ASML Holding
ASMLQ4 2020(ASML Q3 FY2020)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$4.0B
AI Revenue (Q)
$163.3M
Total Revenue (Q)
$8.2B
Analysis
ASML reported EUR 3.96B quarterly revenue. A100 production beginning to ramp at TSMC but volumes small relative to Apple A14 and Qualcomm Snapdragon production consuming most 5nm EUV capacity. Total AI chip share of leading-edge wafer starts remained under 5%. Estimate ~2% of ASML total revenue.
Analyzed by claude-opus-4-6
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix