ASML Holding

ASML reported ~EUR 7.74B quarterly revenue (per manifest). AI infrastructure spending at all-time highs — hyperscalers spending $200B+ annually on AI capex. TSMC expanding 3nm/2nm capacity heavily for AI chips (NVIDIA B200/GB200, AMD MI350, Google TPU v6, custom ASICs from Amazon/Microsoft). High-NA EUV shipments growing. AI's share of new EUV tool orders rising rapidly. Estimate ~14%.