ASML Holding
ASMLQ3 2023(ASML Q2 FY2023)Estimated6% AI
AI Revenue %
6%
AI Fair Value
$14.4B
AI Revenue (Q)
$490.0M
Total Revenue (Q)
$8.2B
Analysis
ASML reported EUR 6.90B quarterly revenue. AI chip demand surging — NVIDIA H100 backlog stretched to 12+ months. TSMC began prioritizing AI accelerator production at 4nm/5nm nodes. However, ASML EUV tool revenue reflects orders placed 12-18 months prior, so AI impact on current-quarter revenue was still limited. DUV systems (~35% of revenue) had minimal AI attribution. Estimate ~6%.
Analyzed by claude-opus-4-6
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix