ASML Holding
ASMLQ4 2021(ASML Q3 FY2021)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$5.8B
AI Revenue (Q)
$245.0M
Total Revenue (Q)
$8.2B
Analysis
ASML reported EUR 5.24B quarterly revenue. Strong EUV system shipments to TSMC and Samsung. AI chip production (A100) growing at TSMC but Apple M1/A15 and Qualcomm 5G SoCs consumed the majority of leading-edge capacity. Estimate ~3% of ASML total revenue from AI chip production.
Analyzed by claude-opus-4-6
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix