high fidelity, fast and accurate metrology to maximize the Slide 14 29 Sept. 2021 scanner’s correction capabilities Metrology Monitoring Control Overlay YieldStar Layer B to Layer A Final Dual Layer EPE Pattern as designed >1,000 measurements/wafer <5 mins Single layer EPE Layer A HMI ePx >10 million measurements/wafer 60 min Single layer EPE Layer B Wafer HMI ePx Computational EPE Signature Control Software >10 million measurements/wafer 60 min Public

ASML scanners to improve EPE and yield ASML scanners are uniquely able to find, measure and correct for Slide 15 29 Sept. 2021 patterning variations FlexRay illuminator Even Fingers Odd Fingers Dose Grey Filter Optical Ce manipulator Y Z Reticle stage Metrology stage Exposure stage 100% of wafers 100% of wafers are are measured processed field-by-field Wafer stage Scanner actuators correct on a field-by-field basis Public

Tighter EPE requirements drive increased metrology ASML provides accurate, cost-effective overlay, EPE, and defect metrology Slide 16 29 Sept. 2021 Measurements per lot Billions Overlay EPE Defects EPE Requirement 14 12 Millions [nm] 10 8 requirement 6 Thousands EPE 4 2015 2018 2021 2024 2027 2030 2 0 Overlay 2015 2018 2021 2024 2027 2030 EPE Defect Inspection Public

Need for part per billion control stratedy Defect-aware monitoring and control in the age of EUV stochastics Today, server chips can be ~800mm2 in size

Need for part per billion control stratedy Defect-aware monitoring and control in the age of EUV stochastics 1 mm 1 mm There can be >100M contact holes per mm2 and increasing by 1.5x per node Today, server chips can be ~800mm2 in size

Need for part per billion control strategy Defect-aware monitoring and control in the age of EUV stochastics Slide 19 29 Sept. 2021 SEM image: example missing contact hole so ~80B of these need to function There can be >100M contact holes per mm2 and increasing by 1.5x per node Today, server chips can be ~800mm2 in size

Markets and product roadmap Holistic lithography Driving EPE improvements E-beam inspection

High resolution E-beam versus Optical bright field inspection High resolution e-beam provides superior resolution to optical inspection, Slide 21 29 Sept. 2021 enabling detection of tiny pattern fidelity defects Customer design scaling Optical bright field E-beam capable of capturing part per billion down to 10nm feature size inspection lacks sensitivity pattern fidelity defects with nanometer resolution Metal layer design Optical bright field image High resolution e-beam image Design-based inspection Proc. SPIE 9778, Metrology, Inspection, and Process Control for Microlithography, 97780O (21 April 2016) Public

E-beam inspection has inherent resolution advantage Increasing throughput through increasing parallelism with multibeam Slide 22 29 Sept. 2021 1000000 Min defect size for 2 nm node and below 100000 Optical Bright Field Inspection 10000 1000 Gen 3 Multibeam (~2028) Increased 100 [mm²/hr] throughput enables 10 additional HVM Gen 2 Multibeam (~2024) ghput applications Throu 1 0.1 Gen 1 Multibeam (2021) Scanning 0.01 electron microscope 0.001 image Single e-beam (R&D) 0.0001 60 40 20 10 8 6 4 2 1 Defect size [nm] Public

E-beam inspection: Voltage Contrast (VC) and physical defect Unique capability of electron beam inspection to find yield limiting defects Slide 23 29 Sept. 2021 VC inspection: detection of interlayer Physical inspection: detection of intralayer defects causing electric opens and shorts defects such as design and process weak spots eScan eScan ePx Heavily used in DRAM and 3D NAND Used in all market segments HMI is the technology leader in e-beam inspection HMI leadership enabled by high current, charging control, and fast data rates Public

Multibeam addresses both VC and physical defect inspection Delivering cost-effective throughput gains at high resolution Slide 24 29 Sept. 2021 VC inspection: detection of interlayer Physical inspection: detection of intralayer defects causing electric opens and shorts defects such as design and process weak spots eScan eScan ePx P(-1,1) P(0,1) P(1,1) P(-1,0) P(0,0) P(1,0) eScan P(-1,-1) P(0,-1) P(1,-1) eScan multibeam multibeam Public

Multibeam leverages ASML core technologies Increasing e-beam inspection throughput for high-volume manufacturing Slide 25 29 Sept. 2021 3 Brion’s computational technology: Single beam system Deep-learning-enabled image quality enhancement Design-based defect inspection Throughput 2 ASML’s stage technology: High speed motion High position accuracy 1 HMI’s Advanced Electron Optics & MEMS High quality SEM images with 9 beams scanning simultaneously Public

Multibeam: current status Implementing learnings from eScan1000 (3x3) and driving eScan1100 Slide 26 29 Sept. 2021 (5x5) qualification for first shipment expected in Q4 2021 Key messages Multibeam technology is challenging We experienced some program delays: ended original development partnership, COVID We added additional expertise to the team and developed new multibeam IP We remain confident about multibeam and are committed to realizing its market potential Status today 3 eScan1000 prototypes (3x3 beams) running and under assessment at customers Imaging results from the System qualification of eScan1100 (5x5 beams) eScan1100 5x5 multibeam system moving full speed; first shipment expected Q4 2021 Public

Applications products and business opportunity Key messages Slide 27 29 Sept. 2021 The Applications business is projected to grow at ~20% CAGR with strong gross margins over the period 2020 through 2025 The Applications product portfolio supports the ASML scanner business, driven by our unique capability to help customers maximize patterning performance Driving improvements in Edge Placement Error (EPE) Delivering leading solutions for optical and e-beam metrology and inspection Integrating ASML’s complete product portfolio into a Holistic Litho solution to optimize and control the litho process Primary drivers of growth are the extension of our EPE roadmap: New metrology, inspection and control offerings extend the roadmap Innovative products combine computational technology, YieldStar overlay metrology and e-beam metrology Hardware and software products support the introduction of EUV into HVM New applications of deep learning in both computational litho and defect inspection drive improved performance Public

Forward Looking Statements Slide 28 29 Sept. 2021 This presentation contains statements that are forward-looking, including statements with respect to expected industry and business environment trends including expected growth, outlook and expected financial results, including expected net sales, gross margin, R&D costs, SG&A costs and effective tax rate, annual revenue opportunity for 2025, financial model for 2025 and assumptions and expected growth rates and drivers, expected growth including growth rates 2020-2025 and 2020-2030, total addressable market, growth opportunities beyond 2025 and expected annual growth rate in lithography and metrology and inspection systems and expected annual growth rate in installed base management, expected trends in addressable market up to 2030, expected trends in Logic and Memory revenue opportunities, long term growth opportunities and outlook, expected trends in demand and demand drivers, expected benefits and performance of systems and applications, semiconductor end market trends, expected growth in the semiconductor industry including expected demand growth and capital spend in coming years, expected wafer demand growth and investments in wafer capacity, expected lithography market demand and growth and spend, growth opportunities and drivers, expected trends in EUV and DUV demand, sales, outlook, roadmaps, opportunities and capacity growth and expected EUV adoption, profitability, availability, productivity and output and estimated wafer demand and improvement in value, expected trends in the applications business, expected trends in installed base management including expected revenues and target margins, expected trends and growth opportunity in the applications business, expectations with respect to high-NA, the expectation of increased output capacity, plans, strategies and strategic priorities and direction, expectation to increase capacity, output and production to meet demand, the expectation that Moore’s law will continue and Moore’s law evolution, product, technology and customer roadmaps, and statements and intentions with respect to capital allocation policy, dividends and share buybacks, including the intention to continue to return significant amounts of cash to shareholders through a combination of share buybacks and growing annualized dividends and statements with respect to ESG commitment, sustainability strategy, targets, initiatives and milestones. You can generally identify these statements by the use of words like “may”, “will”, “could”, “should”, “project”, “believe”, “anticipate”, “expect”, “plan”, “estimate”, “forecast”, “potential”, “intend”, “continue”, “target”, “future”, “progress”, “goal” and variations of these words or comparable words. These statements are not historical facts, but rather are based on current expectations, estimates, assumptions and projections about our business and our future financial results and readers should not place undue reliance on them. Forward-looking statements do not guarantee future performance and involve a number of substantial known and unknown risks and uncertainties. These risks and uncertainties include, without limitation, economic conditions; product demand and semiconductor equipment industry capacity, worldwide demand and manufacturing capacity utilization for semiconductors, semiconductor end-market trends, the impact of general economic conditions on consumer confidence and demand for our customers’ products, performance of our systems, the impact of the COVID-19 outbreak and measures taken to contain it on the global economy and financial markets, as well as on ASML and its customers and suppliers, and other factors that may impact ASML’s sales and gross margin, including customer demand and ASML’s ability to obtain supplies for its products, the success of R&D programs and technology advances and the pace of new product development and customer acceptance of and demand for new products, production capacity and our ability to increase capacity to meet demand, the number and timing of systems ordered, shipped and recognized in revenue, and the risk of order cancellation or push out, production capacity for our systems including the risk of delays in system production and supply chain capacity, constraints, shortages and disruptions, trends in the semi-conductor industry, our ability to enforce patents and protect intellectual property rights and the outcome of intellectual property disputes and litigation, availability of raw materials, critical manufacturing equipment and qualified employees and trends in labor markets, geopolitical factors, trade environment; import/export and national security regulations and orders and their impact on us, ability to meet sustainability targets, changes in exchange and tax rates, available liquidity and liquidity requirements, our ability to refinance our indebtedness, available cash and distributable reserves for, and other factors impacting, dividend payments and share repurchases, results of the share repurchase programs and other risks indicated in the risk factors included in ASML’s Annual Report on Form 20-F for the year ended December 31, 2020 and other filings with and submissions to the US Securities and Exchange Commission. These forward-looking statements are made only as of the date of this document. We undertake no obligation to update any forward-looking statements after the date of this report or to conform such statements to actual results or revised expectations, except as required by law. Public

Asml Small Talk 2021 Investor Day Vitrual
EX-99.6
Exhibit 99.6

DUV Products and Business Opportunity Ron Kool Executive Vice President Business Line DUV ASML ASML Small Talk 2021 Investor Day Virtual

DUV products and business opportunity Key messages Slide 2 29 Sept. 2021 DUV demand is at a record high and expected to remain strong for the foreseeable future driven by both the Advanced and the Mature market segments Innovation in technology for the Advanced Logic and Memory market will continue; we extended the roadmap on all wavelengths, with performance and productivity improvements on the NXT platform to support the industry’s cost and energy efficient scaling The Mature market including More than Moore applications presents a growth opportunity by building on the XT portfolio in combination with solutions addressing the specific requirements of market segments like power devices, sensors With the aim to optimize the installed base for our customers, there is an increased focus on value added services in combination with productivity and performance upgrades Public

Markets Advanced Logic and Memory Mature Logic and Analog nodes, and More than Moore markets Installed base Public

DUV business outlook improved significantly Driven by strong markets, increased process complexity and installed base growth Slide 4 29 Sept. 2021 2018 DUV installed base 20% DUV installed base 50% 2025 2018 50% 80% systems DUV systems In 2018 our forecast assumed a reduction in immersion demand due to EUV adoption, market growth in line with historical trends Public

DUV business outlook improved significantly Driven by strong markets, increased process complexity and installed base growth Slide 5 29 Sept. 2021 2021 DUV installed base DUV installed base 30% 25% 2025 2021 70% 75% DUV systems DUV systems Drivers include technology innovation, increase in process complexity resulting in more demand at all wavelengths, and growth in the installed base business opportunity Public

DUV addresses numerous market segments SPECIALTY MEMORY Slide 6 MATURE LOGIC 29 Sept. 2021 300 mm 300 mm 200 mm Sub—segmentation LOGIC 300 mm ANALOG Front-End Applications “More Moore” Special Applications Mature 300 mm “More than Moore” segments 200 mm Advanced POWER 300 mm (³ 40nm) MPU segments 150 mm (£28 nm) NON—OPTICAL SENSORS EUV 300 mm OPTICAL ArFi SENSORS DRAM ArF 300 mm KrF 300 mm ADVANCED I-Line PACK G NAND Source: ASML Public

Projection of lithography layers by technology Lithography layer count grows, driven by DUV and EUV Slide 7 IR Sep 2021 KrF Logic Layer stack 5 nm 3 nm 2 nm ~1.5 nm 1 nm KrF DRAM EUV – High-NA Layer stack 1A 1B 1C 0A 0B EUV DUV KrF 3D-NAND Layer stack 176L 2xxL 3xxL 4xxL 5xxL 2021 ~2030 Source: ASML Public

Our end markets are increasingly interdependent Requiring an integral portfolio of solutions Slide 8 29 Sept. 2021 EUV 150 mm ArFi ANALOG 200 mm ArF LNA POWER diversity Mid/High OPTICAL 130 nm SENSORS 180 nm KrF LOGIC 150 mm Aperture tuner NON—OPTICAL I-Line SENSORS 45 nm 5 nm LOGIC 180 nm Public

DUV product portfolio to support all market segments Slide 9 29 Sept. 2021 Wavelength NA, Half pitch 2020 2021 2022 2023 2024 2025 NXT:2000i NXT:2050i NXT:2100i NEXT critical 2.0 nm | 275wph 1.5 nm | 295wph 1.3 nm | 295wph ArFi 1.35 NA, 38 nm NXT:1980Di NXT:1980Ei NXT:1980Fi mid—critical 2.5 nm | 275wph 2.5 nm | 295wph 2.5 nm | 330wph XT:1460K XT 5 nm | 205wph or 7.5 nm| 228wph ArF 0.93 NA, 57 nm NXT:1470 NEXT NXT 4 nm | 300wph 0.93 NA, 80 nm XT:1060K XT:1060K + PEP 5 nm | 205wph 5 nm | 220wph XT:860M XT:860N KrF XT 7 nm** | 240—250wph 7.5 nm | 260wph 0.80 NA,110 nm NXT:870 NEXT NXT 7.5 nm | 330wph i-line 0.65 NA, 220 nm XT:400L XT:400M NEXT 20 nm** | 230wph 20 nm** | 250wph 27% 30% 34% 5% Product: Matched Machine Overlay (nm)|Throughput(wph) 95% 66% 70% Product status Released Development Definition **Wafer inner field Public

NXT transition improves KrF and ArF productivity significantly Slide 10 29 Sept. 2021 27% hour 330 per 260 Wafers KrF XT:860N NXT:870 2021 2022 hour 46% per 300 Wafers 205 ArF NXT:1470 first litho system to show >300wph XT:1460 NXT:1470 2019 2021

We will support our customers’ wafer demand By increasing factory output and scanner productivity Slide 11 29 Sept. 2021 (wph) lity ~1.7X growth pabi ut ca outp fer ing wa productivity ctur manufa ML system AS x capability system Yearly 2019 2020 ArFi

Markets Advanced Logic and Memory Mature Logic and Analog nodes, and More than Moore markets Installed base Public

NXT:2050i in volume manufacturing at customers 20% overlay improvement, faster reliability and productivity ramp-up Slide 13 29 Sept. 2021 NXT:2050i Matched machine Dedicated chuck overlay ~1.2 nm overlay ~0.8 nm 6000 5,000 wafers per day in 18 days 200 180 hours reliability in 13 weeks 180 5000 NXT:2050i NXT:2050i 160 Faster ramp 140 Higher availability day 4000 per 120 (hours) 3000 100 Wafers MTBI 80 2000 60 40 1000 20 0 0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 NXT:2000i 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 Days after completing installation Weeks after completing installation Public NXT:2050i

NXT:2100i makes a 20% step in on product overlay vs the NXT:2050i for a typical DRAM application Slide 14 29 Sept. 2021 Reticle handler Faster conditioning and lower reticle-to-reticle temperature variation Projection optics Improved lens and cross matching Wafer table control Improved overlay & lifetime improvements 2D Reticle stage grid calibration Alignment 12 colors Reducing impact of reticle load errors 65 marks, small marks, combined on overlay layout Optical sensors Improved scanner improved camera & thermal metrology software conditioning Improved setup repro for overlay NXT:2100i Throughput ³295wph Productivity MMO £1.3nm Overlay On Product Overlay £1.4nm (DRAM) Public

NXT platform reduces capital investment, fab space NXT brings 17% footprint reduction with 100k wafer starts per month Slide 15 29 Sept. 2021 Use case: 100 kwspm 5 ArF (dry) 20 KrF layers 172m² 5 x XT:1460K (205wph) 140m² 4 x NXT:1470 (300wph) ArF(dry) ArF(dry) 482m² 14 x XT:860N (260wph) 421m² 12 x NXT:870 (330wph) KrF KrF Total Total 654m² 561m² Public

Markets Advanced logic and memory Mature logic and analog nodes, and More than Moore markets Installed base Public

We support the growth in mature Logic and Analog nodes delivering ~30% improved productivity for the same process capability Slide 17 29 Sept. 2021 350 NXT:1980Fi 300 XT:860N XT:400M 250 XT:1460K NXT:1960Bi hour 200 XT:860H XT:400H per XT:1450H Wafers 150 100 50 NXT XT 0 2013 2023 2013 2023 2013 2023 2013 2023 ArFi ArF KrF I-Line Public

Mature Markets: differentiated application space Strong growth expected short- and long-term driven by existing and new Slide 18 29 Sept. 2021 applications Substrate Substrate ANALOG MATURE OPTICAL NON—OPTICAL POWER Size [mm] Thickness [µm] LOGIC SENSORS SENSORS Thick 300 mm Standard (775) Si Si Si Si Thin Glass Thick AlTiC GaN on Si 200 mm Standard (725) Si Si SiGe SOI Si Si Thin Glass Ceramic SiC Thick 150 mm Standard (675) Si SiGe SOI Si Ceramic Thin GaAS Materials: Si: Silicon, AlTiC: Aluminum-Titanium-Carbon, GaN: Gallium Nitride, SiGe: Silicon Germanium, SiC: Silicon Carbid, SOI: Silicon on Insulator, GaAs: Gallium Arsenide Public

More than Moore market supported by the XT platform with application specific alignment and wafer handling options Slide 19 29 Sept. 2021 XT platform: ArF, KrF, i-line Wafer handling options Alignment options Wafer size: 150/200/300 mm Alignment through glass Wafer thickness: 0.3—1.5 mm Backside alignment Materials: Si, GaN on Si, SMASH extensions to 200 mm glass, Ceramic Power Optical Non-opt Sensors Sensors Warpage Wafer table flow and burl pitch Devices with many variations in substrate (thickness) Public

Markets Advanced Logic and Memory Mature Logic and Analog nodes, and More than Moore markets Installed base Public

Over 1,000 systems exposed more than 1 Million wafers in 2020 16 systems exposing more than 2 million 300 mm wafers per year Slide 21 29 Sept. 2021 > 1.000.000 1.057 > 1.500.000 341 > 2.000.000 971 Wafers per year 862 Wafers per year Wafers per year 16 738 235 579 178 494 380 126 316 268 74 147 45 30 2 2 5 ‘11 ‘12 ‘13 ‘14 ‘15 ‘16 ‘17 ‘18 ‘19 ‘20 ‘11 ‘12 ‘13 ‘14 ‘15 ‘16 ‘17 ‘18 ‘19 ‘20 ‘11 ‘12 ‘13 ‘14 ‘15 ‘16 ‘17 ‘18 ‘19 ‘20 Foundry Memory

Opportunities for the installed base productivity Wafer per day products Slide 22 Sept. 2021 Enhancement packages Wafer per day services Expand fab capacity at minimal lead time and investment Public

DUV immersion – upgrade roadmap System Node extension package Productivity package Slide 23 System modularity creates fab flexibility customers Under study 29 Sept. 2021 Matched 190wph 230wph 250wph 275wph 295wph 330wph Machine Overlay NXT:1950i 5.5 nm NXT:1960Bi 4.5 nm NXT:1965Ci 4.5 nm NXT:1970Ci 3.5 nm NXT:1980Di NXT:1980Ei NXT:1980Fi 2.5 nm NXT:2000i 2.0 nm NXT:2050i 1.5 nm NXT:2100i 1.3 nm Public

Services and upgrades extend value and life of tool Main upgrades over NXT scanner life Slide 24 29 Sept. 2021 System Service Upgrades PEP Software Example: NXT:1960Bi SNEP UVLS Upgrades revenue Service revenue System revenue 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038 Product maturity UVLS: UV Level Sensor, SNEP: System Node Extension Package, PEP: Productivity Enhancement Package Public

DUV products and business opportunity Key messages Slide 25 29 Sept. 2021 DUV demand is at a record high and expected to remain strong for the foreseeable future driven by both the Advanced and the Mature market segments Innovation in technology for the Advanced Logic and Memory market will continue; we extended the roadmap on all wavelengths, with performance and productivity improvements on the NXT platform to support the industry’s cost and energy efficient scaling The Mature market including More than Moore applications presents a growth opportunity by building on the XT portfolio in combination with solutions addressing the specific requirements of market segments like power devices, sensors With the aim to optimize the installed base for our customers, there is an increased focus on value added services in combination with productivity and performance upgrades Public

Forward Looking Statements Slide 26 29 Sept. 2021 This presentation contains statements that are forward-looking, including statements with respect to expected industry and business environment trends including expected growth, outlook and expected financial results, including expected net sales, gross margin, R&D costs, SG&A costs and effective tax rate, annual revenue opportunity for 2025, financial model for 2025 and assumptions and expected growth rates and drivers, expected growth including growth rates 2020-2025 and 2020-2030, total addressable market, growth opportunities beyond 2025 and expected annual growth rate in lithography and metrology and inspection systems and expected annual growth rate in installed base management, expected trends in addressable market up to 2030, expected trends in Logic and Memory revenue opportunities, long term growth opportunities and outlook, expected trends in demand and demand drivers, expected benefits and performance of systems and applications, semiconductor end market trends, expected growth in the semiconductor industry including expected demand growth and capital spend in coming years, expected wafer demand growth and investments in wafer capacity, expected lithography market demand and growth and spend, growth opportunities and drivers, expected trends in EUV and DUV demand, sales, outlook, roadmaps, opportunities and capacity growth and expected EUV adoption, profitability, availability, productivity and output and estimated wafer demand and improvement in value, expected trends in the applications business, expected trends in installed base management including expected revenues and target margins, expected trends and growth opportunity in the applications business, expectations with respect to high-NA, the expectation of increased output capacity, plans, strategies and strategic priorities and direction, expectation to increase capacity, output and production to meet demand, the expectation that Moore’s law will continue and Moore’s law evolution, product, technology and customer roadmaps, and statements and intentions with respect to capital allocation policy, dividends and share buybacks, including the intention to continue to return significant amounts of cash to shareholders through a combination of share buybacks and growing annualized dividends and statements with respect to ESG commitment, sustainability strategy, targets, initiatives and milestones. You can generally identify these statements by the use of words like “may”, “will”, “could”, “should”, “project”, “believe”, “anticipate”, “expect”, “plan”, “estimate”, “forecast”, “potential”, “intend”, “continue”, “target”, “future”, “progress”, “goal” and variations of these words or comparable words. These statements are not historical facts, but rather are based on current expectations, estimates, assumptions and projections about our business and our future financial results and readers should not place undue reliance on them. Forward-looking statements do not guarantee future performance and involve a number of substantial known and unknown risks and uncertainties. These risks and uncertainties include, without limitation, economic conditions; product demand and semiconductor equipment industry capacity, worldwide demand and manufacturing capacity utilization for semiconductors, semiconductor end-market trends, the impact of general economic conditions on consumer confidence and demand for our customers’ products, performance of our systems, the impact of the COVID-19 outbreak and measures taken to contain it on the global economy and financial markets, as well as on ASML and its customers and suppliers, and other factors that may impact ASML’s sales and gross margin, including customer demand and ASML’s ability to obtain supplies for its products, the success of R&D programs and technology advances and the pace of new product development and customer acceptance of and demand for new products, production capacity and our ability to increase capacity to meet demand, the number and timing of systems ordered, shipped and recognized in revenue, and the risk of order cancellation or push out, production capacity for our systems including the risk of delays in system production and supply chain capacity, constraints, shortages and disruptions, trends in the semi-conductor industry, our ability to enforce patents and protect intellectual property rights and the outcome of intellectual property disputes and litigation, availability of raw materials, critical manufacturing equipment and qualified employees and trends in labor markets, geopolitical factors, trade environment; import/export and national security regulations and orders and their impact on us, ability to meet sustainability targets, changes in exchange and tax rates, available liquidity and liquidity requirements, our ability to refinance our indebtedness, available cash and distributable reserves for, and other factors impacting, dividend payments and share repurchases, results of the share repurchase programs and other risks indicated in the risk factors included in ASML’s Annual Report on Form 20-F for the year ended December 31, 2020 and other filings with and submissions to the US Securities and Exchange Commission. These forward-looking statements are made only as of the date of this document. We undertake no obligation to update any forward-looking statements after the date of this report or to conform such statements to actual results or revised expectations, except as required by law. Public

ASML Small Talk 2021 ASML Investor Day Virtual
EX-99.7
Exhibit 99.7

ASML Installed Base Management Opportunity Wayne Allan Executive Vice President Customer Support Public Investor Day Virtual ASML Small Talk 2021

Public Installed Base Management Installed Base revenue is expected to grow ~12% CAGR (2020-2025) with a value-based service model plusproductivity and performance upgrades As Lithography is the constraint in the fab, maximizing good wafers per day is key to optimizing fab capital asset utilization and increasing customer return on investment Customer service value depends onthree fundamentals: -High availability and minimal long-term downs -Lowest possible service cost per wafer -Maximum good wafers per day Upgradesprovide an efficient means of improving system output and extending the useful life of the tool for future nodes Key messages 29 Sept. 2021 Slide 2

Installed Base business growth Maximizing service value—High availability and minimal long-term downs—Lowest possible service cost per wafer—Maximum good wafers per day Extending useful life of equipment through upgrades

Installed Base revenue is a growing portion of ASML business Installed Base revenue expected to grow ~12% CAGR (2020 – 2025) ASML Slide 4 29 Sept. 2021 Installed Base revenue 8 € ) 6-7 (B 6 Revenue 4 2 0 2015 2016 2017 2018 2019 2020 * 2021 2025 China Europe Taiwan US Singapore South Korea Japan * 2021 financials externally published results/outlook, 2025 financials investors’ day

Services and upgrades extend value and life of tool Over DUV tool lifetime Installed Base revenue is ~130% of system sales Slide 5 29 Sept. 2021 Example: NXT:1960Bi Upgrades / Options revenue +130% Performance, productivity & lifetime extensions DUV: Service revenue Service contract for scanner and laser, service on optics, relocations System revenue 2009 2010 2011 2012 2013 2014 2015 16 20 2017 2018 2019 2020 2021 22 20 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038 Product maturity Public

Installed Base business growth Maximizing service value—High availability and minimal long-term downs—Lowest possible service cost per wafer—Maximum good wafers per day Extending useful life of equipment through upgrades

Fabs are designed with lithography as the constraint Increasing litho availability increases customer return on investment Slide 7 29 Sept. 2021 Typical EUV wafer equipment constraints pareto Availability Buffer capacity Estimated capital expenditure 1% improvement capacity Volume Fab type (starts/month) Total (fab + NXT (DUV) in Fab capital out asset utilization equipment) NXE+NXT (EUV) afers DUV Logic 100k €16B €2B €160m W EUV Logic 100k €24B €6B €240m 1 1 2 2 1 1 1 1 2 XT Source: Capital expenditure from ASML Market Research—NXE NXT Other Other Other Other Wet — Etch Etch Litho Litho Litho CVD CVD PVD Furnace Asher Furnace Litho is the fab constraint by design. Improvement in litho availability yields significant improvement in overall Fab capital asset utilization due to rest of Fab having buffer capacity: Litho constraint Litho constraint

Fabs are designed with lithography as the constraint Increasing litho availability increases customer return on investment Slide 8 29 Sept. 2021 Typical EUV wafer equipment constraints pareto Availability Buffer capacity Estimated capital expenditure 1% improvement capacity Volume Fab type (starts/month) Total (fab + NXT (DUV) in Fab capital out asset utilization equipment) NXE+NXT (EUV) afers DUV Logic 100k €16B €2B €160m W EUV Logic 100k €24B €6B €240m 1 1 2 2 1 1 1 1 2 XT Source: Capital expenditure from ASML Market Research—NXE NXT Other Other Other Other Wet — Etch Etch Litho Litho Litho CVD CVD PVD Furnace Asher Furnace Litho is the fab constraint by design. 1% improvement in litho availability yields significant improvement in overall Fab capital asset utilization due to rest of Fab having buffer capacity:

Fabs are designed with lithography as the constraint Increasing litho availability increases customer return on investment Slide 9 29 Sept. 2021 Typical EUV wafer equipment constraints pareto Long-term downs (XLD) Buffer capacity Estimated capital expenditure 50% ↓ in XLD capacity Fab Volume ↓buffer capacity Type (starts/month) Total (fab + NXT (DUV) by 10%-15% out equipment) NXE+NXT (EUV) afers DUV Logic 100k €16B €2B €140-210m W EUV Logic 100k €24B €6B €180-270m 1 1 2 2 1 1 1 1 2 XT Source: Capital expenditure from ASML Market Research—NXE NXT Other Other Other Other Wet — Etch Etch Litho Litho Litho CVD CVD PVD Furnace Asher Furnace Reducing long-term downs reduces need for excess capacity in non-litho workstations which saves capital expenditure. 50% reduction in long-term downs potentially reduce buffer capacity by ~10%-15%: Public

Customer service value depends on three fundamentals Slide 10 29 Sept. 2021 High availability and minimal long-term downs € Lowest possible service cost per wafer Maximum good wafers per day Public

High availability and minimal long-term downs Slide 11 29 Sept. 2021 DUV: mature platform with >97% average availability. 1%+ availability improvement still DUV possible 1%+ improvement EUV opportunity EUV: relatively immature platform with larger 7%+ opportunity of 7%+ availability improvement improvement opportunity Key improvements: • Design improvements • Software upgrades • Using technology to service our systems • Parts and tools availability • Operational improvements: site-to-site benchmarking System downtime according to standardized definition 13 weeks moving average June/ July/ August 2021 Actuals Public

Lowest possible service cost per wafer Slide 12 29 Sept. 2021 DUV EUV ~ -20% ~ -30% Current 2025 Current 2025 performance target performance target • Perfecting the machine (closed-loop feedback process to perfect the parts, tools and service actions) • Technology (e.g., diagnostics, Remote Expert Support) • Standardized processes supported by automation • Increased parts lifetime and quality • Logistics: freight, warehousing cost reduction Public

Maximizing customers’ good wafers per day Next to minimizing system down time Slide 13 29 Sept. 2021 100% 100% 100% System downtime System downtime serving according to customer needs standardized >97% Process-specific inefficiencies definition e.g., system down to meet customer specs, layer qualification after system down, defectivity monitoring and more > 90-95% > 85-90% System uptime System uptime producing capable of producing customer wafers wafers Historical service model: New service model: Maximize scanner availability Maximize good wafers per day Public

Overview of examples driving three fundamentals Slide 14 29 Sept. 2021 € Foundational aspects Availability & Good Wafers Cost down long-term per day downs Improve system capabilities Top X continuous module / part improvements Lifecycle management & leveraging commonality between platforms Automated recovery / calibration of systems after maintenance Improved recoveries to avoid process fingerprint change after part swap Improve process capabilities Improved monitoring capabilities & leveraging machine learning towards predictive maintenance Improved diagnostics capabilities (deterministic diagnostics) Self-sufficiency of local field offices Over-the-shoulder remote support using augmented reality Inline defectivity monitoring and control strategies Scanner matching improvements Alignment mark optimization Track-delay reductions Cost reduction Freight cost reduction Inventory reduction via dynamic stocking strategies Standardized & optimized processes Excess & obsolescence reduction via improved configuration management & re-use Establish local repair centers Public

Technology innovations are improving service ASML Remote Expert Support connects experts virtually to the field Slide 15 29 Sept. 2021 • COVID-19 travel restrictions and quarantine requirements impacted fly-in support of experts to the field • Real-time data connectivity and over-the-shoulder HoloLens augmented reality enable • Faster service recovery cycle time with immediate access to factory experts • Reduced service incidents with improved preventative maintenance • Pro-actively monitoring tool health to enhance roadmap for predictive maintenance in the field Veldhoven San Diego Public

Slide 16 29 Sept. 2021 Public


Technology innovations are improving service Using diagnostics to improve availability, reduce long-term downs & cost Slide 18 29 Sept. 2021 Reactive diagnostics Status Smart Diagnostic monitoring diagnostics action plan Machine down Data Automated monitoring to Pattern recognition to Interactive deterministic detect real-time failures identify failure modes flow to guide engineer Feedback loop Proactive diagnostics Health Health Diagnostic monitoring analytics action plan Data Machine risks Automated Fab health AI & knowledge-based Interactive deterministic monitoring to detect risks models to identify flow to guide engineer corrective actions Feedback loop Public

Improving NXT:1980Di fleet productivity at a Memory customer Slide 19 29 Sept. 2021 Average scanner output Improvement breakdown 5,300 5,300 200 5,100 5,150 350 y da 4,700 day 4,500 250 4,500 per per WafersWafers Customer Optimized Productivity Improved Productivity Customer Q1 Q2 Q3 Q4 fleet production package availability fleet after fleet Quarters after start engagement baseline settings rollout allowing program baseline higher utilization Public

Installed Base business growth Maximizing service value—High availability and minimal long-term downs—Lowest possible service cost per wafer—Maximum good wafers per day • Extending useful life of equipment through upgrades

Types of upgrades and buying behavior Slide 21 29 Sept. 2021 Upgrades are a relatively quick and cost-effective way to improve output and process capability of lithography in the fab • Productivity • Imaging and overlay • Life-time extension Factory utilization dictates ability to install upgrades • Software upgrades provide quick improvements, always in demand • Hardware upgrades require longer downtime, in higher demand in time of lower utilization Public

System Node Enhancement Package (SNEP) Upgrade to re-use existing scanners for more advanced technology nodes Slide 22 29 Sept. 2021 SNEP brings NXT:1960 to NXT:1980 ...with the same overlay ...and a 28% in 6 weeks with field upgrade performance productivity increase 295wph +28% Non-touched parts Outer covering Type panel Replaced Parts Exposure Unit Right Left LMA UECB Machine overlay HOSE EU CABLE RH BUNDLES RH Dynamics Rema E Sensor ELEC Lens EUBUNDLES ROBOT TURRET REMA T Unicom FLG PSE FDE MMA Factory NXT:1980Di SNEP NXT:1980Di 230wph NX XCHA gripper MASU HLPR ILLuminator LCBCR Flexray c flow ELEC IRL LIFT optics o CO2- SHB- RS ACC RTS FPPL n CU SPMR DICR OIU Cooling LoS nchuck [nm] IRIS Lens Top Micro-Environment SS encoder purging e CTSS ct PR Lens RCXU beam Illuminator io GCU LOADPORT E-box sNEXZ LS LM n SHB-E RS RSSU RECO pl Flexwave NPU EIM MMCR BF2MF ADE a IH Supplies FW exhaust DC t + Smash combiner demux e SCCB OADB AM PAL AM spacer spacer CUP Metro s DU Heat exch for WH air WTC LSPH UVLS AG AA Frame VAT WVAC XCDA1 IMCR overlay WH RA LBC Base Frame CO2 LCW heater SPM IH Beam store unit WS Airshower Measuring T ROBOTS PM-1 PM-2 unit Dedicated dockin ESCAL TIS ILIAS PARIS ESCAL TIS SPOT PARIS GH AMCR PA module LoS SS WT LoS SS WT Beam RI LEFT Carrier WH SMA handler cabinet WS BaMo LSPU unit steering M M CA CTCP CA Fab. delivery Aorta Subfab. C LASER Beam-Expander Beam LCWC UPW WVCC MDRC XCHA AERC RSRC PE fan L NXT:1960Bi NXT:1980Di+PEP RCWC Safety Beam WSRC1 WSRC2 ACC SACR SHB- Shutter steering Air Control SMA unit Cabinet RCOA LICB CHA Public

Installed Base Management Key messages Slide 23 29 Sept. 2021 Installed Base revenue is expected to grow ~12% CAGR (2020-2025) with a value-based service model plus productivity and performance upgrades As Lithography is the constraint in the fab, maximizing good wafers per day is key to optimizing fab capital asset utilization and increasing customer return on investment Customer service value depends on three fundamentals:—High availability and minimal long-term downs—Lowest possible service cost per wafer—Maximum good wafers per day Upgrades provide an efficient means of improving system output and extending the useful life of the tool for future nodes Public

Forward Looking Statements Slide 24 29 Sept. 2021 This presentation contains statements that are forward-looking, including statements with respect to expected industry and business environment trends including expected growth, outlook and expected financial results, including expected net sales, gross margin, R&D costs, SG&A costs and effective tax rate, annual revenue opportunity for 2025, financial model for 2025 and assumptions and expected growth rates and drivers, expected growth including growth rates 2020-2025 and 2020-2030, total addressable market, growth opportunities beyond 2025 and expected annual growth rate in lithography and metrology and inspection systems and expected annual growth rate in installed base management, expected trends in addressable market up to 2030, expected trends in Logic and Memory revenue opportunities, long term growth opportunities and outlook, expected trends in demand and demand drivers, expected benefits and performance of systems and applications, semiconductor end market trends, expected growth in the semiconductor industry including expected demand growth and capital spend in coming years, expected wafer demand growth and investments in wafer capacity, expected lithography market demand and growth and spend, growth opportunities and drivers, expected trends in EUV and DUV demand, sales, outlook, roadmaps, opportunities and capacity growth and expected EUV adoption, profitability, availability, productivity and output and estimated wafer demand and improvement in value, expected trends in the applications business, expected trends in installed base management including expected revenues and target margins, expected trends and growth opportunity in the applications business, expectations with respect to high-NA, the expectation of increased output capacity, plans, strategies and strategic priorities and direction, expectation to increase capacity, output and production to meet demand, the expectation that Moore’s law will continue and Moore’s law evolution, product, technology and customer roadmaps, and statements and intentions with respect to capital allocation policy, dividends and share buybacks, including the intention to continue to return significant amounts of cash to shareholders through a combination of share buybacks and growing annualized dividends and statements with respect to ESG commitment, sustainability strategy, targets, initiatives and milestones. You can generally identify these statements by the use of words like “may”, “will”, “could”, “should”, “project”, “believe”, “anticipate”, “expect”, “plan”, “estimate”, “forecast”, “potential”, “intend”, “continue”, “target”, “future”, “progress”, “goal” and variations of these words or comparable words. These statements are not historical facts, but rather are based on current expectations, estimates, assumptions and projections about our business and our future financial results and readers should not place undue reliance on them. Forward-looking statements do not guarantee future performance and involve a number of substantial known and unknown risks and uncertainties. These risks and uncertainties include, without limitation, economic conditions; product demand and semiconductor equipment industry capacity, worldwide demand and manufacturing capacity utilization for semiconductors, semiconductor end-market trends, the impact of general economic conditions on consumer confidence and demand for our customers’ products, performance of our systems, the impact of the COVID-19 outbreak and measures taken to contain it on the global economy and financial markets, as well as on ASML and its customers and suppliers, and other factors that may impact ASML’s sales and gross margin, including customer demand and ASML’s ability to obtain supplies for its products, the success of R&D programs and technology advances and the pace of new product development and customer acceptance of and demand for new products, production capacity and our ability to increase capacity to meet demand, the number and timing of systems ordered, shipped and recognized in revenue, and the risk of order cancellation or push out, production capacity for our systems including the risk of delays in system production and supply chain capacity, constraints, shortages and disruptions, trends in the semi-conductor industry, our ability to enforce patents and protect intellectual property rights and the outcome of intellectual property disputes and litigation, availability of raw materials, critical manufacturing equipment and qualified employees and trends in labor markets, geopolitical factors, trade environment; import/export and national security regulations and orders and their impact on us, ability to meet sustainability targets, changes in exchange and tax rates, available liquidity and liquidity requirements, our ability to refinance our indebtedness, available cash and distributable reserves for, and other factors impacting, dividend payments and share repurchases, results of the share repurchase programs and other risks indicated in the risk factors included in ASML’s Annual Report on Form 20-F for the year ended December 31, 2020 and other filings with and submissions to the US Securities and Exchange Commission. These forward-looking statements are made only as of the date of this document. We undertake no obligation to update any forward-looking statements after the date of this report or to conform such statements to actual results or revised expectations, except as required by law.. Public

ASML Small Talk 2021 Investor Day Virtual ASML
EX-99.8
Exhibit 99.8

Business Model and Capital Allocation Strategy Roger Dassen Executive Vice President & Chief Financial Officer Public Investor Day Virtual ASML Small Talk 2021 ASML

Business model and capital allocation strategy Key messages Slide 2 29 Sept. 2021 Our continued investments in technology leadership have created significant shareholder value Growth in semiconductor end markets and increasing lithography intensity on future nodes fuel demand for our products and services Based on different market scenarios, we have an opportunity to achieve an annual revenue for 2025 between approximately €24 billion and €30 billion with a gross margin for 2025 between approximately 54% and 56%. We see significant growth opportunities beyond 2025. Assuming a 1 trillion dollar semiconductor market by 2030, with litho intensity and our market share constant from 2025, we expect an annual revenue CAGR for 2020-2030 of around 11% We expect to continue to return significant amounts of cash to our shareholders through a combination of growing dividends and share buybacks Public

• Historical shareholder value creation Continuing growth Continued shareholder value creation

ASML’s technology leadership comes from strategic investments that enable cost-effective innovations for our customers Slide 4 29 Sept. 2021 Berliner Glas acquisition (0.3B€) Carl Zeiss SMT Holding 3.2 acquisition 24.9% interest 2.9 (1.0B€) 1.0 Cymer acquisition HMI acquisition 2.2 0.9 (3.1B€) (2.8B€) € B 1.6 0.6 In 1.4 1.4 1.4 0.4 1.1 0.4 0.4 0.3 0.9 2.2 0.8 0.2 2.0 0.7 0.3 1.6 0.2 1.3 0.1 0.9 1.1 1.1 1.1 0.5 0.6 0.6 2010 2011 2012 2013 2014 2015 2016 2017* 2018 2019 2020 R&D Capex * ASML contribution Zeiss SMT CapEx included as of 2017 Public

ASML’s EPS has grown at a CAGR of 14% driven by system and installed base revenue with improved margins Slide 5 29 Sept. 2021 EPS/ GM/ Revenue • Systems revenue grew at a 10% CAGR since 2010 • Installed Base Management* grew at a 20% CAGR since 2010 driven by upgrades and service of growing installed base • Gross Margin amount improved at a 13% CAGR since 2010, reflecting the strength of our DUV and Applications business and progress in EUV profitability • EPS grew at 14% CAGR since 2010 driven by profitability and share buyback * Installed Base Management equals our service and field upgrades sales Public

ASML created significant shareholder value over the past 10 years Slide 6 29 Sept. 2021 Total Shareholder Return ASML (Nasdaq) Total Shareholder Return annualized compounded TSR 29% versus Nasdaq at 18% Source: Bloomberg (Total Shareholder Return: index = 2010) Total Shareholder Return (TSR) = shareprice increase + dividend pay-out Public 1,600 1,400 1,200 1,000 800 600 400 200 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 ASML (Nasdaq) NASDAQ Index S&P 500 Index SOX Index AEX Index

Historical shareholder value creation • Continuing growth Continued shareholder value creation

Model scenarios Process Slide 8 29 Sept. 2021 End markets Start with end markets Convert to wafer demand: 2025 Wafer demand Low—High scenarios scenarios:—High Translate to ww units, convert Litho spend—Low to ASML share Installed Base Estimate growth of our business Installed Base business Public

Semi end markets expected to grow 7% longer-term Slide 9 29 Sept. 2021 Smartphone (B$) Consumer electronics (B$) Personal computing (B$) +6.7% +7.8% +2.6% 161 155 155 160 69 67 70 120 119 113 144 64 66 109 110 115 102 100 116 48 93 86 87 108 106 36 43 48 43 83 78 76 35 15 16 17 18 19 20 21 22 23 24 25 15 16 17 18 19 20 21 22 23 24 25 15 16 17 18 19 20 21 22 23 24 25 Wired & wireless infrastructure (B$) Servers, datacenters & storage (B$) Total Semiconductor, B$ +8.0% Forecast +5.9% 112 +7.4% 51 110 47 47 49 92 97 99 44 81 667 37 36 38 76 32 30 31 63 61 627 626 42 42 571 605 476 466 15 16 17 18 19 20 21 22 23 24 25 15 16 17 18 19 20 21 22 23 24 25 422 422 Automotive (B$) Industrial electronics (B$) 335 341 +10.2% +15.7% 80 81 75 73 65 67 58 64 58 42 41 50 46 52 50 50 34 39 39 37 35 30 CAGR 15 16 17 18 19 20 21 22 23 24 25 15 16 17 18 19 20 21 22 23 24 25 2020-2025 15 16 17 18 19 20 21 22 23 24 25 Source: ’19-’25: Gartner 2Q21 forecast (Jun30, 2021) Public

Translating to growth of wafer demand in all segments Slide 10 29 Sept. 2021 2015 2020 2025 CAGR 1..7 1.1 +9.9% Logic & MPU 0.5 (£ 28 nm) 1.8 1.4 1.2 +5.2% DRAM 2.1 1.5 1.6 +5.7% NAND million wafer starts/month PCs and laptops Smartphones and tablets Servers Automotive Consumer incl. wearables Other Source: Gartner device units 2017-2022; ASML model extrapolated through 2025 Public

Lithography spend increasing on future nodes Slide 11 29 Sept. 2021 Logic / MPU DRAM NAND Performance memory Storage memory 45K wafers/month 100K wafers/month 120K wafers/month 1 >20% NoN1 >10% NoN1 ~30% NoN High NA EUV ArFi Dry 1 NoN: Node on Node Public

Installed Base Management*: growing installed base provides opportunity for growth in service and upgrades Slide 12 29 Sept. 2021 Growth drivers: Installed Base Management: Services and upgrades Revenues B€ • Growing installed base 8 7 • Service: move to value- ) € ~12% CAGR based services(B 6 nue reve 5 4 • Upgrades: design for Base ~13% CAGR extendibility, enabling 3 performance upgrades Installed 2 1 0 2015 2020 2025 * Installed Base Management equals our service and field upgrades sales Public

Model assumptions 2025 Slide 13 29 Sept. 2021 Logic / MPU Performance memory Storage memory Market share assumptions: EUV 100%, ArFi 90%, Dry 65% • EUV High-NA high volume from 2025 • EUV High-NA from D0a onwards • Storage class memory remains General • 2 year cadence a niche • 3D NAND: stack of stacks • Reference 16/14nm, 315 kwspm1 • Bit growth: • Bit growth: Market • Node on node (reduction): Low: 15% Low: 25% (Low—High) Low: -15% High: 25% High: 45% High: 0% • 20-30 EUV exposures • 60-70% of wafer capacity EUV • First EUV High-NA node ~ 4-9 converted to nodes with up to 8 exposures exposures of EUV 1 kwspm: 1000 wafer starts per month Public

Key challenges* we face in our industry Slide 14 29 Sept. 2021 Geo(political) landscape General ASML • Technological sovereignty • End-market growth dynamic • Managing execution of leading to new fabs in more • War for talent technology roadmap regions • Increasing focus on • Managing ramp in production • Export controls sustainability • Managing growth • IP protection Customers Suppliers Competitors • Limited number of • Growing complexity supply • Immersion customers chain • Dry • Sales concentrated among • Increasing investment • Metrology + Inspection few large customers requirements for suppliers • Managing lead times In a booming chip market, ASML’s challenge is to remain competitive in DUV, ramp 0.33 EUV, execute our 0.55 EUV (High-NA) program and expand the Holistic Litho program opportunities in order to create value for all our stakeholders, while navigating the geopolitical landscape. *For full list of risk factors, see Annual Report 2020 Public

Our updated model goes beyond our high-market scenario from 2018 Slide 15 29 Sept. 2021 ASML modeled Sales in 2025 (in B€) 2018 high market scenario Market demand EUV insertion based on mid EUV insertion based on moderate market Worldwide units Sales Worldwide units Sales High-NA 9 Systems 17.9 High-NA 7 Systems 13.4 EUV 55 Installed Base 6.4 EUV 43 Installed Base 5.9 High ArFi 60 Management ArFi 40 Management High demand Dry 200 Dry 150 insertion Total 324 Total 24.3 Total 240 Total 19.3 Worldwide units Sales Worldwide units Sales High-NA 5 Systems 10.2 High-NA 3 Systems 12.7 EUV 32 Installed Base 4.8 EUV 45 Installed Base 5.8 Low ArFi 35 Management ArFi 40 Management Low demand Dry 140 Dry 150 insertion Total 212 Total 15.0 Total 238 Total 18.5 Public

Our simulation model 2025 supports total sales between ~24 B€ (Low market) – ~30 B€ (High market) Slide 16 29 Sept. 2021 ASML modeled sales in 2025 (in B€) Worldwide litho units Sales High-NA 5 Systems (Litho and M&I) 23.0 EUV 70 Installed Base Management 7.0 High market ArFi 87 Dry 290 Total 452 Total 30.0 Worldwide litho units Sales High-NA 5 Systems (Litho and M&I) 18.0 EUV 48 Installed Base Management 6.0 Low market ArFi 70 Dry 190 Total 313 Total 24.0 Note : 70x EUV units in 2025 (High market) equals ~115x NXE:3400C units for wafer capacity equivalent; M&I : Metrology and Inspection Public

Higher sales across product portfolio translates to increase in 2025 modeled scenario Slide 17 29 Sept. 2021 ASML 2025 modeled sales (mid point of range) € ) (B sales Modeled *Non EUV = DUV, Metrology and Inspection **IBM = Installed Base Management Public

ASML updated financial model Slide 18 29 Sept. 2021 2020 2025 2025 (Actuals) (CMD 2018 Ranges) (Low—High market) Total sales 14.0B€ ~15—24B€ ~24.0—30.0B€ Installed base 3.7B€ ~5—6B€ ~6.0—7.0B€ Management System sales 10.3B€ ~10—18B€ ~18.0—23.0B€ Gross margin 48.6% >>50% ~54—56% R&D 16% ~13% ~3.4—3.7B€ SG&A 4% ~4% ~1.0B€ CapEx 7% ~3% ~1.0B€ Cash Conversion Cycle 228 days <200 days <200 days Effective Tax Rate* 14% ~14% ~16% * Based on 2021 tax legislation Public

Market opportunities support another 10 years of growth Slide 19 29 Sept. 2021 Drivers 2020 2025 2030 CAGR Systems: New and existing technology nodes Litho, in all segments will continue to be the ~11%* Metrology & main driver for our system revenue for Inspection litho and metrology & inspection ~10.3B€ Installed Growing installed base and Base move to value-based service Management increases our opportunity ~11% ~3.7B€ Source: VLSI Research, with ASML analysis; Installed Base Management : ASML service and field upgrades sales; * Assumes litho intensity (litho % of WFE) and litho market share in 2030 similar to 2025; * Systems revenue CAGR, includes ASML Metrology & Inspection system revenue CAGR 2020-2030 ~15% Public

Historical shareholder value creation Continuing growth • Continued shareholder value creation

ASML’s capital allocation policy Slide 21 29 Sept. 2021 Focused investment in our business Excess cash distribution through R&D, CapEx Combination of growing dividends and share Berliner Glas buybacks acquisition (0.3B€)* Carl Zeiss SMT Holding acquisition 24.9% interest 16.00 (1.0B€)* 14.0 14.00 HMI acquisition 3.2 11.7 12.00 (2.8B€) 2.9 5.4 Cymer acquisition 1.0 10.0 (3.1B€) 10.00 2.2 4.3 0.9 € 8.2 B 3.0 € 7.2 8.00 Cumulative 1.6 0.6 In dividend B 6.4 2.4 1.4 1.4 1.4 Capex 1.9 In 5.5 6.00 0.3 1.4 Cumulative 1.1 0.3 R&D 4.5 1.1 0.4 0.4 4.0 share 0.9 2.2 0.9 8.6 4.00 0.8 0.2 2.0 3.3 0.6 7.4 buybacks 0.7 2.4 7.0 0.3 1.6 0.5 5.8 0.2 1.3 4.9 5.3 0.1 1.1 1.1 1.1 0.3 4.4 2.00 0.9 3.4 3.7 0.6 0.6 2.8 0.5 2.1 0.00 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 Maintain a strong and flexible balance sheet * ASML contribution for Zeiss SMT capex included as of 2018 Public

Business model and capital allocation strategy Key messages Slide 22 29 Sept. 2021 Our continued investments in technology leadership have created significant shareholder value Growth in semiconductor end markets and increasing lithography intensity on future nodes fuel demand for our products and services Based on different market scenarios, we have an opportunity to achieve an annual revenue for 2025 between approximately €24 billion and €30 billion with a gross margin for 2025 between approximately 54% and 56%. We see significant growth opportunities beyond 2025. Assuming a 1 trillion dollar semiconductor market by 2030, with litho intensity and our market share constant from 2025, we expect an annual revenue CAGR for 2020-2030 of around 11% We expect to continue to return significant amounts of cash to our shareholders through a combination of growing dividends and share buybacks Public

Forward Looking Statements Slide 23 29 Sept. 2021 This presentation contains statements that are forward-looking, including statements with respect to expected industry and business environment trends including expected growth, outlook and expected financial results, including expected net sales, gross margin, R&D costs, SG&A costs and effective tax rate, annual revenue opportunity for 2025, financial model for 2025 and assumptions and expected growth rates and drivers, expected growth including growth rates 2020-2025 and 2020-2030, total addressable market, growth opportunities beyond 2025 and expected annual growth rate in lithography and metrology and inspection systems and expected annual growth rate in installed base management, expected trends in addressable market up to 2030, expected trends in Logic and Memory revenue opportunities, long term growth opportunities and outlook, expected trends in demand and demand drivers, expected benefits and performance of systems and applications, semiconductor end market trends, expected growth in the semiconductor industry including expected demand growth and capital spend in coming years, expected wafer demand growth and investments in wafer capacity, expected lithography market demand and growth and spend, growth opportunities and drivers, expected trends in EUV and DUV demand, sales, outlook, roadmaps, opportunities and capacity growth and expected EUV adoption, profitability, availability, productivity and output and estimated wafer demand and improvement in value, expected trends in the applications business, expected trends in installed base management including expected revenues and target margins, expected trends and growth opportunity in the applications business, expectations with respect to high-NA, the expectation of increased output capacity, plans, strategies and strategic priorities and direction, expectation to increase capacity, output and production to meet demand, the expectation that Moore’s law will continue and Moore’s law evolution, product, technology and customer roadmaps, and statements and intentions with respect to capital allocation policy, dividends and share buybacks, including the intention to continue to return significant amounts of cash to shareholders through a combination of share buybacks and growing annualized dividends and statements with respect to ESG commitment, sustainability strategy, targets, initiatives and milestones. You can generally identify these statements by the use of words like “may”, “will”, “could”, “should”, “project”, “believe”, “anticipate”, “expect”, “plan”, “estimate”, “forecast”, “potential”, “intend”, “continue”, “target”, “future”, “progress”, “goal” and variations of these words or comparable words. These statements are not historical facts, but rather are based on current expectations, estimates, assumptions and projections about our business and our future financial results and readers should not place undue reliance on them. Forward-looking statements do not guarantee future performance and involve a number of substantial known and unknown risks and uncertainties. These risks and uncertainties include, without limitation, economic conditions; product demand and semiconductor equipment industry capacity, worldwide demand and manufacturing capacity utilization for semiconductors, semiconductor end-market trends, the impact of general economic conditions on consumer confidence and demand for our customers’ products, performance of our systems, the impact of the COVID-19 outbreak and measures taken to contain it on the global economy and financial markets, as well as on ASML and its customers and suppliers, and other factors that may impact ASML’s sales and gross margin, including customer demand and ASML’s ability to obtain supplies for its products, the success of R&D programs and technology advances and the pace of new product development and customer acceptance of and demand for new products, production capacity and our ability to increase capacity to meet demand, the number and timing of systems ordered, shipped and recognized in revenue, and the risk of order cancellation or push out, production capacity for our systems including the risk of delays in system production and supply chain capacity, constraints, shortages and disruptions, trends in the semi-conductor industry, our ability to enforce patents and protect intellectual property rights and the outcome of intellectual property disputes and litigation, availability of raw materials, critical manufacturing equipment and qualified employees and trends in labor markets, geopolitical factors, trade environment; import/export and national security regulations and orders and their impact on us, ability to meet sustainability targets, changes in exchange and tax rates, available liquidity and liquidity requirements, our ability to refinance our indebtedness, available cash and distributable reserves for, and other factors impacting, dividend payments and share repurchases, results of the share repurchase programs and other risks indicated in the risk factors included in ASML’s Annual Report on Form 20-F for the year ended December 31, 2020 and other filings with and submissions to the US Securities and Exchange Commission. These forward-looking statements are made only as of the date of this document. We undertake no obligation to update any forward-looking statements after the date of this report or to conform such statements to actual results or revised expectations, except as required by law. Public

Slide 24 29 Sept. 2021ASML Small Talk 2021 ASML Investor Day Virtual
EX-99.9
Exhibit 99.9

Closing remarks Peter Wennink President and Chief Executive Officer

Investor Day summary and key messages (1/2) Slide 2 29 Sept. 2021 • Global megatrends in the electronics industry, supported by a highly profitable and fiercely innovative ecosystem, are expected to continue to fuel growth across the semiconductor market • Growth in semiconductor end markets and increasing lithography intensity are driving demand for our products and services • ASML’s comprehensive product portfolio is aligned to our customers’ roadmaps, delivering cost effective solutions in support of all applications from leading edge to mature nodes • Based on different market scenarios, we have an opportunity to reach annual revenue in 2025 between approximately €24 billion and €30 billion, with a gross margin in 2025 between approximately 54% and 56% • We see significant growth opportunities beyond 2025. We expect our systems (lithography, metrology and inspection) and Installed Base Management (service and field upgrades sales) to provide an annual revenue growth rate of around 11% for the period 2020-2030, based on third party research and our assumptions

Investor Day summary and key messages (2/2) Slide 3 29 Sept. 2021 • ASML and its supply chain partners are actively adding and improving capacity to meet this future customer demand • Our ESG Sustainability strategy builds on achieved performance improvements and details how we plan to contribute to a digital, sustainable future • Our continued investments in technology leadership have created significant shareholder value • We expect to continue to return significant amounts of cash to our shareholders through a combination of growing dividends and share buybacks

Forward Looking Statements Slide 4 29 Sept. 2021 This presentation contains statements that are forward-looking, including statements with respect to expected industry and business environment trends including expected growth, outlook and expected financial results, including expected net sales, gross margin, R&D costs, SG&A costs and effective tax rate, annual revenue opportunity for 2025, financial model for 2025 and assumptions and expected growth rates and drivers, expected growth including growth rates 2020-2025 and 2020-2030, total addressable market, growth opportunities beyond 2025 and expected annual growth rate in lithography and metrology and inspection systems and expected annual growth rate in installed base management, expected trends in addressable market up to 2030, expected trends in Logic and Memory revenue opportunities, long term growth opportunities and outlook, expected trends in demand and demand drivers, expected benefits and performance of systems and applications, semiconductor end market trends, expected growth in the semiconductor industry including expected demand growth and capital spend in coming years, expected wafer demand growth and investments in wafer capacity, expected lithography market demand and growth and spend, growth opportunities and drivers, expected trends in EUV and DUV demand, sales, outlook, roadmaps, opportunities and capacity growth and expected EUV adoption, profitability, availability, productivity and output and estimated wafer demand and improvement in value, expected trends in the applications business, expected trends in installed base management including expected revenues and target margins, expected trends and growth opportunity in the applications business, expectations with respect to high-NA, the expectation of increased output capacity, plans, strategies and strategic priorities and direction, expectation to increase capacity, output and production to meet demand, the expectation that Moore’s law will continue and Moore’s law evolution, product, technology and customer roadmaps, and statements and intentions with respect to capital allocation policy, dividends and share buybacks, including the intention to continue to return significant amounts of cash to shareholders through a combination of share buybacks and growing annualized dividends and statements with respect to ESG commitment, sustainability strategy, targets, initiatives and milestones. You can generally identify these statements by the use of words like “may”, “will”, “could”, “should”, “project”, “believe”, “anticipate”, “expect”, “plan”, “estimate”, “forecast”, “potential”, “intend”, “continue”, “target”, “future”, “progress”, “goal” and variations of these words or comparable words. These statements are not historical facts, but rather are based on current expectations, estimates, assumptions and projections about our business and our future financial results and readers should not place undue reliance on them. Forward-looking statements do not guarantee future performance and involve a number of substantial known and unknown risks and uncertainties. These risks and uncertainties include, without limitation, economic conditions; product demand and semiconductor equipment industry capacity, worldwide demand and manufacturing capacity utilization for semiconductors, semiconductor end-market trends, the impact of general economic conditions on consumer confidence and demand for our customers’ products, performance of our systems, the impact of the COVID-19 outbreak and measures taken to contain it on the global economy and financial markets, as well as on ASML and its customers and suppliers, and other factors that may impact ASML’s sales and gross margin, including customer demand and ASML’s ability to obtain supplies for its products, the success of R&D programs and technology advances and the pace of new product development and customer acceptance of and demand for new products, production capacity and our ability to increase capacity to meet demand, the number and timing of systems ordered, shipped and recognized in revenue, and the risk of order cancellation or push out, production capacity for our systems including the risk of delays in system production and supply chain capacity, constraints, shortages and disruptions, trends in the semi-conductor industry, our ability to enforce patents and protect intellectual property rights and the outcome of intellectual property disputes and litigation, availability of raw materials, critical manufacturing equipment and qualified employees and trends in labor markets, geopolitical factors, trade environment; import/export and national security regulations and orders and their impact on us, ability to meet sustainability targets, changes in exchange and tax rates, available liquidity and liquidity requirements, our ability to refinance our indebtedness, available cash and distributable reserves for, and other factors impacting, dividend payments and share repurchases, results of the share repurchase programs and other risks indicated in the risk factors included in ASML’s Annual Report on Form 20-F for the year ended December 31, 2020 and other filings with and submissions to the US Securities and Exchange Commission. These forward-looking statements are made only as of the date of this document. We undertake no obligation to update any forward-looking statements after the date of this report or to conform such statements to actual results or revised expectations, except as required by law. Public

ASML Small Talk 2021 Investor Day Virtual ASML