ASML Holding
ASMLQ3 2021(ASML Q2 FY2021)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$5.7B
AI Revenue (Q)
$245.0M
Total Revenue (Q)
$8.2B
Analysis
ASML reported EUR 3.53B quarterly revenue. Global chip shortage drove unprecedented demand across all semiconductor segments. AI accelerator production growing but remained a small fraction of total TSMC 5nm/7nm output. EUV tool demand driven broadly by supply constraints, not AI specifically. Estimate ~3%.
Analyzed by claude-opus-4-6
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix