ASML Holding
ASMLQ3 2025(ASML Q2 FY2025)Estimated15% AI
AI Revenue %
15%
AI Fair Value
$38.3B
AI Revenue (Q)
$1.2B
Total Revenue (Q)
$7.7B
Analysis
ASML reported ~EUR 7.69B quarterly revenue (per manifest). AI chip demand broadening beyond NVIDIA/AMD to include custom AI ASICs (Google, Amazon, Microsoft, Apple, Meta all developing custom silicon). TSMC 2nm node qualification underway with strong AI chip demand. More of ASML's EUV backlog now AI-attributable as orders placed in 2024 AI capex boom convert to deliveries. Estimate ~15%.
Analyzed by claude-opus-4-6
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix