ASML Holding
ASMLQ2 2022(ASML Q1 FY2022)Estimated4% AI
AI Revenue %
4%
AI Fair Value
$8.6B
AI Revenue (Q)
$326.7M
Total Revenue (Q)
$8.2B
Analysis
ASML reported EUR 3.53B quarterly revenue. NVIDIA H100 announced (GTC March 2022) but not yet in production. A100 demand strong from hyperscalers. AI chip production still a minority of TSMC's advanced nodes, with smartphone and consumer SoCs dominant. Estimate ~4%.
Analyzed by claude-opus-4-6
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix