ASML Holding
ASMLQ3 2022(ASML Q2 FY2022)Estimated4% AI
AI Revenue %
4%
AI Fair Value
$8.9B
AI Revenue (Q)
$326.7M
Total Revenue (Q)
$8.2B
Analysis
ASML reported EUR 5.43B quarterly revenue. Pre-ChatGPT era. AI chip production (A100, Google TPU v4 early ramp) growing but still a small fraction of leading-edge wafer starts. TSMC's major 5nm customers remained Apple and Qualcomm. Estimate ~4%.
Analyzed by claude-opus-4-6
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix