Question 1

What percentage of ASML Holding's revenue comes from AI?

Accepted Answer

ASML Holding derives approximately 18.78% of its revenue from AI-related products and services, representing $6.1B in annual AI revenue out of $32.7B total. This estimate has "Estimated" confidence — no direct ai revenue disclosure — estimated from product mix.

Question 2

What is ASML Holding's AI Fair Value?

Accepted Answer

ASML Holding's AI Fair Value is $83.3B, ranking it #11 among publicly traded companies in the AI supply chain. AI Fair Value is calculated as Market Cap × AI Revenue %, representing what a company's AI business would be worth as a standalone entity.

Question 3

How has ASML Holding's AI revenue changed recently?

Accepted Answer

ASML Holding's AI revenue percentage increased from 16.0% to 18.0% (+2.0pp) between Q4 2025 and Q1 2026. Over the last 12 quarters tracked, AI revenue has trended upward.

Question 4

How does ASML Holding compare to peers in Semicon Equip?

Accepted Answer

ASML Holding's AI revenue percentage of 18.78% is below the Semicon Equip layer average of 22.4%. Among 5 ranked peers, 2 peers have a higher AI revenue percentage.

Question 5

Where does ASML Holding sit in the AI supply chain?

Accepted Answer

ASML Holding operates in the Semiconductor Equipment layer (Layer 2 of 9) of the AI supply chain. Manufacturers of the machines used to fabricate chips — lithography, etching, deposition, and inspection systems. Key AI products include EUV lithography systems, DUV lithography, Computational lithography.

Question 6

How reliable is ASML Holding's AI revenue estimate?

Accepted Answer

ASML Holding's AI revenue data has a "Estimated" confidence tier. No direct AI revenue disclosure — estimated from product mix. Source: SEC Filing Analysis.

ASML Holding

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