ASML Holding

ASML reported EUR 6.24B quarterly revenue. AI chip manufacturing now a major driver of TSMC's leading-edge capacity utilization. NVIDIA B100/B200 orders placed, AMD MI350 in development. High-NA EUV (first TWINSCAN EXE:5000) beginning to ship — targeted at 2nm and below, increasingly AI-driven. But much of current EUV installed base still produces non-AI chips. Estimate ~10%.