ASML Holding
ASMLQ2 2021(ASML Q1 FY2021)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$5.5B
AI Revenue (Q)
$245.0M
Total Revenue (Q)
$8.2B
Analysis
ASML reported EUR 3.91B quarterly revenue. AI chip demand (A100, Google TPU) growing but overshadowed by massive smartphone SoC demand and global chip shortage affecting all sectors. EUV capacity at TSMC still primarily serving mobile and consumer chips. Estimate ~3%.
Analyzed by claude-opus-4-6
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix