ASML Holding
ASMLQ2 2023(ASML Q1 FY2023)Estimated5% AI
AI Revenue %
5%
AI Fair Value
$12.1B
AI Revenue (Q)
$408.3M
Total Revenue (Q)
$8.2B
Analysis
ASML reported EUR 6.75B quarterly revenue. Post-ChatGPT AI frenzy driving massive GPU orders to NVIDIA, but TSMC foundry capacity allocation changes take quarters to flow through. H100 production ramping but Apple A16/M2 and Qualcomm still consumed majority of 3nm/4nm EUV capacity. Equipment orders beginning to reflect AI demand but revenue recognition lags. Estimate ~5%.
Analyzed by claude-opus-4-6
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix