ASML Holding
ASMLQ4 2022(ASML Q3 FY2022)Estimated4% AI
AI Revenue %
4%
AI Fair Value
$9.3B
AI Revenue (Q)
$326.7M
Total Revenue (Q)
$8.2B
Analysis
ASML reported EUR 5.78B quarterly revenue. Strong EUV shipments. Consumer semiconductor demand beginning to soften but leading-edge remained supply-constrained. AI chip production steady but not yet the surge that would follow ChatGPT. Estimate ~4%.
Analyzed by claude-opus-4-6
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix