ASML Holding
ASMLQ3 2020(ASML Q2 FY2020)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$3.6B
AI Revenue (Q)
$163.3M
Total Revenue (Q)
$8.2B
Analysis
ASML reported EUR 3.33B quarterly revenue. COVID-19 disrupted supply chains but semiconductor demand remained strong. AI chip demand still nascent — NVIDIA A100 launched May 2020 but production ramp was small relative to total leading-edge wafer capacity. Smartphone SoCs, 5G modems, and consumer electronics dominated EUV node output. Estimate ~2%.
Analyzed by claude-opus-4-6
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix