ASML Holding
ASMLQ2 2024(ASML Q1 FY2024)Estimated9% AI
AI Revenue %
9%
AI Fair Value
$21.9B
AI Revenue (Q)
$735.0M
Total Revenue (Q)
$8.2B
Analysis
ASML reported EUR 5.29B quarterly revenue (seasonal weakness). AI chip production at TSMC accelerating — H100/H200 and AMD MI300 consuming significant 4nm/3nm EUV capacity. But ASML revenue reflects equipment deliveries which still include many systems ordered pre-AI-boom for general leading-edge expansion. DUV revenue (~30%) has minimal AI attribution. Estimate ~9%.
Analyzed by claude-opus-4-6
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix